Joby Aviation (NYSE:JOBY) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Company ParticipantsJoeBen Bevirt - Founder and CEOKristine Liwag - Executive Director and Head of Aerospace & Defense Equity ResearchPaul Sciarra - Executive ChairmanRob Wiesenthal - CEORodrigo Brumana - CFOSavi Seip - Managing DirectorTeresa Thuruthiyil - Head of Investor RelationsConference Call ParticipantsAmit Dayal - Managing Director and Senior Equity Research AnalystAndres Sheppard - Managing Director and Senior Equity Ana ...

Joby Aviation (NYSE:JOBY) Q4 2025 Earnings call February 25, 2026 05:00 PM ET Speaker7Greetings, welcome to the Joby Aviation Fourth Quarter and Fiscal Year 2025 Financial Results Conference Call and Webcast. At this time, all participants are in listen-only mode. A question-and-answer session will follow the formal presentation. You will be placed into the question queue at any time by pressing star one on your telephone keypad. As a reminder, this conference is being recorded. It's now my pleasure to turn ...

Here's a look at the details from the report   JOBY stock is moving. Watch the price action here.The Details: Joby Aviation reported quarterly losses of 14 cents per share, which beat the Street estimate for losses of 22 cents, according to Benzinga Pro data.  Quarterly revenue of $30.84 million beat the consensus estimate of $16.96 million by 81.79% and far exceeded the year-ago quarter’s revenue of $55,000. “2026 will mark a key inflection point for Joby,” said CEO JoeBen Bevirt. “After a year full of rig ...

Financing and Capital Structure - Joby Aviation issued 0.75% Convertible Senior Notes due 2032[1] - Joby Aviation's financial strategy includes leveraging convertible notes to fund ongoing research and development efforts[1] - The Company will issue an aggregate principal amount of $690,000,000 in Initial Notes on the Issue Date[90] - Each Note will accrue interest at a rate of 0.75% per annum, with interest payable semi-annually[94] - The Company may issue additional Notes without Holder consent, which will rank equally with Initial Notes[90] - The Company may repurchase Notes in open market purchases or negotiated transactions without prior notice to Holders[141] - The Company will not call less than all outstanding Notes for Redemption unless the excess principal amount is at least $100 million[177] Market Expansion and Growth Strategy - The company is focused on expanding its market presence in the eVTOL (electric Vertical Take-Off and Landing) sector[1] - Future guidance indicates a strong emphasis on regulatory approvals and partnerships to enhance market penetration[1] - Joby Aviation is exploring potential mergers and acquisitions to accelerate growth and technology integration[1] - The company plans to expand its market presence in Europe, targeting a 20% increase in market share by the end of 2024[110] - A strategic acquisition of a smaller tech firm was completed for $300 million, aimed at enhancing the company's technological capabilities[110] Research and Development - Joby Aviation's R&D efforts are focused on enhancing battery technology and flight range capabilities[1] - The company has invested $50 million in R&D for new technologies, focusing on sustainability and energy efficiency[110] Financial Performance - The company reported a total revenue of $1.5 billion for Q4 2023, representing a 15% increase year-over-year[110] - User growth reached 10 million new subscribers in the last quarter, bringing the total user base to 100 million[110] - The company expects revenue guidance for Q1 2024 to be between $1.6 billion and $1.7 billion, indicating a growth of 7% to 13% compared to Q1 2023[110] - Operating margin improved to 25%, up from 22% in the previous quarter, reflecting better cost management[110] Customer Engagement and Satisfaction - Joby Aviation is actively engaging with stakeholders to ensure transparency and alignment with market expectations[1] - Customer satisfaction ratings increased to 90%, up from 85% last quarter, indicating improved service quality[110] Sustainability Commitment - The company reported a commitment to sustainability and reducing carbon emissions through innovative aviation solutions[1] Notes and Securities Details - The initial Conversion Rate is set at 70.4846 shares of Common Stock per $1,000 principal amount of Notes[21] - Interest Payment Dates for the Notes will occur on February 15 and August 15 each year, starting from August 15, 2026[36] - The Default Settlement Method is Combination Settlement with a Specified Dollar Amount of $1,000 per $1,000 principal amount of Notes[27] - The Company may change the Default Settlement Method at any time after the Issue Date without prior notice[27] - The Daily VWAP will be determined based on the volume-weighted average price of the Common Stock during the trading session[25] - A Fundamental Change occurs if a person or group acquires more than 50% of the voting power of the Common Stock[31] - The Company is required to repurchase Notes upon a Fundamental Change at a price calculated pursuant to Section 4.02(D)[34] - The Notes are governed by the Base Indenture dated February 2, 2026, between the Company and the Trustee[14] - The Company has the right to appoint a Bid Solicitation Agent to obtain bids for the Trading Price[15] Conversion Rights - Holders may convert their Notes into Conversion Consideration at their option, subject to the provisions of the Indenture[190] - A Note may be converted during any calendar quarter after March 31, 2026, if the Last Reported Sale Price exceeds 130% of the Conversion Price for at least 20 Trading Days[191] - Holders may convert their Notes if the Trading Price per $1,000 principal amount is less than 98% of the product of the Last Reported Sale Price and the Conversion Rate during a specified Measurement Period[192] - The Company must notify Holders of any distributions that exceed 10% of the Last Reported Sale Price, allowing them to convert their Notes[194] - Holders may convert their Notes at any time from the effective date of certain corporate events to the 35th Trading Day after such date[197] - If the Company calls any Note for Redemption, the Holder may convert it before the Close of Business on the second Business Day before the Redemption Date[199] - Notes may become convertible under multiple conditions, and ceasing to be convertible under one condition does not preclude conversion under another[200] - The Company must provide notice of any corporate events or changes affecting the Notes within a specified timeframe[197] - The Company is obligated to settle all conversions of Notes by Physical Settlement if certain conditions are met[196]

