Pony AI Inc. (PONY) Q2 2025 Earnings Call Transcript

Pony AI Inc. (NASDAQ:PONY) Q2 2025 Earnings Conference Call August 12, 2025 8:00 AM ET

Company Participants

Dr. Tiancheng Lou – Corporate Participant
George Shao – Corporate Participant
Haojun Wang – Chief Financial Officer
Jun Peng – Co-founder, CEO & Chairman of the Board

Conference Call Participants

Bin Wang – Deutsche Bank AG, Research Division
Evelyn Zhang – Daiwa Securities Co. Ltd., Research Division
Ming-Hsun Lee – BofA Securities, Research Division
Ting Song – Goldman Sachs Group, Inc., Research Division
Xinyu Fang – UBS Investment Bank, Research Division

Operator

Hello, ladies and gentlemen. Thank you for standing by, and welcome to Pony AI Inc.’s Second Quarter 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.ponyai under the News and Events section.

I will now turn the conference over to your host, George Shao, Head of Capital Markets and Investor Relations at Pony AI. Please go ahead, sir.

George Shao

Thank you, operator, and hello, everyone. We appreciate you joining us today for Pony AI’s Second Quarter 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 this conference call can also be accessed and downloaded on our Investor Relations website.

Joining me today on today’s call are Dr. James Peng, Chairman of the Board and Chief Executive Officer; Dr. Tiancheng Lou , Chief Technology Officer; and Dr. Leo Wang, Chief Financial Officer of the company. They will provide prepared remarks followed by a Q&A session. Before we begin, please refer to the safe harbor statement in our earnings release, which applies to this call as we will be making forward-looking statements.