The earnings call highlighted strong revenue growth, successful mass production of Gen-7 robotaxi vehicles, and global expansion. However, increased operating expenses, a decline in robotruck revenue, and a higher net loss were noted.

Company Guidance

During Pony AI Inc.'s Second Quarter 2025 Earnings Conference Call, the company provided strong guidance indicating significant progress and robust growth across various metrics. The company reported a 76% year-over-year increase in total revenues, reaching USD 21.5 million, with Robotaxi service revenues growing by 158% and fare charging revenues expanding by over 300%. Pony AI has ramped up production of their Gen-7 Robotaxi vehicles, with over 200 units produced and a target of exceeding 1,000 vehicles by the end of 2025. The company also highlighted a reduction in the Bill of Materials (BOM) cost by 70% compared to the previous generation, and a decrease in vehicle insurance costs by 18%. The registered user base surged by 136% year-over-year, maintaining a user satisfaction rate above 4.8 out of 5. Additionally, Pony AI expanded its global presence, securing a fully driverless commercial license in Shanghai and establishing operations in Dubai, Seoul, and Luxembourg. The company emphasized a focus on mass production, cost optimization, and scaling operations to drive future growth and enhance unit economics.

Record Revenue Growth

Total revenues surged by 76% year-over-year, reaching USD 21.5 million, driven by robust growth in Robotaxi services and licensing and applications.

Mass Production of Gen-7 Robotaxi

The company finished building assembly lines for Gen-7 robotaxi vehicles, with over 200 vehicles produced, on track to reach 1,000 vehicles by year-end 2025.

Global Expansion and Licensing Success

Pony AI secured Shanghai's first fully driverless commercial license and expanded presence to Dubai, Seoul, and Luxembourg.

User Base and Engagement Surge

Registered users increased by 136% year-over-year, with a user satisfaction rate above 4.8 out of 5.

Significant Cost Reductions

Achieved a 70% reduction in BOM costs for Gen-7 vehicles and an 18% reduction in vehicle insurance costs.

Pony AI Inc. Sponsored ADR (PONY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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PONY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 12, 2025	2025 (Q3)	- / -	-0.299	―	―	―
Aug 12, 2025	2025 (Q2)	-0.26 / -0.14	-0.299	53.18% (+0.16)
May 20, 2025	2025 (Q1)	- / -0.12	-0.159	24.53% (+0.04)	―
Mar 25, 2025	2024 (Q4)	-0.28 / -0.99	-0.159	-522.64% (-0.83)	―

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
Aug 12, 2025	$14.88	$14.36	-3.49%
May 20, 2025	$16.91	$17.88	+5.74%
Mar 25, 2025	$13.21	$12.14	-8.10%

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 Nov 12, 2025, Before Open (Confirmed).

What is Pony AI Inc. Sponsored ADR (PONY) earnings time?

Pony AI Inc. Sponsored ADR (PONY) earnings time is at Nov 12, 2025, Before Open (Confirmed).

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