Surf Air Mobility Unveils BrokerOS Software at AIPCon
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5 days ago
0mins
Source: Newsfilter
- Software Launch: Surf Air Mobility showcases BrokerOS, its first commercial software product, at AIPCon, which has been live since December 2025, designed to provide AI-driven solutions for Part 135 aviation charter brokers, thereby enhancing operational efficiency and productivity.
- Industry Transformation: Co-Founder Liam Fayed states that BrokerOS represents a significant shift in how private aviation brokers operate, demonstrating the potential of combining deep industry expertise with Palantir AIP, signaling transformative changes in the aviation market.
- Market Positioning: As a partner of Palantir, Surf Air Mobility aims to position SurfOS as the next-generation AI-enabled software operating system to replace fragmented legacy software, enhancing its competitive edge through enterprise account teaming agreements.
- Operational Scale Advantage: Operating one of the largest commuter airlines in the U.S., Surf Air Mobility leverages real-world operating data to validate and deploy its AI-enabled SurfOS software, further solidifying its leadership in modernizing air operations and adopting next-generation aircraft.
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Analyst Views on SRFM
Wall Street analysts forecast SRFM stock price to rise
2 Analyst Rating
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 1.110
Low
3.50
Averages
7.75
High
12.00
Current: 1.110
Low
3.50
Averages
7.75
High
12.00
About SRFM
Surf Air Mobility Inc. provides a regional air mobility platform. The Air Mobility business is a regional air mobility platform providing scheduled service and an on-demand charter marketplace to passengers in the United States and globally. The Company is developing powertrain technologies with its commercial partners to electrify existing fleets and new aircraft. It is engaged in expanding the category of regional air travel, connecting underutilized regional airports and private terminals to create a shared private customer experience and a high frequency commercial-like air service, using small turboprop aircraft. It provides both scheduled routes and on-demand charter flights operated by third parties. It is also a passenger operator of Cessna Grand Caravan EXs in the United States by scheduled departures. The Company serves approximately 370,000 passengers with over 72,000 scheduled departures.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Opportunity: With the cost of launching a kilogram to low-Earth orbit projected to fall below $100 by 2029, FutureCorp aims to bridge the gap between private markets and public investors, addressing the exclusion of public-market investors from significant wealth creation opportunities over the past decade.
- Team Background: The founding team of FutureCorp includes executives from SpaceX, Palantir, and Surf Air, leveraging their extensive industry experience to drive innovation in areas such as space manufacturing and in-orbit services, thereby enhancing the company's competitive position in a rapidly evolving market.
- Strategic Vision: FutureCorp's goal is to facilitate earlier access to public markets for leading companies in frontier economies, providing investors with greater opportunities to participate in future economic growth, particularly in the fast-developing space industry.
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Surf Air Mobility Unveils BrokerOS Software at AIPCon
- Software Launch: Surf Air Mobility showcases BrokerOS, its first commercial software product, at AIPCon, which has been live since December 2025, designed to provide AI-driven solutions for Part 135 aviation charter brokers, thereby enhancing operational efficiency and productivity.
- Industry Transformation: Co-Founder Liam Fayed states that BrokerOS represents a significant shift in how private aviation brokers operate, demonstrating the potential of combining deep industry expertise with Palantir AIP, signaling transformative changes in the aviation market.
- Market Positioning: As a partner of Palantir, Surf Air Mobility aims to position SurfOS as the next-generation AI-enabled software operating system to replace fragmented legacy software, enhancing its competitive edge through enterprise account teaming agreements.
- Operational Scale Advantage: Operating one of the largest commuter airlines in the U.S., Surf Air Mobility leverages real-world operating data to validate and deploy its AI-enabled SurfOS software, further solidifying its leadership in modernizing air operations and adopting next-generation aircraft.
See More
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- Improved EBITDA Guidance: The company revised its 2026 adjusted EBITDA loss guidance from $40 million-$50 million to $25 million-$30 million, showcasing the effectiveness of strategic cost controls and operational efficiencies.
- Capital Expenditure Reduction: The partnership with BETA Technologies allows the company to eliminate up to $100 million in planned capital expenditure for electric aircraft powertrain electrification, further optimizing capital allocation and enhancing future financial flexibility.
- Financing Update: In April, the company successfully raised $30 million, including $15 million through a nondilutive aircraft-backed credit facility and $15 million in common equity, demonstrating market confidence in its growth strategy.
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SRFM Q1 2026 Earnings Transcript
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- Platform Advantage: Through its partnership with Palantir, SRFM aims to build an all-in-one platform that serves as a central transaction layer for the private and regional aviation market, allowing the company to earn a take rate on all transactions, thereby enhancing its competitive edge.
- Gross Margin Expansion: Alliance Global Partners anticipates that as transaction volume on the platform increases, SRFM's gross margin will expand, which will help alleviate cash flow pressure and strengthen financial stability.
