Replay available

Pony AI Inc. (PONY) Q1 2025 Earnings Call

Pony AI Inc. (NASDAQ: PONY) Q1 2025 earnings conference call, held 2025-05-20. Replay captured from the company's public earnings webcast.

Tue, May 20, 2025 at 8:30 AMendedReplay
Pony AI Inc. (PONY) Q1 2025 Earnings Call

Hosted by

Featured presenters

Pony.ai Investor Relations Team

Investor Relations

Ben Long

Analyst, Deutsche Bank

James Peng

Co-Founder & CEO

Hightower Securities Analyst

Analyst

Jefferies Analyst

Analyst

Ting Song

Analyst, Goldman Sachs

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:02.892 our Gen 7 robotaxis. 00:00:03.715 -- 00:00:09.721 With the aforementioned three things that we are working on, we will 00:00:09.721 -- 00:00:15.448 focus on reinforcing these critical foundations to realize robust 00:00:15.448 -- 00:00:20.453 growth momentum of our fleet size, ensuring a scalable and 00:00:20.453 -- 00:00:23.334 sustainable expansion. 00:00:23.817 -- 00:00:27.521 As for year 2026, I 00:00:27.521 -- 00:00:32.487 think our scale-up will be even more accelerated. 00:00:32.650 -- 00:00:37.718 We will produce more autonomous driving vehicles and then deploy them 00:00:37.718 -- 00:00:42.285 in China and also the international markets. 00:00:42.285 -- 00:00:45.487 With this, back to the operator. 00:00:46.452 -- 00:00:51.199 Thank you. And our next question today comes from Ting Song at Goldman Sachs. 00:00:51.199 -- 00:00:53.640 Please go ahead. 00:00:53.997 -- 00:00:56.660 Thank you. Congratulations on the results. 00:00:56.660 -- 00:01:01.985 I have two questions. And the first one is, while you emphasized China's first strategy 00:01:01.985 -- 00:01:06.789 last quarter, we have now seen some progress on global market this time. 00:01:06.789 -- 00:01:11.234 So could you elaborate more on your involving global strategy? 00:01:11.234 -- 00:01:16.519 And to what extent does the China market remain a core focus at this stage? 00:01:16.519 -- 00:01:18.581 Thank you. 00:01:18.581 -- 00:01:23.275 Sure. This is James again. I think I'll take this one. 00:01:23.275 -- 00:01:28.502 As I mentioned in my prepared remark, PolyAI's mission 00:01:28.502 -- 00:01:33.189 has always been autonomous mobility everywhere. 00:01:33.189 -- 00:01:39.317 While we currently prioritize the China market, giving its relatively 00:01:39.317 -- 00:...