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Pony AI Inc. (PONY) Q4 2025 Earnings Call Transcript

Seeking Alpha

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Pony AI reported Q4 2025 revenue of $29.13 million, surpassing estimates by $5.19 million despite a wider-than-expected EPS loss of -$0.12, missing projections by $0.34. CEO Jun Peng highlighted accelerated deployment of its autonomous driving platform, citing 500+ robotaxis operating in Beijing and Guangzhou, with regulatory approvals expanding commercialization. CTO Tiancheng Lou emphasized breakthroughs in quantum-enhanced LiDAR processing, reducing latency by 40% through hybrid quantum-classical algorithms, targeting 2027 integration. CFO Haojun Wang noted a 30% YoY cost reduction in sensor tech, attributing it to partnerships with Chinese semiconductor firms, though R&D spending rose 15% to $120 million. Analysts pressed on profitability timelines, with management reaffirming 2028 as the target for positive gross margins, contingent on scaling Level 4 autonomy fleets.

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SA Transcripts159.12K FollowersFollow5ShareSaveCommentsQ4: 2026-03-26 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallEPS 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 RelationsJun Peng - Co-founder, CEO & Chairman of the BoardTiancheng Lou - Co-founder, CTO & DirectorHaojun Wang - Chief Financial Officer Conference Call Participants Ming-Hsun Lee - BofA Securities, Research DivisionTim Hsiao - Morgan Stanley, Research DivisionYang You - CLSA Limited, Research DivisionXinyu Fang - UBS Investment Bank, Research DivisionPurdy Ho - Huatai Securities Co., Ltd., Research DivisionYuqian Ding - HSBC Global Investment ResearchJoel Ying - Nomura Securities Co. Ltd., Research DivisionTianyu Lu - Citic Securities Co., Ltd., Research DivisionKai 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 ShaoHead 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.

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