Pony AI delivers Q2 revenue of $36.2M, up 68.8%

• Pony AI reported Q2 2026 revenue of $36.2 million, up 68.8% year over year, led by Robotaxi and Robotruck services.
• PONY shares rose 5.64% to $8.43 in extended trading after the results, while the company reported a $59.8 million attributable net loss.
• Pony AI is expanding its Robotaxi fleet and international deployment agreements, including a contracted program with Uber covering more than 2,000 vehicles in Europe.

Pony AI (NASDAQ:PONY) reported Q2 2026 revenue of $36.2 million, up 68.8% year over year as Robotaxi and Robotruck revenue increased.

Revenue exceeded the $34.45 million market consensus, while Robotaxi services revenue jumped 691.2% to $12.1 million and Robotruck revenue rose 40% to $13.3 million.

Gross profit increased 83.4% to $6.4 million, but operating loss widened to $65.7 million and attributable net loss reached $59.8 million, including a $25 million impairment.

Following the announcement, Pony AI's share price was up 5.64% at $8.43 in extended trading.

Pony AI's global Robotaxi fleet reached 1,975 vehicles by June 30, while PonyPilot users exceeded 1.5 million and the company continued expanding Gen-7 operations across major Chinese cities.

The company has contracted with Uber to deploy more than 2,000 Robotaxis in Europe while also advancing deployments with Bolt and Stellantis in Luxembourg, ComfortDelGro in Singapore and China Merchants Port in Shenzhen.