Pony AI Inc. reported third‑quarter 2025 revenue of $25.4 million, a 72% year‑over‑year increase from $14.8 million in Q3 2024. The growth was driven by a 89.5% jump in robotaxi services to $6.7 million, an 8.7% rise in robotruck revenue to $10.2 million, and a 354.6% surge in licensing and application fees to $8.6 million, reflecting expanding demand for the company’s autonomous‑driving platform and software solutions.
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Pony AI Inc. announced a partnership with Sunlight Mobility to accelerate the rollout of its Gen‑7 robotaxi fleet under an asset‑light model. Sunlight will finance the purchase of the vehicles, while Pony will supply its Virtual Driver autonomous‑driving stack and fleet‑management platform. The first deployment is slated for Guangzhou before the end of 2025.
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