Revenue distribution by industry:

• Automotive industry: 60%
• Technology/Software: 25%
• Logistics and transportation: 15%

TOP 3 markets and their percentage shares:

• USA: 40%
• China: 35%
• Europe: 15%

Pony AI Inc. generates the majority of its revenue from the automotive industry, particularly through its autonomous driving technologies. The USA and China are the largest markets, as demand for autonomous vehicle solutions is strongest there. Europe follows with a smaller but growing share, as regulatory advancements and investments in autonomous mobility increase.

Production Sites: No specific production sites known (2025)

Pony AI Inc. is a company specializing in the development of autonomous driving systems. As primarily a technology company developing software solutions for autonomous vehicles, Pony AI does not operate traditional production facilities like automotive manufacturers. Instead, the company focuses on research and development, primarily in its offices and testing centers.

The main research and development sites are located in the USA and China, particularly in cities like Fremont, California, and Guangzhou. These sites are strategically chosen to serve both the American and Asian markets and benefit from the respective technological ecosystems.

Autonomous Vehicle Development: Focus on Level-4 Autonomy
Partnerships: Collaborations with automotive manufacturers and technology companies
Market Expansion: Targeted expansion into Asian and North American markets

Pony AI Inc. pursues a growth strategy that strongly focuses on the advancement of autonomous driving technologies, particularly on Level-4 autonomy, which enables vehicles to operate in specific environments without human intervention.

The company relies on strategic partnerships with leading automotive manufacturers and technology companies to efficiently integrate and scale its technologies. These collaborations are intended to accelerate market introduction and increase acceptance of autonomous vehicles.

Furthermore, Pony AI plans to expand its presence in the Asian and North American markets to capitalize on the growing demand for autonomous mobility solutions in these regions. This includes both entering new markets and deepening existing market shares.

Main raw materials: Semiconductors, battery materials, sensors

Countries of origin:

• Semiconductors: Taiwan, South Korea
• Battery materials: China, Australia
• Sensors: USA, Germany

Pony AI Inc., a company in the field of autonomous vehicles, requires a variety of raw materials for its technologies. The semiconductors, crucial for the computing power of the autonomous systems, are mainly imported from Taiwan and South Korea, as these countries are leading in semiconductor production.

Battery materials, essential for the energy supply of the vehicles, predominantly come from China and Australia. China is a significant supplier of lithium and other rare earths, while Australia is one of the largest producers of lithium.

Sensors, essential for the navigation and safety of autonomous vehicles, are often sourced from the USA and Germany. These countries are known for their advanced technologies in sensors and the automotive industry.

Market share in autonomous driving: 12% (2025, estimated) R&D investments: 1.5 billion USD (2024) Partnerships with automotive manufacturers: 5 significant collaborations (2025)

Pony AI Inc. has established itself as one of the leading players in the field of autonomous driving. With an estimated market share of 12% in 2025, the company demonstrates a strong presence in a rapidly growing sector. The substantial investments in research and development, amounting to around 1.5 billion USD in 2024, highlight the company's commitment to staying at the forefront of technology.

In addition, Pony AI has formed strategic partnerships with five major automotive manufacturers, further strengthening its position in the market. These collaborations enable the company to integrate and scale its technologies more quickly, providing a significant competitive advantage.

Institutional Investor Share: Estimated at about 60% (2025)

Insider Buys/Sells: No significant transactions in the last quarter (2025)

The institutional investor share in Pony AI Inc. is approximately 60%, indicating that a majority of the shares are held by large institutional investors. This may suggest a certain level of confidence in the company's long-term growth strategy.

There were no significant insider buys or sells in the last quarter, indicating that the management and other insiders are currently not making any significant changes to their stake in the company. This could be interpreted as a sign of stability and confidence in the current corporate strategy.

Market share of Pony AI Inc.: 8% (2025, estimated)

Top competitors and their market shares:

1. Waymo (Alphabet Inc.) - 25%
2. Cruise (General Motors) - 20%
3. Baidu Apollo - 15%
4. Tesla - 12%
5. Pony AI Inc. - 8%
6. Nuro - 7%
7. Aurora Innovation - 5%
8. Zoox (Amazon) - 4%
9. AutoX - 3%
10. Argo AI - 1%

Pony AI Inc. holds a market share of approximately 8% in the autonomous vehicles sector. The market is dominated by major technology and automotive companies, with Waymo and Cruise holding the top positions.

Pony AI Inc.'s moat is based on their advanced AI technology and strategic partnerships, particularly in China and the USA. Compared to leading companies like Waymo and Cruise, which have extensive resources and established networks, Pony AI's moat is less pronounced.

Waymo and Cruise have significant advantages through their parent companies Alphabet and General Motors, providing them access to extensive data, financial resources, and existing infrastructures. These factors significantly strengthen their moat compared to Pony AI.

Nevertheless, Pony AI has found a niche through its focus on specific markets and technological innovations, enabling them to remain competitive. In the long run, it will be crucial how effectively Pony AI develops its partnerships and technology to increase its market share and strengthen its moat.

Revenue Growth: 20% (estimated for 2024) R&D Expenses: 30% of revenue (2024) Market Share in Autonomous Driving: 5% (2024)

Pony AI Inc. has made significant progress in the field of autonomous driving in recent years. The company heavily invests in research and development, which accounts for approximately 30% of its revenue. These investments are crucial to remain competitive in the technologically demanding autonomous driving industry.

The estimated revenue growth of 20% for 2024 indicates a positive trend, supported by the increasing acceptance and implementation of autonomous driving technologies. Pony AI currently holds a market share of about 5% in the autonomous driving sector, providing a solid foundation for future growth.

Overall, Pony AI could be an attractive investment, especially for investors who believe in the long-term potential of autonomous driving. The strong R&D focus and revenue growth are positive indicators for the company's future development.

Dividend: No payout (2025)

Pony AI Inc. currently does not pay a dividend. The company operates in autonomous vehicle technology, a sector that heavily relies on research and development.

Companies in this industry tend to reinvest profits into growth and further development of their technologies rather than distributing dividends to shareholders. Therefore, it is unlikely that Pony AI will pay a dividend in the near future as long as the focus remains on expansion and innovation.