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北京时间·🕒 发布 17:45:00时区推断·⟳ 抓取 17:49:22·⚡ 决策 07-22 17:51:54 +2m32s·97.0 天前
Joby与维珍大西洋将2025年英国空中出租车合作转为多年期正式框架
本次是Joby与维珍大西洋把2025年已宣布的英国合作正式化,维珍将把Joby服务接入订票渠道并支持客户获取和机场关系。
📄 原文JOBY↗ 原文
Joby and Virgin Atlantic Finalize Deal to Bring Electric Air Taxi Service to the UK
Joby and Virgin Atlantic sign multi-year agreement that builds on Joby’s existing exclusivity arrangement with Delta Ai…
不做 Joby Aviation(JOBY.US)
不做:英国合作主线2025年已公开,本次只是正式化多年框架;未披露金额、收入分成、投运日期或CAA批准,难形成相对75亿美元市值的短线可量化edge。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
消息传播链
- Joby已在2025年3月宣布与维珍大西洋合作在英国推出空中出租车服务,核心航点和订票渠道设想当时已披露。
- 媒体在2025年3月已报道该合作,且指出英国启动时间排在阿联酋和美国之后,说明核心叙事并非首次出现。
- Joby公告称双方在Farnborough签署definitive agreement,将2025年合作正式化为多年商业框架。市场反应:事件发生时美股盘前不可连续成交,未观察到可靠当日正式盘反应。
关键理由
- 本次是Joby与维珍大西洋把2025年已宣布的英国合作正式化,维珍将把Joby服务接入订票渠道并支持客户获取和机场关系。
- 事件方向对Joby为正,但仍未披露订单金额、收入分成、投运时间和CAA批准进度,短线难量化为收入或利润增量。
- Joby仍处于商业化前阶段,2026年7月21日前收约7.66美元、市值约75亿美元,年销售基数很小但估值主要反映远期认证和投运预期。
主要风险
- 合作在2025年3月已公开宣布,本次增量主要是binding framework,容易被视为既有路线图推进而非新订单。
- 英国服务仍需Joby负责运营、航线和CAA监管批准,若认证或基础设施落地延后,商业化兑现时间继续后移。
反向证据
- 做多前查反向 · 来源 web · 日期 2025-03-16 · 影响 weakens
同一英国合作主线在2025年已经公开,削弱本次作为新鲜短线催化的边际。
检索:Joby Virgin Atlantic partnership announced 2025 UK air taxi 原文 ↗ - 做多前查反向 · 来源 web · 日期 2026-07-22 · 影响 weakens
公告保留CAA审批、运营和路线管理等前置条件,且未给出金额或投运时间,商业化量级无法确认。
检索:Joby Virgin Atlantic binding multi-year commercial framework July 22 2026 no revenue certification CAA 原文 ↗
原文全文
展开原文 · 8,000 字
Joby and Virgin Atlantic Finalize Deal to Bring Electric Air Taxi Service to the UK
- Joby and Virgin Atlantic sign multi-year agreement that builds on Joby’s existing exclusivity arrangement with Delta Air Lines
- London Heathrow and Manchester Airport expected to be among the primary UK connection points, with a plan to extend service across the UK over time
- Virgin Atlantic to integrate Joby’s UK services into its booking channels and support Joby’s rollout through its customer base and airport relationships
FARNBOROUGH, England--(BUSINESS WIRE)-- Joby Aviation, Inc. (NYSE: JOBY), a company developing electric air taxis for commercial passenger service, and Virgin Atlantic, a premium long-haul UK airline, today signed a definitive agreement at the Farnborough International Airshow, formalizing the partnership the companies first announced in 2025 to bring Joby's air taxi service to the UK.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260722457573/en/
Joby Aviation's electric air taxi on public display at Potters Field Park in London, July 2026, in partnership with Virgin Atlantic. (Photo: Joby Aviation)
The agreement converts the partnership announced in 2025 into a binding, multi-year commercial framework, establishing Virgin Atlantic as Joby's exclusive airline partner for air taxi services in the UK. The collaboration builds on Joby's existing partnership with Delta Air Lines, which holds a 49 percent stake in Virgin Atlantic, bringing together three brands focused on faster, more convenient travel across the UK.
