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    Evelyn Zhang • Daiwa Capital Markets

    Evelyn Zhang's questions to Pony AI Inc (PONY) leadership

    Evelyn Zhang's questions to Pony AI Inc (PONY) leadership • Q2 2025

    Question

    Evelyn Zhang from Daiwa Capital Markets requested details on the overseas expansion plan, the regulatory landscape, and the operational stage of its services in the Middle East, South Korea, and Europe.

    Answer

    CEO Jun Peng outlined a strategy focused on high-growth markets with supportive regulations, leveraging local partnerships. CFO Haojun Wang added that scaling commercial fully driverless services is most advanced in the U.S. and China. In other regions, regulations primarily permit testing with a safety driver, and commercialization is limited to pilot programs. He stressed that scaling from dozens to hundreds of vehicles is a significant operational leap that requires a higher level of safety and rigor.

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    Evelyn Zhang's questions to Pony AI Inc (PONY) leadership • Q2 2025

    Question

    Evelyn Zhang from Daiwa Capital Markets requested details on PonyAI's overseas expansion plans, the regulatory frameworks in those markets, and the current operational stage of its services.

    Answer

    CEO Jun Peng outlined a strategy focused on high-growth markets with supportive regulations, leveraging local partners. CFO Haojun Wang added that outside the U.S. and China, most countries are still in the testing phase with safety drivers. He emphasized that scaling to a commercial, fully driverless fleet is a significant operational challenge that must be mastered before broad replication.

    Ask Fintool Equity Research AI