Pony.ai 7th-gen Robotaxi turns profitable in Guangzhou

Pony.ai's latest unaudited financial report for the third quarter of 2025 revealed a significant business breakthrough: its seventh-generation Robotaxi achieved positive unit economics in Guangzhou, marking the company's entry into a profitable commercial cycle.

Pony.ai's seventh-generation Robotaxi. [Photo/WeChat account: nanshafabu]

The report demonstrated robust revenue growth for the third consecutive quarter, with total Q3 revenue reaching 181 million yuan ($25.59 million), a 72 percent year-on-year increase. Revenue from the Robotaxi segment surged to 47.7 million yuan, up 89.5 percent compared to the same period last year, while passenger fare revenue skyrocketed by over 200 percent. Regarding fleet scale, Pony.ai's Robotaxi fleet now has 961 vehicles, with plans to expand to over 3,000 by the end of 2026.

During the quarter, the company launched fully driverless commercial operations in Beijing, Guangzhou, and Shenzhen. In Guangzhou, each seventh-generation Robotaxi averaged 23 daily rides. Through capital-light partnerships with multiple mobility platforms, Pony.ai continues to expand its autonomous fleet and service coverage.

Furthermore, the company recently achieved a dual-primary listing in the United States and Hong Kong, enabling it to obtain significant funding for large-scale commercialization. Worldwide, Pony.ai's Robotaxi services have grown to eight countries, with partnerships formed throughout Europe and the Middle East.

With continuous cost optimization of its seventh-generation vehicles and progress in developing fourth-generation autonomous trucks, Pony.ai is accelerating toward a new era of scalable and profitable autonomous driving.