The earnings call highlighted significant revenue growth and technological advancements, along with strategic partnerships and global expansion. However, increased operating expenses and a decrease in gross margin were noted as challenges. Despite these, the overall sentiment leans towards positive due to strong growth indicators and strategic progress.

Company Guidance -

Q2 2025

During Pony AI Inc's First Quarter 2025 Earnings Call, the company provided robust guidance, highlighting significant growth and strategic advancements. The revenue from Robotaxi services doubled year-over-year, with fare charging revenues increasing by approximately 800%. The company launched its seventh-generation autonomous driving system, achieving a 70% reduction in bill of materials costs compared to the previous generation. Pony AI plans to expand its fleet to 1,000 vehicles by the end of the year. Operationally, the company achieved a remote assistant to driver ratio of up to 20, significantly reducing insurance costs. Their operational domains now span over 2,000 square kilometers across major Chinese cities, supporting a 20% quarter-over-quarter increase in registered users. Strategic partnerships with Tencent and Uber are expected to bolster global expansion. Financially, the company reported a gross profit of $2.3 million, with a gross margin of 16.6%, despite a net loss of $37.9 million, attributed to investments in Gen 7 mass production and R&D. The company emphasized its focus on scaling operations and technological advancements to drive future profitability.

Robotaxi Revenue Growth

Revenue from Robotaxi services doubled year-over-year for Q1 2025, with fare charging revenues growing approximately eightfold.

Launch of Seventh-Generation Autonomous Driving System

Pony AI launched its seventh-generation autonomous driving system, achieving a 70% reduction in the bill of materials compared to the previous generation.

Expansion of Operational Domains

Pony AI expanded its operational domains across Beijing, Guangzhou, Shenzhen, and Shanghai to over 2,000 square kilometers.

Strategic Partnerships

Pony AI secured strategic partnerships with Tencent and Uber to enhance its ecosystem both domestically and internationally.

Global Expansion Efforts

Pony AI achieved multiple breakthroughs in global markets, including securing an L4 Robotaxi testing permit in Luxembourg and starting road testing in Seoul.

Operational Cost Reductions

Achieved a remote assistant to driver ratio of 1:20 and reduced insurance costs to 50% of traditional taxis, showcasing operational efficiency.

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
Aug 12, 2025	2025 (Q2)	-0.26 / -	-0.299	―	―	―
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
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 Aug 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 Aug 12, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is PONY EPS forecast?

PONY EPS forecast for the fiscal quarter 2025 (Q2) is -0.26.

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