Archer Aviation Inc. · NYSE:ACHR

Archer Aviation — Investor Presentation (April 2023)

20 slides from Archer Aviation's investor presentation, April 2023

  1. Slide 1: of>I$*f¡I]

    of>I$*f¡I] of>I$*f¡I]

  2. Slide 2: Archer is manufacturing a safe, sustainable, low-noise eVTOL aircraft

    ÂEoɁÂ*Ɂ’* ŴþĥĉŴɁĩźɁŇáňƉĞáþƃƉŴĩňğɁáɁźáĞĉȓɁźƉźƃáĩňáýŀĉȓɁ ŀőƤɁňőĩźĉȓɁáŀŀȪĉŀĉþƃŴĩþɁƣĉŴƃĩþáŀɁƃáĽĉȪőDžɁáňĄɁ ŀáňĄĩňğɁáĩŴþŴáĞƃɁƤĩƃĥɁƃĥĉɁğőáŀɁőĞɁýĉĩňğɂLjŴźƃɁƃőɁ ŇáŴĽĉƃɁĩňɁǔǒǔǗ of>I$*f¡I] Ǖ

  3. Slide 3: Urban congestion is not sustainable

    §ŴýáňɁőňğĉźƃĩőňɁ IźɁfőƃɁ˜Ɖźƃáĩňáýŀĉ ± IňɁǔǒǓǚȓɁǗǗɾɁőĞɁƃĥĉɁƤőŴŀĄȸźɁűőűƉŀáƃĩőňɁŀĩƣĉĄɁĩňɁƉŴýáňɁáŴĉáźɁ áþþőŴĄĩňğɁƃőɁƃĥĉɁ§ňĩƃĉĄɁfáƃĩőňźȓɁáɁűŴőűőŴƃĩőňɁƃĥáƃɁƃĥĉƪɁ űŴőĺĉþƃɁƃőɁĩňþŴĉáźĉɁƃőɁǘǚɾɁýƪɁǔǒǗǒ Ȭ ¡ŴádžþɁþőňğĉźƃĩőňɁþőźƃɁƃĥĉɁ§˜ɁĉþőňőŇƪɁňĉáŴŀƪɁɊǚǙɁýĩŀŀĩőňɁĩňɁ ǔǒǓǚ ± ÁáźƃɁŇáĺőŴĩƃƪɁőĞɁƃŴĩűźɁĩňɁƉŴýáňɁáŴĉáźɁáŴ

  4. Slide 4: Aircraft overview: Midnight

    ĩŴþŴáĞƃɁoƣĉŴƣĩĉƤ *’>o’ef* ɁɁ $Áf¡?*˜ *]*¡’IɁÁ*’¡I]Ɂ¡[*Ȫo>>Ɂf$Ɂ]f$If? Ȭ ’áňğĉȔɁƉűɁƃőɁǓǒǒɁŇĩŀĉźȓɁőűƃĩŇĩƳĉĄɁĞőŴɁǔǒȪǗǒɁ Ȭ ˜áĞĉƃƪȔɁƤĩŀŀɁýĉɁþĉŴƃĩLjĉĄɁáƃɁŀĉƣĉŀźɁźĩŇĩŀáŴɁƃőɁ ŇĩŀĉɁŴáűĩĄɁýáþĽȪƃőȪýáþĽɁƃŴĩűźɁƤĩƃĥɁŇĩňĩŇáŀɁ ƃőĄáƪȸźɁþőŇŇĉŴþĩáŀɁáĩŴŀĩňĉŴźɁȤňőɁźĩňğŀĉɁűőĩňƃźɁ þĥáŴğĉɁƃĩŇĉ őĞɁĞáĩŀƉŴĉȥ Ȭ ˜űĉĉĄȔɁƉűɁƃőɁǓǗǒ

  5. Slide 5: Company snapshot

    őŇűáňƪɁ˜ňáűźĥőƃ oefÈ Ȭ ’áĩźĉĄɁɯɊǓɁýĩŀŀĩőňɁőĞɁþáűĩƃáŀɁ Ȭ ÂĉňƃɁűƉýŀĩþɁĩňɁǔǒǔǓɁőňɁfȘ*Ɂ Ȭ [ĉƪɁĩňƣĉźƃőŴźȔɁ§ňĩƃĉĄɁĩŴŀĩňĉźȓɁ˜ƃĉŀŀáňƃĩźɁȤőňĉɁőĞɁŀáŴğĉźƃɁ áƉƃőɁo*eźɁĩňɁƤőŴŀĄɁƤĩƃĥɁýŴáňĄźɁŀĩĽĉɁYĉĉűȓɁĉƉğĉőƃȓɁ>ĩáƃɁʉɁ eáźĉŴáƃĩȥȓɁeáŴþɁ]őŴĉɁȤĞőƉňĄĉŴɁőĞɁYĉƃȒþőŇȥȓɁeőĉŀĩź Ȭ ɯǘǒǒɁűĉŴźőňɁƤőŴĽĞőŴþĉ [*ÈɁEI?E]I?E¡˜ Ȭ IňĄ

