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Pony AI (PONY.O): 2Q Beat, Tiny Cash Burn; Advancing Global Expansions Intact-20260818
花旗· 2026-08-18 19:06
Flash | 18 Aug 2026 06:15:19 ET │ 11 pages Pony AI (PONY.O) 2Q Beat, Tiny Cash Burn; Advancing Global Expansions Intact CITI'S TAKE 2Q revenue/GP arrived at US$36m/6m, 3%/8% ahead of consensus with both robotaxi services revenue and fare-charging revenues reaching record highs. 2Q-GPM was at 17.5%, improving 0.7ppt QoQ. Net loss recorded at -US$60m, vs. consensus loss of US$67m, given effective Opex expense control. Net cash came at -US$1,095m by end-Jun, with minimal cash burn in 2Q vs. WeRide after taking ...