TSLA
Tesla
-- 292.980 MSTR
Strategy
-- 255.430 NVDA
NVIDIA
-- 124.920 MARA
MARA Holdings
-- 13.920 COIN
Coinbase
-- 215.620 Archer Vs Joby
Lotta hype following Archer's recent pump. Today, I explore which vtol seems best suited for success.
ACHR
Archer Aviation's business model is focused on selling aircraft business to business (B2B)
Revenue Streams: Aircraft sales only
Progress on FAA regs: Airworthiness cert allowing test flights
Partnerships: United Airlines, Stellantis
First mover advantage: Manufacturing scale
Risks: Dependence on external customers, subject to adoption rates
Rewards: Simple, less risky business model
Joby Aviation
Model: Verticle Integration (mfg & oper)
Revenue streams: Selling aircraft, ride sharing
Partnerships: Uber, Toyota, USAF
FAA prog: Airworthiness cert, Part 135(operation of air taxi commerce),crewed flights
First Mover Advantage: Much farther in FAA testing, military contracts, rideshare integration (uber)
Risks: High upfront cost
Rewards: Higher potential profitability/growth with verticle integration
Conclusion: $Joby Aviation (JOBY.US)$ is the best play here, with a first mover advantage in FAA progress, more relevant partnerships, superior potential with vertical integration
Both companies target commercial operations in 2025. JOBY remains best suited for a successful launch. Being able to control the experience of customers using rideshare will be critical to the adoption of eVTOLs, as smoother flights are more likely.
$Archer Aviation (ACHR.US)$'s simpler model requires external companies to adopt the fresh technology to their existing fleets. Notoriously cautious companies will be slower to transition, especially if benefits aren't as apparent vs. helicopters. Increase in eVTOL companies will pressure Archer more than Joby due to Joby's diversified revenue.
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ahhh_shicha__yabicha : So long term, do you want a taxi cab company? or the next Boeing?
Dan’l : Heeey, Tonyco?
You missed a few (very important) contracts (Japan Airlines, Sumitomo Corp’s Soracle, United Airlines and Stellantis, most esp. those in the UAE, et al.), including, yes, with the DoD (do see the US military’s USAF AFWERX Agility Prime contract, worth $142M).
And, $Archer Aviation (ACHR.US)$ has a $6.5B order book, and pre-payments to go along with those contracts… and a completed factory Stellantis is gonna help tool and staff, which kinda dwarfs anything $Joby Aviation (JOBY.US)$ has going just yet, save for what they’re proving through a few of their (fairly significant) acquisitions.
400+ test flights, eight months ahead of schedule, weeks away from operations at their GA plant, and as for who’s gonna be flying where first?
That’s gonna be Midinight, thanks to the Abu Dhabi Investment Office and UAE’s GCAA making this happen fast, in the skies of the Middle East and North Africa.
I’m not sure where you’re getting your information, buUut… you might wanna start over, with some more recent releases and reports.
Kevin Matte : prefer $Archer Aviation (ACHR.US)$