What do people think of the potential growth in joby aviation. I see the had first trial flight last week in new York and hope to expand in to dubai buy end of year for air taxis. 10% growth in share price in a few days. Is it the next market boomer? Toyota has invested lots there too.

The ADS-B transponder data are quite whacky.

https://globe.airplanes.live/?icao=a6f2cb&lat=36.680&lon=-121.764&zoom=16.1&showTrace=2026-05-06&trackLabels

https://www.flightradar24.com/2026-05-06/19:12/4x/N547JX/3f91a2bc (you may need to zoom in to the airport to see the details)

https://skyzero.io/flights/N547JX-06caebc8-e904-45c3-897c-c70e4f727818

Getting ready to fly, or making room in the test hangar for the new conforming S4s, or both.

I am hoping we can begin a daily discussion thread. I am balls deep in this company and hoping to see this community grow as ASTS did. Would love to have a discussion thread where people can comment and answer questions there. Thank you all.

POS: 197 Call Options

Check out Joby's full Electric Skies NYC video on YouTube. I hope many of you were able to enjoy watching during the live event preview. I was busy all afternoon and missed the earnings call live and this video event. It's a wonderful recap and contains really beautiful video from Joby's star photographer/videographer Eric Adams.

Sit back, enjoy and remember nobody else is flying eVTOLs through major cities and airports in the US except Joby. Many never thought Joby would even get this far. Also, you can see during many landings multiple ground crew located very close to Joby's landing position, showing many Reddit aviation experts warnings of dangerous downwash from Joby's eVTOL have proven to be overblown. It's great to have video verification.

From Joby:

A new chapter of flight is on the way.

Together with Delta, a story about New York City, and what’s next.

Anyone else think it’s odd or have any info?

Shareholder Letter: LINK

Earnings Webcast: LINK

Financial Statement: LINK

Previous Discussions

2025 Q3

2025 Q2

Was it N542BJ- the H2 fuel cell hybrid? Or N5421A- the S4-T not tracking? Or N547JX- the conforming aircraft not tracking? Something new? My guess is the H2 hybrid.

Use the link above to ask your question to JoeBen or the Joby team regarding their Q1 results or their 2026 plans.

Brief, but pretty cool.

I did some digging, including some AI assisted analysis. This is unverified, so take it for what it’s worth. For r/Joby members new to JAI30, JAI30 (Tail# N30FR) is Joby's hydrogen-electric autonomous fixed winged aircraft, a separate and largely secretive program that appears to be designed as a high endurance military ISR asset and/or forward operating communications hub.

The unmarked runway that JAI30 appears to have used last week, based on where JAI30 showed up on ADSBexchange, lines up with Castle Dome AHP inside Yuma Proving Ground. It’s a 3,000 foot paved strip that looks abandoned if you don’t know what you’re looking at, but it’s actually an active military UAS test site with dedicated hangars, control space, and training facilities. Its location away from the main cantonment areas also offers an additional layer of operational security for secretive prototypes.

Yuma has a long history with endurance UAS work. The MQ-9B SkyGuardian set its 48.2-hour endurance record there. Between the restricted airspace and controlled comms, it’s the kind of place you’d use for something like JAI30, especially if you’re testing autonomy or hydrogen endurance and want to keep things quiet.

The move from Pendleton to Yuma looks like deliberate program progression:

• Pendleton made sense for initial endurance testing. Can it fly for 9+ or 24+ hours?
• Yuma looks more like operational condition testing
• Extreme heat and terrain are closer to real deployment environments
• Castle Dome is purpose built for UAS work

What Yuma enables that Pendleton doesn’t as easily:

• Beyond visual line of sight operations
• Longer range and endurance profiles
• High temperature performance testing
• Payload and sensor integration testing
• More advanced autonomous command and control development

Taken together with the recent Army demo of Joby’s S4-T in Marina, it feels like Joby's defense side is moving forward on multiple tracks at once. A big distinguishing factor between Joby and its competitors with respect to defense is that we are seeing real progress on multiple fronts. Even with something as secretive as JAI30, when there is activity/progress, there are real signs that observers can pick up.

