Pony Ai Inc. Class A · HKEX:2026
Pony Ai Inc. Class A — Q2 2025 Earnings Presentation
24 slides from Pony Ai Inc. Class A's earnings presentation, Aug 12, 2025
Slide 1: Company Presentation
Company Presentation August 2025
Slide 2: Disclaimer
Disclaimer This presentation has been prepared by Pony AI Inc. (the “Company”) solely for informational purposes and has not been independently verified. No representations, warranties or undertakings, express or implied, are made by the Company or any of its officers, directors, affiliates, adviser
Slide 3: 2Q25 Key Highlights
2Q25 Key Highlights 200+ vehicles +136% +76% Registered Users Growth2 Total revenue growth3 of Gen-7 produced1 Broader User >300% 1,000+ vehicles Coverage Fare-charging revenue growth3 by 2025 Notes: 1. As of August 11, 2025; 2. 2Q2024-2Q2025 YoY growth. 3. In 2Q2025. © 2025 | Pony.ai Proprietary 2
Slide 4: Company Overview
OT ~ Company Overview
Slide 5: Our Management Team
Our Management Team Dr. Jun PENG Dr. Tiancheng LOU Chairman of the Board, Director, Chief Executive Officer Chief Technology Officer A Thought Leader in the A Leading Expert Autonomous Driving Space with who Pioneered the Development of over 20 Years of Experience Level 4 Autonomous Driving Technolo
Slide 6: Our Vision
OUR VISION We aim to mass commercialize our revolutionary autonomous driving technology to deliver safe, sustainable, and accessible mobility to people and business around the world. 5
Slide 7: Pony.ai: A Leading Autonomous Driving Company
Pony.ai: A Leading Autonomous Driving Company Core Virtual Driver Technology, with Tech Stack Sharable Across Three BUs Robotruck Partnership with China’s leading truck manufacturer and China’s largest freight logistics company for Robotruck development and commercialization Robotaxi Pony Urban mobi
Slide 8: Commercialization Leadership
To update 02 Commercialization Leadership
Slide 9: Cornerstones for Autonomous Driving
Cornerstones for Autonomous Driving There are Four Key Elements for a Successful Autonomous Driving Business: 1 Technology 2 Policy Support 3 Mass Production 4 Scale Operation Achieving the highest The ONLY company with Leading player in the world Deep knowhow in Robotaxi safety standard1 across ful
Slide 10: Pivotal Year for Mass Production: Gen-7 Robotaxi
Pivotal Year for Mass Production Well positioned to reach the milestone of 1,000+ vehicles by end of 2025 Gen-7 Robotaxi Safety & Cost Efficiency 100% Automotive-grade 600,000km Lifecycle 70% Cost Reduction Reliable Adaptation ⚫ Robotaxi Vehicle Platform – ARCFOX ⚫ Integration of autonomous driving
Slide 11: User Base Growth Underpinned by Operational and Geographical Expansion
User Base Growth Underpinned by Operational and Geographical Expansion Operational Expansion Geographical Expansion Gen-7 Vehicles 24/7 Shanghai Pudong mass production robotaxi permit for fully driverless and deployment service hours1 commercial robotaxis in July 2025 The ONLY company with fully dri
Slide 12: Accelerating Commercial Deployment and Ecosystem
Accelerating Commercial Deployment and Ecosystem Well Positioned to Meet the Rising Wave of User Demand 158% >300% Robotaxi Services Revenues1 Robotaxi Fare-Charging Revenues1 Safe & Accessible Mobility Solutions 8.7 million+ / 48.8 million+ Passengers Accumulated Autonomous Driverless Kilometers/ A
Slide 13: Global Expansion Footprint
Global Expansion Footprint Luxembourg Commenced road testing in South Korea Lenningen in partner with Emile Weber, Luxembourg’s Secured nationwide leading transport company, permits; Conducted on- with plans to gradually road operations in extend to other regions. UAE Gangnam, the heart of (Jul 2025
Slide 14: Robotruck Business
Robotruck Business Fully Driverless ~6.2 million Testing Conducted Fully Driverless Autonomous Testing in Beijing (Robotruck Driving Kilometers1 Platooning) and Guangzhou (Single Vehicle) Note: 1. As of June 30, 2025. 13
Slide 15: Licensing and Applications Business
Licensing and Applications Business Our L4 Autonomous Driving Technology Allows Seamless Adaptation Across Diversified Products Complete Suite of Intelligent Solutions Intelligent Domain Controller Proprietary Domain Controller Our L4 autonomous driving technology enables us to deliver the most comp
Slide 16: Technology Leadership
03 Technology Leadership
Slide 17: Three-Stage Path for L4 Robotaxi Technology
Three-Stage Path for L4 Robotaxi Technology Stage 1 Stage 2 Stage 3 Fully Driverless Large Scale Safety Operator No Operator >10x safer than human in the Vehicle Small Scale Not L4 On par with a human driver Hundreds of vehicles 24/7 Across all weather conditions © 2025 | Pony.ai Proprietary 16
Slide 18: Two Pillars for the Success of Robotaxi Industry
Two Pillars for the Success of Robotaxi Industry Pony.ai has Truly Validated Ability to Realize Large Scale Autonomous Mobility Fully-Driverless Scalability Fully meets Sufficient redundancy with Capable of handling Strong generalization safety standards multi-layered architecture complex scenarios
Slide 19: PonyWorld: Empowering Strong Technology Leadership
A PonyWorld: Empowering Strong Technology Leadership PonyWorld Enhances Reinforcement Learning with Human Feedbacks, Interaction Prompts and Comprehensive Metrics We pioneered PonyWorld, to train Reinforcement learning allows our PonyWorld generates test data autonomous driving systems by Virtual Dr
Slide 20: Gen-7 Vehicles: Amplifying Fully Driverless Scale Advantage
B Gen-7 Vehicles: Amplifying Fully Driverless Scale Advantage Scaling Up while Upholding Rigorous Engineering Practices and Safety Standards Example: Fully Driverless Robotaxi Operator at WAIC Shanghai Proven Technology ONLY provider with fully driverless and on- • 2 million+ km autonomous driving m
Slide 21: Financial Highlights
04 Financial Highlights
Slide 22: Strong Revenues Momentum
Strong Revenues Momentum Core Robotaxi Services Growth to Fuel the Group’s Revenues Robotaxi Services Robotruck Services Licensing and Applications Total Revenues Revenue from: Revenue from: Revenue from: ▪ (a) project-based engineering ▪ (a) paid transportation services ▪ (a) offering POV intellige
Slide 23: Potentials to Profitability Improvement
Potentials to Profitability Improvement • The significant gross margin improvement was mainly driven by focused strategy on prioritizing high-margin revenues sources within Robotaxi and Robotruck services to reduce gross margin variability. We also made solid progress in optimizing Robotaxi unit eco
Slide 24: Ample Cash to Support Growth
Ample Cash to Support Growth Current cash reserve is sufficient to support Gen 7 supply chain preparation and future growth Cash Reserve Free Cash Flow4 (US$mm) (US$mm) 825.1 79.9 747.7 (18.0) (25.4) 139.5 209.0 0.2 289.5 (1.8) (19.8) 0.2 536.0 (9.6) 318.5 (35.0) 4Q24 2Q25 2Q24 2Q25 Cash and Cash Eq