Business
Pony.ai Targets 3,000 Robotaxis in Over 20 Cities in 2026; Expects Dual Engines to Drive Full-fledged Growth
Pony AI Inc. ("Pony.ai") (NASDAQ: PONY; HKEX: 2026), a global leader in the large-scale commercialization of autonomous driving technology, today announced financial results that point to accelerating momentum in its robotaxi commercialization, with growth in the fourth quarter of 2025 extending into 2026 as the company scales its fleet, expands into new markets and deepens collaboration across its ecosystem.
About this update from Pony Ai Inc. Class A
[{"type":"text","content":"Pony.ai has validated its Robotaxi business model in two of China's largest cities, demonstrating core strengths in mass production, service operation and fully driverless technology. Built on these capabilities, the company is rapidly expanding across both domestic and international markets through a dual-engine strategy.","length":328,"tagName":"p"},{"type":"text","content":"GUANGZHOU, China, March 26, 2026 /PRNewswire/ -- Pony AI Inc. ("Pony.ai") (NASDAQ: PONY; HKEX: 2026), a global leader in the large-scale commercialization of autonomous driving technology, today announced financial results that point to accelerating momentum in its robotaxi commercialization, with growth in the fourth quarter of 2025 extending into 2026 as the company scales its fleet, expands into new markets and deepens collaboration across its ecosystem.","length":471,"tagName":"p"},{"type":"text","content":"According to the company's unaudited financial results released today, robotaxi revenue in the fourth quarter of 2025 rose 160% year over year, while fare-charging revenue surged more than 500%, driven by fleet expansion and increasing user adoption.","length":254,"tagName":"p"},{"type":"text","content":""2025 marked an amazing year for Pony.ai. We realized scaling-up in top-line, Robotaxi fleet size, operational footprint and user base, while validating our business model by achieving unit economics ("UE") breakeven in multiple tier-one cities in China." said Dr. James Peng, Founder and CEO of Pony.ai, "as we look to 2026, we believe the foundation we have established in China will enable us to replicate this model in overseas markets and build dual growth engines to support our next phase of accelerated growth."","length":549,"tagName":"p"},{"type":"text","content":"The company expects its top-line will grow at a faster speed in 2026, as it will scale up fleet size to over 3,000 and expand operational areas to deploy Robotaxis in over 20 cities globally. Among them, nearly half will be located in overseas markets.","length":252,"tagName":"p"},{"type":"text","content":"Dual-Engine Strategy to Drive Stronger Growth","length":45,"tagName":"p","attribs":{}},{"type":"text","content":"A key driver of Pony.ai's accelerated growth has been the expansion of its robotaxi services as its dual-engine strateg...