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Pony AI (PONY) earnings

Pony AI earnings: last reported Tue, 18 Aug 2026, for the quarter ended Jun 2026.

Pony AI earnings calls

Pony AI earnings calls (PONY)

Latest concall · Q2 2026 · call held 18 Aug 2026

Pony AI Q2 FY26 — Robotaxi Revenue Surges 691% Amidst Fleet Expansion

What went well

  • Total revenue surged by 69% year-over-year to $36.2 million.
  • Robotaxi revenue grew 691% year-over-year to $12.1 million, with fair charging revenue up 849%.
  • Robotaxi fleet expanded to 2,000 vehicles, on track to deliver 3,500 by year-end.

What to watch

  • Net cash used in operating activities increased to $44 million in Q2 FY26 from $25.4 million in Q2 FY25, due to working capital fluctuations and strategic inventory investment.
  • Intelligent Solutions revenue growth moderated to 4% year-over-year, attributed to delivery fluctuation from domain controllers.
Read the full call →

Performance −71.2% 1Y

$10.0$15.0$20.0$25.0Sept 25Nov 25Dec 25Feb 26Mar 26May 26Jun 26Aug 26Sept 26Q2 2026 — 18 Aug 2026

1Y: $22.72 on 29 Sept 2025 → $6.54. High $24.06 (2 Oct 2025), low $6.54 (29 Sept 2026).

Balance sheet

Year endingDec 2022Dec 2023Dec 2024Dec 2025
Reserves-$614.66M-$739.53M-$1.29B-$1.42B
Total liabilities$53.60M$51.94M$82.11M$103.84M
Fixed assets$26.83M$15.42M$17.24M$60.47M
Investments$261.64M$163.59M$209.03M$872.16M
Total assets$771.51M$747.12M$1.05B$1.81B
How to read this

As filed on each reporting date, including interim balance sheets. A line the company does not report — deposits for a non-lender, for instance — is left out rather than shown as a row of dashes.

Insider filings

53 filings between Mar 25, 2026 and Sep 28, 2026.

Open market

decisions to buy or sell

Purchases

None

No insider bought shares.

Sales

$1.41M

10 sales by 4 insiders

Compensation

not trading decisions
40
Option exercise — converted options into shares

Also filed: 3 dispositions to the issuer.

Who traded

open market only
InsiderBoughtSoldLast filing
ZHANG NING—$428.6KSep 28, 2026
Mo Luyi—$360.0KSep 28, 2026
Wang Haojun—$350.8KSep 28, 2026
Gao Tian—$274.2KMar 30, 2026
Latest filings (50)
DateInsiderWhatSharesValue
Sep 28, 2026Wang Haojun Chief Financial OfficerSale 13,751$97.7K
Sep 28, 2026ZHANG NING Vice PresidentSale 15,524$110.3K
Sep 28, 2026Mo Luyi Vice PresidentSale 12,425$88.3K
Sep 25, 2026Wang Haojun Chief Financial OfficerOption exercise 10,000—
Sep 25, 2026Mo Luyi Vice PresidentOption exercise 943—
Sep 25, 2026Wang Haojun Chief Financial OfficerOption exercise 23,750—
Sep 25, 2026Wang Haojun Chief Financial OfficerOption exercise 963—
Sep 25, 2026ZHANG NING Vice PresidentOption exercise 20,000—
Sep 25, 2026ZHANG NING Vice PresidentOption exercise 10,000—
Sep 25, 2026ZHANG NING Vice PresidentOption exercise 1,250—
Sep 25, 2026Lou Tiancheng Chief Technology OfficerDisposition to issuer 25,729$177.3K
Sep 25, 2026Lou Tiancheng Chief Technology OfficerOption exercise 31,250—
Sep 25, 2026Mo Luyi Vice PresidentOption exercise 15,000—
Sep 25, 2026Mo Luyi Vice PresidentOption exercise 9,063—
Jun 26, 2026ZHANG NING Vice PresidentSale 17,347$119.0K
Jun 26, 2026Mo Luyi Vice PresidentSale 14,460$99.2K
Jun 26, 2026Wang Haojun Chief Financial OfficerSale 13,751$94.3K
Jun 25, 2026Mo Luyi Vice PresidentOption exercise 9,062—
Jun 25, 2026ZHANG NING Vice PresidentOption exercise 10,000—
Jun 25, 2026ZHANG NING Vice PresidentOption exercise 20,000—
Jun 25, 2026Wang Haojun Chief Financial OfficerOption exercise 962—
Jun 25, 2026Wang Haojun Chief Financial OfficerOption exercise 10,000—
Jun 25, 2026Wang Haojun Chief Financial OfficerOption exercise 23,750—
Jun 25, 2026ZHANG NING Vice PresidentOption exercise 3,667—
Jun 25, 2026Mo Luyi Vice PresidentOption exercise 3,667—
Jun 25, 2026Mo Luyi Vice PresidentOption exercise 417—
Jun 25, 2026Mo Luyi Vice PresidentOption exercise 944—
Jun 25, 2026ZHANG NING Vice PresidentOption exercise 1,250—
Jun 25, 2026Mo Luyi Vice PresidentOption exercise 15,000—
Jun 25, 2026Lou Tiancheng Chief Technology OfficerOption exercise 31,250—
Jun 25, 2026Lou Tiancheng Chief Technology OfficerDisposition to issuer 31,250$216.6K
Mar 30, 2026ZHANG NING Vice PresidentSale 22,946$199.3K
Mar 30, 2026Gao Tian VP, Chief of Staff, GCSale 31,561$274.2K
Mar 30, 2026Mo Luyi Vice PresidentSale 19,864$172.6K
Mar 30, 2026Wang Haojun Chief Financial OfficerSale 18,283$158.8K
Mar 25, 2026ZHANG NING Vice PresidentOption exercise 10,000—
Mar 25, 2026ZHANG NING Vice PresidentOption exercise 20,000—
Mar 25, 2026Lou Tiancheng Chief Technology OfficerOption exercise 31,250—
Mar 25, 2026Lou Tiancheng Chief Technology OfficerDisposition to issuer 31,250$355.9K
Mar 25, 2026Gao Tian VP, Chief of Staff, GCOption exercise 813—
Mar 25, 2026Gao Tian VP, Chief of Staff, GCOption exercise 16,000—
Mar 25, 2026Wang Haojun Chief Financial OfficerOption exercise 23,750—
Mar 25, 2026Gao Tian VP, Chief of Staff, GCOption exercise 7,500—
Mar 25, 2026Mo Luyi Vice PresidentOption exercise 944—
Mar 25, 2026Mo Luyi Vice PresidentOption exercise 1,250—
Mar 25, 2026Mo Luyi Vice PresidentOption exercise 11,000—
Mar 25, 2026Wang Haojun Chief Financial OfficerOption exercise 10,000—
Mar 25, 2026Wang Haojun Chief Financial OfficerOption exercise 963—
Mar 25, 2026Mo Luyi Vice PresidentOption exercise 15,000—
Mar 25, 2026Mo Luyi Vice PresidentOption exercise 9,063—

Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.