Pony.ai FY2025 climbs with transcript release; publishes fourth quarter and full year earnings conference call transcript

Reuters03-26
Pony.ai FY2025 climbs with transcript release; publishes fourth quarter and full year earnings conference call transcript
  • Pony.ai discussed fourth quarter and full year 2025 results on an earnings conference call attended by Chairman and CEO James Peng, CTO Tiancheng Lou, CFO Leo Wang, and Head of Capital Markets and Investor Relations George Shao.
  • Management said robotaxi revenue rose 160% year over year to USD6.7 million, and full-year robotaxi revenue reached USD16.6 million.
  • Peng said the robotaxi fleet has surpassed 1,400 units and reiterated a target of over 3,000 units by year-end 2026, supported by production from Toyota bZ4X plus vehicles from Beijing Auto and Guangzhou Auto.
  • Wang said Shenzhen achieved unit-economics positive in February with 23 average daily orders per vehicle and RMB338 average daily net revenue, and March reached a daily peak of RMB394 and 25 orders per vehicle.
  • In Q&A, management said it expects nearly half of its 20-city deployment target to be overseas, citing launches in Zagreb, Doha, Dubai, and Singapore, and Wang said partners are expected to fund nearly half of new vehicles under a joint-deployment model that adds revenue-sharing or AI driver license fees.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Pony.ai Inc. published the original content used to generate this news brief on March 26, 2026, and is solely responsible for the information contained therein.

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