Originally Posted by
Bgood
The answer was interesting to me too. Not word for word but she also said something along the lines of "you don't expect me to give away my negotiation style/tactics now...[chuckled]" then she said what you said and pointed to investor day in May for more on our multi-year plans. I'm assuming by May they will know more about where the Merger stands and if they need to greenlight plan B.
You are correct, I couldn't remember the entirety of what she said, but you are close.
If the truth was as simple as helping Airbus with their backlog, or that it helped other airlines get their deliveries sooner, she could have just said so.
Hypothetical:
Analyst: "how were you able to get Airbus to agree to the deferrals without paying a penalty"?
CFO (hypothetical): "Airbus has a great many customers that want their deliveries sooner and Airbus has a very large backlog, this was mutually beneficial".
But she didn't say that, and very much acted as though she didn't want to continue that discussion one bit.
But we will know one way or the other when the press release comes out, whoever that may be.