Innovative Aerospace Summit: Surf Air Mobility Electrifying Regional Aviation

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Innovative Aerospace Summit: Surf Air Mobility Electrifying Regional Aviation

USA | Aerospace & Defense Electronics EquityJuneResearch11, 2026

Innovative Aerospace Summit: Surf Air Mobility

Electrifying Regional Aviation

We hosted Deanna White, CEO, and Oliver Reeves, CFO of Surf Air Mobility

(SRFM), at our Innovative Aerospace Summit. Key takes: 1) SRFM is building

an air mobility platform across airline, charter, and SurfOS; 2) BETA partnership

replaces in-house powertrain spend and supports electric launch; 3) SurfOS is

improving bookings, close times, and costs; 4) BrokerOS / OperatorOS support

monetization; 5) BETA aircraft can lower fuel and maintenance costs.

SRFM Overview. Surf Air Mobility is building an air mobility platform focused on regional aviation,

with three interconnected business across commuter airline operations, on-demand private charter,

and SurfOS software. SRFM operates one of the largest commuter airlines in the US, has a decade

of flying short-haul networks in the US and within Hawaii, and supports private charter through a

network of 440+ operators. The company views the platform as a way to gather real world data and

build and validate software for regional air mobility.

Regional Aviation Is The Initial Electrification And Software Market. SRFM believes the next

growth segment in broader aviation will occur first in short-haul regional aircraft, where smaller

aircraft can adopt electrification technologies and AI-enabled software before larger commercial

aircraft. The company frames its platform opportunity across charter aviation, scheduled airline

services, and the MRO aftermarket for smaller aircraft, representing an estimated $156BB global

TAM for SRFM products and services. Mgmt emphasized that the convergence of software and