)

Pony AI (PONY) investor relations material
Pony AI Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Achieved mass production of Gen 7 robotaxi vehicles, with over 200 units produced and a clear path to surpassing 1,000 vehicles by year-end 2025.
Registered users surged 136% year-over-year in Q2, reflecting broader user coverage and high satisfaction.
Secured fully driverless commercial licenses in all four Tier 1 Chinese cities and expanded operations to Dubai, Seoul, Luxembourg, UAE, Saudi Arabia, South Korea, and Singapore.
Total revenues grew 76% year-over-year in Q2 2025, with robotaxi and licensing revenues more than doubling and fare charging revenues up over 300%.
Maintained a strong safety record, with over 8.7 million autonomous kilometers driven and significant cost reductions in key areas.
Financial highlights
Q2 2025 total revenues reached $21.5 million, up 76% year-over-year, driven by robotaxi services and licensing.
Robotaxi service revenues were $1.5 million, up 158% year-over-year; fare charging revenues grew over 300%.
Licensing and application revenues were $10.4 million, up 902% year-over-year.
Gross margin improved to 16.1%, with gross profit of $3.5 million, compared to a loss last year.
Net loss was $53.3 million, up from $30.9 million last year; non-GAAP net loss was $46.1 million, reflecting increased R&D and mass production investments.
Outlook and guidance
Confident in surpassing 1,000 Gen 7 robotaxi vehicles by year-end 2025, with scalable production cycles and secured key components.
Expect continued improvements in unit economics and positive trajectory for Gen 7 vehicles.
Focus remains on scaling up operations, expanding user base, and accelerating global deployment.
Sufficient cash reserves to support Gen 7 supply chain and expansion plans.
Confident in achieving a 1:30 remote assistant-to-vehicle ratio by end of 2025, improving cost efficiency.
Next Pony AI earnings date

The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
I can't remember the last time an app had such a positive impact on my investment process.
)
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
)
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage