Pony AI Inc. Reports Record Quarterly Robotaxi Revenue, Surges 395.4%, Raises Full-Year Targets

Stock News
05/26

Pony AI Inc. (PONY.US)(02026) announced its first-quarter 2026 financial results on May 26. Total revenue for the quarter reached 236 million yuan, representing a 145% year-over-year increase. Gross profit amounted to 38.36 million yuan, up 140.1% compared to the same period last year. The company's Robotaxi business achieved a new record for single-quarter revenue, reaching 59.12 million yuan, a surge of 395.4% year-over-year and a 28.7% increase from the previous quarter. Revenue from passenger fares grew by 456.5% year-over-year. As of May 2026, the Robotaxi fleet size has exceeded 1,700 vehicles. Driven by the strong first-quarter performance, the company has raised its 2026 targets for the Robotaxi business. It now expects full-year Robotaxi revenue to exceed 3.5 times the level of 2025, with a fleet size surpassing 3,500 vehicles, covering over 20 cities both domestically and internationally.

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