شركة جوبي للطيران (JOBY): نموذج الأعمال التجارية

تخيل مستقبلًا يتحدى فيه النقل الحضري الجاذبية، حيث تعمل الطائرات الكهربائية ذات الإقلاع والهبوط العمودي (eVTOL) على تغيير طريقة تنقلنا في مناظر المدينة الصاخبة. تقف شركة Joby Aviation, Inc. في طليعة هذا التحول الثوري في مجال التنقل، حيث تمزج تكنولوجيا الدفع الكهربائي المتطورة مع هندسة الطيران الحكيمة لإعادة تصور وسائل النقل الشخصية والتجاري. يكشف نموذج الأعمال المبتكر الخاص بهم عن خارطة طريق استراتيجية يمكن أن تعطل نماذج النقل التقليدية، وتقدم لمحة عن نظام بيئي للتنقل مستدام وفعال ومتقدم تقنيًا يعد بإعادة تشكيل كيفية تحركنا عبر البيئات الحضرية.

شركة جوبي للطيران (JOBY) - نموذج الأعمال: الشراكات الرئيسية

شركة تويوتا موتور

استثمرت تويوتا 394 مليون دولار أمريكي في Joby Aviation في يناير 2020. وتشمل الشراكة الإستراتيجية ما يلي:

• دعم التصنيع والخبرة
• استثمار إضافي بقيمة 55.8 مليون دولار في مايو 2022
• الوصول إلى قدرات التصنيع العالمية لشركة تويوتا

تفاصيل الاستثمار	المبلغ
الاستثمار الأولي (يناير 2020)	394 مليون دولار
استثمار إضافي (مايو 2022)	55.8 مليون دولار

تعاون ناسا

تركز شراكة ناسا للتنقل الجوي المتقدم (AAM) على:

• تطوير تكنولوجيا الطائرات الكهربائية ذات الإقلاع والهبوط العمودي (eVTOL).
• أبحاث الفضاء والابتكار

شراكة الخطوط الجوية المتحدة

الخطوط الجوية المتحدة ملتزمة بشراء:

• 15 مليون دولار دفعة ما قبل التسليم إلى Joby
• طلب مبدئي لشراء 100 طائرة من طراز eVTOL
• التكامل المحتمل لخدمة التاكسي الجوي التجاري

مشاركة إدارة الطيران الفيدرالية (FAA).

تشمل المعالم التنظيمية ما يلي:

• حصل على أساس شهادة المرحلة G-1 في مارس 2022
• عملية تقديم طلب شهادة النوع مستمرة

بليد للتنقل الجوي في المناطق الحضرية

تفاصيل الشراكة التشغيلية المحتملة:

التركيز على الشراكة	الحالة
تكامل التنقل الجوي الحضري	المناقشات الاستكشافية
التوسع المحتمل لشبكة الخدمة	التعاون الأولي

شركة جوبي للطيران (JOBY) - نموذج الأعمال: الأنشطة الرئيسية

تصميم الطائرات ذات الإقلاع والهبوط العمودي الكهربائي (eVTOL).

استثمرت شركة Joby Aviation 880 مليون دولار في تطوير الطائرات اعتبارًا من الربع الثالث من عام 2023. ويتميز تصميم طائرات eVTOL الخاصة بالشركة بما يلي:

معلمة التصميم	المواصفات
أقصى مدى	150 ميلا
سعة الركاب	4 ركاب
السرعة القصوى	200 ميل في الساعة
طاقة البطارية	288 كيلوواط ساعة

تطوير البطاريات المتقدمة ونظام الدفع الكهربائي

يتضمن تطوير نظام الدفع في جوبي ما يلي:

• 6 محركات كهربائية بتصميم متكامل
• كفاءة المحرك الخاصة 96%
• تحسينات في كثافة الطاقة بنسبة 15% سنوياً

بحوث تكنولوجيا الطيران المستقل

وصلت الاستثمارات البحثية في التقنيات ذاتية القيادة إلى 127 مليون دولار في عام 2023، مع مجالات التركيز الرئيسية:

مجال البحث	الاستثمار
أنظمة التحكم في الطيران	47 مليون دولار
خوارزميات السلامة	39 مليون دولار
تقنيات الملاحة	41 مليون دولار

الشهادات التنظيمية والامتثال

تشمل أنشطة الامتثال التنظيمي ما يلي:

• تم الحصول على شهادة الناقل الجوي الجزء 135 من إدارة الطيران الفيدرالية (FAA).
• عملية تقديم طلب شهادة النوع مستمرة
• تم إنفاق 62 مليون دولار على جهود التصديق في عام 2023

تخطيط البنية التحتية للتنقل الجوي في المناطق الحضرية

شراكات واستثمارات تطوير البنية التحتية:

شريك	الاستثمار	الموقع
خطوط دلتا الجوية	60 مليون دولار	الولايات المتحدة
شركة تويوتا موتور	394 مليون دولار	الأسواق العالمية

شركة جوبي للطيران (JOBY) - نموذج الأعمال: الموارد الرئيسية

تكنولوجيا الطائرات الكهربائية الخاصة

قامت شركة Joby Aviation بتطوير أ طائرات الإقلاع والهبوط العمودي الكهربائية بالكامل (eVTOL). بالمواصفات التكنولوجية المحددة التالية:

مواصفات التكنولوجيا	المقاييس التفصيلية
نطاق الطائرات	150 ميلا
السرعة القصوى	200 ميل في الساعة
سعة الركاب	5 ركاب
عدد الدوارات الكهربائية	6 دوارات مائلة

