**Sponsored by Surf Air Mobility Inc.
Surf Air Mobility Reports Q1 2026 Revenue Up 9% to $25.6 Million; Beats Its Own Adjusted EBITDA Guidance and Improves Full Year Outlook by 40%
Palantir Expands Its Partnership and Files a 7.4% Stake as Wheels Up Signs On as Launch Customer for Enterprise BrokerOS in a Deal Worth Up to $12 Million
Surf Air Mobility Refinances Its Convertible Debt to Reduce Dilution as Electric Aircraft Demonstrations Take Flight in Hawaii
READ THE FULL Q1 2026 RESULTS HERE
________________________
Hello Everyone,
This next company operates in one of the largest and most structurally outdated industries in America today.
Air mobility and autonomous aviation technology are two of the most powerful forces reshaping modern transportation. The convergence of AI, electric aircraft, and enterprise software is creating enormous opportunities, not just for aviation companies, but for investors who recognize a structural shift before the rest of the market does.
The market behind that shift is massive. The regional air mobility market is projected to expand to $75 to $115 billion globally by 2035, and the global eVTOL aircraft market is forecast to grow from over $5 billion in 2026 to more than $216 billion by 2035, an increase of more than 4,000%.
Yet despite all of that scale, the industry runs on fragmented systems and manual processes. Scheduling, compliance, booking, and charter sales are still stitched together by hand across thousands of operators and brokers. Aviation never had the software consolidation moment that transformed other industries. One company is building it.
The company we are looking at today is constructing something that has never existed before in aviation. An air mobility platform that combines one of the largest commuter airlines in the United States with an AI-enabled operating system designed to run the entire industry, from scheduling to compliance to booking. A platform powered by Palantir Technologies’ (NASDAQ: PLTR) Foundry and AIP. A system built not just for internal use, but for commercial sale across the broader market.
That company is Surf Air Mobility Inc. (NYSE: SRFM). And the past several weeks were the moment its plan clicked into place.
First quarter revenue came in at $25.6 million, up 9% year over year and at the high end of guidance,while the Adjusted EBITDA loss of $12.3 million beat the guided range of a $15.5 to $13.5 million loss. The company improved its full year 2026 Adjusted EBITDA loss guidance by roughly 40% and reaffirmed revenue guidance of $128 to $138 million, representing 20% to 30% growth over 2025. Then Palantir expanded the partnership, filed a 7.4% stake in the company, and Wheels Up signed on as the first enterprise customer for BrokerOS. SRFM is converting its structural advantages into real, accelerating results.
SRFM has some major catalysts in play right now:
• Q1 2026 Revenue at the High End of Guidance, Adjusted EBITDA Beat, Full Year Outlook Improved 40%: Revenue reached $25.6 million, up 9% year over year. The Adjusted EBITDA loss narrowed to $12.3 million, better than the guided $15.5 to $13.5 million loss range. Full year 2026 Adjusted EBITDA loss guidance improved from a prior range of $50 to $40 million to a new range of $30 to $25 million, while revenue guidance of $128 to $138 million was reaffirmed. This is not a story stock waiting on proof. The inflection is on the books.
• Palantir Deepened Its Commitment and Put Real Capital Behind It: On June 29, Palantir announced an expanded partnership with SRFM, committing additional engineering and go-to-market resources to accelerate the commercial rollout of OperatorOS, OwnerOS, and SurfOS Enterprise Solutions. A Schedule 13G filed June 24 shows Palantir now holds 8,248,989 shares of common stock, a 7.4% stake.
• Wheels Up Signed On as the First Enterprise Customer: On June 25, Wheels Up (NYSE: UP), one of the world’s largest private aviation companies, became the launch customer for Enterprise BrokerOS. The two-year firm agreement includes $8 million in subscription fees, with an option for a third year, for total potential software revenue of up to $12 million.
• SurfOS Is Live and Producing Real Numbers: BrokerOS launched commercially in December 2025 with 29 brokers already enrolled. Early internal results showed 32% more bookings for top brokers, 57% faster quote-to-close, and 40% more payments processed on-platform in Q1 2026 versus Q1 2025. OperatorOS remains scheduled for commercial launch in the second half of 2026.
• The Charter Engine Is Showing Up in the Numbers: Surf On Demand revenue jumped 77% year over year to $10.1 million, its highest revenue and highest gross margin quarter since inception, with revenue per flight up 38%. That is the BrokerOS and Powered by Surf On Demand engine translating directly into results.
