Virtual Driver Operation & Other Related Services was Pony AI’s largest product and service line in fiscal 2025, bringing in $40.20M of $90.00M (45%).
| Product and Service | FY 2022 | FY 2023 | FY 2024 | FY 2025 |
|---|---|---|---|---|
| Virtual Driver Operation & Other Related Services | — | $23.91M | $39.43M | $40.20M |
| Engineering Solution Services | $44.96M | $40.63M | $27.98M | $16.52M |
| Virtual Driver Operation Services | $21.42M | — | — | — |
| Sales Of Products | $2.01M | $7.35M | $7.61M | $33.29M |
| Total | $68.39M | $71.90M | $75.03M | $90.00M |
Pony AI brought in $90.00M from its three product and service lines in fiscal 2025, the year ended December 31, 2025. That was up 20.0% from $75.03M in fiscal 2024. Virtual Driver Operation & Other Related Services was the largest at $40.20M (44.7%), ahead of Sales Of Products at $33.29M (37.0%) and Engineering Solution Services at $16.52M (18.3%).
Compared with fiscal 2024, Sales Of Products grew fastest, up 337.4% to $33.29M, while Engineering Solution Services fell the most, down 41.0% to $16.52M.
Pony AI began breaking out Virtual Driver Operation & Other Related Services in fiscal 2023, when it brought in $23.91M. Pony AI stopped reporting Virtual Driver Operation Services as a separate line after fiscal 2022, when it brought in $21.42M.
Chinese Mainland was Pony AI’s largest region in fiscal 2025, bringing in $87.56M of $90.00M (97%).
| Geography | FY 2022 | FY 2023 | FY 2024 | FY 2025 |
|---|---|---|---|---|
| Chinese Mainland | — | $71.58M | $74.42M | $87.56M |
| The Prc & Others | $57.86M | — | — | — |
| U.S | $10.53M | — | — | — |
| Other Overseas Regions | — | $321.00K | $604.00K | $2.44M |
| Total | $68.39M | $71.90M | $75.03M | $90.00M |
Pony AI brought in $90.00M from its two regions in fiscal 2025, the year ended December 31, 2025. That was up 20.0% from $75.03M in fiscal 2024. Chinese Mainland was the largest at $87.56M (97.3%), ahead of Other Overseas Regions at $2.44M (2.7%).
Compared with fiscal 2024, Other Overseas Regions grew 303.5% to $2.44M and Chinese Mainland grew 17.7% to $87.56M.
Pony AI began breaking out Chinese Mainland in fiscal 2023 and Other Overseas Regions in fiscal 2023. Pony AI stopped reporting The Prc & Others ($57.86M in fiscal 2022) and U.S ($10.53M in fiscal 2022) as separate regions.
Overtime was Pony AI’s largest revenue line in fiscal 2025, bringing in $45.21M of $90.00M (50%).
| Timing of Transfer of Good or Service | FY 2023 | FY 2024 | FY 2025 |
|---|---|---|---|
| A Point In Time | $46.60M | $31.55M | $44.79M |
| Overtime | $25.30M | $43.47M | $45.21M |
| Total | $71.90M | $75.03M | $90.00M |
Pony AI brought in $90.00M from its two revenue lines in fiscal 2025, the year ended December 31, 2025. That was up 20.0% from $75.03M in fiscal 2024. Overtime was the largest at $45.21M (50.2%), ahead of A Point In Time at $44.79M (49.8%).
Compared with fiscal 2024, A Point In Time grew 42.0% to $44.79M and Overtime grew 4.0% to $45.21M. From fiscal 2023 to 2025, combined revenue from these revenue lines grew from $71.90M to $90.00M, a compound annual growth rate of 11.9%. Overtime's share of the total rose from 35.2% to 50.2%.
Pony AI (PONY) reports its revenue by product and service, by geography and by timing of transfer of good or service. In fiscal 2025, Virtual Driver Operation & Other Related Services was its largest product and service line, bringing in $40.20M (44.7% of the total), followed by Sales Of Products at $33.29M (37.0%).
Virtual Driver Operation & Other Related Services was Pony AI's largest product and service line in fiscal 2025, bringing in $40.20M, or 44.7% of the $90.00M total across its three product and service lines.
Chinese Mainland was Pony AI's largest region in fiscal 2025, bringing in $87.56M, or 97.3% of the $90.00M total across its two regions.
Overtime was Pony AI's largest revenue line in fiscal 2025, bringing in $45.21M, or 50.2% of the $90.00M total across its two revenue lines.
Among Pony AI's product and service lines that make up at least 2% of revenue, Sales Of Products grew fastest in fiscal 2025, up 337.4% from $7.61M to $33.29M.
Every figure comes from Pony AI's annual financial filings, as reported. Each line keeps the name Pony AI gives it, and years follow its fiscal calendar.
Pony AI's revenue by product and service goes back to fiscal 2022, with figures through fiscal 2025. The latest four fiscal years are free to view, and the full history is available with a Business Quant subscription.