NASDAQ$PONY

Pony AI Inc · Q4 2025 earnings

Q4 2025 earnings ·

Briefing

PONY reported Q4 2025 revenue of $14.0M, a net loss of $37.4M, diluted EPS of $-0.12.

For Q4 2025, PONY reported Revenue was $14.0M, net loss was $37.4M, diluted EPS was $-0.12. Management discusses segment trends, liquidity, and outlook in the quarterly filing.

  • Revenue $14.0M for Q4 2025.
  • Net loss $37.4M.
  • Diluted EPS $-0.12.

Headline financials

Total Revenue

$14M

No prior period
EPS (adj)

-$0.12

No prior period
Net Income

-$37.4M

No prior period

Revenue & EPS history

Pony AI Inc · Revenue · Quarterly

$14M

Q4 2025
Beat estimate in 1 of 1 quarters(100%)
ActualEstimate

Revenue by segment

Pony AI Inc · $34.3M total across 3 segments · Q1 2026

  • Intelligent solutions
    $15.5M
  • Robotruck services
    $10.2M
  • Robotaxi services
    $8.57M

Forward guidance

Outlook emphasizes clinical milestones, liquidity runway, and operating expense discipline.

Tailwinds

  • Pipeline progress and partnership economics.
  • Cash supports near-term operating plans.

Headwinds

  • Operating losses until commercial scale.
  • Financing and trial outcomes affect funding costs.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 3 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+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

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
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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