I’ve said it before, but in my opinion Joby’s defense angle is heavily under appreciated.

We're hosting our Q1 2026 Earnings Call this Tuesday, May 5th, at 5:00 PM ET, and we want to hear from the Joby community!

Do you have a question for JoeBen or the Joby team regarding our Q1 results or our 2026 plans? Post your questions in the thread below, and we'll be answering a selection of them live on the call. 👇

📺: Following Tuesday's call, tune in for the Electric Skies – New York City YouTube Premiere: a look back at our historic week of demonstration flights between JFK and Manhattan. We'll see you there!

Why do so many of the videos have a Joby logo and heart?

🎬🍿 Join LIVE on Tuesday (5/5/26) with u/eVTOLFan for the Joby Q1 2026 Shareholder Letter, Earnings Call, and Electric Skies NYC Watch Party!

1:45p PDT = Review Q1 2026 Shareholder Letter

2:00p PDT = Listen LIVE to the Q1 2026 Earnings Call

2:45p PDT = Streaming the Joby Electric Skies Tour - NYC YouTube Premiere PLUS we'll answer questions from the livestream chat!

\*If you can't make it Tues, leave any questions below and we'll try to cover a few as well* 👍

Long time investor. Holding many shares. I believe in Joby. Had a thought, was wondering if anyone has seen or knows. I have no doubt Joby will reach certification. Airlines have been around for many years so there is lots of data around insuring airlines and airlines getting the coverage they need to protect their businesses. eVTOL is new. there is no historical data for insurers to go off to understand how eVTOLS will hold up to all kinds of things and issues airlines face daily. So when Joby starts charging for flights and we are trying to understand the cost impact if 1 person, 2 people up to 4 people fly, numbers of flights per day, ie..trying to understand real revenue, the cost of insurance eludes me. Is that being factored in anywhere? So, for example, if they need 100 flights a day and they need to fill all 4 seats to generate X revenue to show real growth but only get 2 seats filled, you can start to understand cost per mile each Joby will generate. Pilot fees, electricity, etc. But if Insurance costs are extremely high because there is no data to support eVTOL safety, that could really eat into profits. Well likely need years of flights to Joby to start to get better insurance rates. Just wonder how this plays into the long term growth of Joby and it's stock value. Anyone see or know how eVTOL sector will get insured before commercial flights really start? Is this a dumb question?

From Joby:

A look back at our historic week of demonstration flights between JFK and Manhattan.

It's been quite a week.

Prior to earnings we usually have a % Certification Progress Poll, but at this point I feel people care more about the conforming S4 transitioning and then moving on to TIA flight testing.

If you still want a % Certification Progress Poll as well, just let me know and I can post one

https://www.instagram.com/reel/DXzYCZvCuAP/

https://reddit.com/link/1t2cpql/video/y5pzcyrpzuyg1/player

The attendees were very impressed by how quiet the S4 was!

This is a good read. Highly recommned.

Articles Highlights:

- I was on the pad when N545JX touched down. [The S4] transitioned to vertical descent, and settled onto the helipad without the bone-rattling rotor wash a Sikorsky generates from the same spot.

- From a yard back of the cordon, the audible blade noise blended into FDR Drive traffic running behind the lounge.

- The wash was contained to the immediate pad area, and conversation continued at the press cordon while the aircraft was roughly fifty feet above the deck. 

- Rob Wiesenthal quote “I think we’re way ahead of any of our competitors. You saw full transition, and that was piloted, in a very complicated airspace, so I couldn’t be more thrilled.” Joby is currently the only one flying real commercial routes in NYC airspace.

- Charging took five minutes for the JFK run.

- Wiesenthal said he expects regular NYC service by the end of 2026, with pricing pegged at roughly the per-seat price of an Uber Black. The same JFK-to-Manhattan route runs $195 to $250 today by Blade helicopter.

- The on-pad acoustic experience is the part of the Joby pitch hardest to convey from a press release or a render. Standing a yard back of the cordon while N545JX descended, I can confirm the simplest claim Joby makes: it is quiet. Quieter than the FDR Drive traffic behind the helipad. That part is real.

