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Pony.ai releases transcript of Q2 2026 earnings conference call

Pony.ai releases transcript of Q2 2026 earnings conference call

ReutersReuters2026/08/18 17:31
  • Pony.ai discussed 2Q26 results on an earnings call attended by CEO James Peng, CTO Tiancheng Lou, CFO Leo Wang, IR head George Shao.
  • Revenue rose 69% to US$36.2 million; Robotaxi revenue jumped 691% to US$12.1 million; Robotruck revenue increased 40% to US$13.3 million.
  • Robotaxi fleet reached 2,000 vehicles; target set at 3,500 by year-end; registered users surpassed 1.5 million.
  • Overseas expansion driven by a joint deployment model; management cited over 4,000 vehicle commitments with Uber and other partners.
  • Peng said Uber chose Pony for scalable reliability and low cost per mile; added unit economics turned positive in Guangzhou and Shenzhen.


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 August 18, 2026, and is solely responsible for the information contained therein.

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