On August 18, Pony.ai unveiled its financial report for the second quarter of 2026. The total revenue for the quarter soared to 246 million yuan, representing a substantial 68.8% increase compared to the same period last year. Notably, revenue from the Robotaxi business surged to 81.92 million yuan, experiencing an astonishing 691.2% year-on-year growth and a 40.9% quarter-on-quarter rise. This segment accounted for one-third of the total revenue, emerging as a pivotal force behind the company's performance growth. Passenger fare revenue also witnessed a remarkable 849.3% year-on-year surge, marking the highest quarterly increase on record. As of June 30, 2026, Pony.ai's Robotaxi fleet had expanded to an impressive 1,975 vehicles. Presently, the seventh-generation Robotaxi models, based on three vehicle types from BAIC, GAC, and Toyota, are all actively deployed in daily operations. The company is intensifying its global expansion efforts through a shared fleet model, with plans to deploy over 4,000 Robotaxis. This includes a strategic partnership with Uber to roll out over 2,000 vehicles across five European cities.
