May. 26 at 8:43 PM
Pony AI raised its 2026 robotaxi fleet target by 500 vehicles to 3,500 after reporting stronger-than-expected first-quarter results. The autonomous driving company posted revenue of US
$34.3 million for the March quarter, up 145% year over year and above analyst expectations, while operating losses rose 4% to US
$58.3 million.
Following the results, Pony AI increased its commercialization targets and now expects full-year robotaxi revenue to grow 3.5 times versus 2025 levels, higher than its previous forecast of triple growth.
The outlook highlights the company’s confidence in China’s robotaxi market despite tighter regulatory scrutiny after service disruptions involving Baidu’s autonomous taxi operations in Wuhan. Pony AI said its own Chinese operations were unaffected.
The Guangzhou-based company is also accelerating international expansion, launching robotaxi services in Croatia with Verne and Uber, while continuing tests in the UAE, Singapore, and South Korea.
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