Pony AI (02026) Q3 Report: City-Level Per-Vehicle Profit Turns Positive, Robotaxi Fleet Target to Hit 1,000 Units Ahead of Schedule, Expansion to 3,000 Units by 2026

Stock News11-25

Pony AI (02026, PONY.US) released its Q3 2025 financial results on November 25, announcing that its seventh-generation Robotaxi achieved positive per-vehicle profitability in Guangzhou. The company expects to reach its 1,000-unit Robotaxi fleet target ahead of schedule and expand to over 3,000 units by the end of 2026.

Currently, Pony AI's Robotaxi fleet stands at 961 vehicles, including 667 seventh-generation units. By adopting a capital-light model, the company has accelerated fleet deployment. Q3 total revenue reached RMB 181 million, up 72% year-over-year, marking the third consecutive quarter of revenue growth.

Robotaxi business revenue surged 89.5% YoY to RMB 47.7 million in Q3, with passenger fare revenue increasing over 200% YoY. As of quarter-end, the company held RMB 4.184 billion in cash and equivalents, short-term investments, restricted cash, and long-term debt-financed wealth management products. Post-Hong Kong IPO, Pony AI secured at least RMB 6 billion in additional funding, which will be allocated to accelerate autonomous vehicle mass production, commercialization, R&D, and market expansion.

Through partnerships with global mobility leaders like Uber and ComfortDelGro, Pony AI has deployed Robotaxi services and fleet testing across eight countries.

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