Pony AI Inc. (PONY) Q2 2025 Earnings Call Transcript
Pony AI Inc. (NASDAQ:PONY ) Q2 2025 Earnings Conference Call August 12, 2025 8:00 AM ET Company Participants Dr. Tiancheng Lou - Corporate Participant George Shao - Corporate Participant Haojun Wang - Chief Financial Officer Jun Peng - Co-founder, CEO & Chairman of the Board Conference Call Participants Bin Wang - Deutsche Bank AG, Research Division Evelyn Zhang - Daiwa Securities Co. Ltd., Research Division Ming-Hsun Lee - BofA Securities, Research Division Ting Song - Goldman Sachs Group, Inc., Research Division Xinyu Fang - UBS Investment Bank, Research Division Operator Hello, ladies and gentlemen.
Pony AI says it has permit for driverless robotaxi services in Shanghai area
Chinese robotaxi operator Pony AI said on Saturday it had received a permit to provide fully driverless commercial robotaxi services in Shanghai's Pudong financial district.
Can Pony AI Hit $15 a Share?
Is your portfolio set for what could be a volatile last half of the year? It may be time to meet with a financial advisor near you for a portfolio checkup.
Pony AI: Bullish On This Horse Race
Pony AI offers a pure-play on autonomous mobility, with strong growth potential driven by partnerships like Uber and a leading position in China. Despite high cash burn and lack of profitability, the upside case appears more compelling than the downside risk at this early stage. Technological advancements, such as the Gen 7 autonomous system and strategic fleet expansion, reinforce Pony Ai's competitive edge and commercial prospects.
Pony AI's U.S. Arm Up for Sale? AV Space Heats Up Further
Uber may acquire PONYs U.S. arm. The companies have AV-related ties, with plans to launch robotaxis in the Middle East.
Pony AI: A Terrific Investment As Robotaxi Routes Take Off
Pony AI offers early-stage, high-growth exposure to China's autonomous vehicle market, with rapid expansion in serviceable areas and strong monetization progress. The company's dual U.S.-China presence, multiple revenue streams, and major cost reductions in its latest AV system strengthen its long-term investment case. Recent Q1 results show accelerating robotaxi revenue growth and successful regulatory approvals, signaling the beginning of substantial monetization.
Pony AI Expanding Robotaxi Fleet: What's the Path Forward?
PONY aims to scale its robotaxi fleet past 1,000 by the year-end, with bold partnerships fueling the autonomous expansion.
Why Now is the Time to Buy PONY Stock Post a 29.5% Drop in a Month
Pony AI stock plunges 29.5% in a month, but expansion plans, strong partners, and local supply chains hint at a rebound.
Here's Why 'Trend' Investors Would Love Betting on Pony AI Inc. - Sponsored ADR (PONY)
If you are looking for stocks that are well positioned to maintain their recent uptrend, Pony AI Inc. - Sponsored ADR (PONY) could be a great choice. It is one of the several stocks that passed through our "Recent Price Strength" screen.
Why Pony.ai Stock Galloped From $4 to Nearly $20 in a Month
Pony.ai shares are set to soar as the company's stock shows strong momentum, strategic partnerships, and a highly unusual voluntary extended lock-up period by it's founders.
Pony AI Inc. (PONY) Q1 2025 Earnings Call Transcript
Pony AI Inc. (NASDAQ:PONY ) Q1 2025 Earnings Call May 20, 2025 8:00 AM ET Company Participants George Shao - Head of Capital Markets & IR Jun Peng - Chairman, Co-founder & CEO Tiancheng Lou - Director, Co-founder & CTO Haojun Wang - CFO Conference Call Participants Ming Hsun Lee - Bank of America Unidentified Analyst - Goldman Sachs Bin Wang - Deutsche Bank Unidentified Analyst - Huatai Securities Unidentified Analyst - Jefferies Operator Ladies and gentlemen, thank you for standing by and welcome to Pony AI Inc's First Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
Pony AI: Long Ride Ahead
Pony is a Chinese developer of self-driving technology that is primarily targeting the mobility and logistics markets. While Pony's international expansion could be at risk in the longer term, the robotaxi and robotruck markets in China are more than sufficient to justify its current market capitalization. Pony's valuation appears low given the current state of its business, although this could be due to geopolitical tensions.
