Pony AI Inc.
Pony AI Inc is a Technology company operating in Information Technology Services with a $3.62B market cap.
Most recent earnings call: Q1 FY26 on May 26, 2026.
6 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Disclosures
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
History
Reported quarters with consensus, surprise, and 1-day reaction context.
Spoken Alpha tracks PONY's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Misses consensus 7/10 quarters
SamplePeers
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for PONY.
$ curl https://api.spokenalpha.com/v1/companies/PONYFAQ
Spoken Alpha indexes PONY's earnings call transcripts at https://spokenalpha.com/companies/PONY. Each call links to attributed speakers and parsed analyst Q&A. Pony AI Inc.'s own investor relations page is at https://ir.pony.ai/.
Pony AI Inc. (PONY) held its most recent earnings call on 2026-05-26, covering fiscal Q1 2026.
Pony AI Inc. (PONY) operates in the Technology sector (Information Technology Services industry).
Repeated misses without a guidance reset suggest management is structurally optimistic relative to operating reality. Track whether next-quarter guidance is being benchmarked off the prior miss or the prior plan.
Missed in 2 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $2.80 | $2.79 | +0.4% | +5.2% | +6.7% |
| Q4 FY2026 | $2.74 | $2.92 | -6.3% | -3.9% | -5.9% |
| Q3 FY2026 | $2.62 | $2.74 | -4.3% | +2.6% | +3.4% |
| Q2 FY2026 | $2.95 | $2.81 | +5.1% | +1.0% | +2.9% |
| Q1 FY2025 | $2.71 | $2.96 | -8.4% | -5.9% | -8.9% |
| Q4 FY2025 |
| $2.66 |
| $2.90 |
| -8.3% |
| -4.8% |
| -5.9% |
| Q3 FY2025 | $2.80 | $2.89 | -3.0% | -5.2% | -4.2% |
| Q2 FY2025 | $2.83 | $3.00 | -5.5% | -5.5% | -3.8% |
| Q1 FY2024 | $3.03 | $2.92 | +3.6% | -5.2% | -6.1% |
| Q4 FY2024 | $3.04 | $3.08 | -1.4% | +0.1% | -0.6% |