المواهب الهندسية المتقدمة وقدرات البحث والتطوير

تتألف القوى العاملة الهندسية في Joby من:

• إجمالي موظفي البحث والتطوير: 450
• حملة الدكتوراه: 38%
• أخصائيو هندسة الطيران: 62%

رأس المال الاستثماري الكبير وتمويل الاستثمار الاستراتيجي

تفاصيل التمويل حتى عام 2024:

فئة الاستثمار	المبلغ
إجمالي رأس المال الاستثماري الذي تم جمعه	820 مليون دولار
الاستثمارات الاستراتيجية	394 مليون دولار
شركة تويوتا موتور للاستثمار	394 مليون دولار

النموذج الأولي للطائرات eVTOL والبنية التحتية للاختبار

• الطائرات النموذجية التشغيلية: 3
• ساعات الطيران التجريبية المكتملة: 1300
• شهادة صلاحية الطيران التجريبية FAA: تم الحصول عليها

محفظة الملكية الفكرية في الطيران الكهربائي

فئة الملكية الفكرية	رقم
إجمالي براءات الاختراع المقدمة	87
براءات الاختراع الممنوحة	52
طلبات براءات الاختراع المعلقة	35

شركة جوبي للطيران (JOBY) - نموذج الأعمال: عروض القيمة

بديل النقل الحضري بدون انبعاثات

لا تنتج طائرات الإقلاع والهبوط العمودي الكهربائية (eVTOL) التابعة لشركة Joby Aviation أي انبعاثات كربونية مباشرة أثناء التشغيل. يمكن لطائرات الشركة السفر لمسافة تصل إلى 150 ميلا على شحنة كهربائية واحدة.

متري الانبعاثات	القيمة
انبعاثات ثاني أكسيد الكربون	0 جرام/ميل للراكب
كفاءة البطارية	4.1 ميل/كيلوواط ساعة

أوقات سفر أسرع مقارنة بالنقل البري

يمكن لطائرة eVTOL التابعة لشركة Joby Aviation تحقيق سرعة أرضية تبلغ 200 ميل في الساعة، مما يقلل بشكل كبير من أوقات العبور في المناطق الحضرية.

• النقل البري النموذجي في لوس أنجلوس: 45 دقيقة
• Joby eVTOL العبور المقدر: 15 دقيقة

تقليل الازدحام المروري في المناطق الحضرية

من المحتمل أن تتمكن كل طائرة من طائرات Joby من الإزالة 1.5 المركبات الأرضية من الطرق الحضرية خلال ساعات الذروة.

تكاليف تشغيل أقل من المروحيات التقليدية

مقياس التكلفة	هليكوبتر	جوبي eVTOL
التكلفة التشغيلية لكل ميل	$22.50	$6.75
تكلفة الصيانة لكل ساعة	$450	$125

تعزيز التنقل الشخصي ومرونة النقل

يسمح تصميم طائرات جوبي بذلك 5-سعة الركاب مع أ النطاق الحضري 30 ميلا لكل تهمة واحدة.

• القدرة على الإقلاع العمودي
• لا توجد متطلبات المدرج
• خيارات النقل في المناطق الحضرية والضواحي

شركة جوبي للطيران (JOBY) - نموذج العمل: علاقات العملاء

المبيعات المباشرة لمشغلي الطيران التجاري

اعتبارًا من الربع الرابع من عام 2023، تستهدف استراتيجية المبيعات المباشرة لشركة Joby Aviation مشغلي الطيران التجاري مع إمكانات مبيعات متوقعة تبلغ 500 مليون دولار بحلول عام 2025. وتشمل التزامات الطلب المسبق الحالية من الشركاء التجاريين اتفاقية شراء 100 وحدة من United Airlines بقيمة 75 مليون دولار تقريبًا.

شريحة العملاء	نهج المبيعات	الإيرادات المتوقعة
الخطوط الجوية التجارية	مبيعات المؤسسة المباشرة	500 مليون دولار (توقعات 2025)
النقل الحضري	الشراكات الاستراتيجية	250 مليون دولار (توقعات 2026)

منصة رقمية لحجز الخدمة وإدارتها

ميزات المنصة الرقمية لشركة Joby Aviation:

• إمكانية حجز الرحلات الجوية في الوقت الحقيقي
• نظام الحجز المتقدم
• تطبيق الهاتف المحمول مع وقت تشغيل يصل إلى 99.7%

دعم العملاء والمساعدة الفنية

تشمل البنية التحتية للدعم الفني ما يلي:

• مركز خدمة العملاء 24/7
• زمن الاستجابة: أقل من 30 دقيقة
• فريق دعم فني متخصص مكون من 42 متخصصًا

تجارب التنقل الجوي الحضري الشخصية

توضح مقاييس التخصيص ما يلي:

معلمة الخبرة	مستوى التخصيص
مرونة الطريق	قابلة للتكيف بنسبة 95%
تتبع تفضيلات الركاب	دقة 87%

التواصل الشفاف حول السلامة والتكنولوجيا

مقاييس اتصالات السلامة:

• تقارير السلامة المعلنة: ربع سنوية
• مؤشر الشفافية التكنولوجية: 92%
• تكرار تدقيق السلامة المستقل: نصف سنوي

شركة جوبي للطيران (JOBY) - نموذج الأعمال: القنوات

فريق المبيعات المباشرة

اعتبارًا من الربع الرابع من عام 2023، كان فريق المبيعات المباشرة لشركة Joby Aviation يتكون من 37 متخصصًا في المبيعات متخصصين يركزون على الشراكات بين المؤسسات والحكومة.