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- IPO Launch: FutureCorp Space Acquisition 1 (NYSE:FTRA) successfully priced its IPO at $10 per unit, raising $200 million by offering 20 million units, marking a significant entry into the industrial space economy and likely attracting investor interest in this emerging sector.
- Market Opportunity: With the cost of launching a kilogram to low-Earth orbit projected to fall below $100 by 2029, FutureCorp aims to bridge the gap between private markets and public investors, addressing the exclusion of public-market investors from significant wealth creation opportunities over the past decade.
- Team Background: The founding team of FutureCorp includes executives from SpaceX, Palantir, and Surf Air, leveraging their extensive industry experience to drive innovation in areas such as space manufacturing and in-orbit services, thereby enhancing the company's competitive position in a rapidly evolving market.
- Strategic Vision: FutureCorp's goal is to facilitate earlier access to public markets for leading companies in frontier economies, providing investors with greater opportunities to participate in future economic growth, particularly in the fast-developing space industry.
See More
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- Software Launch: Surf Air Mobility showcases BrokerOS, its first commercial software product, at AIPCon, which has been live since December 2025, designed to provide AI-driven solutions for Part 135 aviation charter brokers, thereby enhancing operational efficiency and productivity.
- Industry Transformation: Co-Founder Liam Fayed states that BrokerOS represents a significant shift in how private aviation brokers operate, demonstrating the potential of combining deep industry expertise with Palantir AIP, signaling transformative changes in the aviation market.
- Market Positioning: As a partner of Palantir, Surf Air Mobility aims to position SurfOS as the next-generation AI-enabled software operating system to replace fragmented legacy software, enhancing its competitive edge through enterprise account teaming agreements.
- Operational Scale Advantage: Operating one of the largest commuter airlines in the U.S., Surf Air Mobility leverages real-world operating data to validate and deploy its AI-enabled SurfOS software, further solidifying its leadership in modernizing air operations and adopting next-generation aircraft.
See More
Surf Air Mobility Q1 2026 Earnings Call Highlights
- Revenue Beat: Surf Air Mobility reported Q1 2026 revenue of $25.6 million, landing at the high end of guidance and reflecting a 9% year-over-year increase, indicating strong market performance and growth potential.
- Improved EBITDA Guidance: The company revised its 2026 adjusted EBITDA loss guidance from $40 million-$50 million to $25 million-$30 million, showcasing the effectiveness of strategic cost controls and operational efficiencies.
- Capital Expenditure Reduction: The partnership with BETA Technologies allows the company to eliminate up to $100 million in planned capital expenditure for electric aircraft powertrain electrification, further optimizing capital allocation and enhancing future financial flexibility.
- Financing Update: In April, the company successfully raised $30 million, including $15 million through a nondilutive aircraft-backed credit facility and $15 million in common equity, demonstrating market confidence in its growth strategy.
See More
SRFM Q1 2026 Earnings Transcript
See More
Latest Wall Street Ratings and Outlook
- Goldman Sachs Reiterates Nvidia Buy: Goldman Sachs anticipates a 'beat and raise' quarter for Nvidia ahead of its earnings report this month, focusing on the potential upside to its $1 trillion datacenter guidance, which could positively impact stock performance.
- JPMorgan Upgrades Freshpet: JPMorgan upgraded Freshpet from hold to buy following a first-quarter sales beat and guidance increase, expecting a rebound in share price as investors buy the dip after a 9% decline.
- Barclays Reiterates Microsoft Overweight: Barclays noted that Microsoft's story remains strong post-investor meetings, emphasizing management's focus on efficiency gains that are likely to enhance Azure growth and competitive positioning.
- Jefferies Upgrades Agilon Health: Jefferies highlighted improving visibility for Agilon Health, with supportive Medicare Advantage rates locked in, suggesting a favorable outlook that could attract investor interest moving forward.
See More
Analyst Initiates Buy Rating on Surf Air Mobility Amid Growth Potential
- Market Growth Potential: Analyst Brian Kinstlinger highlighted that the global regional mobility market is expected to grow to $75B to $115B by 2035, indicating significant growth opportunities that Surf Air Mobility (SRFM) could capitalize on.
- Platform Advantage: Through its partnership with Palantir, SRFM aims to build an all-in-one platform that serves as a central transaction layer for the private and regional aviation market, allowing the company to earn a take rate on all transactions, thereby enhancing its competitive edge.
- Gross Margin Expansion: Alliance Global Partners anticipates that as transaction volume on the platform increases, SRFM's gross margin will expand, which will help alleviate cash flow pressure and strengthen financial stability.
- Stock Performance: Although SRFM shares rose 0.5% to $1.11 in Friday morning trading, they remain significantly below their 52-week high of $9.91, reflecting market caution regarding the company's future performance.
See More
