NASDAQ$PONY
Pony AI Inc · Q2 2026 earnings
Q2 2026 earnings · · Before market open
Briefing
Pony AI Inc reported unaudited Q2 2026 financial results with total revenues rising 68.8% YoY to US$36.2 million, driven by strong Robotaxi growth.
Pony AI Inc. delivered robust revenue growth in Q2 2026, with Robotaxi services revenue surging 691.2% YoY to US$12.1 million. The company expanded its Robotaxi fleet to 1,975 vehicles and advanced global partnerships, while narrowing operating loss margins through improved leverage. Net loss narrowed to US$45.4 million.
- Total revenues reached US$36.2 million, up 68.8% YoY, with Robotaxi services contributing US$12.1 million (up 691.2%).
- Robotaxi fleet scaled to 1,975 vehicles as of June 30, 2026, targeting over 3,500 by year-end.
- Gross profit increased 83.4% to US$6.4 million with gross margin improving to 17.5%.
- Net loss narrowed 14.9% YoY to US$45.4 million; non-GAAP net loss per share improved to US$0.10.
Headline financials
Revenue & EPS history
Pony AI Inc · Revenue · Quarterly
$36.2M
Revenue by segment
Pony AI Inc · $36.2M total across 3 segments · Q2 2026
- Robotruck services$13.3M—36.8%
- Robotaxi services$12.1M—33.3%
- Intelligent solutions$10.8M—29.9%
Forward guidance
Company confident in exceeding full-year Robotaxi services revenues target with progress in overseas commercialization.
Tailwinds
- Strong operating leverage and efficiency gains from PonyWorld 2.0
- Expanding joint deployment model with partners like Uber
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 3 quarterly earnings reports
+0.1%
Avg return
Earnings day
-4.1%
Avg return
5 days after
-12.7%
Avg return
30 days after
50%
2 / 4 earnings
Positive
+5.9%
Q3 2025
Best reaction
-8.1%
Q4 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2026 | — | — | — | |
| Q1 2026 | +4.6% | +12.3% | — | |
| Q4 2026 | -2.1% | -5.4% | -20.0% | |
| Q3 2025 | +5.9% | +8.6% | +24.5% | |
| Q4 2025 | -8.1% | -32.1% | -42.7% |
Discussion
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