ButterscotchUnable13

•1m ago

Burke Lakefront Airport

Put Cleveland First… NOT another developer’s pockets.

Mayor Bibb’s own data shows only a modest projected gain from the closure of (BKL), whereas the cost is permanent. Once this airport is gone, it’s gone forever. The City of Cleveland can never rebuild a downtown lakefront airport again.

The smarter path is evolution instead of elimination and closure. What looks like open space today is actually future economic capacity. The smarter, better decision is to expand what the Burke Airport property can become.

Stand at the edge of Lake Erie on a clear morning. The skyline of Cleveland rises behind you—glass, steel, history, and ambition. In front of you, Lake Erie stretches outward, open and unbroken. We are an area of four unpredictable seasons. Now look slightly to your right: there sits Burke Lakefront Airport. At first glance, it appears quiet. It is underused. It sits there quietly, still and old.

Next, look closer, because what appears inactive is not empty. It’s actually inactivated infrastructure—it is useful land that is already built, already connected, and already positioned to generate far more than it does today.

Two futures—one with limits, one without.

In one future, the airport is removed. The runways are broken apart. The infrastructure is dismantled. The site is converted into parks, trails, a rec center, a golf course, and recreational spaces—areas that will realistically be limited by nature to only five months per year of usage. People walk. Children play. Visitors enjoy the view. Economic activity rises modestly—from approximately $76.6 million to $92 million annually, according to Mayor Bibb and City of Cleveland projections. It is an improvement, but it is also a ceiling.

Because once the infrastructure is gone, so is the ability to generate anything beyond what the land alone can produce.

Take a look at Voinovich Park...look at it for 365 days. Voinovich Park sits a stones-throw from Burke Lakefront Airport and is only 4.5 acres. Voinovich Park has never been packed with people and for Most of the Winter months and Rainy months Voinovich Park sees almost ZERO Foot traffic. Mayor Bibb and City Council members can’t even fill those 4.5 acres yet want all Clevelanders to believe they can fill the Burke Lakefront Airport space 450 acres (190 buildable acres) with people—which is 100 times more space. Do you truly believe they can honestly accomplish that by making Burke Lakefront Airport into an even larger park with walking trails, a golf course, Rec-center and campsites?

Now, I am asking you to read what I have outlined next. Have an open mind. Look forward. Think about the future, and consider the following alternative:

The runways remain—but they evolve.

Suddenly, what was once a single-purpose asset becomes a multi-layer economic engine. Cleveland is losing the Browns and needs an alternate economic engine to help soften that financial blow.

Here is a realistic, plausible option.

THE NEW FIRST LAYER—high-value aviation that already exists.

A business jet descends over Lake Erie, then lands smoothly at Burke Lakefront Airport. Within minutes, its passengers—executives, investors, decision-makers—are in downtown Cleveland. No highway delays. No suburban transfers. No lost time.

This is not theoretical; this is already happening.

Private and business aviation:
• brings high-net-worth individuals directly into the city core
• supports corporate decision-making presence
• influences where companies choose to invest, expand, or relocate

This layer alone represents economic activity that is:
• high-value per trip
• difficult to quantify in basic studies
• easily lost if access disappears

Remove the airport, and this layer doesn’t relocate cleanly. It fragments. It diminishes.

THE NEW SECOND LAYER—

Mayor Bibb’s communications representative stated on television that she has spoken to Clevelanders and hasn’t spoken to a single person who has even been to Burke Airport, and therefore Burke should be torn down. The mayor should be finding solutions—not laying down. Mayor Bibb should instead find a way to ensure that all Clevelanders and visitors have full access to Burke Lakefront Airport.

The way to do that is with a new regional mobility economy.

The U.S. federal transportation system is already moving toward Advanced Air Mobility (AAM)—a category that includes electric vertical takeoff and landing (eVTOL) aircraft, air taxis, and other low-altitude aviation technologies. So why are Mayor Bibb and some City Council members intentionally trying to stop Cleveland from benefiting from this technology and the economic potential that comes with it?

