From my understanding the operating cost difference between the A330-300 and it's closest competitor say the 777-200ER was actually quite small despite the 4 engines. When you got to like the 330-600 vs the 777-300ER it was much much worse for the 340. So perhaps there wasn't even that much juice le...
Jump to postI fly Spirit often and I really do enjoy the experience. (unlike Frontier) On top of convenient frequencies, the big seat in the front is super cheap and comfortable. It's a great way to travel. For everyone complaining about their booking process I don't know what more you guys want? It's all blac...
Jump to postWith signs that air travel demand and pricing is weak - how will B6 afford the integration costs? Reminds me now of the merger of Pan Am and National. Two sick carriers don't necessarily make one healthy one. I agree with you on the risk, however I don’t think they have a choice. The legacy carrier...
Jump to postEventually the war in Ukraine will end and Russian airlines Well that is IF (and that's a big IF) we all don't get blown to oblivion thanks to WW3 over Taiwan & South China Sea. Call me crazy about WW3?....well we have had 2 WWs in less than 100 years with one being Nuclear...so what's to preve...
Jump to postSmart move, IMO and I've got puts. They are taking liquidity while liquidity is available. I wonder if they are seeing some worrying trends. Every company is announcing cost cutting and layoffs, I can't imagine the corporate travel market is booming right now.
Jump to postYou’re only carrying an iPhone/android you’re good to go. Android is an operating system that can run on all kinds of devices and has no relevance on the type of battery used. I mean ultimately industry needs to decide if this is a problem that needs another solution. The fire bag and I'm guessing ...
Jump to postFrom this it is clear that you don’t even know what the NEA is about, because TATL is not even included in the NEA. It is all about domestic coverage out of BOS. So, B6 operating TATL out of BOS clearly does not negate the need for the NEA. There are many destinations that AA seeves that B6 does no...
Jump to postFrom this it is clear that you don’t even know what the NEA is about, because TATL is not even included in the NEA. It is all about domestic coverage out of BOS. So, B6 operating TATL out of BOS clearly does not negate the need for the NEA. There are many destinations that AA seeves that B6 does no...
Jump to postHasn't it been an open secret for awhile that AA just has the highest costs of any US airline? UA/DL run similar options with much leaner management/operations staff. They were also the last legacy to merge, which had them paying higher wages to appease the unions. We're kind of in this lag where p...
Jump to postAlso, the 321XLR in the medium term is going to threaten TATL markets which have historically had higher pricing as wide bodies were typically needed for most routes. Once the XLR enters the market, now out of BOS most markets will be within easy narrowbody range and Jetblue will no longer need AA ...
Jump to postAA put out new guidance this morning, raising its numbers: From CNBC: "American said revenue per seat mile likely climbed 24% in the quarter from 2019, above its prior forecast of 18% to 20%. It expects to report adjusted earnings per share of between $1.12 and $1.17, up from its previous esti...
Jump to postHasn't it been an open secret for awhile that AA just has the highest costs of any US airline? UA/DL run similar options with much leaner management/operations staff. They were also the last legacy to merge, which had them paying higher wages to appease the unions. We're kind of in this lag where pr...
Jump to post“American Airlines executives are keeping their promise that the airline will just focus on core partner hubs like LHR and MAD for its international flying from now on by reducing the international footprint of the airline almost on what it now seems like weekly cuts while their competitors are add...
Jump to post5. The population of Indians and Indian Americans have increased YoY despite of the pandemic, and this trend is unlikely to go down. Many Indians have not been able to visit their families due to pandemic and Visa appointments not being available. Once these ease, and (I am hearing that appointment...
Jump to postNot sure why some feel AA must match DL and UA across the Atlantic? DL and UA are the least of their problems. 321XLR turns JFK/BOS-LHR/CDG into LAX/SFO - JFK/BOS. What has happened in those markets over the past 10 years? There's a very real chance B6 takes the premium and the ULCC's on both sides...
