Overview
- Pony.ai set a 2026 goal to run more than 3,000 robotaxis in over 20 cities as it leans on a partner-funded rollout model and plans to add 1,000 Toyota bZ4X units this year.
- The company said its Gen-7 cars now break even on a per-vehicle basis in Guangzhou and Shenzhen, meaning daily fares cover operating costs at city scale.
- The fleet reached 1,446 vehicles, with riders in China nearing one million and paid trips in Shenzhen outpacing last year’s total.
- International service began in Zagreb and Doha, and the company is seeking approval to run fully driverless rides in Dubai.
- Fourth-quarter profit came from gains on trading securities, while full-year 2025 revenue rose to $90 million and the net loss narrowed to $76.8 million.