Pony AI Inc

PONY

Market cap $6.15B

Pony AI Inc. (PONY) reported 3Q25 revenue of $25.44M, up 72% YoY, driven by strong Robotaxi and Licensing & Applications growth. PONY's Robotaxi segment saw fare-charging rides surge 200%+, with Licensing & Applications revenue up 354%, boosting gross margin to 18.4%. Management targets 1,000 vehicles by year-end and 3,000 by 2026, supporting a forecast of 2-3x revenue growth over two years.

Pony AI (PONY) achieved unit breakeven in Guangzhou, but low fares may limit long-term earnings, especially in China. PONY's asset-light model and lower Chinese costs could deliver positive EBITDA with a lower fleet size, but absolute EBITDA may fall short of consensus estimates. Competitive risks are rising as major Chinese OEMs enter the robotaxi market, and recent capital raises signal higher-than-expected cash burn.

Chinese autonomous vehicle technology company Pony.ai said Tuesday it plans to triple the size of its robotaxi fleet by the end of next year as its pace of growth — and aspirations — accelerates.

Pony AI Inc. ( PONY ) Q3 2025 Earnings Call November 25, 2025 7:00 AM EST Company Participants George Shao Jun Peng - Co-founder, CEO & Chairman of the Board Tiancheng Lou - Co-founder, CTO & Director Haojun Wang - Chief Financial Officer Conference Call Participants Ming-Hsun Lee - BofA Securities, Research Division Bin Wang - Deutsche Bank AG, Research Division Kailin Wu - Citigroup Inc., Research Division Purdy Ho - Huatai Securities Co., Ltd., Research Division Xiaoyi Lei - Jefferies LLC, Research Division Xinyu Fang - UBS Investment Bank, Research Division Xuxia Tang - Guosen Securities Co., Ltd.

The China autonomous driving specialist announced an expanded business partnership with one of its peers. This will see it operate on an "asset-light" model with Sunlight Mobility.

GUANGZHOU, China , Nov. 24, 2025 /PRNewswire/ -- Pony AI Inc. ("Pony.ai" or the "Company") (NASDAQ: PONY) (HKEX: 2026), a global leader in the commercialization of autonomous mobility, today announced an expanded partnership with Sunlight Mobility to implement an asset-light model. This marks a significant milestone in Pony.ai's strategy to build a scalable, capital-efficient, and rapidly deployable mobility ecosystem, enabling the Company to speed up its fleet expansion down the road.

Welcome to the Green Stock News brief for Wednesday November 19th. Here are today's top headlines: Oklo (NYSE: OKLO) and Siemens Energy signed a binding contract for Siemens to design and deliver the power conversion system for Oklo's first Aurora advanced fission reactor.

BEIJING , Nov. 18, 2025 /PRNewswire/ -- Pony.ai, a global leader in autonomous driving technology, today announces its fourth-generation (Gen-4) autonomous truck lineup, jointly developed with manufacturing partners including SANY Truck. The Gen-4 autonomous trucks system will utilize 100% automotive-grade components, reducing the bill-of-materials (BOM) cost per vehicle by approximately 70% compared to the previous generation.

Cathie Wood bought shares of Taiwan Semiconductor, Baidu, and Pony AI on Monday. Growth is slowing at TSMC, but its high-margin business model deserves a market premium.

NEW YORK, Nov. 11, 2025 (GLOBE NEWSWIRE) -- Pony AI Inc. (“Pony.ai” or the “Company”) (NASDAQ: PONY; HKEX: 2026), a global leader in achieving large-scale commercialization of autonomous mobility, today announced that it will report its unaudited financial results for the third quarter 2025 before the U.S. market opens on Tuesday, November 25, 2025.