• Management Is Strengthening the Balance Sheet: On July 1, SRFM refinanced a roughly $46.9 million senior secured convertible note into a new $16.9 million convertible note due 2027 and a new $30 million non-convertible senior secured term note due 2028, a move explicitly designed to reduce future shareholder dilution. The same day, SRFM subsidiaries also received the first disbursement of a new non-convertible $21.6 million asset-backed loan secured by new and existing aircraft, with a second $14 million tranche expected within 30 days, further strengthening balance sheet liquidity.
• Insiders Bought Alongside Institutions: In April, co-founders, officers, and directors purchased roughly $5.3 million of stock as part of a $30 million raise structured to limit dilution, with $15 million of it in non-dilutive aircraft-backed credit.
• Government and Safety Validation: On May 13, SRFM joined the FAA-sponsored Center for Advanced Aviation Technologies (CAAT) Consortium as the first Part 135 passenger operator to do so. In the same quarter, its airline operations completed a Safety Management System a full year ahead of the FAA’s May 2027 mandate, and Surf On Demand earned ARGUS Certified Charter Broker status.
• An Electrification Catalyst With a Massive Market Behind It: Through a strategic partnership with BETA Technologies, SRFM holds a firm order for 25 all-electric ALIA aircraft with options for up to 75 more, and it eliminated up to $100 million in planned capital expenditure from its prior electrification program along the way. A new demonstration program launched in Hawaii on June 26, with Hawaiian Airlines supporting evaluation activities.
• Analyst Coverage Is Building: HC Wainwright rates the stock at Buy, and Stonegate notes SRFM trades at roughly 1.3x forward EV/Revenue versus a peer average near 2.4x.
Palantir and Surf Air Mobility Expand Partnership to Accelerate the Commercial Rollout of SurfOS
June 29, 2026
Palantir Technologies (NASDAQ: PLTR) announced an expansion of its partnership with Surf Air Mobility (NYSE: SRFM), committing additional engineering and go-to-market resources to accelerate the commercial rollout of OperatorOS, OwnerOS, and SurfOS Enterprise Solutions.
The expansion builds directly on the successful commercial launch of BrokerOS and the recent multi-million-dollar Wheels Up contract. It also lands on top of a Schedule 13G filed June 24, which shows Palantir holding 8,248,989 shares of Surf Air Mobility common stock, a 7.4% stake in the company.
“Private aviation and air mobility are large, growing markets that have historically relied on fragmented systems and manual processes. With Foundry and AIP powering SurfOS, we see a clear opportunity to build and define the central operating system for the future of aviation and air mobility, and our expanded commitment reflects our conviction in Surf Air Mobility and the opportunity ahead.” – Palantir’s Global Head of Commercial
CEO Deanna White noted that the company’s recent business development announcements with Palantir, Wheels Up, and BETA Technologies all reflect progress across its core objectives.
Inside the Wheels Up Deal: The Contract That Proved SurfOS Sells
For years, the open question around the Surf Air Mobility model was whether its software would sell beyond its own operations. In June, SRFM closed the deal that answered it.
Wheels Up is one of the world’s largest private aviation companies. On June 25, it signed on as the launch customer for Enterprise BrokerOS under a two-year firm agreement that includes $8 million in subscription fees, with an option for a third year, for total potential software revenue of up to $12 million.
The product it bought was already proving itself. BrokerOS has been commercially live since December 2025 with 29 independent brokers enrolled, and early internal results showed 32% more bookings for top brokers, 57% faster quote-to-close, and 40% more payments processed on-platform in Q1 2026 versus Q1 2025. The same engine powered Surf On Demand to its best quarter since inception, with revenue up 77% year over year to $10.1 million and revenue per flight up 38%.
The moat behind it is structural. SRFM holds an exclusive five-year agreement with Palantir Technologies for the configuration and sale of Foundry and AIP-powered software to the Part 135 regional aviation market. Palantir is one of the largest non-insider shareholders, and Shawn Pelsinger, the former Palantir executive who helped architect Skywise with Airbus, joined the board in October 2025 and was just elected Chairman, effective July 24, 2026.
