December Quarter and Full Year 2023 webcast
#11
Gets Weekends Off
Joined APC: Aug 2011
Position: Hoping for any position
Posts: 2,504
I agree with this analysis. The 359's are getting an 11,000 pound weight increase this month. Also, there's gonna be a 1 to 2% fuel reduction updates made to the airplane. Also, the reduction of 31 seats from the airplane will help the load carrying. What nobody can tell me is if we get a widebody order where exactly are we going to fly these planes? While the Atlantic is fairly strong, we've got that market kind of sewn up. Asia is basically making money but generally weak. All I can see happening is a few more niche cities in Europe, and maybe more frequencies to shanghai as that opens up more. I foresee a 20 airplane order of 359's maybe 10 of which are 35K. And it'll just be replacements in the 2030 to 2032 timeframe for 764s and 763s. After all, we already have orders for approximately 16 more 350s and about 18 more 339's to come. I think the hiring thread is indication that the travel market is softening a bit.
#12
Gets Weekends Off
Joined APC: Sep 2015
Position: UNA
Posts: 4,419
I agree with this analysis. The 359's are getting an 11,000 pound weight increase this month. Also, there's gonna be a 1 to 2% fuel reduction updates made to the airplane. Also, the reduction of 31 seats from the airplane will help the load carrying. What nobody can tell me is if we get a widebody order where exactly are we going to fly these planes? While the Atlantic is fairly strong, we've got that market kind of sewn up. Asia is basically making money but generally weak. All I can see happening is a few more niche cities in Europe, and maybe more frequencies to shanghai as that opens up more. I foresee a 20 airplane order of 359's maybe 10 of which are 35K. And it'll just be replacements in the 2030 to 2032 timeframe for 764s and 763s. After all, we already have orders for approximately 16 more 350s and about 18 more 339's to come. I think the hiring thread is indication that the travel market is softening a bit.
#13
UA was the biggest airline to Europe last summer by seats scheduled, so we don’t even lead across the Atlantic, and one glance at our Asia/ Australia/ South America route structure shows there is definitely room for growth in those markets. Throw in 65 767s that are all 20-30 years old and 32 330s not much younger and I don’t think we are as far ahead on the WB deliveries as you seem to think we are.
#14
Gets Weekends Off
Joined APC: Feb 2022
Posts: 405
And that's what it is....."a glance" at our age route structure. Reality is different, our Asia loads suck, I know, I fly those routes. And as far as Australia/NZ goes we have a ton of competition there. I would not be surprised if NZ fails as did Tahiti. South America is generally low yield as is India. And as being far ahead, I get your point that we are not, but my point is these will be replacement aircraft. 763's will be replaced by 330s. Some existing 330 routes will shift to 350. And they won't be coming any time soon. I don't see much growth potential internationally. My comment about being Europe sewn up wasn't the fact that we are the biggest it's just that our route structure is fully fleshed out. That would be a better way of putting it. If we expand internationally, what specific cities would we target?
#15
We used to fly to Cairo and Amman in addition to Tel Aviv. I suspect BOM is still on the list of future destinations as well. Our expansion of SYD and addition of AKL utilize our current WB fleet while waiting on Asia. I have confidence our network planners can find use for a dozen or more new WB.
#16
What nobody can tell me is if we get a widebody order where exactly are we going to fly these planes? While the Atlantic is fairly strong, we've got that market kind of sewn up. Asia is basically making money but generally weak. All I can see happening is a few more niche cities in Europe, and maybe more frequencies to shanghai as that opens up more. I foresee a 20 airplane order of 359's maybe 10 of which are 35K. And it'll just be replacements in the 2030 to 2032 timeframe for 764s and 763s. After all, we already have orders for approximately 16 more 350s and about 18 more 339's to come. I think the hiring thread is indication that the travel market is softening a bit.
Add in some A350-1000 to get the very long range like India and maybe some unique places like Nairobi/Singapore/HKG. CAI/AMM/IST were all destinations back when, maybe they make sense again.
I don't see much medium sized cities China like United is doing, as US/China relations are a bit chilly and we don't even serve the big cities very well.
#17
Gets Weekends Off
Joined APC: Apr 2018
Posts: 3,191
* Never got to Nairobi but had 2 on my schedule the 1st month they were to start up service.
#18
Gets Weekends Off
Joined APC: Sep 2015
Position: UNA
Posts: 4,419
And that's what it is....."a glance" at our age route structure. Reality is different, our Asia loads suck, I know, I fly those routes. And as far as Australia/NZ goes we have a ton of competition there. I would not be surprised if NZ fails as did Tahiti. South America is generally low yield as is India. And as being far ahead, I get your point that we are not, but my point is these will be replacement aircraft. 763's will be replaced by 330s. Some existing 330 routes will shift to 350. And they won't be coming any time soon. I don't see much growth potential internationally. My comment about being Europe sewn up wasn't the fact that we are the biggest it's just that our route structure is fully fleshed out. That would be a better way of putting it. If we expand internationally, what specific cities would we target?
what makes you think PPT is a failure? If it was why did they bring it back? Honestly with our Air France connections we should be doing great on that route.
if NZ fails that’s on us, UA and AA have both successfully expanded NZ service in the past year or 2. UA now flies to Christchurch as well as Auckland.
it looks like UA currently has 20 year round intercontinental destinations out of SFO. I’m sure we could fly at least half that profitability out of LAX (the largest O&D market in the world) easily. (I count 7 for us currently out of LAX, UA also has 7 year round destinations out of LAX in addition to their SFO flying.)
AA has been very profitable in their SA flying, and now we have a partner in LATAM, I’m sure we could make money on more routes.
#19
We used to fly to Cairo and Amman in addition to Tel Aviv. I suspect BOM is still on the list of future destinations as well. Our expansion of SYD and addition of AKL utilize our current WB fleet while waiting on Asia. I have confidence our network planners can find use for a dozen or more new WB.
#20
Can say unequvically, ALL those destination are cool. Did ALL(*) of them and had great fun since they wern't daily departures. That dictated 2-3 day layovers. Took my wife(kids/their girlfriends) to most of them and several times to some(CAI/AMM/IST). I hope Delta re-engages. I prefer NR on our metal.
* Never got to Nairobi but had 2 on my schedule the 1st month they were to start up service.
* Never got to Nairobi but had 2 on my schedule the 1st month they were to start up service.
I think I didn't get to AGP, GEO, KBP, OTP, LYS but hit all the others.
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