Originally Posted by
hercretired
My takeaways of the call
Moving out of "new capacity markets"
By slowing overall growth rate = RASM growth improves
Spring 2026: "full rollout" of First Class seating
Less capacity in overall industry is expected in the future
Planning on lower utilization on off-peak days
Surplus of Pilots, FA's
No hiring planned
Need to "right size" staffing
Not planning on an improvement of demand for a return to profitability
Gaza violence / middle east conflict impacted June
"Huge opportunity for low cost provider"
Tuesday, Wed flying will be reduced greatly
"you gotta get full to drive yields"
That's about what I got out of it as well except that I did catch that they already have the financing in place for all the orders thru 2026. So the planes are definitely still coming, we just aren't going to fly them very much.