Pony.ai's single-quarter Robotaxi revenue increased by 395.4% year-on-year; annual revenue and fleet size targets have been raised.

华尔街见闻2026/05/26 09:04

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Robotaxi business achieved a record-high single-quarter revenue of 59.12 million yuan, representing a year-on-year increase of 395.4% and a quarter-on-quarter growth of 28.7%. Passenger fare revenue increased by 456.5% year-on-year. As of May 2026, the Robotaxi fleet size has exceeded 1,700 vehicles. Based on the strong performance in the first quarter, the company has raised its 2026 Robotaxi business targets: the full-year Robotaxi revenue is expected to reach more than 3.5 times the 2025 level, fleet size to surpass 3,500 vehicles, and coverage to expand to over 20 cities both domestically and internationally.

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