PONY News & Events

Notable companies reporting before tomorrow's open, with earnings consensus, include Designer Brands (DBI), consensus (50c)... Pony AI (PONY), consensus (5c)... Commercial Metals (CMC), consensus $1.32.

Pony AI announced the delivery of an initial batch of more than 100 seventh-generation robotaxis to Guangzhou Chenqi Mobility Technology in China. The vehicles, based on the GAC AION V model, will join Chenqi's ride-hailing platform OnTime Mobility and begin commercial operations soon. At the same time, Pony AI and Chenqi Mobility signed an upgraded strategic cooperation agreement in Guangzhou to jointly build a Robotaxi fleet and expand geographic coverage beyond current operations, marking a new phase in their long-standing partnership. Under the upgraded collaboration framework, Pony AI will focus on the research, development, and continued iteration of its core autonomous driving technology, the "Virtual Driver." Through a technology licensing model, Pony AI will generate recurring revenue by providing its autonomous driving system to fleet partners. Chenqi Mobility will be responsible for fleet asset ownership, safety assurance, vehicle dispatching, and platform operations.

Pony AI (PONY) announced expanded access to its robotaxi ride-hailing service through integration into Tencent (TCEHY) Mobility Service. The launch represents the latest advancement in its strategic partnership with Tencent Cloud, first announced in April 2025. Users in designated areas of Guangzhou can now book fully driverless rides via Tencent's WeChat "Mobility Services" portal. After entering their pickup and drop-off locations, users can opt for an autonomous ride if the route falls within Pony.ai's service coverage. The integration further expands Pony.ai's presence in the WeChat ecosystem, where users previously accessed its service through the company's Mini Program. The service is also expected to be integrated into Tencent Maps in the near future.

Pony AI announced that it has achieved seventh-generation Robotaxi unit economics,UE, breakthrough in Shenzhen. "This milestone underscores Pony.ai's capability to realize a sustainable business model, laying a solid foundation to accelerate scale-up over a multi-year horizon," the company said.