Good Morning Market Enthusiast,

While the headlines are locked on megacaps and macro noise, something much more interesting is happening under the radar… literally.

Right now, there’s an air mobility company that’s quietly:

✅ Flying hundreds of thousands of passengers per year
✅ Embedding Palantir-powered software into its daily ops
✅ Locking in interline deals with commercial carriers
 

The name? Surf Air Mobility (NYSE: SRFM). 

👉 This one deserves front-row status on your screen.

Let’s get into what’s really powering this story.

(1)

✈️ One of the Largest Commuter Airlines You’ve Never Heard Of

Surf Air Mobility (NYSE: SRFM) isn’t pitching dreams. It’s flying real planes with real passengers.
 

• ~320,000 passengers over 64,000 flights in the last year (1)
• One of the largest commuter airlines in the U.S. by departures (1)
• Three-pronged business model already in motion: (1)

📆 Scheduled regional flights (like a traditional airline)

💻 On-demand charter (book + select your route + price in minutes)

💪 Government-backed contracts via the Essential Air Service program

This isn’t some “maybe, someday” idea. SRFM already has an operational footprint, diverse revenue streams, and market-tested traction.

(3)

🤖 Palantir Power: SurfOS Is Live

Palantir (NASDAQ: PLTR) isn’t throwing darts, they seem to rarely take equity in outside companies.

But SRFM? It’s different. Palantir, which is the largest shareholder in SRFM, just added former Palantir dealmaker Shawn Pelsinger to the board. He helped build the original agreement between the two companies. (4)

That alliance is more than a handshake, it’s producing SurfOS™, a full-stack AI-enabled air mobility software operating system that is already with beta users. 💻🛫

Powered by Palantir Technologies’ Foundry and AI platforms, SurfOS handles:
 

• Automated booking + quoting
• Crew and aircraft scheduling
• Data-driven fleet optimization
   

Commercial launch: on deck for 2026.

🌐 The Case for Skipping Big Airports

Imagine:
 

• Showing up 15 minutes before your flight
• Skipping security lines
• Boarding just steps from your car
• Arriving without touching a mega-hub
   

SRFM is building that. And the infrastructure already exists: (1)
 

• Over 5,000 underused U.S. airports
• ~90% of Americans live or work within 30 mins of one
• Yet ~70% of all traffic flows through just ~30 major hubs
   

SRFM is unlocking those routes today. And the market isn’t just big—it’s officially massive: (1)
 

• 🧭 NASA: Regional Air Mobility will “fundamentally change how we travel”
• 💼 McKinsey: $75–$115B global market by 2035

(1)
 

🔄 The Transformation Plan That’s Already Paying Off
 

SRFM isn’t just scaling. It’s executing a 4-phase transformation plan: (1)
 

1. Transformation (2024): Debt reduction, M&A integration, leaner ops
2. Optimization (2025–2026): Efficiency gains + SurfOS roll-out
3. Expansion (2026–2027): Tier-1 routes + third-party software sales
4. Acceleration (2027+): Electrified aircraft → full-stack air mobility platform
    

📊 Results already showing: (5)
 

• Q2 2025 revenue up ~17% QoQ → $27.4M
• Operating loss cut by ~⅓ QoQ
• 2025 full year revenue projected to top $100M
• Positive Adjusted EBITDA for its airline operations targeted this year
   

🌏 Global Scale, Insider Confidence
 

SRFM isn’t limiting itself to U.S. routes. It’s going international: (6)(7)
 

• 🌉 May: Signed interline agreement with Japan Airlines for Hawaii routes
• 💼 Same month: Co-founder Sudhin Shahani purchased $1M  of company stock (408,163 shares)
   

That’s conviction.

⚡ The Green Shift: Electric Aviation, Real Path
 

SRFM isn’t building sci-fi aircraft. It’s working towards retrofitting proven ones.
 

✅ Exclusive agreement with Textron Aviation (manufacturer of the Cessna Grand Caravan EX) (1)
 

🔋 Hybrid-electric powertrain version targets:
 

• 50% fewer emissions
• 25% lower direct operating costs
   

🔌 All-electric powertrain version targets:
 

• Zero emissions
• 50%+ cost savings
   

🚘 Just like Tesla rewrote the car playbook, SRFM plans to rewrite air mobility.

🎯 Bottom Line

Here’s why SRFM should be front of radar:
 

• Backed by Palantir—software edge most airlines dream of
• Clear path to profitability + global partnerships forming
• Electrification on roadmap
   

👉 Keep SRFM at the top of your screen. Remember to do your own research.

To your success,

Max Masters

Co-founder, Market Tips Newsletter

Sources:
1. https://s202.q4cdn.com/166167538/files/doc_presentations/2025/08/Surf-Air-Mobility-Investor-Presentation-September.pdf
2. https://finance.yahoo.com/quote/SRFM/
3. https://investors.surfair.com/overview/default.aspx
4. https://finance.yahoo.com/news/surf-air-mobilitys-srfm-board-020434858.html
5. https://finance.yahoo.com/news/stonegate-capital-partners-updates-coverage-202600120.html
6. https://investors.surfair.com/news/news-details/2025/Mokulele-Airlines-and-Japan-Airlines-Announce-New-Interline-Agreement/default.aspx
7. https://investors.surfair.com/news/news-details/2025/Surf-Air-Mobility-Announces-1-Million-Purchase-of-Company-Stock-by-Co-Founder/default.aspx

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