Pony.ai on Track for 1,000 Robotaxis in 2025 Despite Losses

Pony.ai announced it is still on track to achieve its 2025 goal of delivering 1,000 robotaxi vehicles after introducing over 200 units of its Gen-7 model in the two months since mass production was initiated.

"We have established a sound foundation for large-scale commercial robotaxi operation," CEO James Peng explained in an earnings call on Aug 12.

The company posted Q2 2025 robotaxi services revenue of USD 1.5 million, a 158 percent year-on-year increase.

The firm reported a Q2 net loss of USD 53.3 million, up from USD 30.9 million in the same period last year, as research and development spending rose 69 percent to USD 49 million on investments in Gen-7 vehicles.

Key Highlights:

• More than 200 Gen-7 robotaxis deployed since mass production began two months ago, keeping Pony.ai on track for 1,000 units in 2025
• Q2 robotaxi revenue up 158 percent year-on-year to USD 1.5 million, driven by expanded operations
• Net loss widened to USD 53.3 million as R&D spending jumped 69 percent to USD 49 million for Gen-7 investments

But scaling up operations is still tough. "Most nations, aside from the US and China, are still not prepared for mass deployment. Scaling up from dozens to hundreds of fully autonomous vehicles entails a fundamentally higher level of safety and operation rigour referring to the leap in sophistication as substantial." said CFO Leo Wang, referring to regulatory and market obstacles.

Also read:Uber Partners with Pony AI to Launch Robotaxis in Middle East

Pony.ai accepted that commercializing the industry will be a gradual process, pointing out that existing constraints in global preparedness may hamper a viable fare-charging model. In spite of this, management was optimistic about attaining production targets, with Peng reaffirming that the rollout rate allows the company to reach the 1,000 vehicle target by the end of the year.

Industry analysts say Pony.ai’s ability to scale while balancing safety and operational efficiency will be key to its long-term success in the increasingly competitive autonomous vehicle market.