Pony.ai Q2 FY26 net loss narrows 14.9% to US$45.4 million; revenue rises 68.8% to US$36.2 million
PONY•Margins and operating loss
Operating loss widened 7.3% to USD 65.7 million; gross margin improved 1.4 percentage points to 17.5%.
Overseas expansion and outlook
Overseas push included an Uber deal for over 2,000 Europe robotaxis; management expects to exceed its full-year robotaxi services revenue target.
Fleet expansion and user growth
Robotaxi fleet expanded to 1,975 vehicles, targeting more than 3,500 by year-end; PonyPilot users in China surpassed 1.5 million.
Q2 results improve as revenue grows
In Q2 2026, revenue climbed 68.8% year-over-year to USD 36.2 million; net loss narrowed 14.9% to USD 45.4 million.
Robotaxi services revenue surged to USD 12.1 million from a low base, while robotruck services revenue rose to .
