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Pony AI Inc. director Mark Qiu has filed an initial ownership report showing a direct holding of 7,525 Class A Ordinary Shares. This Form 3 does not reflect a new purchase or sale, but simply records his existing position as a company insider.
Pony AI Inc. submitted a Form 6-K as a foreign private issuer to provide U.S. investors with information about recent share-capital activity. The company explains that it filed a monthly return dated March 5, 2026 with The Stock Exchange of Hong Kong Limited covering movements in its authorized share capital and issued shares during February 2026. The detailed monthly return is included as Exhibit 99.1 to this report.
Pony AI Inc. plans a board meeting on March 26, 2026 to review and approve the Group’s unaudited financial results for the three months and the full year ended December 31, 2025, and to authorize their publication.
Management will host an earnings conference call on March 26, 2026 at 8:00 A.M. U.S. Eastern Time / 8:00 P.M. Beijing/Hong Kong Time. Investors can register online to receive dial-in details, use a replay available through April 2, 2026, or access a live and archived webcast via the company’s investor relations website.
FMR LLC has filed an amended Schedule 13G reporting a 5.0% beneficial ownership stake in Pony.ai Inc.’s Class A common stock as of December 31, 2025. FMR reports beneficial ownership of 17,615,616.57 shares, with sole voting power over 17,575,545 shares and sole dispositive power over 17,615,616.57 shares.
Abigail P. Johnson is also listed as a reporting person, with no voting power but sole dispositive power over the same 17,615,616.57 shares. The filing states the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of Pony.ai. One or more other persons may receive dividends or sale proceeds, but no such person holds more than 5% of the class.
Pony AI Inc. plans to hold an extraordinary general meeting of shareholders in Guangzhou on April 2, 2026 at 11:00 a.m. Beijing time, shortly after separate Class A and Class B shareholder meetings at the same location and date.
The extraordinary general meeting and class meetings will consider and, if thought fit, pass proposed resolutions described in the company’s circular and formal notices. The board fully supports these resolutions and recommends that shareholders and ADS holders vote in favor of them.
Holders of Pony AI ordinary shares of record as of the close of business on February 27, 2026 (Hong Kong time) may receive notice of, attend, and vote at the meetings. Holders of ADSs of record on February 27, 2026 (New York time) can exercise voting rights by giving instructions to Deutsche Bank Trust Company Americas, the ADS depositary.
Pony AI Inc. issued a positive profit alert indicating a much smaller loss for the year ended December 31, 2025. Based on preliminary unaudited figures, the Group expects a net loss between USD69.0 million and USD86.0 million, compared with a net loss of USD275.0 million in 2024. Net loss attributable to Pony AI Inc. is expected between USD126.0 million and USD143.0 million, versus USD274.1 million a year earlier.
The improvement mainly comes from a higher gain on fair value changes in investments in publicly traded companies. Management notes that future performance may change as these stock prices move. The figures are based on unaudited management accounts and may be adjusted. Final audited annual results are expected to be published by the end of March 2026, and shareholders are advised to exercise caution when dealing in the company’s shares.
Morningside-affiliated funds report a 4.2% stake in Pony AI Inc. The reporting group, led by TMT General Partner Ltd. and Morningside China TMT GP IV, L.P., collectively holds 14,627,522 Class A ordinary shares as of December 31, 2025.
Within this total, Morningside China TMT Fund IV, L.P. owns 10,409,666 shares, Morningside China TMT Special Opportunity Fund II, L.P. owns 2,888,014 shares, and Morningside China TMT Fund IV Co-Investment, L.P. owns 1,329,842 shares. The 4.2% ownership is calculated against 352,452,783 Class A shares outstanding as of November 30, 2025.
Pony AI Inc. outlines several governance and incentive proposals, including amendments to its memorandum and articles, adoption of a new 2026 Share Scheme, and a conditional grant of restricted share units (RSUs) to two co‑founder executives. The 2026 Share Scheme would authorize Awards over up to 10% of total shares in issue as of the adoption date, with a separate 1.0% cap for service providers, subject to shareholder approval and Stock Exchange listing approval.
The Company has conditionally granted 2,000,000 RSUs under the proposed scheme: 1,400,000 to Dr. Jun Peng (0.32% of issued shares excluding treasury shares) and 600,000 to Dr. Tiancheng Lou (0.14%). RSUs are granted at nil purchase price, with Class A shares closing at HK$131.800 on the grant date. One quarter of each grant vests on the first anniversary of December 25, 2025, and the remainder vests quarterly thereafter, based solely on time‑based vesting with no additional performance targets, and is subject to clawback and independent shareholders’ approval.
Pony AI Inc. filed a Form 6-K as a foreign private issuer to provide investors with information about recent changes in its share structure. The company explains that it submitted a monthly return form dated January 7, 2026 to The Stock Exchange of Hong Kong Limited, covering movements in its authorized share capital and issued shares during December 2025. That Hong Kong monthly return, detailing these equity movements and any related Hong Kong depositary receipts, is furnished to investors as Exhibit 99.1 to this report.
Pony AI Inc. filed a Form 6-K as a foreign private issuer to furnish a press release to investors. The press release is titled “PONY AI Inc. Realized Gen-7 Robotaxi city-wide UE Breakeven; Set to Surpass 2025 Fleet Target and Expand to 3,000+ Vehicles by End of Next Year,” indicating the company reports achieving city-wide unit economics breakeven for its Gen-7 robotaxi service and outlines plans to grow its fleet to more than 3,000 vehicles by the end of the following year. The filing itself is mainly a cover document that makes this press release publicly available.