Pony AI Inc
pony.aiWhat Do They Do?
Operates robotaxi and robotruck services and provides autonomous-driving engineering solutions and products to automakers, transport network companies and logistics platforms.
20-F for FY2025, filed Apr 22, 2026At the current stage of commercialization, our customers consist primarily of (i) OEMs and TNCs with respect to our robotaxi services, (ii)…View ↗
For robotaxi services, the Group is obliged to provide ride-hailing services, with agreed upon destination, to riders as a principal…View ↗
For robotruck logistics services, the Group is obliged to provide freight transportation services, with agreed upon destination, to the…View ↗
The Group derives revenues from providing integrated solutions in relation to autonomous driving to original equipment manufacturers and…View ↗
How Do They Make Money?
It charges fixed fees for integrated engineering solutions and earns revenue when those services are delivered and accepted; robotaxi and freight fees are tied to trip mileage or mileage and tonnage as services are provided. It also sells products.
20-F for FY2025, filed Apr 22, 2026The Group derives revenues from providing integrated solutions in relation to autonomous driving to original equipment manufacturers and…View ↗
Revenues from engineering solution primarily consist of integrated retrofitting services, preparation assistance services for the…View ↗
For robotaxi services, the Group is obliged to provide ride-hailing services, with agreed upon destination, to riders as a principal…View ↗
For robotruck logistics services, the Group is obliged to provide freight transportation services, with agreed upon destination, to the…View ↗
Year Ended December 31, 2023 2024 2025 Engineering solution services 40,634 27,984 16,515 Virtual…View ↗
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20-F for FY2025, filed Apr 22, 2026
FY2025 revenue by product or service ↗
$90M
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20-F for FY2025, filed Apr 22, 2026
$90M ↗
| Segment | Share | Revenue |
|---|---|---|
|
Service
|
63% |
Service, FY2025
$56.7M Sources
|
|
Sales of products
|
37%
FY2022: 2.9%
|
Sales of products, FY2025
$33.3M Sources
|
Who Are Their Customers?
Automakers and ride-hailing companies are customers for robotaxi services, while automakers and logistics platforms use robotruck services. Other vehicle and technology businesses buy engineering and licensing offerings; individual riders can access rides through PonyPilot.
20-F for FY2025, filed Apr 22, 2026At the current stage of commercialization, our customers consist primarily of (i) OEMs and TNCs with respect to our robotaxi services, (ii)…View ↗
20-F for FY2025, filed Apr 22, 2026
Two customers represented 31.3% and 25.0%, respectively, of the total revenues for the year ended December 31, 2023. One customer…View ↗
Do Revenues Turn Into Profits?
No. It lost $134M in FY2025.
20-F for FY2025, filed Apr 22, 2026
−$260.9MView ↗
20-F for FY2025, filed Apr 22, 2026
−$134MView ↗
20-F for FY2025, filed Apr 22, 2026
−$208.9MView ↗
How Are They Changing?
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