Pony AI’s robotaxi sales hit quarterly high, now 33% of revenue

Pony AI just posted its best-ever quarter for robotaxi revenue. The company’s Q2 2026 results show robotaxi services pulling in $12.1 million, up a staggering 691.2% from the same period a year ago. That segment now accounts for roughly one-third of total revenue. The numbers behind the pivot Total revenue for Q2 2026 came in at $36.2 million, a 68.8% increase year-over-year. Robotaxi services generated $12.1 million, compared to just $1.5 million in Q2 2025. That 691.2% jump was driven primarily by an 849.3% rise in fare-charging revenue, the money that comes from actual passengers paying for actual rides. The robotruck business grew at a more modest but still healthy 40.0% year-over-year to $13.3 million. Sequential momentum looks strong too. In Q1 2026, robotaxi revenue was $8.6 million, itself a 395.4% year-over-year increase, on total revenues of $34.3 million. Going from $8.6 million to $12.1 million in a single quarter represents a roughly 41% sequential jump. Fleet expansion and Gen-7 deployment Pony AI had 1,975 robotaxis deployed by the end of Q2 2026, powered by its Gen-7 vehicles. The company has projected a fleet size exceeding 3,500 vehicles by the end of 2026. Manage...