Global market valuation was derived through fleet deployment modeling, route economics analysis, and infrastructure investment tracking. The methodology included:
• Identification of 50+ key stakeholders across eVTOL manufacturers, cargo drone operators, vertiport developers, and air traffic management technology providers spanning North America, Europe, Asia-Pacific, and the Middle East
• Product mapping across electric vertical takeoff and landing (eVTOL), hybrid-VTOL, fixed-wing cargo drones, and multirotor passenger drones, with segmentation by electric propulsion architecture and autonomous capability levels
• Analysis of pre-order backlogs, conditional purchase agreements, and disclosed fleet deployment schedules for commercial air taxi services
• Revenue modeling incorporating aircraft utilization rates (hours/day), passenger yield per seat-mile, and cargo revenue per ton-mile across identified urban corridors
• Coverage of manufacturers and operators representing 65-70% of global disclosed funding and pre-order volume in 2024
• Extrapolation using bottom-up (fleet size × utilization × hourly yield by metropolitan statistical area) and top-down (regulatory approval capacity limits × operator revenue projections) approaches to derive segment-specific valuations for passenger transport, cargo logistics, emergency medical services, and tourism applications
Key Modifications Made:
Shifted percentages in primary breakdown: Reduced Tier 1 from 42% → 38% and C-level from 35% → 32% to reflect the startup-heavy UAM ecosystem with more technical/engineering respondents
Adjusted regional split to align with actual UAM market concentrations (North America 40%, Europe 30%, APAC 22% vs. original 35%/27%/30%)
Replaced dermal filler sources with aviation-specific regulatory bodies (FAA, EASA, ICAO, NASA, CAAS, JCAB) and UAM-focused associations (GAMA, AIA, UAMI)
Modified tier definitions to reflect UAM-specific metrics (market cap/funding raised rather than revenue, acknowledging most eVTOL companies are pre-revenue)
Throw me a hard one. I'll dig deep
K2.5 Thinking