*Disseminated on Behalf of Surf Air Mobility Inc. Please see disclosures below. |
| Keep an Eye on Surf Air Mobility (SRFM) |
| | | Hey Folks,
Regional aviation in the United States is highly fragmented and inefficient. Charter brokers spend hours manually sourcing aircraft that should take minutes to find. Operators schedule crews using spreadsheets. Aircraft owners have almost no real-time visibility into how their assets are being used. And the entire ecosystem runs on dozens of incompatible legacy systems with no one platform tying it together.
That is the setup. There are roughly 5,000 public-use regional airports in this country, with 90% of Americans living within 30 minutes of one. McKinsey pegs the global regional air mobility market at $75 to $115 billion by 2035. NASA has called it transformational for American transportation.
One company thinks it can own the software layer that ties the whole thing together. That company is Surf Air Mobility (NYSE: SRFM). | | | What Does the Company Actually Do?
Surf Air Mobility (NYSE: SRFM) operates two distinct business units under one roof.
The first is an operating airline. Through its Southern Airways and Mokulele Airlines brands, the company runs one of the largest regional commuter networks in the United States by scheduled departures. In 2025, it flew over 300,000 passengers, executed 60,000 scheduled departures, and generated $106.6 million in revenue. It has interline agreements with American, United, Hawaiian, Alaska, and Japan Airlines, plugging its regional routes into a combined potential passenger network of roughly 435 million annual travelers across those carriers.
The second is an air technology business. This is where the growth narrative gets more interesting. Surf Air Mobility (NYSE: SRFM) is developing SurfOS, an AI-enabled software platform for the regional aviation industry, powered by Palantir's Foundry and AIP platforms. The airline is not just a business. It is the real-world testing environment that proves SurfOS works before the company tries to sell it to anyone else. | | | The SurfOS Platform
SurfOS is designed as the all-in-one operating system for the private aviation and regional air mobility market. Surf Air Mobility (NYSE: SRFM) holds a five-year exclusive agreement with Palantir to configure and sell this software to the Part 135 regional aviation market. No other company can offer this specific platform.
The platform has three core products:
1. BrokerOS gives charter brokers AI-powered aircraft sourcing, automated quoting, and direct operator communications. 2. OperatorOS handles crew and aircraft scheduling, compliance automation, and fleet-wide analytics for operators. 3. OwnerOS gives aircraft owners real-time utilization data, maintenance tracking, and transparency into how their assets are being deployed. | | | As of year-end 2025, the company had signed 17 letters of intent and beta agreements with third-party brokers and operators. The commercial rollout is targeted for 2026, funded by $26 million earmarked specifically for SurfOS development and commercialization. The 440-plus operator relationships the company has built since inception are the starting distribution channel.
The Palantir Factor
Palantir Technologies is not just a technology vendor here. Palantir is also one of the largest non-insider institutional shareholders at approximately 7.7% of the company. Vanguard, BlackRock, and Geode Capital Management round out the top institutional holders. | | | In October 2025, the company appointed Shawn Pelsinger to its board. Pelsinger spent a decade as Global Head of Corporate Development and Senior Counsel at Palantir, where he personally built the Surf Air relationship and also architected Skywise, the Palantir and Airbus aviation data platform that became the global standard for commercial aircraft maintenance.
Hawaii and the Electric Future
Through its Mokulele Airlines subsidiary, Surf Air Mobility (NYSE: SRFM) operates the largest commuter airline in Hawaii by scheduled departures, running roughly 108 daily flights across 9 airports and 10 inter-island routes. The average stage length across Mokulele's network is 56 miles. | | | That 56-mile average is meaningful because it sits squarely in the range commercial electric aircraft are being designed for. In March 2026, the company announced a strategic partnership with BETA Technologies to launch commercial electric aircraft service in Hawaii, starting with cargo operations. The deal includes a firm order for 25 of BETA's all-electric ALIA aircraft, with options for up to 75 more. | | | The initial plan involves cargo operations in Hawaii, building the operational record before passenger service begins once the BETA aircraft are fully certified. Surf Air also intends to establish BETA factory-authorized service centers with geographic exclusivity in launch regions, adding a maintenance revenue stream alongside flight operations, once certified. |  | Worth Keeping an Eye On?
Surf Air Mobility (NYSE: SRFM) is an unusual setup. It is simultaneously an operating airline with real revenue, a software company going to market this year, and an early-stage electric aviation play, all running on the same operational infrastructure. The airline validates the software. And the Hawaii network happens to be the perfect geographic sandbox for electric aviation.
The company is not yet profitable at the consolidated level, the SurfOS commercial launch is still ahead of it, and electric aviation certification timelines are always uncertain. But for those following the intersection of AI software, regional aviation infrastructure, and the early innings of electrification, SRFM is a name that has a few things going on at once.
And please remember to do your own research.
Anyways...
That's all for now!
Until Next Time,
-ZT Team | P.S. Want our text alerts? Text "ZIPTRADER" to 1-(855)-228-1598 to sign up!
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*Disseminated on Behalf of Surf Air Mobility Inc. Please see disclosures below. |
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