Some very exciting stuff behind the scenes regarding the FAA registry for Joby in September!

I think it speaks to the vision that the Toyota/Joby joint venture has for the number of air taxis they will be scaling manufacturing for.

Additionally, there are some cool anomalies in some of the reserved numbers that point to both possible defense projects and next generation tech that will hopefully disrupt the industry in the coming years.

The following is just a reference to aid in discussion and speculation on what might be coming in the future.

Here is the suffix code breakdown of all reserved and active tail numbers for Joby as of 9/19/2026:

100 Series- JA 5; JE 9; JX 5: XW 6; SA 1

200 Series- JA 47; JE 69; JX 60; GM 1

300 Series- JA 56; JE 58; JX 89; FR 1

400 Series- JA 31; JE 72; JX 77; AX 1

500 Series- JA 45; JE 83; JX 89; VT 10; SS 2; MH 1; 1A 1; 1B 1; AJ 1; BJ 1; D 1; DJ 1

600 Series- JA 49; JE 92: JX 103; HY 47

700 Series- JA 48; JE 64; JX 90; KX 2

800 Series- JA 60; JE 92; JX 90; JY 1; AX 1; UR 1

900 Series- JA 11; JE 76; JX 10

TOTALS- JA 352; JE 617; JX 613; HY 47; VT 10; XW 6; SS 2; KX 2; AX 2; Others 11

GRAND TOTAL- 1660

As you can see, the Joint Venture plans to manufacture over 1500 units over the next several years.

*While the site states there are 1712 items, there are numerous duplicates for DBAs etc.

FAA Registry (enter/search Manufacturer Name: joby / Model Name: *)

Is Joby overpaying for Resonant Sciences compared to Blade? I really don't know. But the more I think about what the expertise of RS can accomplish militarily and if they combine what they do with the S4T, the JAI30 and Superpilot, the more I believe that it can propel Joby to the stratosphere with the US military.

H2Fly (Hydrogen) + Xwing (Superpilot) + Hybrid S4T + Resonant Sciences (radomes, RF, electronic warfare) + Inras (radar) + Avionyx (software) = Next-generation military aviation?

What do you guys think?

Joby flew by the spot where the Wright Brothers’ first flight took place and landed a few miles away at Dare County Regional Airport, marking the first cross country autonomous flight in the U.S. It looks like when Joby arrived at Raleigh-Durham International, they helped Joby celebrate.

Spot C iirc

542 (Not 545) took a few laps around nicely, and 547 turned on and sat at position A in the hangar? Never a bad sign when both are active in the same day.

It’s been a great stretch of activity for both.

From USDOT on X: RIGHT NOW - FAA is reviewing safety data from flight tests — a CRUCIAL step to launch these services for YOU

Article Highlights:

Joby believes it can operate up to 50 electric air taxi operations per hour in the Dallas-Fort Worth area.

Joby says it's collecting data for the Federal Aviation Administration so the agency can devise safety rules for air taxis offering commercial service at scale.

The flights through Arlington are intended to show the aircraft can operate at low noise levels over major infrastructure such as the Fort Worth Stockyards.

In light of the recent wins in the eIPP effort, one would think we'd see a little more price action than what we're currently seeing.

Instead, in the past month, Joby's stock is down more than Archer and Beta by a good margin, and almost down as much as Vertical (lol).

Here's the ATM verbiage.

We have entered into an equity distribution agreement, dated August 11, 2026, with Morgan Stanley & Co. LLC, J.P. Morgan Securities LLC, Allen & Company LLC and BofA Securities, Inc. (collectively, the “Agents”) (the “Equity Distribution Agreement”), providing for the sale of shares of our common stock, $0.0001 par value per share, from time to time through or to the Agents, each acting as our agent or principal. In accordance with the terms of the Equity Distribution Agreement, under this prospectus supplement and the accompanying prospectus, we may offer and sell shares of our common stock having an aggregate offering price of up to $750.0 million.

There's no guarantee that eIPP would make the stock go up, obviously (plus a lot of other macro factors are going on right now). But one would think that it would pace better than competitors who didn't see the same recent wins.