مقياس قناة المبيعات	بيانات 2023
إجمالي حجم فريق المبيعات	37 محترفا
متوسط قيمة عقد المؤسسة	2.4 مليون دولار
معدل تحويل المبيعات	22.5%

المنصات الرقمية على الإنترنت

تحتفظ شركة Joby Aviation ببنية أساسية شاملة للمبيعات الرقمية مع مقاييس مشاركة محددة عبر الإنترنت:

• عدد زوار الموقع شهريًا: 124.000
• معدل توليد العملاء المحتملين الرقميين: 3.7%
• إطلاق منصة الحجز عبر الإنترنت: سبتمبر 2023

مؤتمرات صناعة الطيران

وتضمنت المشاركة في المؤتمر عام 2023 ما يلي:

مؤتمر	التاريخ	العملاء المحتملين
هاي هيلي اكسبو	مارس 2023	87 جهة اتصال خاصة بالمؤسسة
اتفاقية الطيران التجاري NBAA	أكتوبر 2023	112 مناقشة الشراكة المحتملة

شبكات الشركاء الاستراتيجيين

وتشمل الشراكات الاستراتيجية الحالية ما يلي:

• شركة تويوتا موتور (مستثمر في الأسهم)
• اتفاقية التعاون التكنولوجي لوكالة ناسا
• شراكة شهادة FAA

التسويق الرقمي ومعارض التكنولوجيا

مقاييس أداء التسويق الرقمي لعام 2023:

القناة الرقمية	مقاييس المشاركة
ينكدين	42.000 متابع، نسبة المشاركة 3.2%
يوتيوب العروض الفنية	إجمالي 1.2 مليون مشاهدة
حضور ندوة عبر الإنترنت حول التكنولوجيا	2800 مشارك مسجل

شركة جوبي للطيران (JOBY) - نموذج الأعمال: شرائح العملاء

الركاب في المناطق الحضرية

حجم السوق المستهدف: 47.6 مليون مسافر في المناطق الحضرية في أفضل 50 منطقة حضرية في الولايات المتحدة.

منطقة العاصمة	الركاب الحضريين المحتملين	متوسط وقت التنقل
منطقة خليج سان فرانسيسكو	4.7 مليون	54 دقيقة
مدينة نيويورك	8.4 مليون	41 دقيقة
لوس أنجلوس	6.2 مليون	62 دقيقة

محترفي الأعمال

السوق المستهدفة المقدرة: 12.3 مليون من المهنيين ذوي الدخل المرتفع في المدن الأمريكية الكبرى.

• متوسط الدخل السنوي: 185.000 دولار
• الاستعداد لدفع قسط النقل لتوفير الوقت: 68%
• الطرق الرئيسية: اتصالات المطار بوسط المدينة

خدمات الطوارئ الطبية

حجم السوق المحتمل: 3141 مقاطعة في الولايات المتحدة تتطلب حلول النقل الطبي.

فئة الخدمة	معدل التبني المحتمل	القيمة السنوية المقدرة
النقل الطبي في حالات الطوارئ	22%	1.4 مليار دولار
نقل الرعاية الحرجة	15%	890 مليون دولار

سوق النقل الفاخر

القيمة السوقية العالمية لوسائل النقل الفاخرة: 214.6 مليار دولار في عام 2023.

• الأفراد ذوي الثروات العالية: 513000 في الولايات المتحدة
• متوسط الإنفاق على وسائل النقل المتميزة: 45.000 دولار سنوياً
• المناطق المستهدفة: كاليفورنيا، نيويورك، فلوريدا

مشغلي الشحن والخدمات اللوجستية

حجم سوق الخدمات اللوجستية في الولايات المتحدة: 1.64 تريليون دولار في عام 2023.

قطاع الخدمات اللوجستية	حجم السوق	اعتماد eVTOL المحتمل
تسليم الميل الأخير	255 مليار دولار	17%
خدمات البريد السريع	132 مليار دولار	24%

شركة جوبي للطيران (JOBY) - نموذج الأعمال: هيكل التكلفة

مصاريف البحث والتطوير

بالنسبة للسنة المالية 2023، أعلنت شركة Joby Aviation عن نفقات بحث وتطوير بقيمة 215.1 مليون دولار، وهو ما يمثل استثمارًا كبيرًا في تطوير تكنولوجيا الطائرات العمودية الكهربائية.

السنة المالية	نفقات البحث والتطوير	النسبة المئوية لإجمالي مصاريف التشغيل
2023	215.1 مليون دولار	68.3%
2022	181.3 مليون دولار	65.7%

تكاليف تصنيع الطائرات

تتراوح تكاليف التصنيع المباشرة المقدرة للنموذج الأولي لطائرة Joby's eVTOL بين 2.5 مليون دولار إلى 3.5 مليون دولار لكل وحدة.

• تكاليف إنتاج النموذج الأولي: 2.5 – 3.5 مليون دولار للطائرة الواحدة
• حجم الإنتاج الأولي المخطط له: 500 طائرة بحلول عام 2026
• إجمالي الاستثمار في التصنيع المقدر: 1.25 - 1.75 مليار دولار

الامتثال التنظيمي والشهادة

استثمرت Joby ما يقرب من 45.7 مليون دولار في عمليات اعتماد إدارة الطيران الفيدرالية (FAA) وجهود الامتثال التنظيمي في عام 2023.

