Financial Performance - H1 2025 revenue reached $27.1 million, exceeding the full-year 2024 revenue of $24.3 million[8, 12, 37] - Q2 2025 revenue increased by 46% year-over-year, reaching $9.7 million compared to $6.7 million in Q2 2024[8, 12, 32, 34] - Q2 2025 gross margin was 16%, while the H1 2025 gross margin was 31%[8, 12] - Cash burn in Q2 2025 decreased to $7.3 million, a significant reduction from $21.6 million in Q2 2024[8, 12, 33, 34, 37] - The company's liquidity stands at $79.4 million[12, 33] Strategic Developments - A Statement of Development Work (SODW) agreement was signed with a Top 5 passenger automotive manufacturer for a Level 3 global production vehicle program, with SOP planned for 2027[5, 13, 14, 15, 38] - InnovizSMART was launched for non-automotive applications, with collaborations announced with multiple companies[5, 19, 38] - The company shipped the first InnovizTwo units from Fabrinet's high-volume production line[6, 21, 38] Future Targets - The company aims to grow revenue to $50-60 million, more than double 2024 levels[29] - The company is updating NRE Bookings target to $30-60 million, already booking $20 million+ vs initial guide of $20-50 million[29]

IT之家 8 月 13 日消息，埃隆・马斯克本月 10 日确认，尽管其关闭了独立的 Dojo 芯片项目，但计划于今年内量产的 Dojo 2 数据中心级 AI 芯片的继任 者"Dojo 3"仍将在某种意义上以集成在单一主板上的大量 AI6 SoC 的形式存续。 马斯克认为 AI6 芯片足以承担包括端侧推理、数据中心训练、数据中心推理在内的各类 AI 工作负载，因此独立的 Dojo 系列芯片已成为进化树中的"死胡 同"，他不得不关闭该项目组并进行一系列艰难的人员调整。 马斯克此番表态也意味着由三星电子代工的 2nm AI6 芯片将不仅用于特斯拉电动汽车的智能驾驶，同时也将为未来 FSD 智驾软件的诞生提供助力，扩大了 三星电子可能获取的芯片制造订单规模；而多 Die 集成仍将是特斯拉自研 ASIC 演进的关键要素。 ...

Allen Chang +852-2978-2930 | allen.k.chang@gs.com Goldman Sachs (Asia) L.L.C. 13 August 2025 | 3:21AM HKT Pony AI Inc. (PONY): Gen-7 mass production to support Robotaxi fleet ramp up; 2Q GM better-than-expected; Buy Pony AI 2Q25 revenues were up 76% YoY (or 53% QoQ) to US$21m, with Robotaxi fare-charging revenues up 300% YoY on Robotaxi fleet ramp up. 2Q25 GM were up to 16.1% (vs. -0.3% in 2Q24) on mix upgrade and improved Robotaxi unit economics, and operating loss at US$61m were overall in line with our e ...

Financial Performance - Q2'25 revenue was $156 million, a 17% decrease QoQ and a 5% decrease YoY[15] - GAAP gross loss was $(124) million, while non-GAAP gross loss was $(108) million[16] - Q2'25 GAAP operating expenses were $271 million, and non-GAAP operating expenses were $470 million, including ~$4M in one-time items[16, 11] - Cash and marketable securities stood at $1076 million, excluding undrawn credit facility, equity finance program, and convertible preferred facility[17] - Free Cash Flow (FCF) was $(538) million, compared to $(443) million in Q1'25[19] Debt Management - $50 million of 2026 convertible notes were repurchased via cash & equity[8] - $135 million face amount of 2026 convertible debt remains outstanding as of August 2025, reduced from $625 million in August 2024[8, 13, 14] - The company aims to reduce 2026 convertible debt to below $100 million by year-end 2025[14] Revised Guidance - FY'25 revenue guidance lowered to $67 million to $74 million, based on sensor shipment of 20k to 23K units, down from prior outlook of 30k-33k units[20] - Non-GAAP gross loss is expected to be in the range of $(5) million to $(10) million per quarter through FY'25[20] - Non-GAAP quarterly operating expenses are expected to improve to the low-$30 million range by year-end 2025[20] - The company expects to end FY'25 with $80 million to $100 million in cash and marketable securities[21]

Pony AI (PONY) Q2 2025 Earnings Call August 12, 2025 08:00 AM ET Speaker0Hello, ladies and gentlemen. Thank you for standing by, and welcome to PonyAI Inc. Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. After the management's prepared remarks, there will be a question and answer session.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 irponyai ...

