Pony AI reported second quarter 2026 total revenues of $36.2 million, beating analyst estimates of $34.45 million. The growth was spearheaded by the Robotaxi segment, which saw services revenue jump nearly 700% year-over-year. The company reported a GAAP net loss per share of $0.14, slightly better than the anticipated $0.15 loss, despite a one-off $25 million impairment charge related to strategic adjustments in long-term investments.
Key Highlights
- Robotaxi services revenue reached $12.1 million, up 691.2% YoY, while fare-charging revenues specifically surged by 849.3%.
- The global Robotaxi fleet reached 1,975 vehicles, keeping the company on track for its year-end target of more than 3,500 units.
- Expanded international footprint through a strategic partnership with Uber to deploy over 2,000 Robotaxis in Europe, with 4,000 total units under international negotiation.