Joby Investor Watch

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 👀 ppubs.uspto.gov/api/pdf/downlo…

On Friday, N541JX took another spin around Marina ✈️ Building aircraft & flying them apparently isn’t as easy as $JOBY makes it look 🔥

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

Archer plans to build 10 aircraft this year. According to their update on Aug 11, 2025, 3 out of 6 aircraft in production were in "final assembly." It’s been 9 months since that announcement. There's a high probability that the 3 registered tails after N704AX specifically N705AX, N706AX, and N707AXare either fully completed or in the final stages of roll out. 📈✈️ $ACHR

$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😎)

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

@JobyWatchDog @LouisBourse Haters gonna hate

🚨CEO BEHAVIOR ALERT🚨 Since January 2025: $JOBY CEO JoeBen Bevirt: $25M+ in insider sales through continuous Form 4 filings. ⛔️ $ACHR CEO Adam Goldstein: zero insider sales. ✅ One CEO keeps monetizing. The other keeps full skin in the game. @flyarcher

Riiiight. So why does almost everything he says end up missing the mark that he sets for himself? Flight Demo: x.com/tb_travis/stat… Production: x.com/JobyWatchDog/s… FAA Progress Reporting: x.com/JobyWatchDog/s… Military Contract: x.com/JobyWatchDog/s… First Piloted VTOL: x.com/JobyWatchDog/s… First Conforming Aircraft: x.com/tb_travis/stat…

@LouisBourse @flyarcher Adam is the real boss

This is the previous patent that was updated Dec 2025 & filed Feb 2024. ppubs.uspto.gov/api/pdf/downlo…

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 👀 ppubs.uspto.gov/api/pdf/downlo…

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: Over the last 8️⃣9️⃣ days, radar shows ground & hover testing w/ the new FAA-Conforming eVTOL during 5️⃣8️⃣ days! …all while the entire FLEET keeps racking up days😎 N5421A = 1️⃣1️⃣ days N541JX= 3️⃣5️⃣ days N542JX= 1️⃣0️⃣ days N544JX= 5️⃣ days N545JX= 1️⃣4️⃣ days N547JX= 5️⃣8️⃣ days

@DylanisDylan11 No we do not. Not sure if you are trying to tie this to the neck and neck comment or just generally asking 🤔

@JobyWatchDog For the Joby conforming aircraft - do we know how many total flights or miles that aircraft has flown by chance? Honest ?

$ACHR $JOBY It’s so interesting when one company does one thing - the other side fans deem it unnecessary Hey a lot of Joby investors have called Adam an Actor - I guess he was fulfilling the prophecy Point blank - you have an eVTOL on a CBS show for millions to watch = good for the industry Love ya watch dog!!

@tb_travis Wait....what about... 🇰🇷Korea's K-UAM Grand Challenge (December 2024) Zero (0) Archer flights occurred investors.archer.com/news/news-deta…

$ACHR Fun Fact. The company has promised flight demos several times using Midnight, but… 🇯🇵 Osaka World Expo (Oct 2025) Zero (0) Archer flights occurred 🇺🇸 Salinas Airshow (Oct 2025) CTOL-only using Archer M001 (N703AX) 🇦🇪 Dubai Airshow (Nov 2025) Zero (0) Archer flights occurred 🇺🇸 eIPP demos in NYC (Spring 2026) Zero (0) Archer flights thus far…first day of summer is Jun 21, 2026⌛️

@elpistollero_ Hopefully they both succeed, but one company keeps missing dates they set themselves, word smithing, & saying things like the below instead of simply executing. There is a difference between evolving an industry together & constantly saying absurd things x.com/hanyang_02/sta…

@JobyWatchDog Pourquoi toujours essayer de ce persuader du bon choix? Les deux sont complémentaire et évolueront en parallèle avec des points fort et faibles dans chacun d’eux

Some companies do commercials & TV appearances talking 🗣️ up aircraft capabilities still deep in testing, while still aiming for piloted VTOL flight... Meanwhile, $JOBY focuses on doing, flying in NYC 🍎, UAE 🇦🇪, Japan 🇯🇵, & the San Francisco Bay 🇺🇸 to name a few 😉

A couple more that were reserved incorrectly back in July 2025, that were also now reserved under Joby Aero Inc. on 18 May 2026. N540JA N5421B N542D N542DJ

More tail numbers were reserved by $JOBY on 18 May ✈️ N551JX N556JX N561JX N562JX N563JX N564JX It’s a small fee to reserve them, but they’re locking in sequential ones as much as possible 😎

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

@NickJointson @tb_travis In plain English my friend, Midnight is an eVTOL aircraft. They called that aircraft Midnight. It’s that simple. You call me a hater for pointing out what Archer stated? I always get a laugh when people get upset when I point out what they say, which I don’t control. Enjoy ✌️

What I posted? It's a screenshot of what you posted. Get a grip. CTOL flight is still flight. I highlighted it for you and you still ramble on.. They have not moved to the transition phase of their flight test program yet. There was an issue with N703AX that they fixed for N704AX, which is literally like 2 months old. You're not a Joby fan, you're just a Archer hater. It's sad really.

$ACHR The aircraft featured in the video is Archer 703AX, it requires a runway, it doesn’t takeoff vertically, by definition, it isn’t an eVTOL🔍

@NickJointson @tb_travis You clearly haven’t been following along Archer for years if you don’t know they call all these aircraft Midnight. Hmm..I happen to see the words “showcase piloted Midnight” literally in what you posted. Again, what is Midnight then?

@JobyWatchDog @tb_travis You're not even close to being a serious actor at all.

@NickJointson @tb_travis So is the Midnight a eVTOL or not? They are literally saying N703AX is the Midnight, but it can’t VTOL. Interesting how they just use the word Midnight to explain 3 very different types of aircraft (N302AX, N703AX, & N704AX). news.archer.com/archer-showcas…

@tb_travis Oh, so you're just lying. Got it.

@oliwalkerjones @VirginAtlantic Good thing $JOBY has been quietly building momentum in the U.K. for years now 😉🇬🇧 x.com/JobyWatchDog/s…

Enjoyed being back in the 🇬🇧 to talk about the future of air travel in the U.K. with $JOBY partners @VirginAtlantic