---
title: "Pony AI Posts First Profit as Moore Threads Stake Surges 425%"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/280677141.md"
description: "Pony AI has reported its first profitable quarter with a net income of $75.5 million, primarily due to a one-off investment gain from its stake in Moore Threads, which surged 425%. The company's full-year loss narrowed by 72% to $76.8 million, and revenue increased by 20% to $90 million. Despite this, Pony AI continues to invest heavily in its robotaxi operations, aiming to expand services globally and has reached breakeven in some Chinese cities. The company plans to deploy services in over 20 cities this year, with a fleet expansion to 3,000 vehicles."
datetime: "2026-03-26T18:54:36.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/280677141.md)
  - [en](https://longbridge.com/en/news/280677141.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/280677141.md)
---

# Pony AI Posts First Profit as Moore Threads Stake Surges 425%

Pony AI has reported its first profitable quarter, though the result appears to be shaped largely by a one-off investment gain rather than a step-change in its core robotaxi operations. Net income reached $75.5 million in the December quarter, helping narrow the company's full-year loss by 72% to $76.8 million, while revenue rose 20% for the year to $90 million. The earnings boost was linked to an early investment in Chinese chipmaker Moore Threads, whose shares climbed as much as 425% following its December listing, even as management reiterated that it is continuing to front-load spending to accelerate commercialization.

The setup comes as the global robotaxi race continues to build momentum, with Alphabet's Waymo expanding into 10 cities in the US, while Chinese players including Pony AI, Weride and Baidu's (BIDU) Apollo Go are pushing into overseas markets through partnerships. Pony AI is aligning itself with partners such as Uber and Lyft across regions including the Middle East and the UK, and is preparing for a launch in Zagreb alongside Uber and local startup Verne, which could potentially become Europe's first city with a fare-charging autonomous taxi service. The company is also running trials in Luxembourg, while Uber and Baidu are testing services in London.

Execution now appears focused on scaling a model that has started to show early operational traction in China. Pony AI said it has reached per-vehicle breakeven in Guangzhou and Shenzhen following the rollout of its seventh-generation robotaxi, and is aiming to deploy services in more than 20 cities globally this year while expanding its fleet to 3,000 vehicles. Management indicated that replicating its China model internationally could help build dual growth engines, though the reliance on investment-driven profit in the latest quarter may suggest that sustained profitability from robotaxi operations is still developing.

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