Pony AI Inc. (PONY) Earnings Call Transcripts

Pony AI Inc.'s Latest Earnings Call - Q4 FY2025

In the fourth quarter of fiscal year 2025, Pony AI Inc. reported significant revenue growth, with Robotaxi revenues surging 168% year-over-year to USD 6.7 million, driven by a remarkable 501% increase in fare charging revenue. The company achieved its first-ever quarterly GAAP net profit, bolstered by strategic equity investments. Looking ahead to 2026, management is confident in tripling Robotaxi revenues and expanding its fleet to over 3,000 vehicles, supported by a dual-engine strategy targeting both domestic and international markets.

Reported metrics

Guidance from management

Pony AI expects to triple Robotaxi revenues in 2026 and deploy Robotaxis in more than 20 cities globally. The company is confident in achieving its fleet target of over 3,000 units by year-end 2026.

What management said

Thank you once again for joining the earnings release -- earnings call today. If you have any further questions, please feel free to contact our IR team. We look forward to speaking with you in the next quarter.

What analysts pressed on

Analysts expressed concerns regarding the competitive landscape as new entrants emerge in the Robotaxi market. Additionally, there were inquiries about potential geopolitical risks impacting international operations, though management indicated no material impact thus far.

Main topics on the call

• Revenue Growth Acceleration — Pony AI's Robotaxi revenues surged 168% in Q4 2025, reaching USD 6.7 million, with a full-year growth of 129%. CEO Jun Peng stated, "Our fare charging revenues skyrocketed by over 500%".
• Profitability Milestone — The company achieved its first-ever quarterly GAAP net profit in Q4 2025, driven by strategic equity investments. CFO Leo Wang noted, "This historical revert to profitability was primarily driven by the gains from our st...
• Fleet Expansion Plans — Pony AI plans to expand its Robotaxi fleet to over 3,000 units by the end of 2026, with a focus on launching services in more than 20 cities globally. Management expressed confidence in exceeding this target, stating, "W...
• Joint Deployment Model — The company is leveraging a joint deployment model to enhance capital efficiency and accelerate fleet growth. CFO Leo Wang mentioned, "Our partner funds the vehicle CapEx and starts tapping into the whole Robotaxi value ...

Read the full Pony AI Inc. transcript (Q4 FY2025) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 5 Pony AI Inc. earnings call transcripts on record, spanning May 20, 2025 to May 26, 2026. Based on this history, Pony AI Inc. reports quarterly. The most recent call on file is dated May 26, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

PONY

Exchange

NasdaqGS

Country

US

Sector

Information Technology

Industry

Software

Calls on record

5

First call

May 20, 2025

Most recent

May 26, 2026

Reporting cadence

quarterly