Pony AI Inc. (PONY) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Ladies and gentlemen, thank you for standing by and welcome to Pony AI Inc.'s second quarter 2026 earnings conference call. At this time, all participants are in 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 ir.pony.ai. I will now turn the call over to your host, George Shao, Head of Capital Markets and Investor Relations at Pony.ai. Please go ahead, George. Thank you, operator. And hello, everyone. We appreciate you joining us today for Pony.ai's second quarter 2026 earnings call. Earlier today, we issued a press release with our financial and operating metrics, which is available on our IR website. and Erlin's presentation, which we will refer to during the conference call, can also be accessed and downloaded on our Investor Relations website. Joining me on today's call are Dr. James Peng, Chairman of the Board and Chief Executive Officer, Dr. Tiancheng Lou, Chief Technology Officer, and Dr. Liu Wang, Chief Financial Officer of the company. They will provide prepared remarks followed by a Q&A session. Before we begin, please refer to the safe harbor statement in our earnings release, which applies to this call as we will be making forward-looking statements. Please also note that we will discuss non-GAAP measures today, which are more thoroughly explained and reconciled to the most comparable measures reported under GAAP in our earnings release, available on our IR website and filings with the SEC and the Hong Kong Stock Exchange. I will now hand it over to our Chairman and CEO, and Dr. James Peng. Please go ahead. Thank you, George. Hello, everyone. Thank you for joi...