From a recent CK Airman Standards Meeting:



From Senior VP:

United Next is 106 ac each year 2023-2026 (all of air Canada and LH to our fleet) + 50000 new employees of which 8000 will be pilots, $2B cost savings, 30% upgauge• Over 1000 jets (amr dal less than 800 ea.) by 2026

Kirby

Triple digit new wide body order to be announced eoy (787/350)

TA 1 ? Why failed? He uses “my North Star” analogy...grow big be best ALPA also needs to lead, etc...mentioned pandemic loa as an “insurance policy” for against shrinkage shutdown etc...

TA 1 same principle....he engaged Todd Insler (former MEC Chair) to do a short term....had a bigger deal done but then Omicron hit so that deal was a no go; instead defaulted to TA 1 (transitional deal)

Faults AMR for last minute “match” of our deal

Now in “Mexican standoff” w AMR DAL UAL union (pattern bargaining) so this is then challenge• Not sure if a deal will get done....but still wants a short term deal.

Competition Hubs getting fuller...space will be had by getting rid of RJs over the next few years...EWR to go to only ~50 RJs/day by few yrs.

DEN will be biggest hub shortly and fastest grower IAD will double in size SFO LAX constrained ( getting gates at new terminal 9 lax)

ORD constrained till AMR shrinks there (and he thinks they will soon)

80% chance of new crew base in.......”a warm state” ( that’s all he’d say😏 ) announce probably eoy• RJ end game probably 250 76 seaters and 50 or so 550s.....no 50 seaters.

JetBlue spirit and JFK slots 8

JFK temporary pull down. Talking w ny n nj on why does Ewr have x depts • JFK temporary pull down. Talking w ny n nj on why does Ewr have x depts w two parallels and jfk too but jfk has so many less depts?

Thinks JbLu and spirit are crap airlines.putting two craps together get double crap..and we’ll clean their clocks and pickup allot of suntans

AMR financial position They basically “turned their engines off and are just gliding)• Amr can’t compete w us on long haul, six of nine hubs lose $, during their....they’ll let UAL lead and they will follow...that’s their culture...so..continued glide path presentation said their goal is to be a “second mover”down...no new planes...shrink hubs mainline to RJs etc..

“Only reason to shrink during a recession is if you think your not gonna survive the recession”. What we are gonna do is double down during then Recession and pick up routes/Pax.