LOS ANGELES, May 6 — Surf Air Mobility Inc. (NYSE: SRFM) (“Surf Air Mobility”, or the “Company”) today provided details on the commercial go-to-market strategy for SurfOS, the Company’s AI-enabled software operating system powered by Palantir Technologies (“Palantir”). SurfOS’s products serve the fragmented Part 135 private aviation and air mobility market through BrokerOS, OperatorOS, and SurfOS Enterprise Solutions, each monetized through distinct revenue models for brokers, operators, and large enterprise clients.
SurfOS targets an estimated $156 billion global market opportunity across three segments: chartered air transport, private aircraft sales, and MRO aftermarket. SurfOS is positioned to capture value across these interdependent markets by creating a connected ecosystem where supply and demand are optimized by leveraging Palantir’s Foundry and AIP.
Unlike pure-play software providers, Surf Air Mobility develops and validates every SurfOS product inside its own airline and charter businesses, including Southern Airways, Mokulele Airlines, and Surf On Demand private charter, before offering it to external customers. This operational proof-of-concept differentiates SurfOS because the software has been developed on real operational and commercial performance data.
Liam Fayed, Co-Founder of Surf Air Mobility, said: “We are one of the only companies in the aviation industry that both builds the software and runs the operations. We have the data infrastructure in place on Palantir’s Foundry platform and are developing agentic workflows and automation faster than ever before. The results are evident from the improvements to our business and financial performance. This track record is what will allow us to successfully sell SurfOS based on measurable outcomes.”
With the Company’s federated operational data live within Palantir’s Foundry platform, SurfOS is developing a suite of AI agents designed to autonomously optimize critical workflows, such as dynamic pricing, crew scheduling, aircraft sourcing, and AOG recovery. With Palantir’s AIP providing the underlying AI infrastructure, the Company expects to deploy these SurfOS agents at an accelerated pace.
SurfOS Go-to-Market Overview:
BrokerOS
- Go-to-Market: Commercially Live Since December 2025
- BrokerOS launched commercially in December 2025 through the Powered by Surf On Demand program that equips independent brokers with a branded platform offering a full suite of tools and an end-to-end solution, including 24/7 customer service, safety accreditation, real-time aircraft access, and complimentary aircraft recovery
- BrokerOS deployed within Surf On Demand’s internal sales team delivered a 32% increase in bookings for top-performing brokers, 57% faster quote-to-close cycles, and 40% more payments processed on-platform comparing Q1 2026 vs. Q1 2025
- Revenue Model:
- BrokerOS generates revenue via a take rate across On Demand private charter bookings
- 2026 Commercial Target:
- 100 independent brokers onboarded by year-end, contributing to Surf On Demand private charter business revenue and profitable margin
OperatorOS
- Go-to-Market: Launching Second Half of 2026
- OperatorOS is designed for small and mid-sized Part 135 scheduled and charter air operators and is targeted for external commercial launch in the second half of 2026
- Core modules within OperatorOS include crew and aircraft scheduling, reporting, and distribution, and will feed supply directly into BrokerOS
- The Company currently has 17 Letters of Intent and software agreements in its initial sales pipeline generated from 440+ existing operator relationships
- Revenue Model:
- Modular subscription fee based on operator size, charged per module
- Additional revenue generated from ancillary service upsells
- 2026 Commercial Target:
- 10 additional letters of intent signed by year-end
- Five operators onboarded and live on OperatorOS by year-end
SurfOS Enterprise Solution
- Go-to-Market: Active Pipeline
- SurfOS Enterprise Solutions provides fully customized deployments of SurfOS powered by Palantir’s Foundry and AI platforms for large operators, charter brokerages, and aircraft manufacturers
- Palantir’s forward-deployed engineering team participates directly in enterprise sales conversations under the Company’s exclusive teaming agreement
- Revenue Model:
- Customized agreements
- 2026 Commercial Target:
- Targeting first multi-year, multi-million-dollar enterprise contracts in 2026
