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    Ellen Page • Jefferies

    Ellen Page's questions to Eve Holding Inc (EVEX) leadership

    Ellen Page's questions to Eve Holding Inc (EVEX) leadership • Q2 2025

    Question

    Ellen Page from Jefferies questioned how the acquisition of Blade's passenger business by competitor Joby impacts Eve's competitive standing, particularly concerning Eve's existing LOI with Blade.

    Answer

    CEO Johann Bordais stated that Eve welcomes the Joby/Blade deal, viewing it as a validation of the industry's transition from helicopters to eVTOLs. He expressed confidence that it does not threaten Eve's backlog with Blade, explaining that ride-sharing platforms like Blade are multi-OEM and will require various aircraft for different missions.

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    Ellen Page's questions to Eve Holding Inc (EVEX) leadership • Q4 2024

    Question

    Ellen Page asked about the dynamics of the order book, noting a slight decrease in customers, and inquired about the progress of converting Letters of Intent (LOIs). She also requested clarification on the key differences between the current prototype and the future prototypes intended for flight testing and certification.

    Answer

    CEO Johann Christian Jean Bordais explained that the order book is fluid, with the minor reduction due to customer-specific issues like an acquisition (Wideroe) or bankruptcy, which were partially offset by new LOIs. He stressed the focus is on the core customer base for the initial production years. CTO Luiz Valentini added that the current prototype is a simplified, remotely-piloted engineering model designed to mature technology early, whereas the five planned certification prototypes will feature full redundancy and safety systems required to show compliance.

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