First to phase out
04-21-2026 | 08:40 AM
#101
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Oil has already gone from 120 to the 80s and the regional conflict isn't even over yet. I wouldn't be too pessimistic about energy costs long term. You'll either see the price spike and make a higher high or it will chop around and gradually get lower. No one can predict the future. You've got to let the trend confirm. So far we are chopping around and getting slowly lower. If oil is 150 in July I'll be very concerned.
JCBA progress
717 life span
321 drawdown
330 fleet reduction
POG juice’s Future
or anything other than financials or the “bridge” with Amazon?
04-21-2026 | 08:53 AM
#102
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From: 737 FO
Dave said he’d be surprised if the 717 wasn’t replaced in 2-3 years. He mentioned NGs and 319s as possibilities.
04-21-2026 | 09:10 AM
#103
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No 717 replacement mentioned
321 overstaffed
330 reduction not mentioned
I stopped listening part way through the pilots questions because the questions and answers really weren't all that insightful. Mainly I listened to the call because I was concerned that the rescheduling of the call to the same day as Q1 financials and prepared remarks mention in the email about the rescheduling, meant there was going to be a big announcement that couldn't be done before Q1 results were announced to the investors. Thankfully I was wrong about that and the call was mainly business as usual/nothing important.
04-21-2026 | 05:51 PM
#104
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04-21-2026 | 06:22 PM
#105
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Probably just speculation, but I’d guess he’s right. I’m sure I’m not the first to tell you this, and I definitely won’t be the last—don’t wait on us. You’d likely be much better off joining another legacy carrier.
04-21-2026 | 06:32 PM
#106
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I think that hiring is largely dependent on the MAX 10 not oil prices. If you start seeing news about a MAX 10 certification delay you shouldn’t hold your breath on being called in for a class date. Even if oil is at $40.
04-22-2026 | 11:56 AM
#107
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This was said in the context of oil prices. They mentioned that if energy prices decreased hiring could continue in Q4. Personally I think energy prices will decrease this summer.
I think that hiring is largely dependent on the MAX 10 not oil prices. If you start seeing news about a MAX 10 certification delay you shouldn’t hold your breath on being called in for a class date. Even if oil is at $40.
I think that hiring is largely dependent on the MAX 10 not oil prices. If you start seeing news about a MAX 10 certification delay you shouldn’t hold your breath on being called in for a class date. Even if oil is at $40.
https://www.cnbc.com/2026/04/22/boei...-earnings.html
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04-22-2026 | 12:46 PM
#108
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Boeing said today that certification will be this year; deliveries beginning 2027.
https://www.cnbc.com/2026/04/22/boei...-earnings.html
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https://www.cnbc.com/2026/04/22/boei...-earnings.html
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04-22-2026 | 02:18 PM
#109
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04-22-2026 | 03:40 PM
#110
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I’d wait for them to actually certify the aircraft before I start jumping ahead to the next step or 3. But hey you do you.
Also I’m not arguing. I’m pointing to a 4 year trend of revising delivery numbers to zero for the following year by Q3 and not certifying the aircraft for over 4 years.
But yeah CNBC usually gets the scoop about aviation so you’re golden my dude. Come on now say the AS pilots favorite saying: “this time will be different”😆
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