In 2022, Joby and Delta announced a multi-city partnership to pioneer community-to-airport transportation, which is mutually exclusive across the US and UK. Delta and Virgin Atlantic operate as partners across a shared transatlantic network, and Joby's UK partnership with Virgin Atlantic complements and expands its partnership with Delta.
“This agreement marks an exciting next chapter in our partnership with Joby and a significant step towards bringing electric air taxi services to the UK,” said Corneel Koster, CEO of Virgin Atlantic. “Together, we'll create more seamless journeys for our customers, making it easier than ever to travel between towns, cities and our airports. Innovation has always been part of Virgin Atlantic's DNA, and we're proud to partner with Joby to help shape the future of travel while delivering the premium customer experience we're known for."
"Virgin Atlantic’s dedication to a world-class customer experience makes them the right partner to represent Joby in the UK, and this agreement reflects the next step in that relationship,” said JoeBen Bevirt, Founder and CEO of Joby Aviation. ”The UK is one of the most exciting markets for this technology, and this partnership could drive significant opportunities for Joby as we bring air taxi service to some of the country’s busiest cities."
Under the agreement, Virgin Atlantic will offer Joby's air taxi service through its booking platforms, including mobile app and website. This will allow travelers in the UK to book a seamless air taxi connection alongside their long-haul flights.
Joby plans to launch service at Virgin Atlantic’s hubs in London and Manchester, with Manchester anchoring Joby’s connections across the North of England. Early routes are expected to include Manchester Airport to Leeds in approximately 15 minutes and Heathrow to Central London in as little as 8 minutes, journeys that take over an hour by car today.
Joby will retain sole responsibility for aircraft operations, route management, and securing UK Civil Aviation Authority (CAA) regulatory approvals, while Virgin Atlantic will support infrastructure integration and customer acquisition at both hubs. Over time, Joby expects to expand this network to a wide range of cities and communities across the UK.
Earlier in July, members of the public had the chance to experience Joby’s aircraft firsthand when a full-scale model was displayed at Potters Fields Park in London, directly across from Tower Bridge. Visitors were able to sit inside the aircraft and imagine a future flight that could take just minutes to Heathrow from that location.
Joby's aircraft uses six tilting propellers, allowing it to take off and land vertically with a fraction of the noise produced by today's helicopters. It is optimized for rapid, back-to-back flights and is expected to be deployed on routes of up to 100 miles. Joby has completed thousands of test flights, including recent demonstrations in San Francisco and New York City, where the company flew point-to-point between JFK Airport and Manhattan. Joby's aircraft certification is progressing under the Bilateral Aviation Safety Agreement between the FAA and UK CAA, building on the Company's 2022 validation application.
Media assets, including photos and footage of Joby’s aircraft as well as illustrative route networks in the UK, are available here.
About Joby
Joby Aviation, Inc. (NYSE:JOBY) is a California-based transportation company developing an all-electric, vertical take-off and landing air taxi which it intends to operate as part of a fast, quiet, and convenient service in cities around the world. To learn more, visit www.jobyaviation.com.
About Virgin Atlantic
Virgin Atlantic was founded by entrepreneur Sir Richard Branson in 1984, with innovation and amazing customer service at its core. In 2025, the airline was voted Britain’s only Global Five Star Airline by APEX for the ninth year running in the Official Airline Ratings. Headquartered in London, it employs 9,250 people worldwide, flying customers to 28 destinations throughout the year.
Alongside shareholder and partner Delta Air Lines, Virgin Atlantic operates a leading transatlantic network, with onward connections to over 200 cities around the world. In 2020, Air France-KLM, Delta Air Lines and Virgin Atlantic launched an expanded Joint Venture, offering a comprehensive route network, convenient flight schedules, competitive fares and reciprocal frequent flyer benefits, including the ability to earn and redeem miles across all carriers. Virgin Atlantic joined SkyTeam in 2023, as the global airline alliance’s first and only UK member airline, enhancing SkyTeam’s transatlantic network to and from London Heathrow and Manchester.
