{"id":"0541cb25-41d5-4496-bddd-097ed6726ddb","name":"Pony AI","slug":"pony-ai","description":"Autonomous-driving company founded in 2016, publicly listed (NASDAQ: PONY; HKEX: 2026), and a Global leader in commercializing robotaxi technology. Operates commercial, fully-driverless, paid robotaxi service across China's four tier-one cities (Beijing, Shanghai, Guangzhou, and Shenzhen), launching fully-driverless commercial Gen-7 operations in Guangzhou, Shenzhen, and Beijing on November 6, 2025. Its proprietary stack is built around the PonyWorld world model and Virtual Driver technology, with Gen-7 vehicles produced in partnership with BAIC and GAC. Total robotaxi fleet surpassed ~1,400 units in early 2026. The company has stated a goal of scaling beyond 3,000-3,500 vehicles and reaching 20+ cities globally by year-end 2026 (a forward target, not current deployment), and is expanding internationally, including a first commercial fare-charging service in Doha, Qatar (via Mowasalat Karwa), operations beginning in Singapore (March 2026), and progress toward driverless approval in Dubai. Reported Q3 2025 revenue of $25.4M (up 72% YoY); achieved unit-economics breakeven in Guangzhou and Shenzhen within four months of the Gen-7 launch.","status":"public","founded":2016,"hq":"Guangzhou, China","hqLat":23.1288429,"hqLng":113.2589581,"hqGeocodedAt":"2026-08-05T14:43:49.766Z","hqAddress":null,"hqPrecision":null,"website":"pony.ai","fundingTotal":"664000000","type":"both","roles":["robot_maker","robot_operator"],"reviewStatus":"reviewed","heatIndex":95,"lifecycleState":"active","supersededByCompanyId":null,"sources":[{"url":"https://techcrunch.com/2025/11/25/chinas-pony-ai-plans-to-triple-global-robotaxi-fleet-by-the-end-of-2026/","title":"China's Pony AI plans to triple global robotaxi fleet by end of 2026 — commercial service in Beijing, Shanghai, Guangzhou, Shenzhen","sourceName":"TechCrunch","publishedAt":"2025-11-25"},{"url":"https://ir.pony.ai/news-releases/news-release-details/pony-ai-inc-kicks-fully-driverless-commercial-services-gen-7","title":"Pony AI kicks off fully-driverless commercial Gen-7 robotaxi services across Guangzhou, Shenzhen, Beijing","sourceName":"Pony AI (investor relations)","publishedAt":"2025-11-06"},{"url":"https://ir.pony.ai/news-releases/news-release-details/pony-ai-inc-scales-160-robotaxi-revenues-growth-yoy-and-500-fare","title":"Pony AI Q4/FY2025 results — fleet >1,400 units, UE breakeven Guangzhou/Shenzhen, international expansion","sourceName":"Pony AI (investor relations)","publishedAt":"2026-03-26"},{"url":"https://fortune.com/2026/03/26/pony-ai-ceo-james-peng-china-robotaxi/","title":"Pony AI Nasdaq IPO $413M late 2024; HK secondary $863M 2025; ~1,200 taxis targeting 3,000","sourceName":"Fortune","publishedAt":"2026-03-26"},{"url":"https://www.sec.gov/Archives/edgar/data/1969302/000110465924123680/tm2310344-35_424b4.htm","title":"Pony AI Inc. IPO prospectus (Form 424B4): US$13.00/ADS, 20,000,000 ADSs + 3,000,000 over-allotment, US$260M base gross, Series D NEOM US$100M (Nov 15, 2023)","sourceName":"SEC EDGAR (Pony AI 424B4)","publishedAt":"2024-11-26"},{"url":"https://ir.pony.ai/news-releases/news-release-details/pony-ai-inc-unveils-seventh-generation-robotaxi-lineup-targets","title":"Pony AI unveils Gen-7 Robotaxi lineup with Toyota/BAIC/GAC; -70% BOM (Apr 2025)","sourceName":"Pony AI (investor relations)"},{"url":"https://ir.pony.ai/news-releases/news-release-details/pony-ai-inc-achieved-gen-7-robotaxi-ue-breakeven-shenzhen","title":"Pony AI achieves Gen-7 robotaxi city-wide UE breakeven in Shenzhen (Feb 2026)","sourceName":"Pony AI (investor relations)"},{"url":"https://ir.pony.ai/news-releases/news-release-details/pony-ai-inc-and-toyota-advance-commercial-deployment-autonomous","title":"Pony AI and Toyota advance the mass-produced Gen-7 bZ4X robotaxi (Feb 2026)","sourceName":"Pony AI (investor relations)"},{"url":"https://ir.pony.ai/news-releases/news-release-details/pony-ai-inc-announces-new-generation-autonomous-driving-domain","title":"Pony AI new-generation AD domain controller on NVIDIA DRIVE Hyperion (Apr 2026)","sourceName":"Pony AI (investor relations)"},{"url":"https://www.prnewswire.com/news-releases/ponyai-launches-ponyworld-2-0--a-self-improving-physical-ai-engine-for-autonomous-driving-302739012.html","title":"Pony.ai launches PonyWorld 2.0, a self-improving physical-AI engine (Apr 2026)","sourceName":"Pony.ai (PR Newswire)"},{"url":"https://x.com/rta_dubai/status/2104103531338756241","title":"RTA + DIEZ inaugurate Dubai Mobility Labs at Dubai Silicon Oasis (248 scenarios)","sourceName":"X (@rta_dubai)","publishedAt":"2026-09-27"},{"url":"https://www.thenationalnews.com/news/uae/2026/09/27/dubai-opens-advanced-testing-facility-to-prepare-autonomous-vehicles-for-the-roads/","title":"Dubai