Happy Wednesday, folks!

Is Zipline putting the cash to work?

Tough to say. Here’s what we know.

From October 20th to November 4th, a typical day was about 5.5 new Zipline aircraft on the FAA registry.

By certificate date: Thursday ($1.5B announcement), 35. Friday, 113. Saturday, 100. Sunday, 40. Monday, 62. Tuesday, 14.

The 113

Thursday, Zipline announced its latest $1.5B raise. Friday, it added 113 aircraft to the FAA registry.

All 113 carry the same certificate date.

One model code, 06102II. Serials fall between 18736P23522 and 18736P24930, a range that other Zipline aircraft share. No duplicates. No aircraft was deregistered and registered again.

Every one of these aircraft is registered to Zipline International, spelled a few different ways in the registry. Each registration is a filing that carries a manufacturer serial number. A registration certificate is a filing about an aircraft. The registry does not show when an aircraft was built or flown.

The 329

In the daily files: 3,189 registered Zipline aircraft in the Nov 6 file, 3,518 in the Nov 11 file. The +329 are certificates dated Nov 6 to 10, as they appear in the Nov 11 file.

The registry files, what each holds, and what each added:

  • Nov 7: holds Fri Nov 6, added +110

  • Nov 10: holds Sat Nov 7 to Mon Nov 9, plus the last 3 dated Nov 6, added +205

  • Nov 11: holds Tue Nov 10, added +14

  • Total: Nov 6 to Nov 11, added +329

A registered count is not a flight count. Every Zipline aircraft in our Nov 11, 2026 file lists a San Francisco area address in California, so the file cannot say where these aircraft are airborne.

Drone Delivery Is A Two Horse Race

From what we can see, drone delivery is a two-horse race.

Zipline holds 79.3% of the registered delivery aircraft in the Nov 11 file (3,518 of 4,438).

Amazon: 18.4% (818).

Leaving 2.3% to the field (102).

Here are the registered aircraft charts of Zipline + Amazon since January. Zipline has grown its registered aircraft 278% so far in 2026.

Companies like Wing - whose drones check in below the 55 lbs floor are not captured in the FAA registry.

But we are looking for hosts near delivery sites in Texas for small receive-only radios that log public Remote ID broadcasts.

We buy, own, and maintain them.

Know a rooftop or a property manager? Reach out to us!

Godspeed.

Research, not financial advice.

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