Pony AI reported second-quarter 2026 revenue of $36.2 million, up 68.8% from a year earlier, as robotaxi services revenue jumped 691.2% to $12.1 million and accounted for one-third of total revenue for the first time. The company said its global robotaxi fleet reached 1,975 vehicles as of June 30, PonyPilot registered users in China surpassed 1.5 million as of Aug. 16, and it continued scaling toward more than 3,500 vehicles by year-end. Overseas expansion advanced through its joint deployment model, with planned and potential international robotaxi deployments exceeding 4,000 vehicles, including more than 2,000 robotaxis under contract with Uber in Europe. Robotruck services revenue rose 40.0% to $13.3 million, gross margin improved to 17.5% from 16.1%, and net loss narrowed 14.9% to $45.4 million despite a $25.0 million one-off impairment provision. Pony.ai said it remains on track for full-year robotaxi services revenue to exceed 3-1/2 times 2025's level.