eVTOL market newsroom, updates and insights. Video content on https://nitter.cf/t.co/oGEpZavkkz. I'm Vaz, it's time to start talking eVTOL's.
Cambridgeshire, UK
Joined February 2025
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I'm also looking out for an update on the No Roads Tour flight campaign early data and further progress and hopeful of hearing about Archer's eIPP timeline.
Also, interested in the balance sheet and Q3 cash burn. That could tell us a lot about 2027.
Lastly, Adam's 3D-chess move with Hawthorne - hope we will finally get an idea of the infrastructure and some ops details.
Either way, it's gonna be fun 🔥🔥 $ACHR
TOMORROW IS THE DAY
🏹 Archer Aviation’s Q3 2026 earnings call.
Here’s what to look out for:
1.) Archer is famous for their surprise announcements the morning of earnings. Look for a post from them at 8AM EST. There will be one.
• This post will set the tone for the entire week.
2.) We will hear an update on the status of their VTOL program.
🟢 “We have done the piloted transition” or “We are still on track to complete the piloted VTOL campaign by EOY” is good news.
🟡 “We have had delays in the piloted VTOL campaign”. Not terrible news, but would be concerning.
🔴 No mention of piloted VTOL
3.) Implied volatility sits around 15%.
4.) Archer Aviation will likely give updates on the Boeing deal, and how close they are to finalizing the agreement.
5.) Likely updates on Halo/ Thunder.
6.) Financials matter a lot less than progress at this stage in the company. Do expect around $215-250 million spent last quarter. I will not be making predictions on revenue.
7.) @eVTOLHUB and @xshmape will be joining me LIVE at market close to give you our thoughts.
Bullish: Goat Gains
Neutral: eVTOL Hub
Bearish: Matan Assulin
I believe that it’s important to have our thesis challenged regularly. That’s why I was so excited to have Matan and Vaz on for the first ever Archer earnings call livestream with the GOAT Gang!
Don’t miss it. Link below to set your notification.
$ACHR
A big shout-out and congratulations to Let's talk Joby @tb_travis for holding historically second biggest eVTOL earnings call audience EVER with 4K views!
Keep up the good work!
$JOBY @jobyaviation
WHAT A WILD WEEK! Plenty to talk about.
Join me tonight as we unpack the earnings, market swings and what comes next for $JOBY $BETA $SRFM and $ACHR and the wider sector.
Bring your questions, drinks welcome - let’s have a proper Friday chat.👇
youtube.com/live/H2cAWOEsUzE…
eVTOL hub retweeted
Five SurfOS deals. Now what? ✈️
$SRFM delivers record $36.5m quarterly revenue—but widens its full-year loss outlook as software implementations take longer.
Join me LIVE on eVTOL Hub: results, SurfOS, Palantir and what comes next.
youtube.com/live/aeHuH503-08…
#SurfAirMobility
eVTOL hub retweeted
WATCH: @USDOT isn’t just talking about the future of aviation—we’re clearing the runway for it
-Modernizing our Air Traffic Control System
-Ushering in eVTOLs
-Unleashing drone dominance
-Streamlining commercial space launches
…And that's just the BEGINNING. Incredible energy sharing what's next at the UP.Summit at Kennedy Space Center
Five SurfOS deals. Now what? ✈️
$SRFM delivers record $36.5m quarterly revenue—but widens its full-year loss outlook as software implementations take longer.
Join me LIVE on eVTOL Hub: results, SurfOS, Palantir and what comes next.
youtube.com/live/aeHuH503-08…
#SurfAirMobility
A great conversation about $JOBY and more LIVE on @TheGoatGains NOW
THE JOBY AVIATION AFTERPARTY nitter.cf/i/broadcasts/2aWLYPMdv…
LIVE NOW $JOBY
An @eVTOLHUB first - and a real pleasure to host.
I’m delighted to welcome @TheGoatGains and @eVTOLbuzz for tomorrow's $JOBY earnings.
Two guests bringing serious sector deep dive an in-person experience. Three perspectives on what comes next.
youtube.com/live/P7gfrkcIlfc…
Even if you did it in someone's driveway woth static display in the back garden, I habe no doubt it would be an amazing show! See you next year! ✌️
RIAT to move to MOD Boscombe Down from 2027.
This decision is an important step in securing the long-term future of RIAT, giving greater certainty for the thousands of visitors, volunteers, partners and supporters who make the event so special each year.
️🎟️ Already booked your tickets? Your booking is unaffected and remains valid for RIAT at MOD Boscombe Down. If you have booked an enclosure, we’ll be in touch soon.
🔗Find answers to frequently asked questions here: airtattoo.com/faqs/
An @eVTOLHUB first - and a real pleasure to host.
I’m delighted to welcome @TheGoatGains and @eVTOLbuzz for tomorrow's $JOBY earnings.
Two guests bringing serious sector deep dive an in-person experience. Three perspectives on what comes next.
youtube.com/live/P7gfrkcIlfc…
Some interesting numbers and progress. Looks like one of the best-timed IPOs.
LIVE NOW - join me $BETA on Q3 Earnings
youtube.com/live/DJUFICd4aBU…
Is BETA ready to deliver? ⚡✈️
Tomorrow pre-market: $BETA earnings LIVE — eIPP deployment, commercialisation, certification and the technology powering the wider sector.
Followed by Strata Medical $SRTA earnings coverage.
A busy morning ahead!
youtube.com/live/DJUFICd4aBU…
Is BETA ready to deliver? ⚡✈️
Tomorrow pre-market: $BETA earnings LIVE — eIPP deployment, commercialisation, certification and the technology powering the wider sector.
Followed by Strata Medical $SRTA earnings coverage.
A busy morning ahead!
youtube.com/live/DJUFICd4aBU…
LIVE NOW
Amazon $AMZN is not only about shopping. $BETA $JOBY $ACHR (Wisk)
youtube.com/live/mNs3WZcFuSw…
LIVE NOW $MVIS
Quite interesting revenue exponential growth ahead
youtube.com/live/sKhy74SXEoU…
👌 $JOBY
