Pony AI posted its best-ever quarter for robotaxi revenue in Q2 2026, reporting $12.1 million, a 691.2% year-over-year increase. This segment now represents roughly one-third of the company’s total revenue, which reached $36.2 million, up 68.8% year-over-year. Fare-charging revenue surged 849.3% year-over-year. The company’s fleet stands at 1,975 robotaxis, with a target of over 3,500 vehicles by the end of 2026. Pony AI competes with major players like Alphabet’s Waymo and Baidu’s Apollo Go in the autonomous ride-hailing space.
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