Question · Q3 2025
Serena Li asked for Pony AI's view on countries in the Middle East issuing fully driverless robotaxi licenses and the company's overall overseas strategy.
Answer
Tiancheng Lou, CTO, reiterated Pony AI's mission of 'autonomous mobility everywhere' and its global ambition. He stated that global efforts focus on hyper-growth markets with strong mobility demand, developed infrastructure, and supportive regulatory environments. Three key factors for market entry are addressable market size, local government openness for permits, and strong local partners. Pony AI has expanded its robotaxi presence to eight countries, adding Qatar in Q3 through a partnership with Mowasalat. Lou noted rapid revenue growth from overseas markets in Q3 and expects this momentum to continue, with plans to enter other global markets offering good growth opportunities.
Ask follow-up questions
Fintool can predict
PONY's earnings beat/miss a week before the call