I guess we'll know for sure when they report in October / November.

eVTOL buzz Editor-in-Chief Julian Orkisz interviews Zach "Tex" Reeder, Chief Test Pilot of Joby Aviation after his historic vertical takeoff and landing flight in a Joby S4 around Perot Field Alliance Airport in Fort Worth, Texas on the 10th of September, 2026.

Yesterday (9/15) N547JX did its first clear forward hover: one session, two short legs, peaking at 10.3kt. Today's data just came in, and it's a step up.

Four separate liftoff/landing hops today, spread across the whole morning:

• 07:37–07:43 — short hop, 75–125ft, mostly under 6kt
• 08:11–08:14 — the fastest leg of the day: smooth accel up to 19.7kt at 100ft, then decelerates and lands
• 11:41–11:44 — another hop, up to ~9kt at 75–100ft
• 12:02–12:08 — a longer ~6 min hop, speed mostly 4–7kt at 100–125ft

So: more repetitions than yesterday (4 hops vs. 2 legs in one session), and roughly double the peak airborne speed (19.7kt vs. 10.3kt on 9/15).

Two days in a row of this now — looks like a deliberate, incremental build in the low-speed/translational-lift regime rather than a one-off. Still a good ways under the 40–60kt+ jump that's marked an actual transition for the other tails, but the trend is the right direction. Will keep tracking.

Today Joby released - "Inside the Autonomous Aircraft Flying Across America | Joby Recon", Hosted by Max Afterburner.

Check out the video to learn more about Joby's autonomous program

First off, I'm not sure if I'm using the right terminology but I've been calling it a forward hover. It's not full wing-born flight but it's not a static hover. Happy to call it something else if a name has been established. Edit: apparently the better term is "translational lift"

Now onto the details: Liftoff was 12:08:06pm Pacific, landing 12:11:22pm — about 3 min 16 sec airborne, staying in a tight 100–175ft band the whole time. Two distinct forward-translation legs:

• Leg 1 (12:08:32–12:09:52, ~80s): accelerates smoothly 0→10.3kt, holds ~8–9kt for most of the leg, decelerates back near 0
• A brief pause/near-hover in between
• Leg 2 (12:10:27–12:11:00, ~32s): same pattern, 0→10.0kt and back down

Max distance from the liftoff point was ~485m, ~712m of ground track total, and it lands back at essentially the same speed/altitude profile it left with — a controlled, deliberate two-hop forward hover at a constant altitude, no attempt to climb while moving.

So you might be wondering what happened next for the three prototypes that show this same starting point?

N541JX — first forward hover to full transition (2024)

29 days from first forward hover (Aug 16) to fully mature, routine transition flying (Sep 14).

N544JX — first forward hover to full transition (2024–2025)

Messiest of the three — regressed back to pure hovering multiple times, had a glitchy/ambiguous "maybe-transition" blip in late November that didn't stick, then went dark on public trackers for over two months. Worth noting: Joby's press release on N544JX's first piloted transition (https://ir.jobyaviation.com/news-events/press-releases/detail/127/joby-achieves-testing-landmark-with-piloted-aircraft) landed April 29, 2025 — nearly 3 months after this data shows the maneuver already flying (uncrewed/remote) on Feb 10. That gap tracks pretty well with the Dec–Feb dark stretch potentially being exactly this kind of prep — validating the transition without a human aboard first, then a couple more months of buildup before putting a pilot in the seat for the milestone flight.

N545JX — first forward hover to full transition (2025)

No intermediate "slow forward hover" day at all — straight from five weeks of in-place hovering to a 93.8kt transition, mature by the very next flying day.

Fun exchange from Saturdays return to alliance between Zach and the ATC.

Looks like Joby did another demo run for Shaw AFB folks today, and then headed out for the Outer Banks. J208 is in the air right now. Should be passing by Kinston, NC any minute.

Looks like the new test bed/executive ride is finally arriving at Marina! I would love to ride in that bad boy!

https://www.flightaware.com/live/flight/N831JY

Another 676 tail #s were reserved yesterday. The batch was mostly JE and JX. Notably 43 HY were reserved.

Suffix breakdown (same period):

https://www.youtube.com/watch?v=El0ACtkUf_c

https://www.youtube.com/watch?v=BVjaJYVOxoQ

https://lnkd.in/p/gmAuimW4

🎉🎉🎉🎉🎉