Feb. 5 at 1:18 PM
$WRD if you have more detail on this please share. From crude searches of robotaxi pgrwoth in 2025 by WeRide and
$PONY this is what I found.
Weride:
Q1 no data available
Q2 no data but Abu Dhabi robotaxi fleet 3X since 2024
Q3 750 taxis
As of mid January, 1.023 taxis, a +37% increase over Q3
PONY:
Q1 no data available
Q2 no data but estimated at 400-700 (very wide range)
Q3 961 taxis
As of mid January, 1,159 taxis, an +18% increase over Q3
PONY has 12 more taxis than WeRide as of mid January but WeRide narrowed the gap substantially, as it did with Q3 earnings to a 6% difference, well better than Q1 and Q2 earnings of 40% and 20% differential.
I suspect Q4 rev for WeRide will meet or beat PONY and robotaxis for 2026 will outperform as well on the market size differential.
These questions get answered this month after both report Q4 and perhaps provide outlooks for 2026. The market doesn't believe yet. Wil it by month end?