Jump to postNot sure why some feel AA must match DL and UA across the Atlantic? DL and UA are the least of their problems. 321XLR turns JFK/BOS-LHR/CDG into LAX/SFO - JFK/BOS. What has happened in those markets over the past 10 years? There's a very real chance B6 takes the premium and the ULCC's on both sides...
Jump to postI've been screaming for years that airlines need to hold very large sums of cash. Yet every time I got a lot of slick responses as to why airlines shouldnt. It seems odd that companies in such a capital intensive industry would have bare bones levels of cash on hand when black swan events have been...
Jump to postWhat gets me is Jetblue has been a very conservative airline for decades. This doesn't seem like their normal playbook. If they can get the merger through, it will give them an amazing position in the post-pandemic world where leisure travel is king. The problem is, if business travel doesn't come b...
Jump to postIt seems like Wizz made some major mistakes with hedging.
If all your competitors hedge, you kind of have no choice but to hedge. And you certainly don't stop hedging when fuel is low, if anything you hedge more when it's low and less when it's high.
Again, either way we'll end up with less ULCC capacity in the short-term, but which is the worse merger outcome: handing F9 all the pricing power in that segment, or having B6 remove NK's assets from the segment to grow and compete with AA/DL/UA/WN? I'm going out on a limb here, but ultimately I th...
Jump to postNo it was a wise move. Business travel is way down and fuel prices are way up. In this environment the way to make money is pack the A320'/737's to the max for leisure destinations.
Jump to posthttps://finance.yahoo.com/news/jetblue-transatlantic-soars-permanent-heathrow-140000410.html “The airline has secured permanent slots at Heathrow, is adding a new Gatwick departure from New York and is improving the airport experience for customers in the United Kingdom.” Some decent news for B6. W...
Jump to postIf it takes several Wall Street downgrade and massive stock price drop to get these people terminated, then that should happen. How can these people possibly look at Joanna and Alex and think they know what they are doing? This airline has so much potential if it had the right people running it. Ag...
Jump to postWhy is someone bringing a non-native species to an area? To pollinate. Bees are moved around *alot*. In the lower 48 it is often done by truck. Also keep in mind, she's in Alaska. She was probably only renting the bees for the pollination season. Whoever owned them, likely has insurance for this ty...
Jump to postI'm amazed that it was legal what Delta was doing before. In any other industry when you are required to report to work, your pay starts. EVERY airline in the US does it the way Delta was doing it. I don't care if 1 airline or all of them are doing it. I any other industry it is illegal. You are re...
Jump to postSo costs are through the roof, but so are fares and people seem to still be booking them.
Jump to posthttps://twitter.com/Andrew__Roth/status ... 7047587840
Reportedly S7 had a plane seized.
In their press release, B6 said A220 saw double-digit increases in customer satisfaction score. JetBlue really cannot get them fast enough. I'd like to see when LAX A220 base will happen. A220 would be the perfect aircraft on intra-cali markets like LAX-SFO. No idea on F with A220. Seemed like a lo...
Jump to postWhy are yields so low at LGB ? Not any ULLC competition unlike LAX, and now ONT Yields are so low at LGB because while it has a *HUGE* catchment area, for the vast majority of the very wealthy suburbs of LA, either BUR or LAX is a much closer option. In Orange County, SNA is a much closer option. T...
Jump to postI think the 78X will become the 321 of widebodies. It's usually the biggest stretch that provides the best economics and sells the best. It's really kind of a no brainer. The 787-8/9 are already in tons of fleets. Look at the A330-300. It's range grew significantly from inception. Same is now happen...
Jump to postAmerican has the largest debt load of any US carrier. By a lot. They need as much revenue as possible to keep making those debt payments. Recall how they added so much capacity ahead of the other carriers. This investment has that potential too. Note how often they talk about reducing debt in their...
Jump to postJust a matter of time before the major players gang up and crush them on these routes. What are they going to do, restyle their cabins, provide free broadband and live tv, spend more on food offerings and...... step up their service standards? :rotfl: You also forgot lower their cost structure enou...