Virgin Atlantic has been pioneering sustainability leadership for more than 15 years, committing to Net Zero by 2050 and continuous action that reduces environmental impact. The airline operates one of the youngest and most fuel-efficient fleets in the skies, with an average age of 7.5yrs. In 2022, Virgin Atlantic welcomed its first A330-900’s to the fleet, continuing its transformation towards 100% next generation aircraft by 2028. For more information visit www.virginatlantic.com or via Facebook, X and Instagram @virginatlantic.
Forward-Looking Statements
This release contains “forward-looking statements” within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995, including but not limited to, statements regarding the development and performance of our aircraft, our regulatory outlook, progress and timing, including the expected timing of type certification and our progress under the Bilateral Aviation Safety Agreement between the FAA and UK CAA; our business plan, objectives, goals and market opportunity; plans for, and potential benefits of, our strategic partnership with Virgin America, including expected routes and launch locations; and our current expectations relating to our business, financial condition, results of operations, prospects, capital needs and growth of our operations. You can identify forward-looking statements by the fact that they do not relate strictly to historical or current facts. These statements may include words such as “anticipate”, “estimate”, “expect”, “project”, “plan”, “intend”, “believe”, “may”, “will”, “should”, “can have”, “likely” and oth
- Joby and Virgin Atlantic sign multi-year agreement that builds on Joby’s existing exclusivity arrangement with Delta Air Lines
- London Heathrow and Manchester Airport expected to be among the primary UK connection points, with a plan to extend service across the UK over time
- Virgin Atlantic to integrate Joby’s UK services into its booking channels and support Joby’s rollout through its customer base and airport relationships
FARNBOROUGH, England--(BUSINESS WIRE)-- Joby Aviation, Inc. (NYSE: JOBY), a company developing electric air taxis for commercial passenger service, and Virgin Atlantic, a premium long-haul UK airline, today signed a definitive agreement at the Farnborough International Airshow, formalizing the partnership the companies first announced in 2025 to bring Joby's air taxi service to the UK.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260722457573/en/
Joby Aviation's electric air taxi on public display at Potters Field Park in London, July 2026, in partnership with Virgin Atlantic. (Photo: Joby Aviation)
The agreement converts the partnership announced in 2025 into a binding, multi-year commercial framework, establishing Virgin Atlantic as Joby's exclusive airline partner for air taxi services in the UK. The collaboration builds on Joby's existing partnership with Delta Air Lines, which holds a 49 percent stake in Virgin Atlantic, bringing together three brands focused on faster, more convenient travel across the UK.
In 2022, Joby and Delta announced a multi-city partnership to pioneer community-to-airport transportation, which is mutually exclusive across the US and UK. Delta and Virgin Atlantic operate as partners across a shared transatlantic network, and Joby's UK partnership with Virgin Atlantic complements and expands its partnership with Delta.
“This agreement marks an exciting next chapter in our partnership with Joby and a significant step towards bringing electric air taxi services to the UK,” said Corneel Koster, CEO of Virgin Atlantic. “Together, we'll create more seamless journeys for our customers, making it easier than ever to travel between towns, cities and our airports. Innovation has always been part of Virgin Atlantic's DNA, and we're proud to partner with Joby to help shape the future of travel while delivering the premium customer experience we're known for."
"Virgin Atlantic’s dedication to a world-class customer experience makes them the right partner to represent Joby in the UK, and this agreement reflects the next step in that relationship,” said JoeBen Bevirt, Founder and CEO of Joby Aviation. ”The UK is one of the most exciting markets for this technology, and this partnership could drive significant opportunities for Joby as we bring air taxi service to some of the country’s busiest cities."
Under the agreement, Virgin Atlantic will offer Joby's air taxi service through its booking platforms, including mobile app and website. This will allow travelers in the UK to book a seamless air taxi connection alongside their long-haul flights.
