In China and abroad, Pony.ai ran 1,975 robotaxis in mid-2026 and WeRide more than 1,800, while Baidu's Apollo Go operated in 28 cities worldwide.
Why this market is moving now
- Waymo reached about 500,000 paid rides a week by September 2026.
- Chinese operators are expanding abroad: Pony.ai and Uber plan more than 2,000 robotaxis in Europe.
- Robotaxi revenue is starting to scale, with Pony.ai's up 691.2% year on year in the second quarter of 2026.
- Fleets are growing fast, with Pony.ai targeting more than 3,500 vehicles by the end of 2026.
Key figures
Global figures for this market, with the year each one describes. Use Cite to copy a reference to this page.
| Figure | Value | Year | Cite |
|---|---|---|---|
| Waymo averaged about 500,000 paid robotaxi rides a week in September 2026. | 500,000 paid rides per week | 2026 | |
| Waymo's fleet was roughly 4,000 robotaxis in September 2026, about 80% of them in California and Texas. | 4,000 robotaxis (roughly) | 2026 | |
| Waymo served over 14 million trips in 2025. | 14 million trips (over) | 2025 | |
| Baidu's Apollo Go operated in 28 cities worldwide by August 2026 and had logged over 240 million fully driverless kilometres. | 28 cities | 2026 | |
| Pony.ai's robotaxi fleet reached 1,975 vehicles at 30 June 2026, and the company aims for more than 3,500 by the end of 2026. | 1,975 robotaxis | 2026 | |
| Pony.ai's robotaxi revenue reached USD 12.1 million in the second quarter of 2026, up 691.2% year on year. | 12.1 USD million (quarter) | 2026 | |
| Pony.ai and Uber plan to deploy more than 2,000 robotaxis across five European cities, expanding from service in Zagreb. | 2,000 robotaxis (more than) | 2026 | |
| WeRide's global Level 4 fleet was about 3,400 vehicles at 31 July 2026, including more than 1,800 robotaxis. | 1,800 robotaxis (more than) | 2026 | |
| WeRide's autonomous driving businesses covered more than 60 cities across 13 countries in August 2026. | 13 countries | 2026 | |
| Tesla's Robotaxi service reached nearly two million cumulative unsupervised miles by the end of the third quarter of 2026. | nearly two million cumulative unsupervised miles | 2026 |
Calculated figures (shares, changes and prices per kilogram) are plain arithmetic on the reported values. Read how we work.
Companies to watch
Waymo
Averages about 500,000 paid rides a week with a fleet of roughly 4,000 robotaxis.
Baidu (Apollo Go)
Robotaxi service in 28 cities worldwide, including fully driverless commercial service in Dubai.
Pony.ai
Ran 1,975 robotaxis at mid-2026 and plans more than 2,000 in Europe with Uber.
WeRide
Global Level 4 fleet of about 3,400 vehicles, including more than 1,800 robotaxis, in 13 countries.
Tesla
Reached nearly two million cumulative unsupervised Robotaxi miles by the end of Q3 2026.
Uber
Ride-hailing partner for Pony.ai robotaxis in Europe and for Apollo Go rides in Dubai.
What the full report covers
- 01Executive summary
The answer in one page: size, direction and what moves it - 02Market definition and scope
What is in and out of the global market - 03Global market size, 2021 to 2025
Historical series and growth rates - 04Countries and regions
Demand, supply and trade by country and region - 05Outlook to 2031
Base, low and high scenarios with stated assumptions - 06Rules, policy and deadlines
Regulation and programmes that change demand - 07Drivers and barriers
What accelerates or slows adoption, by customer segment - 08Prices, costs and margins
Unit economics where public data allows - 09Competitive landscape
8 to 12 company profiles with recent moves - 10Opportunities and risks
For new entrants, suppliers and investors - 11Method and assumptions
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Frequently asked questions
How big is the global robotaxi market?
Waymo, the largest operator, averaged about 500,000 paid rides a week in September 2026 and served over 14 million trips in 2025. Pony.ai earned USD 12.1 million in robotaxi revenue in the second quarter of 2026.
Who are the largest robotaxi companies?
Waymo runs roughly 4,000 robotaxis. Pony.ai ran 1,975 at mid-2026, WeRide more than 1,800, and Baidu's Apollo Go operates in 28 cities.
Which countries have robotaxi services?
WeRide alone covers more than 60 cities in 13 countries. Baidu's Apollo Go operates in 28 cities, including fully driverless commercial service in Dubai.
Are robotaxis coming to Europe?
Yes. Pony.ai and Uber plan to deploy more than 2,000 robotaxis across five European cities, starting from service in Zagreb.
How many robotaxis will there be by the end of 2026?
Pony.ai aims for more than 3,500 robotaxis by the end of 2026, up from 1,975 in June. Waymo had roughly 4,000 in September 2026.
How is Tesla's robotaxi service doing?
Tesla's Robotaxi service reached nearly two million cumulative unsupervised miles by the end of the third quarter of 2026.
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