Pony.ai Q1 Robotaxi Revenue Hits $81.3M, Up 395% YoY; Guides 3.5x Full-Year Growth

On May 26, Pony.ai announced Q1 2026 results, with total revenue of 236 million yuan and Robotaxi business revenue reaching a single-quarter record of 59.12 million yuan, up 395.4% year-over-year. The company now operates 1,700 Robotaxi vehicles as of May. Based on strong first-quarter performance, Pony.ai raised its full-year guidance, projecting Robotaxi revenue to reach 3.5 times 2025 levels, fleet size exceeding 3,500 vehicles, and expansion to 20+ cities globally.
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