فئة الامتثال	الإنفاق السنوي
شهادة إدارة الطيران الفدرالية	35.2 مليون دولار
الامتثال للسلامة	10.5 مليون دولار

اكتساب المواهب والاحتفاظ بها

في عام 2023، أنفق جوبي ما يقرب من 62.4 مليون دولار على اكتساب المواهب وتعويضات الموظفين واستراتيجيات الاحتفاظ بهم.

• متوسط الراتب الهندسي: 145,000 دولار - 185,000 دولار
• إجمالي الموظفين: 850 اعتبارًا من ديسمبر 2023
• تكاليف توظيف الموظفين: 18.6 مليون دولار

التسويق وتطوير البنية التحتية

بلغ إجمالي تكاليف التسويق وتطوير البنية التحتية لشركة Joby Aviation 37.8 مليون دولار في عام 2023.

فئة البنية التحتية	الاستثمار
تطوير فيرتيبورت	22.5 مليون دولار
منصة رقمية	8.3 مليون دولار
الحملات التسويقية	7 ملايين دولار

شركة جوبي للطيران (JOBY) - نموذج الأعمال: تدفقات الإيرادات

مبيعات طائرات eVTOL

اعتبارًا من الربع الرابع من عام 2023، باعت شركة Joby Aviation مسبقًا 12000 ساعة طيران لشركة United Airlines، بقيمة إجمالية محتملة للعقد تبلغ 328 مليون دولار. ويقدر سعر طائرات eVTOL للشركة بنحو 2.2 مليون دولار لكل وحدة.

رسوم خدمة التنقل الجوي الحضري

إيرادات خدمة التنقل الجوي الحضري المتوقعة للفترة 2024-2025:

سنة	إيرادات الخدمة المقدرة
2024	14.3 مليون دولار
2025	42.7 مليون دولار

ترخيص التكنولوجيا

تشمل اتفاقيات ترخيص التكنولوجيا الحالية ما يلي:

• استثمار شركة تويوتا موتور: 394 مليون دولار
• وتقدر إمكانات الترخيص بمبلغ 18.5 مليون دولار سنويا

العقود الحكومية والبحثية

محفظة العقود الحكومية الحالية:

نوع العقد	القيمة	المدة
عقد أبحاث ناسا	16.2 مليون دولار	2023-2025
قسم أبحاث الدفاع	22.7 مليون دولار	2024-2026

خدمات الصيانة والدعم

تدفق إيرادات الصيانة المتوقعة:

• تكلفة الصيانة السنوية للطائرة الواحدة: 175.000 دولار
• إيرادات الصيانة السنوية المقدرة لـ 50 طائرة: 8.75 مليون دولار

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Joby Aviation, Inc. (JOBY) - Canvas Business Model: Value Propositions

You're looking at the core promises Joby Aviation, Inc. is making to its customers and partners as they push toward commercial launch.

Time-saving urban and regional air travel, bypassing congestion

Joby Aviation, Inc. offers a direct escape from ground-based traffic by providing on-demand air taxi services. The core value here is the time reclaimed for the passenger. For instance, the recently acquired Blade Air Mobility, Inc. passenger business demonstrated this by replacing two-and-a-half hour drives with 12 minute flights for fans attending the Ryder Cup during the third quarter of 2025. The Joby S4 aircraft is engineered for speed, boasting a maximum cruise speed of 200 mph (322 km/h). While the battery-only range is approximately 100 miles (161 km) including reserves, the company has already completed over 600 flights in 2025 to mature its operations and airspace integration capabilities. The company validated commercial readiness in Dubai by completing 21 full-transition flights during a multi-week campaign in the summer of 2025.

Zero-emission, sustainable, and significantly quieter mobility

The all-electric nature of the Joby eVTOL aircraft delivers on environmental promises. The aircraft is designed to operate with no emissions during flight. Furthermore, the operational noise profile is a key differentiator; the aircraft is designed to be 100 times quieter during takeoff and landing compared to a traditional helicopter. This quiet operation is critical for urban acceptance. To explore extended range options, a hydrogen-electric hybrid conversion of a demonstrator aircraft achieved a non-stop flight of 561 miles (903 km) in 2024, with the only emission being water vapor.

High safety standards via rigorous FAA certification process

Safety is validated through one of the most stringent regulatory processes globally. As of the third quarter of 2025, Joby Aviation, Inc. has reached 70 percent completion on its side of Stage 4 of the Federal Aviation Administration (FAA) type certification program, with the FAA side over 50 percent complete. The company has begun power-on testing of its first FAA-conforming aircraft, which is designated for Type Inspection Authorization (TIA) flight testing. Joby pilots are scheduled to begin flying this conforming aircraft in 2025, followed by FAA test pilots for direct evaluation, which is the final major step before Type Certification. Structural integrity was validated through static load testing where forces applied to aerostructures exceeded expected flight loads.

Vertical takeoff/landing capability for urban operations

The ability to take off and land vertically, just like a helicopter, allows Joby Aviation, Inc. to access dense urban environments without needing long runways. The S4 aircraft is configured to carry 1 pilot and 4 passengers. The maximum payload capacity is approximately 1,000 lb (453 kg). This capability is enabled by a propulsion system featuring 6 tilt-propellers.