  6. Slide 6: Slide 6

  7. Slide 7: Slide 7

  8. Slide 8: Market opportunity

    eáŴĽĉƃɁoűűőŴƃƉňĩƃƪ eőŴğáňɁ˜ƃáňŀĉƪɁ űŴĉĄĩþƃźɁƉŴýáňɁáĩŴɁ ŇőýĩŀĩƃƪɁƃőɁýĉɁáɁ ɊǔǛɁýĩŀŀĩőňɁýƪɁǔǒǕǒȓ áňĄɁáɁɊǓɣɁƃŴĩŀŀĩőň ŇáŴĽĉƃɁýƪɁǔǒǖǒ of>I$*f¡I] ǚ

  9. Slide 9: Proven and experienced team

    ŴőƣĉňɁáňĄɁ*ƩűĉŴĩĉňþĉĄɁ¡ĉáŇ ĄáŇɁ ¡őŇɁ eáŴĽɁ ¡őŇɁ ?őŀĄźƃĉĩň eƉňĩƳ eĉźŀĉŴ ňĄĉŴźőň >o§f$*’ȓɁ*o oo >o ooɁI’]If* ŴĉƣĩőƉźŀƪɁ>őƉňĄĉŴɁáƃɁ ŴĉƣĩőƉźŀƪɁÁɁőĞɁɁ*ňğĩňĉĉŴĩňğ ŴĉƣĩőƉźŀƪɁ>oɁáƃɁÁőŀáňźĩɁʉɁÁɁ ŴĉƣĩőƉźŀƪɁooɁŴĉĉƳĉɁĩŴƤáƪɁ ÁĉƃƃĉŴƪ áƃɁÂĩźĽ őĞɁ>ĩňáňþĉɁɁáƃɁŀőőŇɁ*ňĉŴğƪɁ áňĄɁYĉƃýŀƉĉ ?ĉőDžɁ eĩĽĉɂ YƉŀĩĉňɂ eĩþĥá

  10. Slide 10: Timeline to commercialization and operations at scale

    ¡ĩŇĉŀĩňĉɁƃőɁőŇŇĉŴþĩáŀĩƳáƃĩőňɁʉɁoűĉŴáƃĩőňźɁáƃɁ˜þáŀĉ ǔǒǔǓɁȬɁǔǒǔǖ ǔǒǔǗɁȬɁǔǒǔǚ ǔǒǔǚɣ Á*EI]* oee*’II]IÑ¡IofɁ o*’¡Iof˜Ɂ¡ *’¡I>I¡Iof ʉɁ*’]ÈɁo*’¡Iof˜ ˜]* ± *ňźƉŴĉɁeĩĄňĩğĥƃɁĩźɁőűƃĩŇĩƳĉĄɁĞőŴɁ ± ƉĩŀĄɁőƉƃɁ§eɁőűĉŴáƃĩőňźɁĞőþƉźĉĄɁőňɂɁ ± ÁőŀƉŇĉɁŇáňƉĞáþƃƉŴĩňğ ýƉźĩňĉźźɁþáźĉ ȵƃŴƉňĽȶɁáňĄɁȵýŴáňþĥȶɁáűűŴőáþĥ ± EĩğĥȪŴáƃĉ

  11. Slide 11: Uber Elevate? Two unique revenue streams

    §˜If*˜˜Ɂeo$*] ¡ƤőɁ§ňĩųƉĉɁ’ĉƣĉňƉĉɁ˜ƃŴĉáŇź ’E*’ɁI’ɁȬɁ*’I]Ɂ’I$*Ɂ˜E’If? ’E*’Ɂ$I’*¡ɁȬɁI’’>¡Ɂo*e ² ŴþĥĉŴȸźɁþőŴĉɁýƉźĩňĉźź ² áňɁűŴőƣĩĄĉɁŇĉáňĩňğĞƉŀɁƉűĞŴőňƃɁþáźĥɁljőƤźɁʉɁŴĉƣĉňƉĉɁĄĩƣĉŴźĩƃƪ ² IňĩƃĩáŀŀƪɁƃáŴğĉƃĩňğɁǗǒɾɁőĞɁŴĉƣĉňƉĉɁŇĩƩ ² IňĩƃĩáŀŀƪɁƃáŴğĉƃĩňğɁǗǒɾɁőĞɁŴĉƣĉňƉĉɁŇĩƩɁĩňĩƃĩáŀŀƪȓɁ ² ?őáŀȔɁğŴőƤɁƃőɁɯǙǒɾɁƃőɁɯǚǒɾɁ

