Overview
- Joby says all aircraft required for FAA Type Inspection Authorization are now in production, marking a concrete step toward certification.
- The company plans to begin flying its first customers in Dubai this year as it moves to operate an air-taxi service.
- Joby posted a stronger-than-expected Q4 2025 with lower cash burn, yet shares are down about 22% year to date and the market cap sits near $10 billion.
- Archer highlights a roughly $6 billion order backlog, a goal of producing about 650 aircraft per year, and its purchase of Hawthorne Airport for testing and a future Los Angeles hub.
- Both companies pursue final FAA approval and are partnering with Nvidia on autonomous-flight technology using the IGX Thor platform.