Pony AI Achieves Robotaxi Profitability Milestone While Expanding Fleet and Partnerships

Pony AI Gen-7 Robotaxis Achieve City-Wide Unit Economics Breakeven - Pony AI (NASDAQ:PONY)

Pony AI Inc. (NASDAQ:PONY) shares traded higher premarket on Tuesday after the company disclosed that its Gen-7 Robotaxis have now achieved city-wide unit economics breakeven. It reported third-quarter 2025 earnings as well. The move creates a strong foundation for scalable growth in China and internationally. Also Read: Pony AI Achieves Major Milestone With Shenzhen Driverless Commercial Permit Daily average orders per vehicle have hit 23, driven by strong user demand and optimized operational efficiency. The company says that Gen-7 Robotaxis officially launched in Guangzhou, Shenzhen, and Beijing with fully driverless operations. Gen‑7 Robotaxis' new user registrations nearly doubled within a week of launch and generated notable social media buzz. The vehicles feature optimized acceleration, braking, and steering for smooth, natural motion, with marked improvements in emergency handling. In-cabin enhancements include "smart repositioning" and the voice-activated "Popo Voice Assistant" for trip initiation and climate control. The company currently operates 961 Robotaxis, including 667 Gen‑7 units. Pony.Ai says it is on track to exceed 1,000 vehicles by year-end and 3,000 by 2026. Bill-of-materials (BOM) costs for 2026 Gen‑7 ADKs are down 20% versus 2025, while advanced AI and fleet management maintain high utilization and efficient remote-assistant support. Earnings The company reported third-quarter FY25 revenue growth of 72.0% year over year (Y/Y) to $25.4 million, and adjusted loss per share narrowed to 14 cents from a loss of $3.50 a year ago quarter. Robotaxi revenues climbed 89.5% Y/Y in the third quarter, with fare-charging revenue jumping over 200% Y/Y. Fare-charging revenue was driven by strong demand in tier-one cities and ongoing fleet operation and pricing optimizations. Dr. Tiancheng Lou, Chief Technology Officer of Pony.ai, added, "Our early move to adopt the world model has become a clear technological advantage. PonyWorld combines high-fidelity simulation, the ability to reproduce corner cases, and an artificial intelligence ("AI") based learning evaluator, enabling unsupervised and self-improving closed-loop training. This is the key to building our strong moat, and Gen-7 Robotaxi turns that technological edge into commercial efficiency." Recent Key Deals On Monday, the company unveiled a deeper collaboration with Sunlight Mobility to advance an asset-light operating model. Price Action: PONY shares are up 8.82% at $13.70 premarket at the last check on Tuesday. Read Next: Taiwan Semiconductor Doubles Down On 2nm Chips As AI Frenzy Fuels Billion-Dollar Buildout Photo by Tada Images via Shutterstock PONYPony AI Inc$13.658.42%OverviewMarket News and Data brought to you by Benzinga APIs

Why Pony AI Stock Zoomed Almost 13% Higher on Monday | The Motley Fool

If done right, a new manufacturing tie-up could save the company a great deal of capital. Investors collectively pushed the acceleration pedal on Pony AI (PONY +12.51%) on Monday. They sent the Chinese autonomous driving stock nearly 13% higher on the day, thanks to the company's announcement of a promising business collaboration. That morning, Pony AI announced that it had expanded its existing partnership with next-generation Chinese transportation hardware company Sunlight Mobility. According to Pony AI, this will see the company adopt an asset-light business model, in which Sunlight Mobility will finance the manufacture of Pony AI's Gen-7 robotaxis. The immediate goal will be to deploy a fleet of these autonomous craft in the city of Guangzhou by the end of this year. Following this, the extended partnership should expand this deployment to other cities in their native country. Pony AI did not provide any financial details, such as the impact on revenue or profitability, of this expanded arrangement. It did say that "the collaborative autonomous driving vehicle (ADV) fleet supply will be integrated in both Pony AI and Sunlight Mobility's platforms, making both parties share economic benefits and creating a win-win situation." We can assume that Pony AI, one of the leading Chinese developers of self-driving vehicles, was able to negotiate at least fair terms for the expanded Sunlight Mobility partnership. On that basis, this is almost surely a victory for the company, as shifting the manufacturing burden to its peer can not only conserve capital but also allow it to concentrate on developing technology. This absolutely feels like a win for Pony AI, although of course we have to wait to see how the collaboration is actually implemented to get a better idea of how it'll benefit.

