Surf Air Mobility Inc. · NYSE:SRFM
Surf Air Mobility — Q1 2026 Earnings Presentation
15 slides from Surf Air Mobility's earnings presentation, May 11, 2026
Slide 1: SurfOS Go-To-Market
NYSE: SRFM SurfOS Go-To-Market ©2026 SURF AIR MOBILITY 1
Slide 2: Forward Looking Statements and Non-GAAP Financial Measures
DISCL AIMER Forward Looking Statements Non-GAAP Financial Measures This presentation contains forward-looking statements within the meaning of The Private Securities Litigation Reform Act This presentation includes information that does not conform to GAAP and are considered non-GAAP financial of 19
Slide 3: Built Using Real Operational and Commercial Performance Data
SURF OS Built Using Real Operational and Commercial Performance Data Two years of internal deployment created proven product-market fit before external commercialization. F R O M O P E R AT O R T O P L AT F O R M 2025 Built and deployed SurfOS on own airlines (Southern Airways, Mokulele Airlines) an
Slide 4: Durable Advantages Set SurfOS Apart From Pure SaaS Providers
CO M P E T I T I V E A D VA N TAG E Durable Advantages Set SurfOS Apart From Pure SaaS Providers Surf Air Mobility brings validation, distribution, data infrastructure, and AI-enabled technology to an underserved market. B u i lt by Pa l a n t i r O u tco m e - B a s e d t h e O p e r ato r Pa rt n
Slide 5: SurfOS Targets a $156B+ Global Market
m a r k e t o p p o rt u n i t y SurfOS Targets a $156B+ Global Market SurfOS is positioned to capture value across three interdependent, growing markets: charter aviation, private aircraft sales, and MRO aftermarket. THREE ADDRESSABLE MARKETS G LO B A L C H A RT E R P R I VAT E A I R C R A F T B U
Slide 6: SurfOS will create the world's largest, most efficient distributed operator network
A P L AT F O R M S O LU T I O N SurfOS will create the world’s largest, most efficient distributed operator network Coordinating global supply and demand through the SurfOS AI-enabled operating system powered by Palantir creates the digital infrastructure to unlock operational efficiencies and impro
Slide 7: SurfOS Commercialization Roadmap
ROADMAP SurfOS Commercialization Roadmap SurfOS is an all-in-one, AI-enabled software operating system for the private aviation and air mobility industries. ©2026 SURF AIR MOBILITY 7
Slide 8: 2026 Commercialization Roadmap
ROADMAP 2026 Commercialization Roadmap Sequenced product launches designed to build compounding network effects across key stakeholders in the private aviation and air mobility ecosystem. COMMERCIALLY LIVE 1H 2026 2H 2026 2026-2027 B ROKERO S ACTIVE SCALE UP O P E R AT O R O S L A U N C H ENTERPRISE
Slide 9: Powered by Palantir's AI Infrastructure, SurfOS is Embedding AI Agents Within Its Products
SURFOS AGENTIC AI Powered by Palantir’s AI Infrastructure, SurfOS is Embedding AI Agents Within Its Products to Automate and Optimize the Industry DATA FOUNDATION SURFOS AI AGENT EXAMPLES B ROKERO S O OS F o u n d ry c r e at e s t h e o n t o l o g y r e q u i r e d t o t r a i n , t e s t, P E R A
Slide 10: BrokerOS: Commercially Live Since December 2025
ROADMAP LIVE AND GENERATING REVENUE BrokerOS: Commercially Live Since December 2025 End-to-end charter broker workflow tools monetized via profit-share on every flight. Revenue Model 2026 Targets Tech-enabled sales force growth through independent broker onboarding via 'Powered by Surf On Demand' pr
Slide 11: OperatorOS: 2H 2026 Scheduled Commercial Launch
ROADMAP LAUNCHING 2H 2026 OperatorOS: 2H 2026 Scheduled Commercial Launch Designed to increase the operational e ciency of small and mid-sized Part 135 operators. ffi TA R G E T C U S T O M E R 2026 Targets Small and mid-sized Part 135 operators 440+ existing operator relationships across Surf On De
Slide 12: SurfOS Enterprise Solutions: Active Pipeline
ROADMAP ACTIVE PIPELINE - 2026 SurfOS Enterprise Solutions: Active Pipeline Custom deployments of SurfOS for large operators, brokerages, and aircraft OEMs and MROs supported by Palantir's enterprise go-to-market team. REVENUE MODEL 2026 Targets Custom-configured Palantir Foundry + AIP implementatio
Slide 13: SurfOS Commercial Milestones
MILESTONES SurfOS Commercial Milestones ©2026 SURF AIR MOBILITY 13
Slide 14: 2026 SurfOS Commercial Milestones: How to Track Our Progress
MILESTONES 2026 SurfOS Commercial Milestones: How to Track Our Progress MILESTONE PRODUCT 2 0 2 6 TA R G E T C U R R E N T S TAT U S Independent brokers onboarded BrokerOS 100 brokers by year-end 2026 29 currently enrolled; hundreds in queue to Powered by Surf On Demand Quarter-over-quarter Powered
Slide 15: SurfOS Go-To-Market
INVESTORS@SURFAIR.COM NYSE: SRFM SurfOS Go-To-Market BrokerOS OperatorOS Enterprise L i v e L a u n c h i n g 2 H 2 0 2 6 A c t i v e p i p e l i n e ©2026 SURF AIR MOBILITY 15