Robotaxi商业化进展和技术壁垒被投资机构长期看好。 本文为IPO早知道原创 作者｜ Stone Jin 微信公众号｜ipozaozhidao 据 IPO早知道消息， 小马智行（ NASDAQ: PONY） 于 8月12日美股盘前披露了截至2025年6月 30日的未经审计业绩报告。 财报显示， 小马智行二季度总营收 1.54亿元人民币（2150万美元），同比增长75.9%，环比增长 53.5% 。 其中 ，小马智行二季度 Robotaxi乘客车费收入同比 增长 超 3 倍 ， Robotaxi车辆总 数 已 突破 500 台，预期年底超 1000台 。 值得一提的是， 根据多家投资机构最新披露的 13F文件（机构投资经理持仓报告）， 小马智行 在 第 二 季 度 获 得 了 柏 基 投 资 （ Baillie Gifford ） 、 日 本 日 兴 资 产 管 理 （ Nikko Asset Management） 等至少 14家 国际长线资金 的 大幅增持 ，这表明了小马智行的 Robotaxi商业化 进展和技术壁垒被投资机构长期看好 。 小马智行创始人、 CEO 彭军表示： " 二季度 Robotax ...

Revenue potential of up to $35M by 2030, with initial sales expected in 2026 Ness Ziona, Israel, Aug. 11, 2025 (GLOBE NEWSWIRE) -- Foresight Autonomous Holdings Ltd. (Nasdaq and TASE: FRSX) (“Foresight” or the “Company”), an innovator in 3D perception systems, announced today the signing of a three-way agreement with KONEC Ltd. (“KONEC”), a leading South Korean Tier-One automotive supplier, and GINT Ltd. (“GINT”), a South Korean company specializing in automation technologies for agricultural machinery, co ...

August 7, 2025 05:12 AM GMT Internet | North America 5 Themes on the Gig Economy and Our Picks | What's Changed | | | | --- | --- | --- | | DoorDash Inc (DASH.O) | From | To | | Price Target | $275.00 | $300.00 | | Airbnb Inc (ABNB.O) | | | | Price Target | $130.00 | $120.00 | | We detail 5 key macro takes on the gig economy after UBER/ | | | | DASH/ABNB/LYFT earnings as we remain OW DASH and UBER | | | and UW ABNB. UBER, LYFT, DASH and ABNB all reported today for our "gig day" update. We detail 5 macro gig ...

点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 DRIVE 约束感知自动驾驶的动态规则推断与验证评估框架 斯坦福大学和微软提出了 DRIVE 框架，通过动态规则推断和验证评估技术，实现了自动驾驶中概率软约束 的学习与规划集成，在 inD、highD 和 RoundD 数据集上达成 0.0% 软约束违反率，并显著提升轨迹平滑性 与泛化能力。 主要贡献： 算法框架： 实验结果： 可视化： 论文标题：DRIVE: Dynamic Rule Inference and Verified Evaluation for Constraint-Aware Autonomous Driving 论文链接：https://arxiv.org/abs/2508.04066 代码：https://github.com/genglongling/DRIVE 1. 提出 DRIVE 框架，通过指数族似然建模从专家驾驶演示中学习概率性软约束，克服了传统方法依赖固 定约束形式或纯奖励建模的局限，实现了动态规则推理与轨迹级决策的紧密耦合。 2. 将学习到的约束分布嵌入凸优化规划模块，生成 ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. Robotaxi拿下 德州许可证 2. FSD正在快速迭代 3.GM的惊人决定 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 先说特斯拉的股票 周五收盘是329.68% 全天上涨了7.41%美元 涨幅是2.3% 美国三大股指 纳指上涨0.96% 道指上涨0.48% 标普上涨0.79% 第一部分 Robotaxi拿下 德州许可证 就在所有人担心 特斯拉Robotaxi 会被德州9月1日 生效的新法规 直接卡死的时候 一份官方文件 给了所有人 一个惊喜！ 没错！ 就在法规生效前夕 特斯拉绝地反杀 正式拿下了 德州的共乘许可证！ 这意味着什么？ 这意味着 Tesla Robotaxi LLC 在法律上 已经和Uber Lyft平起平坐 是一家官方认证的 网约车公司了！ 这不仅仅是一张纸 这是开战的号角！ 有了官方许可 之前在德州 其他城市的 低调测试 马上就要变成 正规军大杀四方！ 德州将成为特斯拉 Robotaxi服务的 第一个主战场！ 那些质疑和担忧 现在可以闭嘴了！ Tesla终于在德州拿下了 Robotaxi营运 共乘许可证（ Ri ...