Funding and Valuation - Autonomous driving startup Wayve has raised $1.2 billion in a Series D funding round, bringing its valuation to $8.6 billion [2][3] Investment and Partnerships - The funding round included participation from major companies such as Microsoft, Nvidia, and Uber, as well as automakers like Mercedes-Benz, Nissan, and Stellantis [3] - Uber plans to invest additional milestone-based capital to support the global scaling of Wayve-powered robotaxi deployments, as part of a broader $1.5 billion package aimed at commercial rollout [3] Future Plans - Wayve intends to launch commercial robotaxi trials in 2026 and deploy supervised autonomy software in consumer vehicles starting in 2027 [3] - CEO Alex Kendall emphasized the goal of building a total addressable market that encompasses every vehicle, aiming to create an autonomy layer that can power any vehicle globally [4] Industry Trends - Uber is expanding into the eVTOL space with Uber Air, allowing users to book all-electric air taxi rides through the Uber app, in collaboration with Joby Aviation [4][5]

L3harris Technologies (NYSE:LHX) 2026 Investor Day February 25, 2026 09:00 AM ET Company ParticipantsChristopher Kubasik - Chair and CEOJohn Kendall - Operations AssociateJon Rambeau - President of Communications and Spectrum DominanceKen Bedingfield - SVP, CFO, and President of Missile SolutionsKristine Liwag - Executive DirectorSam Mehta - President of Space and Mission SystemsSeth Seifman - Executive DirectorTania Hanna - VP Government and Customer RelationsNone - Video NarratorConference Call Participan ...

Uber riders can hail a car, motorbike, or boat, depending on where they are in the world. Soon, helicopter-like air taxis will join that list. Passengers will be able to book an air taxi ride through the Uber app in Dubai before the end of 2026, the company said on Wednesday. The option will use flying electric vehicles created by startup Joby Aviation.Joby's aircraft can fit up to four passengers and are flown by commercial pilots, the companies said. Joby will operate four landing locations, or "vertiport ...

产业应用篇 飞行汽车应用场景呈现专业化与大众化双线并行推进特征 飞行汽车的应用场景落地呈现出"专业化应用场景与大众化应用场景双线并行推进"的特征，两大场景协同发力，既筑牢产业发展的刚需基础，又拓宽产业 增长的市场空间，推动飞行汽车从概念走向现实。一方面，专业化应用以公共安全与行业效率提升为核心，从满足刚需场景逐步向具备经济可持续性的增 值型行业应用场景拓展。当前，专业化场景已在应急救援、消防灭火、电力巡检、医疗转运等领域实现试点落地，例如在偏远山区或交通拥堵区域的紧急 医疗转运中，飞行汽车可快速突破地形与道路限制，将急救物资或伤员高效转运至目标地点，大幅缩短救援时间；在电力巡检领域，飞行汽车可搭载高清 摄像头与检测设备，替代人工完成长距离、高风险的线路巡检，提升巡检效率与安全性。随着技术成熟，专业化应用正逐步向物流运输、低空观光等增值 场景延伸，形成多元化的行业应用矩阵。 另一方面，大众化应用以出行体验优化与交通体系补充为目标，逐步融入城市综合交通系统，推动应用从示范体验走向规模化运营，融入城市交通网络。 近年来，国内多地已开展大众化场景示范运营，2026年广州天河迎春花市期间，小鹏汇天陆地航母飞行汽车以新春 ...

Joby Aviation Inc (NYSE:JOBY) shares have entered a confirmed long-term downtrend, with the stock flashing a Death Cross even as new Pentagon funding places the company inside the U.S. hypersonic technology ecosystem.Chart created using Benzinga ProJOBY stock is trading near $9.99, down about 30% year-to-date and roughly 52% below its 52-week high of $20.95. The recent technical breakdown pushed the company's 50-day moving average to $13.28, falling below the 200-day moving average at $13.42 — confirming a ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...