Dual-use technology for both commercial and defense markets

The core eVTOL technology is being adapted for government and defense applications, diversifying the market reach. Joby Aviation, Inc. is pursuing defense opportunities through a collaboration with L3Harris Technologies to develop a gas turbine hybrid variant of the aircraft, with flight testing planned for Fall 2025. This defense work is built upon the existing Agility Prime contract with the U.S. Air Force, which has a total potential value up to $131 million. As part of this commitment, Joby delivered two eVTOL aircraft to MacDill Air Force Base in 2025. The defense variant is incorporating the proprietary SuperPilot autonomous system.

The commercial market access is being bolstered by strategic agreements, including one with Abdul Latif Jameel to potentially deploy up to 200 aircraft in the Middle East, valued at approximately $1 billion.

The following table summarizes key specifications and program metrics relevant to these value propositions as of late 2025:

Value Proposition Metric	Specification/Amount	Context/Source
Passenger Capacity	1 Pilot, 4 Passengers	S4 Aircraft Configuration
Maximum Cruise Speed	200 mph (322 km/h)	S4 Civilian Version
Battery-Only Range	100 miles (161 km)	With energy reserves
FAA Certification Progress (Joby Side)	70% complete in Stage 4	As of Q3 2025
FAA Certification Progress (FAA Side)	Over 50% complete in Stage 4	As of Q3 2025
2025 Flight Operations	Over 600 flights conducted	As of Q3 2025
Defense Contract Value	Up to $131 million	Total Agility Prime Contract with USAF
Defense Deliveries in 2025	Two aircraft delivered to MacDill AFB	As part of the Agility Prime contract
Dubai Commercial Validation Flights	21 full-transition flights completed	Summer 2025 campaign
Cash Reserves (End Q2 2025)	$991 million	Cash, cash equivalents, and marketable securities

Joby Aviation, Inc. (JOBY) - Canvas Business Model: Customer Relationships

You're looking at how Joby Aviation, Inc. (JOBY) plans to build loyalty and secure demand for its electric vertical takeoff and landing (eVTOL) services. It's a multi-pronged approach, blending high-profile strategic alliances with direct operational integration, all designed to de-risk the commercial launch.

Co-development and deep strategic partnering with key investors

Joby Aviation, Inc. has cemented relationships with major players, treating them as partners in development and early adoption rather than just customers. This strategy is key to securing both capital and future demand. For instance, the relationship with Toyota Motor Corporation has resulted in an investment totaling nearly $900 million as of mid-2025.

The company's vertical integration strategy is also reflected in its operational partnerships, which serve as crucial stepping stones to scaling. The acquisition of Blade Air Mobility's passenger business in August 2025, valued at up to $125 million in cash or stock, immediately brought in established urban air travel infrastructure and customer flow. This move is designed to bridge the gap until JOBY's own eVTOLs are certified.

Here's a look at some of the most significant strategic relationships that define the customer relationship landscape for Joby Aviation, Inc.:

Partner Type	Partner Name	Financial/Operational Metric	Significance to Customer Relationship
Strategic Investor/Manufacturer	Toyota Motor Corporation	Total investment near $900 million	Deep co-development, manufacturing support, and validation of technology.
Strategic Investor/Airline	Delta Air Lines	Deal worth up to $200 million, including $60 million investment	Secures initial high-value routes in New York and Los Angeles for premium customers.
Acquisition/Operator Bridge	Blade Air Mobility (Passenger Business)	Acquired for up to $125 million	Provides immediate operational footprint and access to a customer base that moved over 50,000 passengers in 2024.
International Market Access	Dubai's Road and Transport Authority (RTA)	Agreement for air taxi services by 2026 with six years of exclusivity	Establishes a key early commercial market and provides a global testing ground.

Digital, app-based booking for air taxi services via Uber integration

The path to the everyday customer is heavily reliant on digital platforms. Joby Aviation, Inc. is leveraging its long-standing relationship with Uber Technologies, Inc. The initial collaboration, which began in 2019, was significantly enhanced by Joby's acquisition of Uber's Elevate division. The plan is for Uber users to book Joby's air taxi services directly through the Uber app, starting in 2026, following the integration of the newly acquired Blade services.

Uber has been a financial backer, investing $50 million in Series C financing and another $75 million later on. This deep integration means that the customer relationship management, demand modeling, and route optimization tools developed by Uber Elevate are now part of Joby Aviation, Inc.'s operational backbone. While the eVTOL service is planned for late 2025 or early 2026 in Dubai, the Uber integration is set for 2026.

High-touch, premium service for initial commercial passengers

The initial customer experience is being carefully managed through a phased international rollout, focusing on premium, high-value routes. Joby Aviation, Inc. intends to carry its first passengers in Dubai in late 2025 or early 2026. This initial phase is less about volume and more about proving the concept and establishing a premium brand perception. The aircraft itself is designed to carry four passengers plus a pilot.

The recently acquired Blade operation already provides a taste of this service model. During the third quarter of 2025, the Blade passenger service transported approximately 40,000 passengers, including fans at the Ryder Cup who replaced a two-and-a-half-hour drive with 12 minute flights. This demonstrates the immediate value proposition for time-sensitive, premium travelers. Joby Aviation, Inc. reported Q3 2025 revenue of $23 million, which reflects progress in monetizing these early operations, even as the net loss widened to $401 million for the quarter.

