Joby Investor Watch

All content shared here is for informational purposes only and should not be considered financial advice. Always do your own research. Not a financial advisor.

[Joby Investor Watch @JobyWatchDog]

If you didn't see, $JOBY released some awesome new photos of N162SA.

See the reshare post history to follow the adventure this aircraft has gone through since coming under ownership back in August 2025.

[Joby Investor Watch @JobyWatchDog]

Looks like $JOBY had N162SA, the 2nd Cessna 208 equipped with Superpilot, take a spin out at Buchanan Airport in California ✈️

$JOBY just attacks flying on multiple platforms 🔥

[Joby Investor Watch @JobyWatchDog]

Second to none. 🔥 $JOBY

[Joby Aviation @jobyaviation]

Joby is expanding its presence on California's Central Coast.

We've acquired a 47,500 sq. ft. facility near Hollister Municipal Airport in San Benito County, adding to our operations in Santa Cruz, Marina and San Carlos.

The site will help accelerate our flight testing program as we move through the final phase of FAA Type Certification for our electric air taxi.

More details ⬇️

[Joby Investor Watch @JobyWatchDog]

Back to the Monday grind with another 2 flights for $JOBY by N542JX ✈️

Just a short break of a few minutes between flights before getting right back to work.

[Joby Investor Watch @JobyWatchDog]

Now we have N542JX getting in on the flight action ✈️

You never know which aircraft will be flying for $JOBY on any given day. So many to keep track of!

$JOBY second to none 🔥

[Joby Investor Watch @JobyWatchDog]

It's hard to keep track of all the places $JOBY has flown... New York 🗽, San Francisco 🌉, Japan 🇯🇵, South Korea 🇰🇷, UAE 🇦🇪, Edwards AFB 🇺🇸, just to name a few!

Now they're looking to add Santa Monica Airport as early as fall 2026. ✈️

$JOBY second to none. 🔥

[Santa Monica Daily Press (SMDP) @smdailypress]

Flying taxis could be coming to Santa Monica sooner than expected as Joby Aviation explores flights ahead of LA28.

𝐑𝐞𝐚𝐝 𝐨𝐮𝐭 𝐦𝐨𝐫𝐞: https://t.co/Hy3XhzxmKg

#SantaMonica #JobyAviation #LA28 #FutureOfTransportation #AirTaxi #Innovation #SMDP

[Joby Investor Watch @JobyWatchDog]

Ohio 🤝 $JOBY ✈️🔋

[JP Nauseef @nauseef]

Ohio helped invent aviation and build the industrial systems that moved the world.

Today, we're building what comes next—where advanced manufacturing, AI, aerospace, mobility, energy, and talent converge.

The regions that win will offer more than incentives. They'll offer ecosystems.

Ohio is building exactly that. And we're just getting started.

#Ohio #Innovation #Manufacturing @JobsOhio

[Joby Investor Watch @JobyWatchDog]

There wasn't just one FCC docket....we also have this new request for uncrewed flights up to 15K feet (5030-5091 MHz band) for $JOBY. 2 year experimental license.
$JOBY Second to none! 🔥

[FCC Filing Alerts @fccfilingalerts]

🚨🚨 $JOBY Joby Aero - FCC Docket 0591-EX-CN-2026

Joby Aero, Inc. requests a two-year experimental radio license from the FCC to test new flight technology, specifically uncrewed aircraft, in the 5030-5091 MHz band. The proposed operations will aid in the development of this technology. Joby states that FCC equipment certification is not available for hardware compatible with its aircraft, necessitating experimental authority. Flight tests will last approximately one hour, occur during daylight hours, and reach a maximum altitude of 15,000 feet. Joby will monitor channels and suspend transmissions if interference is detected. Joby also requests an exemption from station identification requirements under Section 5.115, as the equipment cannot transmit the required information.

🔗 https://t.co/iVs1Akj8D6.

[Joby Investor Watch @JobyWatchDog]

If you're curious about Pendleton, it's worth checking out.

