IRS才是Pony AI上市最大赢家

pandanon666 发表于 2025-04-16 19:51:44
假设37 你要交40% 那还是自己掏钱3%，假设股票崩了归零，相当于你的股票为负数。之前zynga上市就有人股票收益为负数，就是说公司给你发的股票越多，赔的越多

联邦税最高边际税率37%，所以hold到这个肯定不需要补税了

匿名用户 发表于 2025-04-16 20:48:35
pony也是呀. 为公司融资的目的已经达到了 等跌到一块钱以下的时候再全额回购私有化，完美～

然后在上市， 在私有化，在上市 完美闭环🤣🤣

匿名用户 发表于 2025-4-16 20:30
谁讲讲 pony到底咋了？

年初在深圳launch了，股价冲了一波，最近一个月发生了啥？

上个月发了个年报吧。它的投资者关系网站上有。

Balance Sheet



·        Cash and cash equivalents, short-term investments and restricted cash were US$745.2million as of December 31, 2024, compared to US$589.8 million as of December 31, 2023.


·        Long-term investments was US$130.8 million as of December 31, 2024, compared to US$51.7 million as of December 31, 2023. Of which long-term debt instruments for wealth management was US$79.9 million, compared to US$1.9 million as of December 31, 2023.


Unaudited Full Year 2024 Financial Results



. check 1point3acres for more.Revenues



·        Total revenues were US$75.0 million in 2024, representing an increase of 4.3% from US$71.9 million in 2023.


·        Robotaxi services were US$7.3 million in 2024, representing a decrease of 5.3% from US$7.7 million in 2023. The decrease was mainly driven by reduced service fees from providing autonomous vehicle engineering solutions based on our collaboration projects’ progression schedule. The decrease was partially offset by a significant increase in passenger fares driven by the expansion of our public-facing fare-charging robotaxi operations in Tier-one cities in China.


·        Robotruck services were US$40.4 million in 2024, representing an increase of 61.3% from US$25.0 million in 2023. The increase was mainly due to the expansion of robotruck fleet operations into new regions.


·        Licensing and applications were US$27.3 million in 2024, representing a decrease of 30.1% from US$39.2 million in 2023. The decrease was mainly influenced by the timing of project-based revenue recognition.


Cost of Revenues



·        Total cost of revenues was US$63.6 million in 2024, representing an increase of 15.6% from US$55.0 million in 2023, in line with revenue trend and revenue mix.


Gross Profit and Gross Margin



·        Gross profit was US$11.4 million in 2024, representing a decrease of 32.5% from US$16.9 million in 2023.


·        Gross margin was 15.2% in 2024, compared to 23.5% in 2023. The decrease was mainly due to services with relatively lower gross margin contributed increasingly to our revenues in 2024 compared to 2023.


Operating Expenses



·        Operating expenses were US$296.9 million in 2024, representing an increase of 85.4% from US$160.1 million in 2023. Non-GAAP operating expenses were US$169.9 million in 2024, representing an increase of 8.7% from US$156.4 million in 2023.


·        Research and development expenses were US$240.2 million in 2024, representing an increase of 95.7% from US$122.7 million in 2023. The increase was mainly due to i) share-based compensation expenses recognized related to the share awards granted to employees with a performance condition related to the IPO; and ii) accelerated research and development investments in the fourth quarter of 2024 to support the seventh-generation vehicle development in collaboration with our OEM partners. Non-GAAP research and development expenses were US$137.8 million, representing an increase of 14.0% compared to US$120.9 million in 2023.


·        Selling, general and administrative expenses were US$56.7 million in 2024, representing an increase of 51.7% from US$37.4 million in 2023. The increase was mainly due to share-based compensation expenses recognized related to the share awards granted to employees with a performance condition related to the IPO. Non-GAAP selling, general and administrative expenses were US$32.1 million, representing a decrease of 9.5% compared to US$35.5 million in 2023.

匿名用户 发表于 2025-4-16 16:39
欠一屁股债，打工还债继续养美国大老爷们

有没有对比一下，如果当年去meta，到手的钱是多是少？