Pony.ai releases transcript of Q2 2026 earnings conference call - PONY News | RalliesPony.ai releases transcript of Q2 2026 earnings conference call
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PONY• Q2 2026 earnings call highlights
- Pony.ai discussed 2Q26 results on an earnings call attended by CEO James Peng, CTO Tiancheng Lou, CFO Leo Wang, and 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 was 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, and added that unit economics turned positive in Guangzhou and Shenzhen.
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