Pony.ai tops Q1 forecasts, lifts Robotaxi revenue outlook and fleet targets
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Pony.ai, the autonomous driving company, exceeded first-quarter 2026 expectations, reporting a revenue of $34.3 million, a 145% increase from $14 million a year prior, and surpassing analyst estimates of $22.6 million. Despite posting a loss of $0.09 per share, better than the anticipated $0.12 loss, the company's performance was bolstered by significant growth in its Robotaxi services, which saw a staggering 395.4% year-over-year revenue increase to $8.6 million. This surge was attributed to higher fare activity and the introduction of its Gen-7 fleet, alongside a successful joint deployment model.
Pony.ai also raised its full-year Robotaxi revenue forecast, now projecting growth of over 3.5 times the 2025 level, an increase from the previous target of three times. Additionally, the company aims to expand its Robotaxi fleet to over 3,500 vehicles by year-end, up from 3,000. The first quarter of 2026 showed a notable rise in user demand, with registered users tripling year-over-year and fleet expansion exceeding 1,700 units. The company has also begun international operations, launching Robotaxi services in Croatia in collaboration with local partners. CEO James Peng emphasized the company's commitment to safe and reliable Robotaxi services and the sustainable development of the autonomous driving industry. Following the announcement, Pony.ai's shares rose approximately 1% to around $9.
Original report
Pony.ai tops Q1 forecasts, lifts Robotaxi revenue outlook and fleet targets
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