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    Mahima Kakani • JPMorgan Chase & Co.

    Mahima Kakani's questions to Blade Air Mobility Inc (BLDE) leadership

    Mahima Kakani's questions to Blade Air Mobility Inc (BLDE) leadership • Q1 2025

    Question

    Mahima Kakani, on for Bill Peterson, asked about passenger booking trends for May, the impact of recent issues at Newark airport, and the competitive advantages enabling Blade's aircraft repositioning strategy.

    Answer

    CEO Robert Wiesenthal noted that while it's early, summer bookings are slightly ahead of last year but cautioned it's not a meaningful statistic for the on-demand business. He explained that reduced traffic to Newark has shifted utilization to their JFK product, a potential net positive. He also confirmed that Blade's ability to reposition aircraft closer to customers is a direct result of its larger dedicated fleet, which was 50% larger in Q1 2025 versus the prior year.

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    Mahima Kakani's questions to Blade Air Mobility Inc (BLDE) leadership • Q3 2024

    Question

    Mahima Kakani, on for Bill Peterson, requested details on the partnership with OrganOx, including its market position and potential for pricing power given supply constraints. She also asked about steady-state margin assumptions for the passenger business following recent optimizations.

    Answer

    CEO Rob Wiesenthal explained that while specific market share data for OrganOx is unavailable, customer demand exceeds supply, and the partnership aims to increase device utilization through Blade's logistics network. Regarding passenger margins, Wiesenthal highlighted the improving profitability of the airport transfer service and future benefits from the European restructuring and Canada exit. CFO Will Heyburn added that tiered pricing and add-ons have successfully increased average checkout prices, contributing to margin expansion.

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    Mahima Kakani's questions to Joby Aviation Inc (JOBY) leadership

    Mahima Kakani's questions to Joby Aviation Inc (JOBY) leadership • Q1 2025

    Question

    Mahima Kakani from JPMorgan Chase & Co. questioned the specific testing milestones required to transition from piloted flights to carrying passengers in the UAE and how Joby will navigate differing safety standards between the FAA and UK's CAA for its Virgin Atlantic partnership.

    Answer

    Founder and CEO JoeBen Bevirt stated that carrying passengers in the UAE requires satisfying both Joby and the GCAA on the rigor of component, system, and full aircraft testing. He also noted that the UK's CAA is aligning its certification standards with the FAA, creating a clear path for the U.K. market.

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    Mahima Kakani's questions to Joby Aviation Inc (JOBY) leadership • Q3 2024

    Question

    Mahima Kakani questioned if the Dubai service launch could slip into 2026 and asked for a timeline on converting all subassemblies to FAA-conforming assets.

    Answer

    Founder and CEO JoeBen Bevirt linked the Dubai timeline directly to the progress of certification work, acknowledging significant work remains. Didier Papadopoulos, President of Aircraft OEM, described the ongoing process of creating conforming parts, highlighting that 35% of composite structures are now for conforming builds and the first major conforming subassembly (the tail) is complete, but did not provide a final timeline for all assets.

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    Mahima Kakani's questions to Archer Aviation Inc (ACHR) leadership

    Mahima Kakani's questions to Archer Aviation Inc (ACHR) leadership • Q3 2024

    Question

    Mahima Kakani from JPMorgan Chase & Co. inquired about the expected pace of FAA certification plan approvals and the number of aircraft planned for testing in the UAE ahead of entering service.

    Answer

    Chief Operating Officer Thomas Muniz detailed the certification progress, noting 12% of compliance verification documents in the final phase are approved and the main remaining item is an industry-wide issue paper (2105G) being finalized by the FAA. CEO Adam Goldstein added their 12% progress may be industry-leading. Regarding the UAE, Muniz reiterated the plan for commercial service before the end of 2025, using aircraft produced in Georgia, with Goldstein highlighting strong support from the local regulator (GCAA).

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