At least AZ is paying for the gas. Of course our finances have changed over all due to gas in Chester and Pualani

Rumor from plausible source (still just a rumor though)... the company is trying to get AZ to allow them to use 330F empty legs for company-branded freight, as a means of making it profitable. Would also need an additional 10+ planes to make it worthwhile.

That’s like asking McDonalds if you can cook burgers on their grill when they’re not using it. Doesn’t seem plausible to intermix non amazon cargo into that operation.

That was my thought, but maybe on empty legs. How often does that happen?

Not very often. The infrastructure isn’t suited for external cargo. Can’t imagine Amazon wanting to disrupt their distribution centers for one off cargo shipments. Especially only on empty flights that are irregular and unpredictable.

it says 2024.

This is different than what was originally said… Alaska freight on empty legs. This implies Amazon runs everything. Maybe Amazon could give AAG a container or two on some routes. We would need more information than an old freight waves article. Is there a website where you can buy this excess capacity? Did Amazon implement this plan? Lots of things are said and even make the news.. fewer things happen.

Honestly, its not that hard to put non amazon cargo with amazon cargo.



https://www.amazonaircargo.com/

I think his point was that AZ is on record as being flexible.

Pretty sure the prepared statement for the all pilot call today will shed some light on which fleet is phased out first. Of course you can catch it first on the earnings call.

no earnings call is tomorow AM all pilot call is 3pm today

IIRC the Q1 results get published today after markets close, that has to happen before the earnings call.

If the timing and content of the pilot call has anything do with the Q1 report, the results will be published very shortly after 1300 PT, before the pilot call. SD/DM can't talk about material stuff if the investors haven't been told first... otherwise they'd have 4500 insider traders.

Fear messaging when all is well. Everything is fine when the house is on fire.

I guess it’s a race between the 717 and 330F.

At least we'll get a couple more years out of the freighters.

Sounds like you've been in the airlines for a little while.

Any updates from the CP call at 3pm? Missed it and I don’t see a replay posted.

nothing burger no growth Q4 hiring if oil goes down (it won’t) so no hiring in 26

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.

Any mention of:

JCBA progress

717 life span

321 drawdown

330 fleet reduction

POG juice’s Future

or anything other than financials or the “bridge” with Amazon?

Dave said he’d be surprised if the 717 wasn’t replaced in 2-3 years. He mentioned NGs and 319s as possibilities.

2 JCBA meetings in May

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.

Was this actually said or just conjecture? Curious as a CJO holder waiting for a class date. Obviously we (on the outside looking in) are holding our breath…

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.

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.

Boeing said today that certification will be this year; deliveries beginning 2027.

https://www.cnbc.com/2026/04/22/boei...-earnings.html

S

They have said the same thing every year for the past 3 or 4 years. 😆 I get a lot of hate for pointing that out but it needs to be said. Pretty often since you guys keep falling for it.

"You guys"? I just posted what was said on CNBC today.... I didn't plant a stake in either side of the argument.

S

“This time will be different”

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”😆

im too deep in brain rot I read the S as sarcasm but in true internet culture /s is sarcasm so I think the S is him signing off as Skipper

I read it as an initial but I’d have a lot more faith in my peers if they have learned to follow a trend. Hopefully it was sarcasm.