- Pony AI's fourth-quarter net income reached $75.5 million, primarily driven by an investment gain.
- The company plans to deploy more than 3,000 robotaxis across 20 cities by the end of 2026.
Pony AI delivered its first profitable quarter since inception, and expects its global fleet to top 3,000 vehicles by the end of this year.
Net income reached 528 million yuan ($75.5 million) in the fourth quarter of 2025, according to financial results released on Thursday.
The milestone was largely driven by a windfall from an early investment, rather than its core robotaxi business.
The company's full-year net loss for 2025 narrowed by 72% to $76.8 million. Total revenue for the year climbed 20% to $90 million.
"We are making front-loaded investment to drive our commercialization at a quicker pace," CFO Leo Wang said in a statement.
The company has set a goal of deploying robotaxis in more than 20 cities worldwide in 2026, with nearly half located in overseas markets.
Its robotaxi fleet expanded to 1,446 vehicles as of March 25. The company has already achieved breakeven on a per-vehicle basis in Guangzhou and Shenzhen.
In Shenzhen, its seventh-generation robotaxi fleet achieved an all-time high of 394 yuan in daily revenue per vehicle on March 22 with 25 orders per vehicle.
Pony AI is accelerating its global expansion. Earlier today, the company announced that it plans to launch robotaxis in Zagreb, Croatia, in the near future, in partnership with Uber and local startup Verne.
This makes it likely to be the first European city to have a fare-charging self-driving cab service. Under this partnership framework, Verne will manage the daily operations of the fleet.
Uber will integrate the autonomous driving service into its global ride-hailing network. The three companies plan to expand the fleet to thousands of vehicles over the next few years.
"The foundation we have established in China will enable us to replicate this model in overseas markets," CEO James Peng said.
He added that the company will build dual growth engines to support its next phase of accelerated growth.