“We are pleased with our first quarter Adjusted EBITDA results, which exceeded our expectations. The progress we’ve made across our business has positioned us to improve our annual 2026 Adjusted EBITDA guidance by 40% while maintaining our full year revenue guidance. The efficiencies gained within our core businesses in the first quarter are a clear indication of the value that SurfOS and our partnership with Palantir delivers.” – Deanna White, CEO, Surf Air Mobility
And the balance sheet is being rebuilt to match. On July 1, the company refinanced a roughly $46.9 million senior secured convertible note into a new $16.9 million convertible note due 2027 and a new $30 million non-convertible senior secured term note due 2028. In plain English: less potential dilution ahead for shareholders.
The BETA ALIA in Surf Air livery. Through its strategic partnership with BETA Technologies, SRFMholds a firm order for 25 all-electric aircraft, with options for up to 75 more, and eliminated up to $100 million in planned capital expenditure from its prior electrification program. A new demonstration program launched in Hawaii on June 26, with Hawaiian Airlines supporting evaluation activities, testing regional cargo operations ahead of the company’s plan to become the first Part 135 operator to commercialize electric passenger flights for scheduled service and on-demand charter.
The Market Opportunity Is Almost Too Big to Ignore
Surf Air Mobility already operates at real scale. In the first quarter of 2026 alone, the company flew 65,376 scheduled passengers across 12,503 scheduled departures and 11,061 scheduled flight hours,while its Surf On Demand private charter arm completed 832 flights, all at a 96% controllable completion factor.
The runway ahead is far larger. The regional air mobility market is projected to reach $75 to $115 billion globally by 2035, and the eVTOL aircraft market is forecast to grow from over $5 billion in 2026 to more than $216 billion by 2035.
Membership in the FAA-sponsored CAAT Consortium adds another lane, giving SRFM potential access to FAA-funded research programs, eligibility to respond to task orders reserved for consortium members, and a seat in the working groups shaping future solicitations. The consortium is a national initiative between the Texas A&M University System and the Federal Aviation Administration, built to integrate electric aircraft, autonomous systems, and advanced aviation technology into the national airspace.
Management
Deanna White – Chief Executive Officer – Leads the Los Angeles-based air mobility platform through its transition into a software and electrification company. Under her leadership, SRFM beat its Q1 2026 Adjusted EBITDA guidance, improved its full year outlook by roughly 40%, expanded the Palantir partnership, landed Wheels Up as the first enterprise SurfOS customer, and refinanced its convertible debt to reduce future dilution.
Shawn Pelsinger – Chairman of the Board, effective July 24, 2026 – Former Palantir executive who helped architect Skywise with Airbus. Joined the Surf Air Mobility board in October 2025 and was just elected Chairman.
NEWS
Jul 1, 2026 Surf Air Mobility Announces Debt Financing Transactions Designed to Reduce Future Dilution
Jun 29, 2026 Palantir and Surf Air Mobility Expand Partnership
Jun 25, 2026 Surf Air Mobility Announces Wheels Up as Launch Customer for Enterprise BrokerOS
Jun 24, 2026 Schedule 13G Shows Palantir Holds a 7.4% Stake in Surf Air Mobility
Jun 16, 2026 Surf Air Mobility Showcases AIP-Enabled BrokerOS at Palantir AIPCon 10
As always, remember to do your own research.
This email is sponsored content. It is provided for informational purposes only and does not constitute investment advice, an offer to sell, or a solicitation of an offer to buy any security. Market figures and company data are drawn from public filings and press releases. Readers should conduct their own research and consult a licensed financial advisor before making any investment decision.
Remember to do your own research.
SINCERELY,
DISCLAIMER
MicroCapAlerts.io is owned by Dedicated Investors, LLC who is a publisher (the “Publisher”) of favorable information (the “Information”) about publicly traded companies (collectively the “Issuers”) listed on the NASDAQ Stock Exchange (“NASDAQ”), New York Stock Exchange (“NYSE”) and the OTC Markets is a paid advertisement. The Publisher lists its specific compensation at the bottom of this Disclaimer.
The Persons who pay us (“Paying Party”) to publish the Information and their affiliates may hold and control a significant amount of the public float and believe that if potential investors receive favorable information about the Issuers, investors will purchase the Issuers’ shares, including the shares that the Paying Party wants to sell. The Information is neither a solicitation to buy nor an offer to sell securities. The Information is not intended to be used as a source of information for making an investment decision. The Information is not intended and should not be used for trading or investment purposes.