The Pendleton UAS Range supports unmanned aircraft testing, R&D, training, and advanced aviation operations.

https://t.co/c516hbIHq1

[Joby Investor Watch @JobyWatchDog]

👀 $JOBY 👀

Added Pendleton, Oregon & Yuma, Arizona.

I wonder what’s at those locations...

• Pendleton Unmanned Aerial Systems (UAS) Range in Oregon
• U.S. Army Yuma Proving Ground in Arizona 🇺🇸

[FCC Filing Alerts @fccfilingalerts]

🚨🚨 $JOBY Joby Aero - FCC Docket 0130-EX-CM-2026

Joby Aero, Inc. requests a modification to its experimental radio station license WP2XDV. The modification seeks to remove the Fort Hunter Liggett location and add base and mobile locations in Pendleton, Oregon and Yuma, Arizona. Additionally, they request a +5dBm increase in the maximum ERP to 50 kW due to antenna design improvements. This request supports the ongoing testing, evaluation, and development of Joby's autonomous cargo aircraft technology, specifically within the Pendleton and Yuma Test Ranges. The radio data links will facilitate high bandwidth communication between the aircraft and ground personnel, generating valuable flight test data. The company also requests updates to the STOP BUZZER contacts, changing them to Nate Murphy and Chuck Taylor.

🔗 https://t.co/SrbmseTRCz.

[Joby Investor Watch @JobyWatchDog]

@DePassiago @JagOBX @the_mister_mack See the difference from that original “up to” contract that was eventually corrected to an “up to” amount to a company all because they needed multiple contracts to squeeze in more “up to” to make the statement 🤣.

Also wild how the text for that part even got smaller haha 😂

[Joby Investor Watch @JobyWatchDog]

@DePassiago @JagOBX @the_mister_mack Tell me you don't know what "up to" means without telling me. They are nowhere near that $148M . Nice publicity stunt considering it fooled you.

Joby's main contract is in their 10-Q ($55.6M), plus data online from Xwing and other multi-million dollar project contracts.

[Joby Investor Watch @JobyWatchDog]

@oliwalkerjones Delivering non-stop! $JOBY second to none 🔥 ✈️ 🤖

[Joby Investor Watch @JobyWatchDog]

Looks like $JOBY had N162SA, the 2nd Cessna 208 equipped with Superpilot, take a spin out at Buchanan Airport in California ✈️

$JOBY just attacks flying on multiple platforms 🔥

[Joby Investor Watch @JobyWatchDog]

@jobyaviation Yup, we know you did 😉

[Joby Investor Watch @JobyWatchDog]

Looks like $JOBY had N162SA, the 2nd Cessna 208 equipped with Superpilot, take a spin out at Buchanan Airport in California ✈️

$JOBY just attacks flying on multiple platforms 🔥

[Joby Investor Watch @JobyWatchDog]

Now we have N542JX getting in on the flight action ✈️

You never know which aircraft will be flying for $JOBY on any given day. So many to keep track of!

$JOBY second to none 🔥

[Joby Investor Watch @JobyWatchDog]

1st flight today for N542JX & the 2nd overall flight at Marina for $JOBY. ✈️

$JOBY is the clear expert on piloted VTOL flights.

Vertically integrated ≠ commercial off-the-shelf (COTS)
🍎 vs 🍊

One is playing the long game, while the other is racing against the clock ⏰.

[Joby Investor Watch @JobyWatchDog]

After a nice long weekend, $JOBY is back at it again with two more flights for N541JX ✈️

$JOBY second to none 🔥

[Joby Investor Watch @JobyWatchDog]

On Friday, N541JX took another spin around Marina ✈️

Building aircraft & flying them apparently isn’t as easy as $JOBY makes it look 🔥

[Joby Investor Watch @JobyWatchDog]

On Friday, N541JX took another spin around Marina ✈️

Building aircraft & flying them apparently isn’t as easy as $JOBY makes it look 🔥

[Joby Investor Watch @JobyWatchDog]

One, two, three flights today for N541JX. $JOBY is just out here doing what they do ✈️

[Joby Investor Watch @JobyWatchDog]

They produced N704AX shortly after that Aug 2025. So N705AX & N706AX should have been the other two in final assembly back in Aug 2025.

