Robotaxi Fare Revenue Surges as Pony AI Expands Global Fleet
Robotaxi revenue jumped 691% to $12.1M as fare-charging accelerated, lifting total revenue to $36.2M. Pony AI says it has secured 4,000 international vehicle commitments, including 2,000 robotaxis across five European cities tied to Uber. Unit economics turned positive in Guangzhou and Shenzhen, while driverless truck operations launched at Shenzhen’s Mawan Port. Capex rose to $32.2M as free cash flow worsened to -$76.2M, though the operating loss narrowed to -$65.7M.