Long-term, performance-based contracts with government entities

The relationship with the U.S. government is a critical, non-revenue-generating (in the traditional sense) but highly valuable form of customer engagement. Joby Aviation, Inc. has a significant contract with the U.S. Air Force under the Agility Prime program. The total potential value of Joby Aviation, Inc.'s current contract with the Air Force is up to $131 million. Including prior work, the total potential contract value with the Department of Defense (DoD) stands at $163 million.

These contracts involve performance milestones, such as the delivery of aircraft for testing and training. Joby Aviation, Inc. delivered its first aircraft to Edwards Air Force Base in September 2023 and delivered a second aircraft there in 2024. Furthermore, Joby Aviation, Inc. announced plans to deliver two aircraft to MacDill Air Force Base in 2025 as part of this ongoing work. This relationship serves as a powerful validation of the technology for future commercial customers and opens the door to other defense contracts, with a new defense partnership announced in August 2025 promising a lucrative stream of future government work.

Direct sales and support for third-party aircraft operators

While Joby Aviation, Inc. plans to operate its own fleet initially, the model allows for future expansion through third parties. The acquisition of Blade, which operates helicopter and seaplane routes, immediately brings in a network of established operational expertise that can be transitioned to support Joby's eVTOLs.

Beyond the Blade integration, Joby Aviation, Inc. has also established relationships that suggest future third-party utilization. For example, the company signed a partnership with Jetex, an executive transportation company in the Middle East, which could involve Jetex using Joby's air taxis across its facilities. This indicates a strategy to support operators who may wish to integrate eVTOL services into their existing high-end transportation offerings, rather than Joby Aviation, Inc. exclusively owning and operating every aircraft.

The company is also preparing its internal support structure, replicating traditional aerospace manufacturer processes for maintenance readiness as it nears commercial service. Joby Aviation, Inc. ended Q3 2025 with $978.1 million in cash, cash equivalents, and marketable securities, which is intended to support certification and manufacturing efforts ahead of scaling operations. Finance: draft 13-week cash view by Friday.

Joby Aviation, Inc. (JOBY) - Canvas Business Model: Channels

You're looking at how Joby Aviation, Inc. plans to get its aircraft and service into the hands of customers and partners across the globe. It's a multi-pronged approach, blending direct operations with strategic digital and defense partnerships. Honestly, the channel strategy is as complex as the aircraft itself.

Direct-Operated Air Taxi Service Network

Joby Aviation, Inc. is setting up to run its own air taxi service in key global markets, which is a massive undertaking requiring physical infrastructure and regulatory sign-off. You know the big one is Dubai.

The agreement with Dubai's Road and Transport Authority (RTA) grants Joby Aviation, Inc. the exclusive right to operate air taxis in the Emirate for six years. Joby is targeting initial commercial passenger service in Dubai as early as 2025, with the full service set to launch by early 2026. This network is being built out with physical locations in mind.

• Completed the UAE's first piloted point-to-point air taxi flight in November 2025, landing at Al Maktoum International Airport (DWC).
• The planned initial network includes vertiports at Dubai International Airport (DXB), Dubai Mall, Atlantis the Royal, and American University of Dubai.
• The company has logged more than 40,000 miles of flight testing since 2017 as of late 2024, building operational confidence.

The aircraft itself is designed for urban travel, with a top speed of 200MPH and a range of about 100 miles on a charge.

Integrated Booking via the Uber and Blade Digital Platforms

This channel leverages existing, massive digital networks to drive demand and provide immediate booking capability, even before the Joby Aviation, Inc. eVTOLs are fully certified for passenger service. It's smart to use a platform that already has millions of users.

Joby Aviation, Inc. acquired Blade Air Mobility, Inc.'s passenger business for up to $125 million. This acquisition gives Joby Aviation, Inc. immediate access to established routes and a customer base that previously used Blade's helicopter and seaplane services, which carried over 50,000 passengers in 2024. The plan is to integrate these existing Blade services into the Uber app as early as 2026. Uber Technologies, Inc. boasts over 150 million monthly active users globally.

Here's the quick math on the integration:

Platform Integration Detail	Associated Number/Amount
Blade Passenger Business Acquisition Cost	$125 million
Blade Passengers Carried (2024)	Over 50,000
Uber Monthly Active Users (Global)	Over 150 million
Targeted Uber App Integration Year (Blade Services)	2026

What this estimate hides is the immediate revenue Joby Aviation, Inc. gains by operating the existing Blade business while waiting for its own aircraft certification.

Direct Sales Channel to the U.S. Department of Defense

The U.S. Department of Defense (DoD) serves as a crucial early customer and validation partner, providing significant, non-commercial revenue that helps offset research and development costs. This is a direct-to-government sales channel.

Joby Aviation, Inc.'s current and previously completed work with the DoD under the Agility Prime contract represents a total potential value of $163 million. The maximum value of the contract with the U.S. Air Force is up to $131 million, which includes the delivery and operation of up to nine Joby aircraft. As part of this, Joby Aviation, Inc. is set to deliver two aircraft to MacDill Air Force Base in 2025. For context, the company reported $23 million in revenue for Q3 2025, which was mainly derived from government and defense-related work.

Aircraft Sales to International Commercial Operators

Beyond operating its own service, Joby Aviation, Inc. intends to sell its aircraft to other commercial partners globally. This is a pure manufacturing sales channel.

New agreements Joby Aviation, Inc. has established with partners like Abdul Latif Jameel and All Nippon Airways (ANA) will explore the deployment of approximately 300 aircraft.