Because the Publisher is paid to disseminate the Information to the public, the Publisher is required by the securities laws, including Section 10(b) of the Securities Exchange Act of 1934 and Rule 10b-5 thereunder, and Section 17(b) of the Securities Act of 1933, as amended (the “Securities Act”), to specifically disclose certain information to you regarding its compensation, including the nature and amount of compensation. The Paying Party and its affiliates may engage in buying and selling of the Issuers’ securities before, during and after the Publication of the Information.
The Information provides de minimis information about the Issuers and is only a brief favorable snapshot of the Issuers subject to the Information. The Information consists of only positive content and does not include any negative information about the Issuers whatsoever; accordingly, you should consider the Information to be one-sided and not balanced, complete, accurate, truthful or reliable. The Publisher is not liable for your use of the Information or any success or failure that is directly or indirectly related to your use of the Information, including misinformation, omissions, errors or delays in providing or updating the Information, or for any actions taken by third parties in reliance upon the Information.
The Publisher is not objective or independent, and its publishing of the Information involves actual and material conflicts of interest, including: (i) the Publisher is paid to publish favorable information about the Issuers; (ii) the Publisher does not publish negative information because it is not paid to do so; and (iii) the Publisher is paid to publish the (favorable) Information about the Issuers advising others, including you, to purchase the Issuers’ securities; and while doing so, the Paying Party may plan to sell their shares of the Issuers.
The Information published by the Publisher may recommend that investors buy the Issuers’ shares while the Paying Party and/or their affiliates sell their shares of the Issuers. When the Paying Party sells their shares, the Issuers’ stock price may decline and thereby dramatically reduce the price at which investors can sell their shares. As such, investors who purchase the Issuers’ shares during the Publication of the Information will likely pay inflated prices. The Paying Party may sell the Issuers’ securities for less than the target prices set forth in the Information. The Paying Party and its affiliates may make substantial profits by selling their securities during the Publication of the Information while investors experience losses.
The Publisher makes no warranty or representation about the Information, including its completeness, accuracy, truthfulness or reliability, and disclaims, expressly and impliedly, all warranties of any kind, including whether the Information is complete, accurate, truthful, or reliable and as such, your use of the information is at your own risk. The Information is provided “as is” without any warranties of any kind without limitation. The Publisher does not verify or confirm any portion of the Information and does not conduct any due diligence or research on any aspect of the Information, including the completeness, accuracy, truthfulness or reliability of the Information.
Investors should not rely upon the Information for any purpose and should contact a licensed investment advisor and their legal advisor and review all documents about the Issuers with the assistance of such advisors, including documents publicly filed on www.sec.gov and http://www.OTCMarkets.com to obtain information about the Issuers.
Before investing in any public company, you should conduct your own in-depth investigation with the assistance of your legal, tax and investment advisors of the Issuers’ financial condition, operations, management, products or services, trends in the industry, the Issuers’ trading history, short sale positions and risks that may be material to its business and other information you and your advisors deem material to an investment decision. This investigation should include, but not be limited to, a review of available public sources and information you receive directly from http://www.OTCMarkets.com and www.sec.gov.
The Publisher is not and does not act in the capacity of any of the following and is not qualified to do so; as such, you should not construe the Publisher’s activities as involving any of the following:
▪ An independent advisor or consultant;
▪ Providing investment advice or acting in the capacity of an investment adviser or engaging in activities that would be deemed to be providing investment advice that requires registration either at the federal or state level;
▪ Broker-dealer activities or acting in the capacity of a registered representative or broker;
▪ Stock picker;
▪ Securities trading expert;
▪ Securities researcher or analyst;
▪ Financial planner or financial planning;
▪ Provider of stock recommendations;
▪ Provider of advice about buying and selling or holding recommendations as to specific securities; or
▪ Making an offer or sale of securities or solicitation to purchase securities.
An investment in the Issuers involves a high degree of risk and uncertainties and may be subject to extreme volume and price volatility, especially during the Publication of the Information. Favorable past performance of the Issuers does not guarantee future results. If you purchase the securities of the Issuers, you should be prepared to lose your entire investment. Some of the risks involved in purchasing securities of the Issuers include but are not limited to the risks stated below.
▪ The Information is not a solicitation or recommendation to buy, sell or hold securities, and the Publisher does not endorse, independently verify or assert the truthfulness, completeness, accuracy or reliability of the Information. The Publisher conducts no due diligence or investigation of the Information or the Issuers and does not receive any verification from any party regarding the Information.
▪ If the Publisher publishes any percentage gain of the Issuers’ share from the previous day’s close in the Information, it is not and should not be construed as an indication that the future stock price or future operational results will reflect gains or otherwise prove to be advantageous to your investment.
