Financial Data and Key Metrics Changes - The company reported a net loss of $64 million for Q2 2025, reflecting increased R&D and SG&A expenses [22][24] - Cash consumption for operations was €57 million in Q2, nearly double the previous quarter, with a total cash position of $242 million at the end of the quarter [23][24] - Total liquidity, including undrawn standby facilities and a grant, stood at $375 million, sufficient to sustain operations through 2026 [24][66] Business Line Data and Key Metrics Changes - The company secured its first firm order for 50 aircraft from Revo, with a total potential value of $250 million, expected to generate revenue starting in 2027 [11][12] - The total preorder backlog now stands at approximately 2,800 aircraft, valued at around $14 billion, including non-binding letters of intent from 28 customers [13][14] - Contracts for aftermarket services could bring up to $1.6 billion in revenue over the first few years of operations [14] Market Data and Key Metrics Changes - Sao Paulo is highlighted as the largest helicopter market globally, presenting significant potential for eVTOL operations [11] - The company has signed additional letters of intent for a total of 104 eVTOLs from new customers in Brazil, the United States, and Costa Rica [12][13] Company Strategy and Development Direction - The company aims to achieve TAP certification and enter service by 2027, with ongoing advancements in program development and partnerships with suppliers [7][20] - A focus on developing a strong ecosystem for urban air mobility, including infrastructure and energy partnerships, is emphasized [14] - The company is committed to optimizing aircraft design for safety, performance, reliability, and cost-effectiveness [16][19] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the current cash position and liquidity, indicating sufficient resources to sustain operations through 2026 [24][66] - The company is closely monitoring expenses and leveraging resources from Embraer to optimize cash consumption [28] - Management remains optimistic about the order book and the potential for converting letters of intent into firm orders as the certification date approaches [45] Other Important Information - The company unveiled a full-scale mock-up of its eVTOL at the Paris Air Show, receiving positive feedback from stakeholders [6][9] - The engineering prototype is undergoing final ground tests before initiating flight campaigns, with expectations to start flying in the next few months [15][25] Q&A Session Summary Question: Cash consumption and guidance - Management indicated that cash consumption is being closely monitored, with expectations to remain at the lower end of the guidance range of $200 million to $250 million for the year [28] Question: Engineering flight testing timeline - The timeline for flight testing of conforming prototypes is still planned for late 2026, with a focus on hover flight and transitioning to cruise [30][39] Question: Order book strategy - The company plans to continue building the order book and converting letters of intent into binding orders as they approach certification [41][45] Question: Competitive landscape changes - Management welcomed the acquisition of Blade's passenger business by Joby, viewing it as a positive development for the eVTOL market [50][52] Question: Motor performance differences - The company confirmed that the battery sourcing remains unchanged, and differences between motors from Beta and Nidec include cooling systems and integration methods [56] Question: Capital needs and funding options - Management expressed confidence in their cash position and outlined various funding options available for future capital needs [63][66]

EVE-100 DESIGN EVOLUTION eVTOL DESIGN REFINEMENTS ENHANCE PASSENGER EXPERIENCE, IMPROVE OPERATIONAL EFFICIENCY AND SAFETY A U G U S T 6 , 2 0 2 5 This information belongs to Eve and cannot be used or reproduced without written permission from the Company. 2 Q 2 5 E V E U P D A T E This information belongs to Eve and cannot be used or reproduced without written permission from the Company. 2 2 • Wheeled taxing-gear option • Re-designed and more aerodynamic wing • Optimized cabin interior with lightweight sea ...

Core Insights - Eve Air Mobility is advancing its electric vertical take-off and landing (eVTOL) aircraft program with a focus on safety, operational efficiency, and customer solutions [1][5][8] Group 1: eVTOL Program Development - The company is not prioritizing speed to certification but is focused on providing the best solutions for customers through a methodical testing approach [2][4] - Eve has completed numerous component and systems tests and is preparing for flight tests expected to begin in summer 2025, utilizing five to six prototypes for development and certification flights between 2025 and 2026 [4][3] Group 2: Design and Operational Enhancements - Recent design updates to the eVTOL include lightweight seats, a full-flex cabin design for passenger and cargo configurations, and an aerodynamic wing design optimized for performance and dispatchability [5][6] - The introduction of wheeled landing gear enhances ground maneuverability and operational flexibility, while fixed-pitch lifters and a patented four-blade design improve performance and safety [6][5] Group 3: Integrated Service Solutions - Eve's TechCare service portfolio offers comprehensive support for eVTOL operations, including maintenance, pilot training, battery exchange, and spare parts availability [5][10] - The integration of Vector, an air traffic management solution, under TechCare aims to streamline UAM operations and enhance efficiency [6][7] Group 4: Industry Positioning - Eve Air Mobility is leveraging Embraer's extensive aerospace expertise to build a robust Urban Air Mobility (UAM) ecosystem, focusing on a holistic approach to eVTOL development and service [8][10]