Jul. 30 at 7:28 AM
$PONY Anybody care to answer?
What would Pony’s robotaxi business look like if you stripped out vehicle sales and project engineering revenue? Would the underlying operating business still justify the current commercialization narrative?
Pony’s Q1 performance:
~287 Robotaxi fleet increase;
$8.6M Robotaxi revenue .
$40K Average Sale Price p/ Vehicle
~
$11.5M Robotaxi vehicle sales.
~$ ? M Robotaxi Project Engineering Svc
~$ ? M Robotaxi Operational Revenue