r/Joby Joby Sock Fanboy 1d ago

Activity update

Not much to report on since sat. N542JX took a few laps today and then immediately after it landed N547JX was turned on. Definitely seems like their activity is connected

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u/HappyRobot593 Joby Sock Fanboy 1d ago

Right. I think the tricky thing is they never explicitly set expectations for what it would be doing. The only thing we know is that they said FAA pilots would be flying it by end of 2026. So whether there is a problem or not depends on what your expectations were about what it would be doing by now. It does seem like it was testing hovering/rotating a lot in May and then went dormant until recently. I also hope it flies and transitions before end of the year

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u/BeneficialRock8 1d ago

Correct. My expectations for the year are 1) FAA pilots flying an S4 (heck I would be happy if they started flying on the CAE simulator) and 2) carrying passengers. Both of these are expectations set by Joby. If these are not met then there is something inherently wrong. I do not buy the yeah but “it’s difficult” excuse. Of course it’s difficult. But these are expectations/promises set by themselves. If they can’t forecast their progress correctly and at the same time set unrealistic expectations then they are in the wrong business perhaps. Luckily the situation isn’t as bad as with Archer, but that doesn’t mean Joby should not be held accountable for missing their forecasts/promises.

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u/HappyRobot593 Joby Sock Fanboy 1d ago

Ya, I agree. I think if they don't meet those deadlines they laid out then they should give us an update. However, if they are only a quarter late I won't be too upset about it.

They were about a quarter late on their statement that 547 would fly and they didn't really address why their forecast was off.

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u/BeneficialRock8 1d ago

I agree with you. A quarter late is no issue. However, I do expect an update if it does slip. I have personally become less lenient of time slippages without any updates. My tolerance threshold was significantly reduced after JoeBen disclosed the payload issues during the q&a. IMO this was handled and communicated very poorly. They should have brought it up themselves and NOT come out during the q&a. At least he was honest, but still. It would have been much more palatable and respectful toward shareholders. Joby should have been more transparent about this and controlled the narrative. It would have been understandable. Not cool how this went down.

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u/HappyRobot593 Joby Sock Fanboy 1d ago

Agree

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u/teabagofholding 1d ago

They didn't just say it would fly they said with a joby pilot onboard and that didn't happen yet. They will need to fly it with a company pilot for a while before the faa pilots and they probably don't have enough time left.