▪ The Information may contain statements that Issuers’ stock price has increased over a certain period of time, which may reflect an arbitrary period of time, and is not predictive or of any analytical quality; as such, you should not rely upon such information in your analysis of the present or future potential of the Issuers or its securities.
▪ The Information should not be interpreted in any way, shape, form or manner whatsoever as an indication of the Issuers’ future stock price or future financial performance.
▪ You may encounter difficulties determining what, if any, portions of the Information are material or nonmaterial, making it all the more imperative that you conduct your own independent investigation of the Issuers and its securities with the assistance of your legal, tax and financial advisor.
▪ If the Information states that its securities are consistent with the future economic trends or even if your independent research indicates as such, you should be aware that economic trends have their own limitations, including: (a) that economic trends or predictions may be speculative; (b) consumers, producers, investors, borrowers, lenders and government may react in unforeseen ways and be affected by behavioral biases that Publisher is unable to predict; (c) human and social factors may outweigh future economic trends that Publisher states may or will occur; (d) clear cut economic predictions have their limitations in that they do not account for the fundamental uncertainty in economic life, as well as ordinary life; (e) economic trends may be disrupted by sudden jumps, disruptions or other factors that are not accounted for in such economic trends analysis; in other words, past or present data predicting future economic trends may become irrelevant in light of fully new circumstances and situations in which uncertainty becomes reality rather than of predictive economic quality; or (f) if the trends involve a single result, it ignores other scenarios that may be crucial to make a decision in the event of unknown contingencies.
▪ The Information contains forward-looking statements, i.e., statements or discussions that constitute predictions, expectations, beliefs, plans, estimates, or projections as indicated by such words as expects, will, anticipates, and estimates; therefore, you should proceed with extreme caution in relying upon such statements and conduct a full investigation of the Information and the Issuers with the assistance of your lawyer, tax advisor and investment advisor as well as any such forward-looking statements. Any forward-looking statements made in the Information are limited to the time period in which they are made, and the Publisher does not undertake to update forward-looking statements that may change at any time.
▪ The Information is presented only as a brief snapshot of the Issuers and should only be used, at most, and if at all, as a starting point for you to conduct a thorough investigation of the Issuers and its securities and to consult your financial, legal or other advisor(s) and avail yourself of the filings and information that may be accessed at www.sec.gov or other electronic medium, including: (a) reviewing Information and Disclosure Statements and unaudited financial reports filed with the www.otcmarkets.com; (b) obtaining and reviewing publicly available information contained in commonly known search engines such as Google; and (c) investment guides at www.sec.gov and www.finra.org. You should always be concerned that the Issuers may not be current in their reporting obligations with the SEC and the OTC Markets and/or have negative signs at otcmarkets.com. You should only invest with the assistance of your attorney, lawyer and tax advisor after they have conducted exhaustive due diligence on the particular Issuer and its trading activity.
▪ The Publisher may hire third-party service providers and stock promoters to electronically disseminate live news about the Issuers, yet the Publisher has no control over the content of and does not verify the information that these service providers publish.
The Publisher or its officers, directors, owners, managers, affiliates and control persons were paid to publish the Information about the issuers identified below:
Name of Issuer: 3rd party on behalf of Surf Air Mobility Inc
Amount of Cash Compensation: twenty thousand usd
Period of Publication of Information: One day campaign beginning and ending on July sixteenth twenty twenty six
Previous Compensation: One or more partners of Dedicated Investors LLC has been previously compensated one hundred ninety one thousand five hundred usd on behalf of Surf Air Mobility Inc.
Where Information is Published: MicroCapAlerts.io Website, Email Campaign, SMS Campaign, Social Media including but not limited to: Youtube, X, Tiktok, Instagram, Stock Twits, Reddit, Discord.
By reading the Information and visiting the Platform, you agree you have not relied on the Information and agree to indemnify, defend and hold the Publisher harmless from any liability for any claimed direct, indirect, incidental, punitive, or consequential damages pertaining to your receipt of the Information without limitation.
Notes
2 https://finance.yahoo.com/technology/articles/palantir-surf-air-mobility-expand-105900123.html
3 https://www.corporatejetinvestor.com/news/surf-air-palantir/
7 https://www.precedenceresearch.com/evtol-aircraft-market
9 https://investors.surfair.com/
Leave a Reply