Pony AI Inc. Sponsored ADR (PONY)
NASDAQ:PONY
Earnings Data
Report Date
May 26, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.12Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented clear commercial momentum and measurable operational milestones: strong revenue growth (robotaxi +160% Q4, +129% FY), dramatic fare-charging growth (+501% Q4), fleet scale (1,400+ units) and positive unit economics in two major Chinese cities. Management backed growth with substantial cash reserves (> $1.5B), mass-production partnerships (Toyota 1,000 units) and diversified commercial initiatives (robotruck, ADC). Key risks include reliance on strategic gains for reported GAAP profit, front-loaded spending, regulatory and execution risk for rapid global scale, and increased partner and competitive dependencies. Overall, the positives — demonstrable unit economics, accelerating top-line growth, strong partner commitments, and a solid balance sheet — meaningfully outweigh the execution and market risks outlined, supporting a constructive outlook for 2026 if management executes as planned.Company Guidance
Strong Robotaxi Revenue Growth
Q4 robotaxi revenues rose 160% year-over-year to $6.7M; full-year 2025 robotaxi revenues were $16.6M, up 129% year-over-year. Management expects robotaxi revenues to at least triple in 2026 versus 2025.
Fare-Charging Revenue Surge
Fare-charging revenues in Q4 increased by 501% year-over-year, with full-year fare-charging growth of nearly 400%, driving the bulk of the robotaxi top-line acceleration.
Fleet Scale and Production Momentum
Fleet surpassed 1,400 fully driverless robotaxis and moved Gen-7 from debut to mass production; company set a fleet target of over 3,000 units for 2026 and secured 1,000 Toyota bZ4X Gen-7 units under contract.
Positive Unit Economics (UE) in Key Cities
Achieved UE breakeven in Guangzhou and Shenzhen. February 2026 per-vehicle metrics in Shenzhen showed ~23 average daily orders and RMB 338 average daily net revenue; March 2026 peaks reached RMB 394 net revenue and 25 orders per vehicle. Paid orders in the first two months of 2026 in Shenzhen exceeded all of 2025.
Large and Growing User Base
China user base exceeded 1,000,000 users; year-to-date 2026 users nearly tripled year-over-year.
Diversified Commercial Traction and Partnerships
Expanded operations into new cities domestically (Hangzhou, Changsha) and internationally (Zagreb, Doha, Dubai pending approval, Singapore). Strategic alliances include Toyota (OEM and joint deployment), Tencent (WeChat integration), Uber, Verne, Bolt, and Stellantis to accelerate market penetration and joint deployment adoption.
Robotruck & ADC Commercial Progress
Gen-4 robotruck reduced ADK BOM cost by ~70% and moved toward mass production/deployment in 2026. Autonomous domain controller (ADC) sales grew sixfold year-over-year, with expanded application scenarios (low-speed delivery, sweepers, logistics, humanoid robotics).
Financial Strength and Milestones
Closed 2025 with over $1.5B cash reserves (HK IPO proceeds > $800M). Reported first-ever quarterly GAAP net profit in Q4 driven primarily by gains from strategic equity investments. Management expects a 20% reduction in ADK BOM cost for 2026 vs Q2 2025.
PONY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
PONY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 26, 2026 | $11.39 | $9.72 | -14.66% |
Nov 12, 2025 | $14.27 | $13.84 | -3.01% |
Aug 12, 2025 | $14.88 | $14.36 | -3.49% |
May 20, 2025 | $16.91 | $17.88 | +5.74% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Pony AI Inc. Sponsored ADR (PONY) report earnings?
Pony AI Inc. Sponsored ADR (PONY) is schdueled to report earning on May 26, 2026, Before Open (Confirmed).
What is Pony AI Inc. Sponsored ADR (PONY) earnings time?
Pony AI Inc. Sponsored ADR (PONY) earnings time is at May 26, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is PONY EPS forecast?
Currently, no data Available