Let's Talk Joby

Today, we published our Q3 2026 shareholder letter. From conducting electric air taxi operations at several major airports to flying across the country with our autonomous flight system, this quarter showed what it looks like when our technology meets the real world, and how much demand is building behind it. The big news: we raised our FY26 revenue outlook 15%, to $135M–$140M, on $55.1M in Q3 revenue. Additional highlights: ⬆️ First vertical lift electric air taxi to fly under the White House-backed eIPP, operating into DFW, Tampa, and Orlando airports ✅ Key “for credit” FAA tests completed across major aircraft structures and systems, laying the groundwork for TIA flight testing 🏭 Toyota manufacturing alliance deepened; output across our eight core manufacturing shops up 37% 🚁 Record 44,000+ passengers flown by @flybladenow in Q3, with New York airport passenger service up 61% year over year 🛡️ Signed a definitive agreement to acquire Resonant Sciences, an EBITDA-positive defense technology company with more than $100 million in trailing revenue through July 2026, strengthening Joby’s defense business (expected to close in early 2027, subject to regulatory approvals and other closing conditions) 💰 $2.2B in cash, cash equivalents, and short-term investments as of Sept. 30 Read our full Q3 shareholder letter ⬇️