NASDAQ$PONY
Pony AI Inc · Q1 2026 earnings
Q1 2026 earnings · · Before market open
Briefing
Pony AI Inc reported unaudited financial results for the quarter ended March 31, 2026, with strong revenue growth.
Pony AI Inc. announced unaudited Q1 2026 results showing total revenues of US$34.3 million, up 145% year-over-year from US$14.0 million, primarily driven by Robotaxi services and Intelligent solutions. The company reported a net loss of US$53.5 million and raised its 2026 Robotaxi fleet and revenue targets.
- Total revenue reached US$34.3 million, a 145% YoY increase, with Robotaxi services revenue surging 395% to US$8.6 million.
- Net loss widened to US$53.5 million (US$0.12 per share), reflecting continued investments in scaling and R&D.
- Robotaxi fleet exceeded 1,700 units, with plans raised to over 3,500 vehicles by year-end across more than 20 cities.
- Gross profit was US$5.6 million (16.2% margin); cash, equivalents and investments totaled US$1.435 billion.
Headline financials
Revenue & EPS history
Pony AI Inc · Revenue · Quarterly
$34.3M
Revenue by segment
Pony AI Inc · $34.3M total across 3 segments · Q1 2026
- Intelligent solutions$15.5M—45.2%
- Robotruck services$10.2M—29.8%
- Robotaxi services$8.57M—25.0%
Forward guidance
Company raised 2026 targets for Robotaxi revenues to more than 3.5 times 2025 levels and year-end fleet to over 3,500 vehicles in over 20 cities.
Tailwinds
- Strong commercialization momentum with month-over-month growth in orders and users.
- Expansion into new markets including first commercial Robotaxi service in Europe (Croatia).
- Improved cost efficiency and Gen-7 fleet deployment supporting scaling.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 2 quarterly earnings reports
-1.4%
Avg return
Earnings day
-9.6%
Avg return
5 days after
-9.1%
Avg return
30 days after
33%
1 / 3 earnings
Positive
+5.9%
Q3 2025
Best reaction
-8.1%
Q4 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | — | — | — | |
| Q4 2026 | -2.1% | -5.4% | — | |
| Q3 2025 | +5.9% | +8.6% | +24.5% | |
| Q4 2025 | -8.1% | -32.1% | -42.7% |
Discussion
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