Robotaxi revenue is forecast to reach more than 3.5 times last year’s level as Pony.ai expands its fleet to more than 3,500 vehicles.

Pony AI raised its 2026 robotaxi fleet target to more than 3,500 vehicles after Q1 robotaxi revenues rose 395% year-on-year and the fleet passed 1,700.

Pony AI (NASDAQ: PONY) reports Q1 revenue up 145% to $34.25M, driven by a 395% surge in robotaxi services. Read the full earnings report.

Robotaxi revenue is forecast to reach more than 3.5 times last year’s level as Pony.ai expands its fleet to more than 3,500 vehicles.