Joby reports first revenue from Blade acquisition, faces Archer litigation threatening imports

Filed May 6, 2026 · Period ending March 31, 2026 · Compared to 10-Q May 8, 2025 · ~1 min read

Key Changes

• high

  Archer filed ITC complaint seeking to block Joby from importing aircraft, power systems, and components based on alleged patent infringement. An exclusion order could materially disrupt supply chain and delay commercial launch.

  Legal Proceedings verify on EDGAR →
• high

  Joby reported first material revenue of $24.2M in Q1 2026, primarily from Blade passenger service acquired in August 2025, marking transition from pure R&D to commercial operations.

  MD&A: Revenue verify on EDGAR →
• high

  Company raised $1.25B in February 2026 through equity ($576M) and convertible notes ($670M), bringing total liquidity to $2.47B versus $813M prior year, funding certification and launch.

  MD&A: Liquidity verify on EDGAR →