Stellantis

Pony.ai is expanding into Europe through a partnership with Stellantis to deploy robotaxis, starting with testing in Luxembourg and aiming for a phased rollout across European cities from 2026. Stellantis will provide electric vehicles while Pony.ai contributes its autonomous driving software. This follows Pony.ai’s ongoing robotaxi testing in Beijing and reflects the increasing competition among companies like Waymo to commercialize autonomous driving technology in new global markets. Chinese regulatory clearance for Pony.ai and WeRide could further fuel their global expansion and AI development.

Stellantis and Pony.ai are partnering to develop autonomous robotaxi services in Europe. The collaboration will integrate Pony.ai’s self-driving software with Stellantis’ AV-Ready Platform, initially focusing on battery-electric medium-size vans designed for SAE Level 4 autonomy. Testing commences in Luxembourg using the Peugeot e-Traveller, with broader European deployment planned for 2026. The partnership aims to leverage Stellantis’ LCV market leadership and Pony.ai’s expertise to revolutionize urban mobility with safer and more affordable transportation options.

Stellantis (STLA) reported estimated consolidated shipments of 1.3 million units for Q3 2025, a 13% year-over-year increase. North America led growth with a 35% rise, supported by initial Ram 1500 deliveries and inventory normalization. Enlarged Europe increased by 8%, driven by new B-segment model production. Other regions saw a net 3% increase, boosted by Middle East & Africa (+21%), while South America declined by 3%. These figures are unaudited and subject to change.

Stellantis reported preliminary unaudited H1 2025 results showing €74.3B net revenues but a €2.3B net loss and -€3.0B industrial free cash flow. Q2 global shipments declined 6% to 1.4M units. Results were impacted by €3.3B in charges for program cancellations, platform impairments, and restructuring, plus €0.3B from US tariffs. North American shipments fell 25%. Positive growth was seen in Middle East & Africa (30%) and South America (20%). The company anticipates improvement in H2 2025.