Sensei’s Insights – Archer Tuesday Earnings, Q2 Calls from Joby, Vertical and Eve, Breakthrough eVTOL Battery – Saturday LIVE eVTOL Show with Vaz

Last call for Archer Aviation Q2 Earnings, Joby, Vertical and Eve Q2 Reports, Amprius Market Breakthrough Battery for eVTOLs, Wisk in Museum, Boeing and Spirit, New FAA Rules, eVTOL ETF.

🚀 Vertical Aerospace: Financial Discipline Meets Flight Momentum

Vertical’s half‑year 2025 update (published August 5, 2025) paints a picture of steady execution across finance and flight testing, aligned squarely with its Flightpath 2030 business strategy

---

JOIN US FOR THE SATURDAY LIVE EVTOL SHOW WITH VAZ

🔗 Connect with Us

Stay plugged in across platforms:

• Sensei on X: sensei_crypto_

• Martyn Lucas on X: MartynInvestor

• Vaz on X: eVTOLHUB

• 💎 Premium Discord Access: Join the Discord

• 📺 YouTube Channel (Live & Replays): Martyn Lucas Investor

• 👕 Limited Merch: Shop Here

---

✅ Financial Highlights & Capital Efficiency

• The company reported £104 million (~$137 million) in cash after raising $69 million in July—enough runway into mid‑2026.

• Operating cash outflows remain firmly in guidance, at £90–100 million ($110–125 million) for full year 2025.

• Vertical boasts industry-leading capital efficiency—spending roughly 75% less per aircraft than competitors thanks to its lean, asset-light approach.

✈️ Certification Push & Aircraft Technical Progress

• Successfully completed piloted wingborne flight tests in open European airspace, and achieved the first airport‑to‑airport flight by a piloted eVTOL at RIAT airshow—key milestones toward certification.

• Piloted low-speed transition flights are expected in H2‑2025—the make-or-break stage of testing before certification.

🛠️ Strategic Partnerships Strengthen Supply Chain

• Vertical signed a long‑term pact with Tier‑1 supplier Aciturri Aerostructures to manufacture the full airframe—including wings, fuselage, pylons—paving the way to scalable, certified Vx4 production.

• Its extended collaboration with Honeywell on flight controls and aircraft management systems further solidifies technical foundation and certification credentials

🔋 Hybrid Variant & Market Positioning

• Vertical unveiled plans for a hybrid-electric variant of the VX4, targeting a 1,000‑mile range. This opens commercial potential in defense, cargo, emergency services, and beyond.

• The integrated hybrid range extension complements the existing VX4 eVTOL, expanding mission flexibility and boosting recurring‑revenue potential via battery replacement or upgrades.

🧾 Governance & Transparency

• Vertical remains an open book—no major surprises in the call beyond what had already been communicated. That consistency and transparency is a strength, not a weakness. Leadership additions—including Lord Andrew Parker and new senior operations and airworthiness roles—add depth and credibility.

📊 Why This Matters: A Strong Upside Case

• Strong financial stewardship: clear runway, guided spending, and capital-efficient structure position Vertical to fund certification and entering early production without runaway burn.

• Technical execution: reaching piloted wingborne and airport‑to‑airport flights shows measurable progress—and transitioning to full flight testing later in 2025 is within reach.

• Ready for scale: Aciturri partnership gives Vertical a low‑capex route to industrialisation, avoiding the heavy fixed costs typical for OEMs.

• Hybrid variant widens addressable market: long-range missions, defense, emergency services, and cargo all become possible revenue streams.

• Transparent messaging and controlled execution: no smoke, no mirrors—Vertical sticks to the script and builds investor trust through consistency.

Vaz comments:
In the latest update, Vertical Aerospace delivers more than just talk—it shows disciplined finance, momentum in certification-flight testing, and strategic partnerships that de-risk production. Their Flightpath 2030 business plan is unfolding steadily. With strong liquidity into 2026, low operational cost per airframe, and a clear roadmap toward fully certified eVTOL and hybrid variants, Vertical stands out as a capital‑efficient, transparent challenger in the emerging AAM market. Not chasing the giants but carving its own strategic path—and that’s exactly what makes it compelling.

---

🚨 LIVE SPECIAL – Archer Aviation Q2 Earnings Call 🛩️

Tuesday, 13 August – After Hours
📍 LIVE on Martyn Lucas Investor

Archer Aviation heads into its Q2 earnings call with more riding on it than perhaps any quarter in its short history. The company remains one of the two dominant players in the eVTOL race, with aggressive timelines, deepening partnerships, and a bold mix of civilian and defence strategies. Historically, Archer’s earnings calls have often moved the market — frequently downward — due to the realities of their pre-revenue stage, high R&D burn, and FAA certification uncertainties.

This time, however, the tone feels different. Several recent developments could signal a turning point, from a possible new aircraft reveal to updates on defence contracts, infrastructure projects, and global expansion plans.

✅ A New Chapter? Defence & Aircraft Reveal Could Steal the Spotlight

A big chunk of investor optimism this quarter stems from Archer’s growing defence ambitions. Their $142M USAF contract is still active, and partnerships with Anduril and Palantir are paving the way for potential autonomous and semi-autonomous military eVTOL applications. This isn’t just a side project — CEO Adam Goldstein has suggested that defence could become a central revenue stream, diversifying risk away from purely commercial passenger ops.

On the civilian tech front, all eyes are on the potential reveal of the fully piloted, full-transition Midnight aircraft believed to be N704AX. FAA registry data backs the speculation, and if unveiled, this would be a major technical milestone, showcasing Archer’s readiness to move beyond prototypes toward operational hardware.

🔍 What to Watch This Quarter – Expanded Breakdown

• 🛡️ Goldstein’s Defence Pivot – More Than a Side Hustle:
  Defence contracts are less cyclical than commercial air mobility and could fund long-term R&D. Expect updates on timelines for military testing, potential export opportunities, and how defence work influences civilian aircraft design.