Surf Air Mobility Inc. (NYSE:SRFM) ("Surf Air Mobility" or the "Company"), a leading air mobility platform, today announced revised 2026 guidance for Adjusted EBITDA loss of $30 to $25 million, an approximate 40% improvement from the prior Adjusted EBITDA loss of $50 to $40 million. This improvement reflects the impact of the Company's proprietary SurfOSTM software across its operations and the reduced cost and speed of its deployment. The Company reaffirmed its 2026 revenue guidance of $128 to $138 million, a 20% to 30% year-over-year increase.
The improvements to Surf Air Mobility's 2026 Adjusted EBITDA guidance are driven by four factors:
- SurfOS digitalizing core airline and charter workflows, reducing costs by 6% and 15%, respectively
- Corporate automation and procurement discipline, 32% reduction in staffing need, 17% in professional services
- Increased profitable charter revenue through the capital-efficient Powered by Surf On Demand program
- Reduced SurfOS development costs and accelerating deployment via AI and Palantir's platform
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