# Pony (PONY) — Earnings

PONY · NASDAQ · Stock

Canonical page: https://www.lighthorse.io/tickers/pony/earnings

## Most recent quarter

| Metric | Value |
| --- | --- |
| Fiscal period | Q2 2026 |
| Period end | Jun 30, 2026 |
| EPS actual | −$0.14 |
| EPS estimate | −$0.15 |
| EPS surprise | +5.21% |
| Revenue surprise | +5.14% |
| Revenue | $36.2M |
| Revenue estimate | $34.5M |
| Reported | Aug 18, 2026 |
| SEC filing | [View filing](https://www.sec.gov:443/Archives/edgar/data/1969302/000110465926098113/tm2623382d1_6k.htm) |
| Earnings call | [Transcript](http://o.thsi.cn/dc-d-stock-america.teleconference/4826d458-6f35-f29b-50ac-afaeebd00a7e.html) |

Pony AI reported Q2 2026 results on August 18, 2026. It posted a loss of $0.14 per share, slightly narrower than the expected $0.15 loss, a 5.21% beat. Revenue was $36.2 million, 5.14% above the $34.5 million estimate and the highest in the table. Compared with Q2 2025, the loss per share was unchanged at $0.14, while revenue rose about 68% from $21.5 million.

The record is short, covering seven quarters from Q4 2024, and every one of them was a loss. The largest was $0.99 per share in Q4 2024. In 2025 the quarterly loss ranged from $0.05 to $0.16 per share, for an annual total of $0.47, on revenue of $90.0 million. Revenue in the first half of 2026 was $70.5 million, roughly double the $35.5 million of the first half of 2025. No estimate was given before Q4 2025. Since then, Pony AI missed by 10.14% in Q4 2025 and beat in Q1 and Q2 2026.

The table holds only one third-quarter report, released on November 25, 2025. That points to late November 2026 for the Q3 report. It will show whether revenue stays above the $34 million reached in each of the last two quarters.

## Earnings history

| Fiscal period | Report date | EPS estimate | EPS actual | Surprise | Revenue estimate | Revenue actual |
| --- | --- | --- | --- | --- | --- | --- |
| Q2 2026 | Aug 18, 2026 | −$0.15 | −$0.14 | 5.21% | $34.5M | $36.2M |
| Q1 2026 | May 26, 2026 | −$0.12 | −$0.12 | 0.99% | $22.3M | $34.3M |
| Q4 2025 | Mar 26, 2026 | −$0.05 | −$0.05 | -10.14% | $24.6M | $29.1M |
| Q3 2025 | Nov 25, 2025 | $0.00 | −$0.16 | 0.00% | — | $25.4M |
| Q2 2025 | Aug 12, 2025 | $0.00 | −$0.14 | 0.00% | — | $21.5M |
| Q1 2025 | May 20, 2025 | $0.00 | −$0.12 | 0.00% | — | $14.0M |
| Q4 2024 | Mar 25, 2025 | $0.00 | −$0.99 | 0.00% | — | $35.5M |

## Frequently Asked Questions

### When did Pony (PONY) last report earnings?

Pony last reported on Aug 18, 2026, covering fiscal Q2 2026.

### Did PONY beat earnings estimates?

Yes. Pony reported EPS of −$0.14 for Q2 2026 against a −$0.15 estimate — a 5.21% beat.

### How much revenue did PONY report last quarter?

Pony reported $36.2M in revenue for Q2 2026, against a consensus estimate of $34.5M.

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Earnings figures may be restated, revised or corrected by the issuer. Past results do not indicate future performance.

This page is for informational purposes only. Nothing on it is a recommendation, solicitation or offer to buy or sell any security, nor investment, legal or tax advice. Light Horse Securities Inc does not verify third-party data and is not responsible for its accuracy, completeness or timeliness.

Data provided by [AInvest](https://www.ainvest.com).