Surf Air Mobility (SRFM) Investor presentation summary

Business overview and technology platform

• SurfOS, an AI-enabled operating system built with Palantir, targets enterprise and SMB clients for high-margin software revenue.

• The platform connects operators, owners, brokers, and passengers, increasing value as more stakeholders join.

• Profitable airline operations serve as a launchpad for next-generation electric aircraft.

• Recent achievements include a $12M SurfOS contract, 77% charter revenue growth, and a 50% reduction in total debt.

• Strategic partnerships include BETA Technologies and expanded collaboration with Palantir.

Transformation plan and growth phases

• Four-phase plan: transformation (2024), optimization (2025–2026), expansion (2026–2027), and acceleration (2027+).

• Expansion phase focuses on commercializing SurfOS, scaling the charter platform, and expanding airline profitability.

• Acceleration phase aims to deploy electric aircraft, establish SurfOS as digital infrastructure, and scale platform efficiencies.

H2 2026 strategic priorities

• Priorities include launching commercial software, growing charter platform revenue, and optimizing Hawaii operations for electric flight.

• SurfOS commercialization targets both enterprise and SMB contracts, leveraging Palantir's go-to-market resources.

• Charter platform growth focuses on expanding participation, improving margins, and increasing average revenue per flight.

• Air mobility operations prioritize modernizing the fleet, leveraging OperatorOS for efficiency, and consolidating profitable routes.