Joby plans to launch service at Virgin Atlantic’s hubs in London and Manchester, with Manchester anchoring Joby’s connections across the North of England. Early routes are expected to include Manchester Airport to Leeds in approximately 15 minutes and Heathrow to Central London in as little as 8 minutes, journeys that take over an hour by car today.
Joby will retain sole responsibility for aircraft operations, route management, and securing UK Civil Aviation Authority (CAA) regulatory approvals, while Virgin Atlantic will support infrastructure integration and customer acquisition at both hubs. Over time, Joby expects to expand this network to a wide range of cities and communities across the UK.
Earlier in July, members of the public had the chance to experience Joby’s aircraft firsthand when a full-scale model was displayed at Potters Fields Park in London, directly across from Tower Bridge. Visitors were able to sit inside the aircraft and imagine a future flight that could take just minutes to Heathrow from that location.
Joby's aircraft uses six tilting propellers, allowing it to take off and land vertically with a fraction of the noise produced by today's helicopters. It is optimized for rapid, back-to-back flights and is expected to be deployed on routes of up to 100 miles. Joby has completed thousands of test flights, including recent demonstrations in San Francisco and New York City, where the company flew point-to-point between JFK Airport and Manhattan. Joby's aircraft certification is progressing under the Bilateral Aviation Safety Agreement between the FAA and UK CAA, building on the Company's 2022 validation application.
Media assets, including photos and footage of Joby’s aircraft as well as illustrative route networks in the UK, are available here.
About Joby
Joby Aviation, Inc. (NYSE:JOBY) is a California-based transportation company developing an all-electric, vertical take-off and landing air taxi which it intends to operate as part of a fast, quiet, and convenient service in cities around the world. To learn more, visit www.jobyaviation.com.
About Virgin Atlantic
Virgin Atlantic was founded by entrepreneur Sir Richard Branson in 1984, with innovation and amazing customer service at its core. In 2025, the airline was voted Britain’s only Global Five Star Airline by APEX for the ninth year running in the Official Airline Ratings. Headquartered in London, it employs 9,250 people worldwide, flying customers to 28 destinations throughout the year.
Alongside shareholder and partner Delta Air Lines, Virgin Atlantic operates a leading transatlantic network, with onward connections to over 200 cities around the world. In 2020, Air France-KLM, Delta Air Lines and Virgin Atlantic launched an expanded Joint Venture, offering a comprehensive route network, convenient flight schedules, competitive fares and reciprocal frequent flyer benefits, including the ability to earn and redeem miles across all carriers. Virgin Atlantic joined SkyTeam in 2023, as the global airline alliance’s first and only UK member airline, enhancing SkyTeam’s transatlantic network to and from London Heathrow and Manchester.
Virgin Atlantic has been pioneering sustainability leadership for more than 15 years, committing to Net Zero by 2050 and continuous action that reduces environmental impact. The airline operates one of the youngest and most fuel-efficient fleets in the skies, with an average age of 7.5yrs. In 2022, Virgin Atlantic welcomed its first A330-900’s to the fleet, continuing its transformation towards 100% next generation aircraft by 2028. For more information visit www.virginatlantic.com or via Facebook, X and Instagram @virginatlantic.
Forward-Looking Statements
This release contains “forward-looking statements” within the meaning of the “safe harbor” provisions of the Private Securities Litigation Reform Act of 1995, including but not limited to, statements regarding the development and performance of our aircraft, our regulatory outlook, progress and timing, including the expected timing of type certification and our progress under the Bilateral Aviation Safety Agreement between the FAA and UK CAA; our business plan, objectives, goals and market opportunity; plans for, and potential benefits of, our strategic partnership with Virgin America, including expected routes and launch locations; and our current expectations relating to our business, financial condition, results of operations, prospects, capital needs and growth of our operations. You can identify forward-looking statements by the fact that they do not relate strictly to historical or current facts. These statements may include words such as “anticipate”, “estimate”, “expect”, “project”, “plan”, “intend”, “believe”, “may”, “will”, “should”, “can have”, “likely” and oth
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