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Surf Air Mobility raises FY26 adjusted EBITDA view to ($30M)-($25M)

Previous view (50M)-(40M). 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 improvements to Surf Air Mobility’s (SRFM) 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. Deanna White, CEO said: “SurfOS and our work with Palantir is driving measurable efficiency and cost savings. Improving our 2026 Adjusted EBITDA guidance by approximately 40% while maintaining our 2026 revenue growth guidance reflects our expectation that we can lower the cost to deploy SurfOS and accelerate the software’s optimization capabilities within our business.”

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