Key Highlights & Growth - Pony AI produced over 200 Gen-7 vehicles as of August 11, 2025 [7] - The company aims to produce over 1,000 vehicles by the end of 2025 [7, 22] - Registered user growth increased by 136% year-over-year from 2Q24 to 2Q25 [7, 32] - Total revenue grew by 76% in 2Q25 [7] - Fare-charging revenue experienced a growth of over 300% in 2Q25 [7, 35, 70] Commercialization & Operations - Pony AI is the only company with fully driverless commercial licenses in all four Tier-1 cities in China (Beijing, Shanghai, Guangzhou, Shenzhen) [20, 31] - Robotaxis receive approximately 15 average daily orders [20] - Accumulated autonomous driving kilometers reached 488 million+ as of June 30, 2025 [36] - Accumulated autonomous driverless kilometers reached 87 million+ as of June 30, 2025 [36] Financial Performance - Robotaxi services revenue increased by 1578% from $06 million in 2Q24 to $15 million in 2Q25 [65] - Total revenue increased by 9018% from $122 million in 2Q24 to $104 million in 2Q25 [69]
Pony Ai(PONY) - 2025 Q2 - Earnings Call Presentation