Jump to postYou can have scads of flights at a super-low average fare per passenger, which seems to be the path AA is taking with a product that's wholly undifferentiated from the ULCCs. If I had AA's labor costs and debt-service burden, I'd be looking for any way I could to raise my average fare in markets li...
Jump to postOne thing you can bet though, when those airline/hotel rate contracts expire, the new ones are going to be more expensive for the airlines.
Jump to postDoes anyone else have the feeling that other airlines are being overly optimistic with their aircraft orders and growth plans? If the market bubble pops B6 may be in a much better position with their more conservative approach. They're being optimistic because they have to. The reality of the situa...
Jump to postOne has to also consider, that maintaining a young fleet requires a quick turnaround of aircrafts. This implies heavy manufacturing and scrapping pollutions that might be more polluting than this 34% CO2 emissions. I don't understand why everyone goes out of their way to obsess over pollutants emit...
Jump to postIf the LAX situation does not improve (as in having to operate out of TBIT west), then they really need to put plans into place for SFO. They need to find a way to do SFO anyway. They're getting a very rare chance here. They let Alaska overpay for Virgin. Now AS is cutting back many of Virgin's rou...
Jump to postI also wonder if they could use their A220's to do SNA-HNL/OGG That's a niche market for sure, but lots of $$$ in orange county and definitely some demand from people willing to pay more to avoid the drive to LAX
Jump to postBoeing guidance is to not RTO above 80 knots for a bird strike unless anomalous engine behavior occurs. You don’t RTO at close to V1 just because you hit a bird. That’s a risk of a catastrophic runway excursion. I don’t know enough about this incident yet to comment on whether the captain made the ...
Jump to postIt's a combination of factors. Historically LA travel was much more centred around the actual LA basin, so LAX was a pretty good choice as it's fairly centrally located. The other options were all flawed. The main issue is that the airports that actually had good locations and good catchment areas d...
Jump to postAnyway, anybody being able to get one of the covid vaccines and declines it, has to get his/her head examined. I live in the country with the lowest death rate in regards to infections and here still 0.46 % have died. In the USA, if we look at the death toll from covid, 170 have died out of every 1...
Jump to post>But then again, if you are operating flight to Africa and Brazil where the mutation is rampant, you may wish to be vaccinated even if there is no company mandate. Mutations cross borders quite rapidly - and new ones develop. What was the dominant mutation in another country a few weeks ago could ea...
Jump to postContinentalEWR wrote:JFK-TLV would most likely be a 77W route, or a 772 just as easily. ATH would most likely be the 772ER.
I'd like to see CLD. It's not *that* bad for south OC folks. And they already have BUR for LA county people.
And they pickup all of the SAN market.
Almost seems like his legs bend later in the video. Don't think a drone with an inflatable person could do that.
Jump to postAnyone hear and rumors of CLD? That would give them decent coverage out of the SD region too and I bet people from Irvine area would rather drive an hour south than an hour north.
Jump to postYou know what's dirty? Invading profitable hubs off weaker airline, killing their margins by dumping capacity in markets that can't handle them and making them vulnerable to mergers. Do you think AS and B6 would be partnership up with AA if DL didn't push them to the brinks? I wouldn't say DL pushe...
Jump to postPSU.DTW.SCE wrote:That’s the part I am curious and to all of the broader ramifications. The amount of debt to pay down coming out of this is going to be insane.
It's interesting that AA needed the money more urgently, so they used their FF program as collateral for the government loan, but as the markets improved UA/DL were able to tap the private markets with their FF program. I'm not sure who in their right mind would have bought that debt, backed by unit...
Jump to postYou might want to present some evidence that "most airlines are cleaning more" since I haven't seen any reports of that. Then you haven't been paying attention at all. The articles and the videos have been everywhere. For example, look at what DL is doing. Massive cleaning program and com...
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