Core Insights - Pony.ai has achieved unit profitability for its seventh-generation Robotaxi in urban areas, marking a significant milestone in its business model [1] Financial Performance - In Q3 2025, Pony.ai reported total revenue of 181 million RMB, a 72% increase year-over-year [1] - Revenue from the Robotaxi business reached 47.7 million RMB, reflecting an 89.5% year-over-year growth, with passenger fare income increasing by over 200% [1] Production and Growth Plans - The total number of Robotaxi vehicles has reached 961, with 667 being the seventh-generation model; the company anticipates exceeding its target of 1,000 vehicles by the end of the year [1] - Pony.ai plans to triple its fleet size to over 3,000 vehicles by the end of 2026 [1] Business Expansion - In addition to the growth in the Robotaxi segment, Pony.ai's Robotruck and technology licensing businesses also saw year-over-year increases, with revenues of 72.5 million RMB and 61 million RMB, respectively, in Q3 2025 [1] - The company has announced collaborations with SANY Heavy Truck and Dongfeng Liuzhou Motor for the development of the fourth-generation Robotruck, with plans for mass production in 2026 and a target of over 1,000 units [1]
小马智行发布三季报：营收1.81亿元，城市级别单车盈利转正