unveils advanced testing ground to prepare autonomous vehicles for the roads","sourceName":"The National","publishedAt":"2026-09-27"},{"url":"https://www.wam.ae/en/article/c2ghq6j-rta-diez-launch-dubai-mobility-labs-for-autonomous","title":"RTA, DIEZ launch Dubai Mobility Labs for autonomous transport testing","sourceName":"Emirates News Agency (WAM)","publishedAt":"2026-09-27"},{"url":"https://blog.pony.ai/pony-ai-reports-record-quarterly-robotaxi-revenue-raises-revenue-outlook-and-fleet-target-as-commercialization-gathers-steam/","date":"2026-05-26","title":"Pony.ai Reports Record Quarterly Robotaxi Revenue","sourceName":"Pony.ai"},{"url":"https://en.wikipedia.org/wiki/Pony.ai","title":"Pony.ai","sourceName":"Wikipedia"},{"url":"https://www.wikidata.org/wiki/Q65056153","title":"Pony.ai","sourceName":"Wikidata"},{"url":"https://ir.pony.ai/news-releases/news-release-details/pony-ai-inc-announces-pricing-initial-public-offering","title":"Pony AI Inc. Announces Pricing of Initial Public Offering","sourceName":"Pony.ai","publishedAt":"2024-11-27"}],"keyFacts":[{"label":"Listings (reported, unconfirmed)","value":"Nasdaq: PONY (IPO Nov 2024) and a Hong Kong secondary listing in 2025."},{"label":"Nasdaq IPO (reported, unconfirmed)","value":"Priced Nov 26 2024 at $13.00 per ADS; about $413.4M gross including concurrent private placements."},{"label":"Core markets (company-claimed)","value":"Beijing, Shanghai, Guangzhou and Shenzhen."},{"label":"Unit economics (company-claimed)","value":"Claims per-vehicle breakeven in Guangzhou in late 2025."},{"label":"Q1 2026 revenue (company-claimed, May 2026)","value":"Robotaxi revenue a record $8.6M, up 395.4% YoY; total revenue $34.3M, up 145%."},{"label":"2026 fleet target (company-claimed, May 2026)","value":"Raised to 3,500 robotaxis in 20+ cities, from 3,000, with over 1,700 then deployed."},{"label":"Gen-7 cost target (company-claimed, Apr 2026)","value":"2027 China-market Gen-7 robotaxi BOM below RMB 230,000 (about $33,000), announced at Auto China."},{"label":"Dubai trials (reported, Sep 2026)","value":"Named among prior trial participants at Dubai Mobility Labs, opened Sep 27 2026 by RTA and DIEZ."}],"aliases":["Pony.ai","PONY"],"collisionRisk":"low","reviewNote":null,"atsProvider":null,"atsSlug":null,"factoryLocations":null,"manufacturingCapacity":null,"orgType":null,"burnSignal":null,"litigationEvents":null,"insurancePostureDisclosed":null,"unitEconomicsDisclosed":null,"tickerSymbol":"PONY","stockExchange":"NASDAQ","secCik":"0001969302","revenueUsd":null,"revenueBasis":null,"revenueAsOf":null,"employeeCount":1669,"employeeCountBasis":null,"employeeCountAsOf":null,"marketCapUsd":null,"marketCapAsOf":null,"marketCapSource":null,"createdAt":"2026-05-26T13:18:59.253Z","updatedAt":"2026-10-21T00:46:56.248Z","jsonLd":{"@context":"https://schema.org","@type":"Organization","@id":"https://registry.deploy.report/companies/pony-ai","url":"https://registry.deploy.report/companies/pony-ai","name":"Pony AI","alternateName":["Pony.ai","PONY"],"description":"Autonomous-driving company founded in 2016, publicly listed (NASDAQ: PONY; HKEX: 2026), and a Global leader in commercializing robotaxi technology. Operates commercial, fully-driverless, paid robotaxi service across China's four tier-one cities (Beijing, Shanghai, Guangzhou, and Shenzhen), launching fully-driverless commercial Gen-7 operations in Guangzhou, Shenzhen, and Beijing on November 6, 2025. Its proprietary stack is built around the PonyWorld world model and Virtual Driver technology, with Gen-7 vehicles produced in partnership with BAIC and GAC. Total robotaxi fleet surpassed ~1,400 units in early 2026. The company has stated a goal of scaling beyond 3,000-3,500 vehicles and reaching 20+ cities globally by year-end 2026 (a forward target, not current deployment), and is expanding internationally, including a first commercial fare-charging service in Doha, Qatar (via Mowasalat Karwa), operations beginning in Singapore (March 2026), and progress toward driverless approval in Dubai. Reported Q3 2025 revenue of $25.4M (up 72% YoY); achieved unit-economics breakeven in Guangzhou and Shenzhen within four months of the Gen-7 launch.","identifier":"0541cb25-41d5-4496-bddd-097ed6726ddb","foundingDate":"2016","address":"Guangzhou, China","publisher":{"@id":"https://deploy.report/#organization"}},"framework_metadata":{"framework_schema_version":"0.1.0","verification_status":"verified","maturity_stage":null,"lifecycle_state":null,"architectural_position":{"cohort":null,"sub_cohorts":[]},"within_cohort_verified_vs_claimed_pair":null,"cap_flags":[],"verification_depth":{"sources_count":17,"primary_source_types":["knowledge-base","primary-company-ir","primary-sec-filing","secondary-industry-publication"]}}}