Pony AI Inc. (PYAIF) SEC Filings, Jul-Sep 2026

Pony AI Inc. officer Zhang Ning reported 15,524 ADS for sale on September 28, 2026; each ADS represents one Class A ordinary share. The reported aggregate market value is $106,960.36. The securities are described as being sold under a mandatory, non-discretionary sell-to-cover arrangement solely to satisfy income tax liabilities incurred upon vesting of restricted share units.

Pony AI Inc. (PONY) submitted a monthly return form dated September 4, 2026 regarding movements in its authorized share capital and issued shares in August 2026 to The Stock Exchange of Hong Kong Limited and furnished that document as an exhibit to this report.

The exhibit listed is a "Monthly Return for Equity Issuer and Hong Kong Depositary Receipts listed under Chapter 19B of the Exchange Listing Rules on Movements in Securities."

Pony AI Inc. (PONY) reports that several PRC subsidiaries have entered into new long-term logistics and freight forwarding framework agreements with Sinotrans Group affiliates and Maxx Logistics, and that it has approved an Annual Cap Revision to expand the size of an existing transportation services framework with Sinotrans.

The new Freight Forwarding, International Logistics and Delivery, and International Logistics Management Services Framework Agreements run from August 25, 2026 to June 30, 2029 and carry proposed annual caps rising over time, such as US$3.5 million for freight forwarding and US$4.4 million for international delivery services for 2027. Separately, historical revenue from supplying transportation services to Sinotrans reached approximately US$22.5 million in 2023, US$30.7 million in 2024, US$29.6 million in 2025 and US$19.8 million for the first half of 2026. In light of this growth, the Board raised the Transportation Services Framework Agreement caps to US$58 million for 2026, US$93 million for 2027 and US$30 million for early 2028. All arrangements are classified as continuing connected transactions under Hong Kong Listing Rules, have been approved by the Board including independent non-executive directors, and are subject to reporting and annual review but exempt from independent shareholder approval.

Pony AI Inc. (PONY) reported rapid top-line expansion alongside continued heavy investment losses for the quarter and six months ended June 30, 2026. Second-quarter revenues reached US$36.2 million, up 68.8% year-over-year, driven primarily by Robotaxi and Robotruck growth. Robotaxi services revenue in the quarter jumped 691.2% to US$12.1 million, while total first-half revenues nearly doubled to US$70.5 million, up 98.9% year-over-year.

Gross profit for the first half rose to US$11.9 million with gross margin improving to 16.9%. Operating expenses for the first half increased more modestly by 10.5% to US$136.0 million, reflecting scaling R&D and commercialization, and narrowing operating loss margin to 176.1%. However, Pony AI still posted a first-half net loss of US$98.9 million and non-GAAP net loss of US$85.9 million, including a US$25.0 million one-off impairment on prepayments for long-term investments.

The company ended June 30, 2026 with US$1.39 billion in cash, equivalents, restricted cash and short-term investments and a low 5.3% gearing ratio, but used US$118.2 million in operating cash and reported non-GAAP free cash outflows of US$162.8 million in the first half. The global Robotaxi fleet reached 1,975 vehicles, with a goal of more than 3,500 vehicles and operations in over 20 cities worldwide by year-end 2026.

Pony AI Inc. reported an expanded collaboration with Uber Technologies to deploy more than 2,000 Robotaxis across five cities in Europe. The rollout builds on the companies’ commercial service in Zagreb and will extend to four additional European cities, with further plans to deploy Robotaxis in the Middle East.

Under this joint deployment model, Pony.ai will supply its Level 4 autonomous driving technology, rider experience, and operational expertise, while Uber contributes its global mobility platform for booking, payments, and customer service, alongside its human-driver network. Local fleet partners are expected to handle day-to-day fleet operations in each market.

Pony AI Inc., a foreign private issuer, reports that it has submitted to The Stock Exchange of Hong Kong Limited a monthly return dated August 6, 2026 covering movements in its authorized share capital and issued shares during July 2026.

The report states that Pony AI prepares annual reports on Form 20-F and furnishes as Exhibit 99.1 a “Monthly Return for Equity Issuer and Hong Kong Depositary Receipts listed under Chapter 19B of the Exchange Listing Rules on Movements in Securities,” signed by Chairman and Chief Executive Officer Dr. Jun Peng.

Pony AI Inc. will hold a board meeting on August 18, 2026 to consider and approve the Group’s unaudited financial results for the three months ended June 30, 2026 and unaudited interim results for the six months ended June 30, 2026, along with their publication.

On the same day, management plans an earnings conference call at 8:00 A.M. U.S. Eastern Time / 8:00 P.M. Beijing/Hong Kong Time. Participants register online to receive dial-in details, while a replay will be available through August 25, 2026 and a webcast will be accessible via the company’s investor relations website.

Pony AI Inc. granted 1,326,736 restricted share units (RSUs) under its 2026 Share Scheme to 107 employees. The grant represents 0.31% of the company’s issued shares as of the announcement date and is made at no purchase price to recipients.

RSUs will generally vest over four years, with 25% vesting on the first anniversary of the applicable vesting commencement dates and the remaining 75% vesting in equal quarterly installments. The awards carry no performance targets but are subject to the scheme’s clawback mechanism, and will be settled using existing plan capacity in Class A Ordinary Shares or equivalent ADSs.