Joby Aviation, Inc. 8K

Joby Aviation’s Q2 2026 shareholder letter announces strong progress toward certification and commercialization of its eVTOL aircraft, new strategic infrastructure and manufacturing partnerships (Atoms and a Toyota joint venture), participation in the U.S. eIPP program with flights beginning in September 2026, and updated financials including higher revenue guidance and a substantial net loss funded by a $2.3 billion cash balance.

On August 5, 2026, Joby Aviation, Inc. released its Q2 2026 shareholder letter, reporting $38.6 million in quarterly revenue (driven largely by its Blade business), a net loss of $245.4 million, and cash, cash equivalents and short-term investments totaling $2.3 billion as of June 30, 2026, while raising full-year 2026 revenue guidance to $115–$125 million. The letter highlights major strategic and operational developments, including selection for the White House-backed eVTOL Integration Pilot Program (eIPP) with first eIPP flights expected in September 2026 and a target to carry first passengers in 2026, a new strategic partnership with Atoms (founded by Travis Kalanick) to develop multimodal air taxi hubs in Florida, New York, Texas and California, and a joint venture with Toyota designed to support high-volume commercial production and de-risk manufacturing scale-up. Joby reported five electric air taxis currently flying (including its first FAA-conforming aircraft), 12 additional aircraft in production, its strongest progress yet in the fifth and final stage of FAA type certification, and continued commercialization efforts via Blade’s >50% year-over-year growth in seats flown, a definitive multi-year partnership making Virgin Atlantic Joby’s exclusive UK airline partner, and an expanded revenue outlook amid ongoing heavy investment in R&D, manufacturing readiness, and infrastructure to support eventual commercial eVTOL operations.

Filing Facts

CIK

1819848

Ticker

-

Form

8K

Source Type

sec

Accession

0001819848-26-000432

Alert Tier

7