Pony.ai reported a sharp acceleration in Robotaxi revenue in the second quarter of 2026, while outlining planned and potential overseas deployments exceeding 4,000 vehicles—signalling the company’s push to turn its China operating experience into a broader international business.
The Nasdaq- and Hong Kong-listed autonomous-driving company reported total revenue of RMB246 million (US$36.2 million) for the quarter ended June 30, up 68.8% year on year. Robotaxi services generated RMB81.92 million (US$12.1 million), a 691.2% increase from a year earlier and 40.9% higher than in the first quarter. The segment accounted for roughly one-third of quarterly revenue.
Fare-charging Robotaxi revenue rose 849.3% year on year, according to the company. The increase came as Pony.ai continued to add vehicles and expand commercial operations. Its Robotaxi fleet stood at 1,975 vehicles at the end of June, and the company reiterated its target of operating more than 3,500 Robotaxis by year-end.
Pony.ai said its seventh-generation Robotaxis, developed with BAIC, GAC and Toyota vehicle platforms, are in daily service. The company has framed the lower-cost Gen-7 fleet and its joint-deployment approach as central to improving unit economics and enabling larger-scale operations.
International expansion has become a more prominent part of that strategy. Pony.ai said its overseas deployment pipeline now exceeds 4,000 Robotaxis. The figure should be read as planned and potential deployments rather than vehicles already operating abroad, and the company did not provide a timetable for completing the full pipeline.
More than 2,000 of those vehicles are tied to an expanded partnership with Uber. Announced on Aug. 14, the plan calls for the deployment of over 2,000 Robotaxis across five European cities, expanding from Pony.ai’s existing service in Zagreb, Croatia. The companies also said they intend to pursue Robotaxi deployments in the Middle East.
Under the arrangement, Pony.ai will provide its Level 4 autonomous-driving technology, rider experience and operating expertise; Uber will provide access to its mobility platform; and local partners may operate and own fleets depending on the market. That structure reduces the capital burden on Pony.ai while placing fleet operations and regulatory execution with market-specific partners.
The company has also established or pursued operations, testing and partnerships in markets including Singapore, South Korea, Qatar, Luxembourg and Croatia. Its immediate challenge will be converting its announced pipeline into approved, operating fleets—a process that remains dependent on local regulation, fleet partners and the pace of city-by-city rollout.
For China’s autonomous-driving sector, Pony.ai’s results underline a shift from smaller-scale pilots toward commercial fleet expansion. The scale of its overseas plans suggests that Chinese Robotaxi developers are increasingly seeking to export an integrated autonomy and fleet-operating model, rather than technology alone.