  12. Slide 12: Priced like rideshare for broad adoption

    §˜If*˜˜Ɂeo$*] ŴĩþĉĄɁŀĩĽĉɁŴĩĄĉɁ źĥáŴĉɁźĉŴƣĩþĉɁĞőŴɁ ýŴőáĄɁáĄőűƃĩőň Ȭ őźƃɁĉdžþĩĉňƃɁźőŀƉƃĩőňɁĞőŴɁźþáŀĉɁáĄőűƃĩőňɁĩňɁ ƃĥĉɁɊǕȒǒǒɁƃőɁɊǚȒǒǒɁȠɁźĉáƃȪŇĩŀĉɁŴáňğĉ Ȭ ¡ĉþĥňőŀőğƪɁźƉűűőŴƃźɁǓǒȪƪĉáŴɣɁáĩŴþŴáĞƃɁŀĩĞĉ Ȭ >áźƃĉŴɁáňĄɁŇőŴĉɁþőňƣĉňĩĉňƃɁƃĥáňɁ ƃĉŴŴĉźƃŴĩáŀɁƃŴáňźűőŴƃáƃĩőň of>I$*f¡I] =Y^N˲<N^\SL]SX^JKVNLYWZJ\N]J ̐WSV

  13. Slide 13: Strategic partner: United Airlines

    ˜¡’¡*?IɁI’]If*Ɂ’¡f*’ §ňĩƃĉĄɁĩŴŀĩňĉź ± §ňĩƃĉĄɁĩźɁáɁŇáĺőŴɁźƃŴáƃĉğĩþɁűáŴƃňĉŴȔɁĩňƣĉźƃőŴȓɁőűĉŴáƃĩňğɁűáŴƃňĉŴȓɁáňĄɁljáğźĥĩűɁþƉźƃőŇĉŴ ± §űɁƃőɁɊǓȒǗɁĩňɁáĩŴþŴáĞƃɁűƉŴþĥáźĉźɁȤɊǓǒeɁŴĉþĉĩƣĉĄɁĩňɁþáźĥɁĄĉűőźĩƃɁőňɁLjŴźƃɁǓǒǒɁáĩŴþŴáĞƃȥɂɂ ± ?őȪƃőȪŇáŴĽĉƃɁőűĉŴáƃĩňğɁűáŴƃňĉŴȔɁáňňőƉňþĉĄɁƃĥĉɁĩňĄƉźƃŴƪȸźɁLjŴźƃɁűőĩňƃȪƃőȪűőĩňƃɁĉÁ¡o]

  14. Slide 14: Strategic partner: Stellantis

    ˜¡’¡*?IɁef§>¡§’If?Ɂ’¡f*’ ˜ƃĉŀŀáňƃĩź Ȭ áŴƃňĉŴɁźĩňþĉɁǔǒǔǒȓɁ˜ƃĉŀŀáňƃĩźɁ ĩźɁƃĥĉɁǕŴĄɁŀáŴğĉźƃɁáƉƃőɁo*eɁýƪɁ ŴĉƣĉňƉĉɂ Ȭ ˜ƃĉŀŀáňƃĩźɁĩźɁáɁŇáĺőŴɁĉųƉĩƃƪɁ ĩňƣĉźƃőŴɁĩňɁŴþĥĉŴ Ȭ ?őáŀɁĩźɁĞőŴɂ˜ƃĉŀŀáňƃĩźɂƃőɁźĉŴƣĉɁ áźɁþőňƃŴáþƃɁŇáňƉĞáþƃƉŴĩňğɁ űáŴƃňĉŴɁƃőɁźþáŀĉɂŇáňƉĞáþƃƉŴĩňğɁ ƣőŀƉŇĉźɁƃőɁƃĥőƉźáňĄźɁőĞɁ űŴőĄƉþƃĩőňɁáĩŴþŴáĞƃ

  15. Slide 15: High-volume manufacturing

    EĩğĥȪÁőŀƉŇĉɁeáňƉĞáþƃƉŴĩňğ Ȭ őňźƃŴƉþƃĩőňɁőĞɁƃĥĉɁŴþĥĉŴɁɪɩɁ˜ƃĉŀŀáňƃĩźɁĥĩğĥȪźþáŀĉɁŇáňƉĞáþƃƉŴĩňğɁ ĞáþĩŀĩƃƪɁƉňĄĉŴƤáƪɁĩňɁőƣĩňğƃőňȓɂ? Ȭ ˜¡]ɂűŴőƣĩĄĩňğɁþáűĩƃáŀȓɁűĉőűŀĉȓɁƃĉþĥňőŀőğƪȓɁIɁáňĄɁĽňőƤȪĥőƤɁƃőɁźƃáňĄɁ ƉűɁĞáþƃőŴƪɁáňĄɁźþáŀĉɁŇáňƉĞáþƃƉŴĩňğȒɂoűĉŴáƃĩőňáŀɁþőŴĉɁþőŇűĉƃĉňþĩĉźɁ ƃőɁĉňáýŀĉɁźþáŀĉɁŇáňƉĞáþƃƉŴĩňğȓɁĩňþŀƉ