They never said 10 aircraft in 2026, that was the goal for 2025. What you highlighted was them saying they are working toward 6-8 more aircraft to reach 8-10 flying aircraft total. The bigger change in messaging has been shifting toward a high level production ramp to 50 per year, compared to the previous quantity goals and 2 per month. Sources from quarterly reports below:

Feb 2024 (Q4 FY2023):
• 3 conforming (later to be non-conforming) aircraft under construction (N703AX, N704AX, N705AX)

May 2024 (Q1 FY2024):
• On path to build 6 conforming (later to be non-conforming) aircraft
• First of those in final assembly now (N703AX)

Aug 2024 (Q2 FY2024):
• 10 aircraft in 2025 goal
• 48 in 2026 goal
• 252 in 2027 goal
• 650 in 2028 goal

Nov 2024 (Q3 FY2024)
• 10 aircraft in 2025 goal

Dec 2024:
• 2 aircraft per month by end of 2025 goal
• 650 target pushed back 2 years to 2030
• Georgia (GA) production facility built

Feb 2025 (Q4 FY2024):
• First GA aircraft starting at GA
• First GA produced aircraft targeted for early summer 2025
• Planning 10 aircraft in 2025
• Claimed to be first OEM to be scaling piloted aircraft in US.

May 2025 (Q1 FY2025):
• First piloted, CTOL only N703AX produced (construction started Feb 2024)
• Would not confirm 2 per month by end of 2025 goal

Aug 2025 (Q2 FY2025):
• 6 aircraft in production, 3 of them in final assembly (Meaning 2 of them being N704AX & N705AX that started back in Feb 2024)

Sep 2025:
• N704AX likely produced (FAA registration) after starting back in Feb 2024

Nov 2025 (Q3 FY2025):
• Near-term goal = ramp to 50/year
• Still building out capability to support that rate
• Still assembling initial fleet

Mar 2026 (Q4 FY2025):
• Continue to expand Midnight fleet throughout 2026 with several aircraft in various stages of completion

May 2026 (Q1 FY2026):
• Still working through that initial fleet
• Working to ramp up to 50/year

[Let's Talk Joby @tb_travis]

$JOBY Do You (Level-C) What I See…👀

We knew Joby’s Level-7 CAE flight simulator was already installed (⚫️ globe)…

But we’ve been waiting to hear more about the Level C Full-Motion Simulator…

Well now we know…it’s already being installed! (right edge of the pic😎)

[Joby Investor Watch @JobyWatchDog]

@CantoRobinHood @LouisBourse I love that facts straight from the man himself are considered hate 😂

[Joby Investor Watch @JobyWatchDog]

Riiiight. So why does almost everything he says end up missing the mark that he sets for himself?

Flight Demo:
https://t.co/oMHeoScim2

Production:
https://t.co/R9hmWjrODb

FAA Progress Reporting:
https://t.co/0f63xLoG9y

Military Contract:
https://t.co/X3iIsIYPxv

First Piloted VTOL:
https://t.co/JtaTM3zzfm

First Conforming Aircraft:
https://t.co/JLZUmed4sd

[Joby Investor Watch @JobyWatchDog]

Devil is in the details. Read it again my friend, it is "up to". Archer updated their website recently to fix that since the $142M you are showing is actually 2 contracts. The IDIQ was for $110M but to date it shows $1.293M obligated. I go back to my marketing comment.

[Joby Investor Watch @JobyWatchDog]

This is the previous patent that was updated Dec 2025 & filed Feb 2024.

https://t.co/hdOPOXMU5B

[Joby Investor Watch @JobyWatchDog]

An updated patent for a Electric Autonomous aircraft was published by $JOBY on 14 May.

The filing appeared to provide more fidelity images & system visuals compared to the more conceptual drawings seen in earlier applications 👀

https://t.co/K2QcE3HNIs