Surf Air Mobility stock gained 3.6% in premarket trading Tuesday after allocating $26 million to accelerate its Palantir-powered aviation software platform. The company directed the funds from a recent $100 million strategic transaction toward SurfOS development and commercialization.
The AI-enabled software platform targets the fragmented private aviation market, integrating operations through three flagship products: BrokerOS, OperatorOS, and OwnerOS. SurfOS runs on Palantir Technologies' AIP and Foundry platforms, with commercial deployment scheduled for 2026.
Internal adoption has delivered measurable operational improvements according to company data. BrokerOS contributed to a 36% reduction in On Demand team expenses while increasing bookings per broker by 197% and decreasing quote-to-booking time by 14%.
Surf Air Mobility expanded its partnership with Palantir to include enterprise implementation services and additional go-to-market resources. The collaboration aims to accelerate commercial deployment across the Part 135 regional aviation segment.
Recent feature launches include a Palantir AIP-powered analytics dashboard for predictive crew performance insights, expanded capabilities in the Flight Ops crew mobile app, and a BrokerOS mobile app for customer flight management.
The company released a presentation and video detailing SurfOS progress to its investor website. Surf Air Mobility operates one of the largest commuter airlines in the United States, providing operational scale and real-world data to validate its software platform.
"With Surf Air Technologies now funded, we are well positioned to begin the commercial launch of our category-defining SurfOS products," said Sudhin Shahani, co-founder and board member of Surf Air Mobility. "Backed by our partnership with Palantir, we are confident SurfOS will set a new standard for AI-enabled regional aviation software."
Palantir Global Head of Commercial Ted Mabrey called the development "the next chapter of our partnership with Surf Air." He noted that SurfOS and Palantir's platforms have delivered AI-enabled outcomes across Surf Air's core business operations.
CEO Deanna White said: "With SurfOS, including the work we've done with Palantir being implemented within our operations, we're continuing to unlock efficiencies, improve visibility, and better anticipate operational needs beyond what older systems allowed. SurfOS is empowering us to operate as a truly technology-enabled and data-driven airline."
The funding allocation represents part of Surf Air Mobility's strategy to commercialize its software platform for the broader aviation industry. The company faces financial challenges with negative free cash flow of $82.67 million over the last twelve months and a market capitalization of $122 million.
Surf Air Mobility's third-quarter 2025 revenue of $29.2 million fell short of analyst projections of $53 million. The company's gross profit margin stands at 4.85% with revenue declining 8.51% over the past year according to InvestingPro data.
The air mobility software market represents a growing opportunity as aviation operators seek modernization solutions. SurfOS aims to address industry fragmentation by providing unified operating systems for brokers, operators, and aircraft owners.
Commercial rollout next year will test whether the platform can translate internal efficiency gains into broader market adoption. The expanded Palantir partnership provides enterprise-grade implementation resources to support the 2026 launch timeline.
