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Archer Aviation (ACHR) investor relations material

Archer Aviation Canaccord Genuity’s 45th Annual Growth Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Canaccord Genuity’s 45th Annual Growth Conference summary12 Aug, 2025

Urban air mobility opportunity and company background

  • Urban air mobility addresses growing demand for efficient city transport as road bandwidth becomes insufficient over the next decade.

  • The company was founded with a commercial mindset to rapidly bring eVTOL aircraft to global cities.

  • Raised $3.3 billion to date and is publicly listed on the NYSE.

  • Official air taxi partner for the 2028 Los Angeles Olympics, aiming to scale operations by then.

Aircraft design, performance, and passenger experience

  • Midnight aircraft features a 12-propeller tilt-rotor design for quiet, efficient, and safe urban flights.

  • Designed for 20–50 mile trips, carrying a pilot and four passengers at 150 mph with ample luggage space.

  • Passenger journey integrates with airline partners, offering seamless transfers and significant time savings.

  • Cabin accommodates small carry-ons, with options for additional luggage.

Business model, partnerships, and international expansion

  • Primary business model is aircraft sales, with a $6 billion order book and partnerships with six top global airlines.

  • Major orders include $1.5 billion from United and partnerships with Southwest, Indigo, and Japan Airlines.

  • Launch Edition agreements in UAE, Indonesia, and Ethiopia enable early deployment and revenue ahead of certification.

  • UAE contract involves multi-year partnership, regulatory collaboration, and payments expected in the second half of the year.

  • Plans to replicate the UAE blueprint in other countries, with a dozen more expressing interest.

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Frequently asked questions

Power efficient and safe aircrafts

Archer Aviation develops modern, quiet, and safe electric aircrafts for passenger-first urban air transportation. The company is building an electric powertrain system for the aircrafts that is significantly more efficient and power dense than current alternatives on the market. The system will be powered by existing mass production cells, and is designed with the highest standards for power efficiency and safety.

Expansion where demand is high

Archer Aviation will initially deploy a direct sales strategy towards consumers, offering transportations from airports to city centers and vice versa with partners like United Airlines. This will in turn generate cash flows to enable further expansion into more cities where demand is perceived to be high. As demand scales, the company expects to collaborate with more development partners to build out the landing infrastructure.

Collaborates with acknowledged partners

During 2020 and 2021, Archer Aviation entered strategic relationships regarding both manufacturing and operations with several acknowledged partners such as Stellantis, U.S. Air Force, and United Airlines. The company went public on 17 September 2021 on the New York Stock Exchange by merging with a SPAC called Atlas Crest Investment Corp.

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