Pony.ai Q1 2026 Robotaxi Revenue Surges 395.4% YoY; Raises Full-Year Revenue and Fleet Targets

Pony.ai released its Q1 2026 financial results, reporting total revenue of RMB 236 million for the quarter, a 145% year-over-year increase. Gross profit reached RMB 38.36 million, up 140.1% year-over-year. Its Robotaxi business generated RMB 59.12 million in revenue during the quarter, surging 395.4% year-over-year and 28.7% quarter-over-quarter. Passenger fare revenue rose 456.5% year-over-year. As of May 2026, Pony.ai’s Robotaxi fleet exceeded 1,700 vehicles. Based on its strong first-quarter performance, the company has raised its full-year 2026 outlook, projecting Robotaxi revenue to surpass 3.5 times its full-year 2025 level, expanding its fleet to over 3,500 vehicles and operating in more than 20 cities across China and overseas.