Pony AI Inc. (PONY) Q2 2026 Earnings Call Transcript

Pony AI Inc. ( PONY ) Q2 2026 Earnings Call August 18, 2026 8:00 AM EDT Company Participants George Shao - Head of Capital Markets & Investor Relations Jun Peng - Co-founder, CEO & Chairman of the Board Tiancheng Lou - Co-founder, CTO & Director Haojun Wang - CFO & Joint Company Secretary Conference Call Participants Ming-Hsun Lee - BofA Securities, Research Division Tim Hsiao - Morgan Stanley, Research Division Paul Gong - UBS Investment Bank, Research Division Ming Chung - Citigroup Inc., Research Division Xiaoyi Lei - Jefferies LLC, Research Division Kai Xiao - China International Capital Corporation Limited, Research Division Yujing Ni - Everbright Securities Co. LTD., Research Division Presentation Operator Ladies and gentlemen, thank you for standing by, and welcome to Pony AI Inc.'s Second Quarter 2026 Earnings Conference Call. [Operator Instructions] 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.

George Shao Head of Capital Markets & Investor Relations 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. An earnings presentation, which we will refer to during this 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. Leo 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