"Total revenue reached $25.4 million, up 72% year-over-year, while gross margin expanded to 18.4% from 9.2% in the prior year period. The robotaxi segment was the standout, with fare-charging revenues growing over 200% year-over-year."
"Management announced that Gen-7 Robotaxis achieved city-level unit economics breakeven in Guangzhou, posting daily net revenue of 299 RMB per vehicle at 23 average orders per day. That milestone has since been replicated in Shenzhen, where daily average net revenue per Gen-7 Robotaxi reached RMB 338 as of February 2026."
"The net loss widened to $61.6 million in Q3 2025, up from $42.1 million in Q3 2024, as R&D spending surged 79.6% year-over-year to $60.4 million. The company's accumulated deficit stood at -$1.29 billion as of year-end 2024."
Pony AI reported a 72% year-over-year revenue increase to $25.4 million in Q3 2025, with gross margins improving to 18.4%. The robotaxi segment excelled, achieving over 200% revenue growth. Gen-7 Robotaxis reached breakeven unit economics in Guangzhou and Shenzhen. However, the net loss widened to $61.6 million due to increased R&D spending. The company faces a significant accumulated deficit of -$1.29 billion. Analysts expect continued losses in Q4 2025, with a 'Moderate Buy' consensus and a price target of $24.56 against a current price of $11.28.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]