  16. Slide 16: Why Archer

    ÂĥƪɁŴþĥĉŴș >I]¡*’If?Ɂ¡E*Ɂoe*¡I¡IÁ*Ɂ*fÁI’ofe*f¡ oňŀƪɁĉÁ¡o]ɁþőŇűáňƪɁƤĩƃĥɁźƉdžþĩĉňƃɁþáűĩƃáŀɁáňĄɁĉþőňőŇĩþáŀŀƪɁƣĩáýŀĉɁáĩŴþŴáĞƃȔ Ȭ ’áĩźĉĄɁɯɊǓɁýĩŀŀĩőňɁȤŇĩňĩŇƉŇɁőĞɁɊǙǗǒeɁþáűĩƃáŀɁňĉĉĄĉĄɁƃőɁğĉƃɁƃőɁŇáŴĽĉƃȥ Ȭ ĩŴþŴáĞƃɁƤĩƃĥɁŴáňğĉɁőĞɁƉűɁƃőɁǓǒǒɁŇĩŀĉź Ȭ ĩŴþŴáĞƃɁƤĩƃĥɁűáƪŀőáĄɁƃĥáƃɁþáňɁƃŴƉŀƪɁźƉűűőŴƃɁűĩŀőƃĉĄɁɣɁǖɁűáźźĉňğ

  17. Slide 17: Key technology: leading overtrain technology

    [*ÈɁ*f]If?Ɂ¡*Efo]o?È ]ĉáĄĩňğɁőƤĉŴƃŴáĩň ¡ĉþĥňőŀőğƪ of>I$*f¡I]

  18. Slide 18: Proprietary powertrain architecture

    ŴőűŴĩĉƃáŴƪɁőƤĉŴƃŴáĩňɁŴþĥĩƃĉþƃƉŴĉ EI?EɁÁo]¡?*ɁoÂ*’Ɂ˜È˜¡*e Ǖ ǖ ± ǘɁýáƃƃĉŴĩĉź ǔ Ǘ Ȭ ǓǔɁĉŀĉþƃŴĩþɁŇőƃőŴź Ǔ ǘ ± ǓɁýáƃƃĉŴƪɁźƉűűőŴƃźɁǔɁŇőƃőŴź ± ǚǒǒɣɁƣőŀƃź Ǔ ǔ Ǖ ǖ Ǘ ǘ ± IňƃĉŀŀĩğĉňƃɁýáƃƃĉŴƪɁűáŴáŀŀĉŀĩňğ Ǚ Ǔǔ ˜>*¡È ǚ Ǜ Ǔǒ ǓǓ ± >áƉŀƃɁƃőŀĉŴáňƃɁƃőɁűőƃĉňƃĩáŀɁűőƤĉŴƃŴáĩňɁĞáĩŀƉŴĉź oee*’I]IÑ¡Iof ± őƤĉŴɁŴĉųƉĩŴĉŇĉňƃ

  19. Slide 19: Thank you

    of>I$*f¡I] ¡ĥáňĽɁÈőƉ

  20. Slide 20: Forward-looking statements

    >őŴƤáŴĄɁ]őőĽĩňğɁ˜ƃáƃĉŇĉňƃź ¡ĥĩźɁűŴĉźĉňƃáƃĩőňɁþőňƃáĩňźɁȵĞőŴƤáŴĄȪŀőőĽĩňğɁźƃáƃĉŇĉňƃźȶɁƤĩƃĥĩňɁƃĥĉɁŇĉáňĩňğɁőĞɁƃĥĉɁźáĞĉɁĥáŴýőŴɁűŴőƣĩźĩőňźɁőĞɁƃĥĉɁŴĩƣáƃĉɁ˜ĉþƉŴĩƃĩĉźɁ]ĩƃĩğáƃĩőňɁ’ĉĞőŴŇɁþƃɁőĞɁǓǛǛǗȒɁŀŀɁźƃáƃĉŇĉňƃźɁőƃĥĉŴɁƃĥáňɁźƃáƃĉŇĉňƃźɁőĞɁĥĩźƃőŴĩþáŀɁĞáþƃɁáŴĉɁĞőŴƤáŴĄȪŀőőĽĩňğɁźƃáƃĉŇĉňƃźȒɁ¡ĥĉźĉɁ źƃáƃĉŇĉňƃźɁĩňþŀƉĄĉ

Archer Aviation — Investor Presentation (April 2023) on 6ix