Earnings summaries and quarterly performance for Joby Aviation.
Executive leadership at Joby Aviation.
JoeBen Bevirt
Chief Executive Officer
Bonny Simi
President of Operations
Didier Papadopoulos
President of Aircraft OEM
Eric Allison
Chief Product Officer
Greg Bowles
Head of Government and Regulatory Affairs
Kate DeHoff
General Counsel and Corporate Secretary
Rodrigo Brumana
Chief Financial Officer
Sergey Novikov
Corporate Controller and Acting Treasurer
Board of directors at Joby Aviation.
Research analysts who have asked questions during Joby Aviation earnings calls.
Amit Dayal
H.C. Wainwright & Co., LLC
7 questions for JOBY
Austin Moeller
Canaccord Genuity
7 questions for JOBY
Andres Sheppard-Slinger
Cantor Fitzgerald
5 questions for JOBY
David Zazula
Barclays
5 questions for JOBY
Kristine Liwag
Morgan Stanley
5 questions for JOBY
Savanthi Syth
Raymond James
5 questions for JOBY
Christopher Pierce
Needham & Company
3 questions for JOBY
Chris Pierce
Needham
2 questions for JOBY
Edison Yu
Deutsche Bank
2 questions for JOBY
Mahima Kakani
JPMorgan Chase & Co.
2 questions for JOBY
Bill Peterson
JPMorgan Chase & Co.
1 question for JOBY
Edison U
Deutsche Bank
1 question for JOBY
Mahim
JPMorgan Chase & Co.
1 question for JOBY
Savi Seip
Raymond James
1 question for JOBY
Savi Syth
Raymond James
1 question for JOBY
William Peterson
JPMorgan Chase & Co.
1 question for JOBY
Xin Yu
Deutsche Bank
1 question for JOBY
Recent press releases and 8-K filings for JOBY.
- Joby Aviation ended Q4 2025 with $1.4 billion in cash, equivalents, and short-term investments, having raised approximately $1 billion in net proceeds across Q4 2025 and Q1 2026. For Q4 2025, the company reported $31 million in revenue and a net loss of $122 million.
- The company provided 2026 revenue guidance of $105 million to $150 million, predominantly from Blade, and expects $340 million to $370 million in cash usage for the first half of 2026.
- Key operational milestones include the first FAA-conforming aircraft being ready to fly, a record 18-point increase in FAA Stage Four certification, and plans to carry first passengers in the UAE and demonstrate service in the U.S. this year.
- To support future demand, Joby is scaling manufacturing with the purchase of a 728,000-sq ft production facility in Dayton, Ohio, and aims to double production to 4 aircraft per month in 2027.
- Joby Aviation reported a net loss of $122 million for Q4 2025, an improvement from Q3, and revenue of $31 million, an $8 million increase from Q3, primarily driven by Blade revenue and a one-time demonstration flight.
- The company ended Q4 2025 with $1.4 billion in cash, equivalents, and short-term investments, bolstered by approximately $1 billion in net proceeds raised across Q4 and Q1, and an additional $1.2 billion after the quarter ended.
- For the first half of 2026, Joby expects to use $340 million to $370 million in cash, excluding a $33 million purchase for the Ohio manufacturing facility, and forecasts total revenue between $105 million and $150 million for the full year 2026, predominantly from Blade.
- Joby announced its first FAA-conforming aircraft is ready to fly and reported significant progress in certification, with an 18-point increase in Stage Four of the FAA process. The company plans to carry its first passengers in the UAE and demonstrate service in the U.S. via the eIPP program in 2026, supported by the acquisition of a 728,000 sq ft production facility in Dayton, Ohio, and a goal to double production to 4 aircraft per month in 2027.
- Joby Aviation reported a Q4 2025 net loss of $122 million and revenue of $31 million, primarily from Blade operations and demonstration flights. The company ended Q4 2025 with $1.4 billion in cash and short-term investments, supplemented by an additional $1.2 billion in net proceeds from post-quarter financing.
- For the first half of 2026, Joby expects to use $340 million-$370 million in cash (excluding a $33 million Ohio building purchase). The full year 2026 revenue guidance is projected between $105 million-$150 million, with most revenue anticipated from Blade's seasonal business.
- Operationally, Joby announced its first FAA-conforming aircraft is ready to fly and achieved a record 18-point increase in FAA Stage Four certification progress. The company plans to carry its first passengers in the UAE and demonstrate service in several U.S. locations through the eIPP program in 2026.
- To support future growth, Joby signed an agreement to purchase a 728,000-sq ft production facility in Dayton, Ohio, with plans to double production to 4 aircraft per month in 2027. The company also announced an agreement with Metropolis to develop 25 vertiport sites in the U.S..
