Pony AI reported its first profitable quarter since inception, as it ramps up commercialization efforts and expands its global robotaxi footprint.
The company posted net income of 528 million yuan ($75.5 million) in the fourth quarter of 2025, according to its latest financial results. The profit was primarily driven by gains from an early investment rather than its core robotaxi operations.
For the full year, Pony AI narrowed its net loss by 72% to $76.8 million, while revenue increased 20% to $90 million, reflecting steady progress toward commercialization.
Leo Wang said the company is continuing to invest aggressively to accelerate its rollout of autonomous mobility services.
Pony AI said its robotaxi fleet reached 1,446 vehicles as of March 25 and is expected to exceed 3,000 units by the end of the year. The company has already achieved per-vehicle breakeven in Guangzhou and Shenzhen, key test markets for its services.
In Shenzhen, its seventh-generation robotaxi fleet recorded peak daily revenue of 394 yuan per vehicle, with an average of 25 orders per vehicle on a single day in March.
The company plans to expand robotaxi deployments to more than 20 cities globally in 2026, with nearly half located outside China. As part of its international push, Pony AI recently announced plans to launch services in Zagreb through a partnership with Uber and Verne.
Under the partnership, Verne will oversee fleet operations, while Uber will integrate the service into its global ride-hailing network. The companies aim to scale the fleet to thousands of vehicles over time.
James Peng said the company plans to leverage its experience in China to replicate its operational model in international markets, building what he described as dual growth engines for future expansion.
