Q4: 2026-03-26 Earnings Summary
EPS of -$0.12 misses by $0.34
| Revenue of $29.13M beats by $5.19M
Pony AI Inc. (PONY) Q4 2025 Earnings Call March 26, 2026 8:00 AM EDT
Company Participants
George Shao – Head of Capital Markets & Investor Relations
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
Tim Hsiao – Morgan Stanley, Research Division
Yang You – CLSA Limited, Research Division
Xinyu Fang – UBS Investment Bank, Research Division
Purdy Ho – Huatai Securities Co., Ltd., Research Division
Yuqian Ding – HSBC Global Investment Research
Joel Ying – Nomura Securities Co. Ltd., Research Division
Tianyu Lu – Citic Securities Co., Ltd., Research Division
Kai Xiao – China International Capital Corporation Limited, Research Division
Presentation
Operator
Hello, ladies and gentlemen. Thank you for standing by, and welcome to Pony AI, Inc.’s Fourth Quarter and Full Year 2025 Earnings Conference Call. [Operator Instructions] As a reminder, today’s conference call is being recorded, and a webcast replay will be available on the company’s Investor Relations website at ir.pony.ai under the News and Events section.
I will now turn the call over to your host, George Shao, Head of Capital Markets and Investor Relations at Pony AI. Please go ahead, George.
George Shao
Head of Capital Markets & Investor Relations
Thank you, operator, and hello, everyone. We appreciate you joining us today for Pony AI’s Fourth Quarter and Full Year 2025 Earnings Call. Earlier today, we issued a press release with our financial and operating results, which is available on our Investor Relations website.
An earnings presentation, which we will refer to during the conference call can also be accessed and downloaded on our IR website. Joining me today on the call are Dr. James Peng, Chairman of the Board and CEO; Dr. Tiancheng Lou, CTO; and Dr. Leo Wang, CFO of the company.