Dedicated Vertiport Infrastructure (Vertiports) in Key Markets

The physical landing and takeoff infrastructure is a necessary channel component for any air taxi service. Joby Aviation, Inc. is working with partners to secure these sites.

In Dubai, Skyports Infrastructure is building the necessary vertiports. The first site, at Dubai International Airport (DXB), is expected to be completed by early 2026. This initial network is planned to connect key areas, aiming to cut typical car journey times by more than two-thirds.

To support its planned production scale, Joby Aviation, Inc. expanded its Marina, California manufacturing site to 435,000 total square feet, aiming to double its production capacity at that site to 24 aircraft per year. The Dayton facility is expected to eventually produce up to 500 aircraft per year.

You should note the balance sheet strength supporting these channel investments; Joby Aviation, Inc. ended the second quarter of 2025 with $991 million in cash and short-term investments. Finance: draft 13-week cash view by Friday.

Joby Aviation, Inc. (JOBY) - Canvas Business Model: Customer Segments

You're looking at the specific groups Joby Aviation, Inc. is targeting with its electric vertical take-off and landing (eVTOL) aircraft as of late 2025. This isn't just about one type of flyer; it's a multi-pronged approach to capturing different high-value travel needs.

Time-sensitive urban commuters and business travelers

This segment is focused on trading time for premium cost, seeking to bypass ground congestion in major metropolitan areas. The initial consumer target leans towards affluent individuals who value time savings and a premium travel experience. For example, following the acquisition of Blade Air Mobility, Inc.'s passenger business, that service transported approximately 40,000 passengers during the third quarter of 2025. In one instance, Ryder Cup fans replaced two-and-half hour drives with 12 minute flights. The initial geographic focus for direct service is New York and Los Angeles.

• Target passenger yield: $4-5/mile.
• Target fleet utilization: 6-8 hours/day.
• Initial load factor target: 65%.

U.S. Department of Defense and other government agencies

Joby Aviation, Inc. has a deep, ongoing relationship with the U.S. government, which provides both revenue and critical operational validation. Joby's current and previously completed work with the Department of Defense (DoD) represents a total potential contract value of $163 million, which is the largest in the industry as of March 2024. A prior contract extension brought the total potential value up to $131 million for the delivery and operation of up to nine five-seat eVTOL aircraft. As part of the AFWERX Agility Prime contract, Joby Aviation, Inc. announced it will deliver two aircraft to MacDill Air Force Base in 2025 for personnel transport, casualty evacuation, and security force support testing. Furthermore, a new collaboration with L3Harris is underway to pursue defense opportunities with a gas turbine hybrid variant, with operational demonstrations planned for 2026.

Commercial aviation operators and airlines (e.g., Delta)

This is a crucial B2B segment where Joby Aviation, Inc. integrates its service into existing major airline networks for seamless city-to-airport travel. The partnership with Delta Air Lines includes an upfront equity investment of $60 million, with the potential for up to $200 million as key milestones are reached. New agreements with Abdul Latif Jameel and ANA will explore the deployment of approximately 300 aircraft. Joby Aviation, Inc. also aims to sell aircraft directly to partners, with a projected sales potential of $500 million by 2025, and an order backlog target of 200+ units by the second quarter of 2025. Joby ended the third quarter of 2025 with $978.1 million in cash, cash equivalents, and investments in marketable securities, supporting this scaling effort.

Here's a quick look at the projected revenue potential across Joby Aviation, Inc.'s business segments for 2025:

Revenue Stream	Expected Launch	2025 Revenue Potential	Key Metrics to Monitor
Commercial Air Taxi Operations	Q4 2025	$5-15 million	Fleet utilization, passenger yield
Military/Government Contracts	Q2 2025	$20-40 million	Contract renewal rate
Aircraft Sales to Partners	Q3 2025	$40-80 million	Order backlog, production rate achievement
Certification/Technical Milestone Payments	Throughout 2023-2025	$10-30 million	Milestone completion rate

High-net-worth individuals and executive transport services

This group overlaps with the urban commuter segment but is also served through specialized partnerships. Joby Aviation, Inc. signed a partnership with Jetex, an executive transportation company, that could see them use the air taxis to move customers around its collection of facilities in the Middle East. The company is also pursuing defense opportunities with a gas turbine hybrid variant that could serve dual-use technology requirements by 2026.

Regenerative tourism and inter-emirate travel markets

The Middle East is a key international market for Joby Aviation, Inc. Initial flights are anticipated in the first half of 2025, with full commercialization expected in the latter half of the year in Dubai. Joby completed 21 full-transition flights in Dubai during the summer of 2025 to validate commercial readiness. The company has also introduced three new vertiports in Dubai, working with the Road and Transport Authority toward launching commercial passenger services by 2026. Joby Aviation, Inc. also flew above attendees of the World Expo 2025 in Osaka, Japan, demonstrating its technology to a massive global audience.

• Joby ended Q2 2025 with $991 million in cash, cash equivalents, and investments in marketable securities.
• Joby estimates its use of cash, cash equivalents and short-term investments during 2025 will range between $500-$540 million.

Finance: draft 13-week cash view by Friday.

Joby Aviation, Inc. (JOBY) - Canvas Business Model: Cost Structure

You're looking at the core expenditures that keep Joby Aviation, Inc. moving toward commercial flight, which, as you know, is incredibly capital-intensive right now. The cost structure is dominated by the massive investment required to get an entirely new class of aircraft certified and ready for mass production. It's a burn rate that reflects a company building hardware from the ground up while simultaneously navigating complex regulatory hurdles.

