Originally Posted by
Bluedriver
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.
Ursula was definitley cautious around that questioning. I wouldn't be surprised if - by deferring deliveries - they achieved additions savings on future deliveries. I'm just a line pilot so I'm not all that smart, but I definitely picked up how she seemed to get uncomfortable.