Pony.ai Global Push

Pony.ai is using fresh regulatory filings to signal a bigger ambition: turn a China robotaxi business into a multi-country fleet and software company. (sec.gov) On April 22, the company said it had filed its annual report on Form 20-F for 2025 and published its first environmental, social and governance report. Pony.ai trades on Nasdaq as PONY and in Hong Kong under stock code 2026. (sec.gov) A robotaxi is a self-driving car that picks up paying riders, and Pony.ai says 2026 is the year it wants to scale that service far beyond pilot size. In March, the company said it would grow its fleet to more than 3,000 vehicles and deploy in more than 20 cities by the end of 2026. (ir.pony.ai, prnewswire.com) That target would be a sharp jump from the 1,446 vehicles Pony.ai said it had as of March 25. The same March update said nearly half of the planned 20-plus cities would be outside China. (prnewswire.com) The company is also promising faster growth from the cars already on the road. Pony.ai said robotaxi revenue rose 160% year over year in the fourth quarter of 2025, and it told investors it expects top-line growth to accelerate in 2026 as fleet size and operating areas expand. (ir.pony.ai, prnewswire.com) Pony.ai says the technical backbone for that push is PonyWorld 2.0, a training system for its driving software. On April 10, the company said the system can spot its own weak points, collect more data from those situations, and retrain on the hardest cases. (prnewswire.com) That matters because adding cities means adding new streets, traffic patterns, weather, and driving habits. Pony.ai said PonyWorld 2.0 is already being used across its Level 4 driverless fleet and research system to improve safety, ride comfort, traffic efficiency, and fleet expansion. (prnewswire.com) The overseas rollout is no longer just a plan on a slide deck. Pony.ai said on April 8 that its Singapore service with ComfortDelGro had entered by-invite rides, the final phase before public-facing service, and on April 10 it said Zagreb had launched what it called Europe’s first commercial robotaxi service. (blog.pony.ai, blog.pony.ai) Pony.ai is pairing that expansion with partners rather than building every market alone. Its March announcements tied the Europe launch to Verne and Uber, while the Singapore deployment runs with ComfortDelGro. (blog.pony.ai, blog.pony.ai) The company says it has already shown better unit economics in China, reporting breakeven at the city-wide level in Guangzhou in November 2025 and in Shenzhen in February 2026. Pony.ai is now trying to prove that those economics, and its software stack, can travel. (hkexnews.hk, ir.pony.ai)