Pony AI (PONY) Share-based Compensation (IS) (2023 - 2026)
Pony AI (PONY) recorded Share-based Compensation (IS) of $4.57 million in the quarter ended Mar 31, 2026, down 49.3% from $9.01 million a year earlier and down 42.8% from the prior quarter.
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Analysis
Pony AI (PONY) Share-based Compensation (IS) (2023 - 2026) Analysis & Trends
On a TTM basis, Pony AI's Share-based Compensation (IS) came in at $26.36 million as of Mar 31, 2026, down 80.5% year-over-year; for the year ended Dec 31, 2025, it was $30.8 million, down 75.7% from the prior year.
- Annual Share-based Compensation (IS) has a three-year compound annual growth rate of 18.3% (years ended Dec 2022 to Dec 2025).
- Across earlier years, Share-based Compensation (IS) came in at $127 million in the year ended Dec 31, 2024, $3.8 million in the year ended Dec 31, 2023 (-79.6%) and $18.6 million in the year ended Dec 31, 2022.
- The figure for the quarter ended Mar 31, 2026 is the lowest quarterly Share-based Compensation (IS) since the quarter ended Sep 30, 2024.
- On a year-over-year basis, Share-based Compensation (IS) rose in two of the last four quarters, with growth averaging 425.9%.
- Per Business Quant, the preceding three quarters came in at $7.99 million (quarter ended Dec 31, 2025), $6.59 million (quarter ended Sep 30, 2025) and $7.21 million (quarter ended Jun 30, 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Stock Comp. (Qtr) |
|---|---|---|---|---|---|
| 1 | Aurora Innovation | 9.92 Bn | 4.95 Bn | -5.00 Mn | - |
| 2 | Mobileye Global | 5.96 Bn | -147.87 Mn | 235.00 Mn | - |
| 3 | Pony AI | 2.00 Bn | 2.00 Bn | 6.35 Mn | - |
| 4 | WeRide | 1.34 Bn | -1.70 Bn | 12.76 Mn | - |
| 5 | ECARX Holdings | 299.78 Mn | 7.17 Mn | 44.50 Mn | 500,000.00 |
| 6 | Securetech Innovations | 290.73 Mn | 290.73 Mn | - | - |
| 7 | Richtech Robotics | 278.16 Mn | -1.00 Bn | 802,000.00 | - |
| 8 | Serve Robotics | 244.95 Mn | -621.83 Mn | -8.78 Mn | - |
| 9 | Kodiak AI | 224.69 Mn | -283.43 Mn | - | - |
| 10 | Palladyne AI | 164.63 Mn | -26.99 Mn | 1.68 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2026 | 4.57 Mn |
| Dec 31, 2025 | 7.99 Mn |
| Sep 30, 2025 | 6.59 Mn |
| Jun 30, 2025 | 7.21 Mn |
| Mar 31, 2025 | 9.01 Mn |
| Dec 31, 2024 | 124.86 Mn |
| Sep 30, 2024 | 678,000.00 |
| Jun 30, 2024 | 671,000.00 |
| Mar 31, 2024 | 789,000.00 |
| Dec 31, 2023 | 778,000.00 |
API Access
Pony AI Share-based Compensation (IS) API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=share-based-compensation-is&ticker=PONY&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "share-based-compensation-is", "ticker": "PONY", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=share-based-compensation-is&ticker=PONY&period=max&api_key=YOUR_API_KEY");
const data = await res.json();