Pony AI Inc. (PONY) Stock: Q1 Revenue Jumps 145% as Robotaxi Growth Accelerates

TLDR

• PONY stock jumps 10.20% as Pony AI reports 145% Q1 revenue growth.

• Pony AI revenue climbs as Robotaxi services grow nearly fivefold in Q1.

  

• PONY stock gains after Robotaxi orders and fleet expansion accelerate.

• Pony AI targets 3,500 Robotaxis after strong first-quarter growth.

• Pony AI’s Robotaxi, Robotruck, and AI solutions drive Q1 revenue jump.

Pony AI Inc. (PONY) stock rose in pre-market trading after the company reported sharp first-quarter revenue growth. The shares reached $9.83, up $0.91, or 10.20%, after closing at $8.92. The move followed stronger Robotaxi demand, wider fleet deployment, and higher intelligent solutions revenue.

Pony AI Inc. American Depositary Shares, PONY

Pony AI Inc. Stock Gains After Strong Q1 Revenue

Pony AI reported first-quarter revenue of $34.3 million, up 145.0% from $14.0 million a year earlier. The company linked the growth to Robotaxi services and intelligent solutions. Product revenue also climbed as autonomous domain controller shipments increased.

Robotaxi services revenue reached $8.6 million, up 395.4% from $1.7 million in the prior-year quarter. Fare-charging revenue grew 456.5% as Gen-7 vehicles entered broader commercial use. Meanwhile, paid orders in May rose 119% from January levels.

The company still recorded a net loss of $53.5 million, compared with $37.4 million last year. Operating expenses rose 9.5% to $63.9 million amid expansion and research spending. However, gross profit increased to $5.6 million, while gross margin stayed near 16%.

Robotaxi Fleet Growth Supports Pony AI Expansion

Pony AI expanded its Robotaxi fleet to more than 1,700 units by late May. The company now targets over 3,500 deployed Robotaxis by year-end. It also plans operations in more than 20 cities worldwide.

The company continued rolling out Gen-7 Robotaxis with BAIC, GAC, and Toyota. It also targets a domestic bill-of-materials cost below RMB230,000 by mid-2027. That target covers both autonomous driving kits and base vehicles.

Pony AI also expanded beyond China through its dual-engine strategy and partner deployment model. It started commercial Robotaxi service in Croatia and began driverless deployment work in Dubai. The company has a presence in nine countries and public services in four overseas markets.

Pony AI Builds Revenue From Robotrucks And Intelligent Solutions

Robotruck revenue rose 31.0% year-over-year to $10.2 million in the first quarter. Long-haul operations continued to support growth in the segment. The company expects Gen-4 Robotruck mass production to begin in the second half of 2026.

Intelligent solutions revenue reached $15.5 million, up 246.5% from the same quarter last year. Higher ADC shipments drove the increase across delivery, robosweeper, logistics, and humanoid robotics markets. The segment now provides another growth channel beyond Robotaxi services.

Pony AI ended March with $1.44 billion in cash, short-term investments, restricted cash, and wealth management instruments. The balance fell from $1.51 billion at year-end due to operating and research spending. Capital expenditure also rose as the company funded Gen-7 production, ADK stock-building, and computing infrastructure.

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