Why Is Pony AI Stock Gaining Monday? - Pony AI (NASDAQ:PONY)

Pony AI Inc. (NASDAQ:PONY) stock rose Monday after the company unveiled a deeper collaboration with Sunlight Mobility to advance an asset-light operating model. Details The move represents a key step in Pony AI's plans to build a scalable and capital-efficient mobility network, supporting faster and more flexible fleet growth in the future. Building on their June 2024 collaboration, Pony AI has signed a new agreement with Sunlight Mobility, which operates in over 180 Chinese cities, to implement the asset-light model. Also Read: Pony AI Achieves Major Milestone With Shenzhen Driverless Commercial Permit The deal underscores growing confidence in Pony AI's business model, as more partners fund fleets and lease its Virtual Driver technology. Sunlight Mobility will fund the Gen-7 Robotaxi vehicles, with an initial fleet to be deployed in Guangzhou before year-end 2025. The companies intend to broaden the rollout to other major Chinese cities in the coming years. Sunlight Mobility's platform expertise -- spanning user engagement, product features, and fleet dispatch -- will enhance efficiency and user experience. Both companies will integrate their autonomous fleets across platforms, sharing economic benefits in a mutually advantageous setup. Key Events Last week, Pony AI introduced its fourth-generation autonomous truck lineup, a redesigned platform built to reduce costs and extend vehicle durability. The company will report its third-quarter fiscal 2025 results on November 25, 2025. Price Action: PONY shares were trading higher by 2.68% to $11.49 premarket at last check Monday. Read Next: Consumer Tech News (Nov 17-21): U.S. Jobs Surge in September, Trump Considers Delaying Semiconductor Tariffs & More Image by Samuel Boivin via Shutterstock PONYPony AI Inc$11.492.68%OverviewMarket News and Data brought to you by Benzinga APIs

What's Going On With Pony AI Stock Wednesday? - Pony AI (NASDAQ:PONY)

Pony AI Inc. (NASDAQ:PONY) has introduced its fourth-generation autonomous truck lineup, a redesigned platform built to reduce costs and extend vehicle durability as the company pushes toward large-scale commercial driverless freight. The Gen-4 system, co-developed with manufacturing partners including SANY Truck, uses 100% automotive-grade components and cuts the bill-of-materials cost by roughly 70% compared to the previous generation. The company said the trucks leverage components from its latest Robotaxi platform, enabling a service life of 20,000 hours -- equivalent to about 1 million kilometers of freight operation. Also Read: Pony AI Hits Major Milestone With 300th Robotaxi, Plans Driverless Rides In Big Cities Soon Pony AI plans to build the first two Gen-4 models on battery-electric platforms and aims for mass production at a thousand-unit scale. Initial fleet deployment is expected in 2026. Robotaxi Safety Architecture Extends to Freight Operations The new trucks incorporate Pony AI's fully redundant Robotaxi safety architecture, a design intended to ensure continuous, uninterrupted autonomous operation. As China accelerates efforts to modernize its logistics networks, the company expects the Gen-4 platform to help reduce freight costs and improve overall efficiency. Regulatory Momentum Builds Across Key Cities The product debut comes amid a series of operational milestones. On October 31, Pony AI secured Shenzhen's first citywide permit for fully driverless commercial robotaxis. The permit, issued jointly to Pony AI and leading taxi operator Shenzhen Xihu, authorizes autonomous ride-hailing services across the city. Operations will begin in Nanshan, Qianhai, and Baoan districts before expanding citywide. Separately, Pony AI recently produced its 300th ARCFOX Alpha T5 robotaxi as it continues scaling toward broader commercial deployment. IPO Activity and Strategic Investment Interest On November 6, Pony AI launched its Hong Kong initial public offering of 41.96 million shares. A media report indicated that Uber Technologies, Inc. (NYSE:UBER) plans to invest approximately $100 million in the offering, signaling continued global interest in autonomous mobility platforms. Investor attention has also come from institutional buyers. As of November 10, Cathie Wood's ARK Invest purchased 173,798 Pony AI shares, valued at approximately $2.51 million. Price Action: PONY shares were trading higher by 0.88% to $12.57 premarket at last check Wednesday. Read Next: Baidu's AI Cloud Takes Off, But Ad Slump Steals Spotlight Image by Samuel Boivin via Shutterstock PONYPony AI Inc$12.560.80%OverviewUBERUber Technologies Inc$91.000.15%Market News and Data brought to you by Benzinga APIs

Pony.ai announces new autonomous truck lineup By Investing.com

Investing.com-- Chinese robotaxi operator Pony Ai Inc (NASDAQ:PONY) on Tuesday announced a new lineup of autonomous trucks, which it said will cost less to build and operate for a longer lifespan. Pony Ai said its fourth generation of autonomous trucks are designed for mass production on the thousand-unit scale, with initial fleet deployment set for 2026. The company, which recently listed on the Hong Kong stock exchange, said the new trucks were designed for a service life of 20,000 hours up to 1 million kilometers of freight operation. Pony Ai said it has a fleet of about 200 trucks after entering the autonomous market in 2018. The company is among the largest robotaxi operators in the world, and operates primarily in China. Autonomous vehicles came into increased focus this year amid bets that advancements in artificial intelligence could support the sector. Pony Ai, along with Chinese rival WeRide Inc (HK:0800), were also seen expanding into European and Middle Eastern markets this year.

Pony AI Partners With Sany Truck, Dongfeng Liuzhou to Build Autonomous Trucks

Pony AI Inc is a holding company principally engaged in the commercialization of autonomous vehicles. The Company mainly operates three businesses. The robotaxi services business is engaged in the operation of fully driverless vehicles. The robotruck services business is engaged in the development of robotrucks with safety drivers to fulfill its freight orders within its existing nationwide logistics network. The licensing and applications business is engaged in offering personally owned vehicles (POV) intelligent driving solutions and other value-added technological services. The Company conducts its business in the domestic and overseas markets.