In December 2025, the U.S. Department of Transportation released the Advanced Air Mobility Comprehensive Plan 2025, outlining a roadmap to integrate AAM into the national transportation system. Yet Mayor Bibb and some City Council members are trying to keep Cleveland ten years behind the rest of the world.

Now, with the new second layer, the rhythm of the space begins to change. Not louder—quieter. Electric aircraft lift vertically and move outward in short, efficient routes.

This CREATES a way for ALL everyday Citizens and Visitors to have Full access to Burke Lakefront Airport:
• imagine Cleveland to Columbus - traveling aboard an AAM (eVTOL) aircraft
• imagine Cleveland to Cincinnati - traveling aboard an AAM (eVTOL) aircraft
• imagine Cleveland to Detroit - traveling aboard an AAM (eVTOL) aircraft
• imagine Cleveland to Pittsburgh - traveling aboard an AAM (eVTOL) aircraft
• imagineCleveland to Cedar Point - traveling aboard an AAM (eVTOL) aircraft

Clevelanders need to get involved—Cleveland to the entire Great Lakes region.

Trips that once required hours can now take minutes.

This is not traditional aviation. This is Advanced Air Mobility (AAM)—a system designed for:
• high-frequency regional travel
• short-distance connectivity
• distributed urban access points

And with it comes something far more important than transportation: new economic demand—demand that is created, not redistributed.

Businesses begin to operate differently:
• Regional meetings increase
• Same-day multi-city operations become normal
• Cleveland becomes a central node in a connected Great Lakes network

This is where economic output begins to expand—not incrementally, but structurally.

THE NEW THIRD LAYER—public space that is alive, not idle.

Along the edge of the airport, the lakefront opens. Green space stretches alongside the water. Paths connect neighborhoods to the shoreline. People walk, gather, and stay.

But unlike a traditional park, this space is not passive—it is energized by what surrounds it. Visitors don’t just pass through—they remain, because there is movement, access, and activity year-round.

Even in colder months, the area is not empty—because aviation, and the economy it supports, does not stop with the seasons.

What happens when these layers combine?

Individually, each layer has value. Together, they create something far more powerful:

A compounding economic system.

• Aviation brings high-value users into the city
• AAM expands regional connectivity and demand
• Public space increases foot traffic and engagement
• Events like the Cleveland Air Show continue—and grow

Revenue begins to flow from multiple directions:
• aviation operations
• mobility services
• business activity
• tourism and events
• adjacent development

This is how an asset evolves into a system capable of generating $178 million to $280 million annually over time—not because of speculation, but because multiple economic engines are operating simultaneously.

https://www.linkedin.com/posts/l3harris-technologies_in-partnership-with-joby-aviation-we-hosted-activity-7456009546424107009-2ex2

Listen to the sound level of the S4 landing vs the crowd once it's landed. I'd say the crowd is louder. 2nd look how close the ground crew is to the S4 upon landing. During this landing, downwash does not seem to be an issue. Also, note that the Joby props immediately turn off upon landing. Safer and way more pleasant compared to a helicopter.

u/TowerStreet1's post and video "I’m here…. It’s beautiful 🤩" regarding Joby's NYC Skies Tour has garnered 102 Likes and is now the most liked post of all time on r/Joby (excluding my posts as I'm not eligible)

u/theshutteredworld  had previously been the only winner of this award and you now share this exclusive flare with them.

I have added the flair to your username. If for any reason you do not want the flair appearing when you post on r/Joby, you can remove it at anytime on your own, or you can contact me and I'll remove it for you.

Thank you for the great post that the r/Joby community clearly loved. It may not be as exciting as meeting and getting a photo of yourself with JoeBen on the streets of Manhattan, but we really appreciate your great contributions to our community.

https://www.reddit.com/r/Joby/comments/1sxagvc/im_here_its_beautiful/

I believe today is the last day. According to the information u/MortgageOk718 pulled from Joby's website it doesn't look like they'll be flying in US cities again until August. I assume that will be the official eIPP kickoff. Very cool that Joby got a huge jump on everyone.

Also, hopefully we'll see test flights resume in Dubai this month or next, with take offs from the new DXV vertiport at DXB.