- Joby Aviation reported $30.8 million in revenue and a net loss of $121.5 million for Q4 2025. The company ended the quarter with $1.4 billion in cash and short-term investments, supplemented by an additional net $1.2 billion received in February 2026 from equity and convertible debt offerings.
- The company made significant progress in certification, achieving a record 18 point increase in FAA progress on the fourth stage of certification, and its first FAA-conforming aircraft for Type Inspection Authorization (TIA) is set to fly shortly.
- Joby expects to carry its first passengers in 2026 in Dubai and through early operations in the U.S.. To support anticipated demand, the company plans to double production capacity to four aircraft per month in 2027 and has signed an agreement to acquire a manufacturing facility in Dayton, Ohio.
- For the full year 2026, Joby anticipates total revenue to be in the range of $105 million to $115 million.
- Joby Aviation issued its Fourth Quarter 2025 Shareholder Letter, reporting a strengthened balance sheet with $1.4 billion in cash and short-term investments as of December 31, 2025, and an additional net $1.2 billion received in February 2026.
- The company achieved record certification progress, noting an 18-point increase in FAA progress on the fourth stage of the type certification process.
- Joby expects to carry its first passengers in Dubai in 2026, alongside early operations in the U.S. as part of the White House-backed eVTOL Integration Pilot Program.
- The company plans to double production capacity to four aircraft per month in 2027 through the acquisition of a manufacturing facility in the Dayton, Ohio area.
- Joby Aviation and Uber have debuted an in-app preview for booking electric air taxis in Dubai, with Joby supplying and operating the aircraft.
- The service, branded "Uber Air powered by Joby," will offer integrated door-to-door trips, connecting premium car pickups, the flight, and final drop-offs.
- Joby's piloted eVTOLs are designed to carry four to five passengers, cruise near 200 mph, and have a range of 100-150 miles.
- First passenger flights are anticipated later this year, with broader commercial operations targeted by the end of 2026 in Dubai.
- Joby Aviation, Inc. is issuing and selling $600,000,000 principal amount of 0.75% Convertible Senior Notes due 2032, with an option for an additional $90,000,000.
- Concurrently, the company is conducting a Concurrent Follow-On Offering of 52,863,437 shares of common stock at $11.35 per share, with an option for an additional 7,929,515 shares.
- A separate Delta Offering of 5,286,343 shares of common stock is also being conducted to facilitate hedging transactions for the Convertible Notes, with no new issuance of common stock in this offering.
- The aggregate offering size for the Common Stock Offering and the Convertible Note Offering has been increased from a previously announced combined $1,000,000,000. The closing date for the Firm Shares is February 2, 2026.
- Joby Aviation priced an upsized offering of $600.0 million aggregate principal amount of 0.75% convertible senior notes due 2032 and 52,863,437 shares of common stock at $11.35 per share, with settlement expected on February 2, 2026.
- The convertible senior notes will accrue interest at 0.75% per annum and mature on February 15, 2032, with an initial conversion price of approximately $14.19 per share, representing a 25.0% premium over the common stock offering price.
- The estimated net proceeds are approximately $576.0 million from the common stock offering and $582.9 million from the note offering.
- Joby intends to use the net proceeds to fund certification and manufacturing efforts, prepare for commercial operations, and for general working capital and corporate purposes, including $55.0 million from the note offering for capped call transactions.
- Joby Aviation announced its intention to offer common stock and convertible senior notes due February 15, 2032.
- The aggregate anticipated proceeds from these offerings are $1,000,000,000.
- The company plans to use the net proceeds to fund certification and manufacturing efforts, prepare for commercial operations, and for general working capital and other corporate purposes.
- Joby also expects to enter into capped call transactions to generally reduce potential dilution to its common stock upon any conversion of the notes.
- Ohio has submitted a proposal to the Federal Aviation Administration’s Electric Vertical Takeoff and Landing Integration Pilot Program (eIPP) that includes Joby Aviation leveraging its advanced flight capabilities, including Superpilot™ autonomous flight technology, to support long-distance medical transport across a four-state region.
- Joby Aviation is doubling its U.S. manufacturing capacity to meet global demand for advanced air mobility, supported by its growing Ohio team.
- In January 2026, Joby acquired a second manufacturing facility in the Dayton area for $61.5 million, expanding its Ohio manufacturing footprint to over 700,000 square feet.
- This new facility will support Joby's plans to double production to four aircraft per month by 2027, with operations expected to begin in 2026.
- Joby also launched propeller blade production at its Dayton, Ohio facility in October 2025, establishing it as the company’s long-term hub for blade production.
Quarterly earnings call transcripts for Joby Aviation.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more