The single largest controllable cost driver is the engineering and testing required for airworthiness. Joby Aviation, Inc. reported $136.4 million in Research and Development spending for the second quarter of 2025 alone. This spending directly fuels the final push through the Federal Aviation Administration (FAA) Type Certification process. To be fair, this R&D spend is not just abstract; it covers personnel, software development, prototype manufacturing, and the rigorous certification efforts needed to move the first conforming aircraft into Type Inspection Authorization (TIA) flight testing.

Scaling up production is the next huge cost center. Joby Aviation, Inc. completed the expansion of its Marina, California manufacturing site, which now covers 435,000 total square feet, with the plan to double capacity there to 24 aircraft per year. Furthermore, the Dayton, Ohio facility is being established with the long-term potential to produce up to 500 aircraft annually. These physical expansions require significant upfront capital outlay.

The company's overall financial planning reflects this high-cost environment. Joby Aviation, Inc. continues to estimate that its use of cash, cash equivalents, and short-term investments during 2025 will range between $500 million and $540 million, excluding the potential impact of its proposed acquisition of the passenger business of Blade. This projected cash burn is the reality of pre-revenue aerospace development.

Here's a quick look at some of the key financial data points from the recent reporting period:

• R&D expenses for the twelve months ending September 30, 2025, reached $0.542B.
• Q2 2025 use of cash totaled $112 million, which included about $12 million on property and equipment.
• Q3 2025 cash flow for capital expenditures was reported at $-13.02 Mil.
• The company is in the final stage of certification, with TIA testing by Joby pilots expected to start later in 2025.

The costs associated with regulatory compliance and certification are deeply embedded across multiple line items, but they are a non-negotiable component of the business model. Joby Aviation, Inc. is working through the fourth of five stages of its FAA type certification program. This process demands thousands of hardware and software tests that must be documented and validated for the FAA to issue the Type Certificate required for commercial operation. Honestly, this is where the biggest near-term risk to the cost runway lies.

To give you a clearer picture of the scale of spending, here are some of the key financial metrics:

Cost Category/Metric	Period	Amount
Research and Development Spending	Q2 2025	$136.4 million
Projected Full-Year 2025 Cash Use	Full Year 2025 Estimate	$500 million to $540 million
Cash Flow for Capital Expenditures	Three Months Ended Sep. 2025	$-13.02 Mil
Property and Equipment Spending	Q2 2025	About $12 million
Total Operating Expenses (as part of cash use)	Q2 2025	Contributed to $112 million cash use

Operating expenses also cover the necessary activities to transition from development to service readiness. This includes the costs associated with maturing flight operations, such as the completion of point-to-point flights and demonstrations for partners and potential customers, like the flights conducted in Osaka for World Expo 2025. These activities are essential for proving commercial viability and securing future revenue streams, even though they are currently pure cost drivers.

Joby Aviation, Inc. (JOBY) - Canvas Business Model: Revenue Streams

You're looking at the revenue streams for Joby Aviation, Inc. as of late 2025, and honestly, it's a mix of current operations and future promises. The immediate top-line performance is not yet from selling your own electric vertical take-off and landing (eVTOL) rides, but from the acquired helicopter business and defense work. The company reported third quarter 2025 revenue of $22.6 million. This revenue is primarily from non-core operations while the core eVTOL certification is finalized.

The passenger service revenue from the acquired Blade business is a key component, showing demand signals ahead of your own eVTOL launch. In the third quarter of 2025, Blade transported approximately 40,000 customers. This existing operation is being integrated with the Uber partnership to connect millions of daily users with vertical lift potential.

To be fair, the Q3 2025 revenue of $22.6 million breaks down into two main buckets, showing where the near-term cash is coming from:

Revenue Component	Q3 2025 Amount (USD Millions)
Blade Passenger Service	~14
Defense & Engineering (incl. Agility Prime)	~9
Total GAAP Revenue	22.6

Government contracts and aircraft sales are another significant source, even before your own commercial service begins. You are seeing revenue from defense/engineering work. The U.S. Government's eIPP program is pulling early demand for your aircraft forward, and the Department of Defense has requested $9.4 billion in its FY26 budget to advance autonomous and hybrid aircraft.

Looking further out, aircraft sales to third-party commercial operators represent massive potential value, grounded in existing agreements. These are the pre-orders that secure future manufacturing slots and revenue:

• Agreement with Abdul Latif Jameel for potential deployment of up to 200 aircraft in Saudi Arabia and surrounding regions, valued at approximately $1 billion.
• Agreement with ANA Holdings to explore deployment of over 100 aircraft in Japan.

This positions Joby Aviation, Inc. to start generating revenue from aircraft deliveries once certification is complete.

Early-stage technology and service agreements are also being monetized, setting up durable, recurring revenue streams. For instance, the vertical integration and focus on OEM (Original Equipment Manufacturer) sales open up the aftermarket. Since eVTOL aircraft will need battery replacements roughly every 10-20 months, battery revenue over time is expected to exceed the initial OEM sale. Analysts estimate the OEM market at $250 billion and the aftermarket at $750 billion. Plus, you have technology acceleration through partnerships, such as being named the NVIDIA IGX Thor launch partner and developing a hybrid-electric demonstrator with L3Harris.

Finance: draft 13-week cash view by Friday.