u/Rolandader

WeRide just dropped their Q1 2026 and the numbers show a significant scale-up in their commercial operations. Total revenue is $16.5 million, up 57.6% YoY. Most interesting is the product revenue, which surged 115.8% to RMB29.5 million, driven by L4 vehicle sales and robotaxi expansion. Their global robotaxi fleet has reached 1300 vehicles. They also confirmed plans to expand robotaxi service into another Tier 1 Chinese city later this year. On the tech side, WRD 3.0 has secured design wins for almost 30 vehicle models with OEMs like GAC and Chery. They are pushing their GENESIS simulation platform, claiming it accelerates corner-case training by thousands of times compared to traditional testing.