December Quarter and Full Year 2023 webcast

Reply Subscribe

Page 3 of 45

Last »

Thread Tools

Search this Thread

12-31-2023, 07:17 AM

#21

saturn

Gets Weekends Off

Joined APC: Dec 2012

Position: Supreme Allied Commander

Posts: 1,055

Quote:

Originally Posted by blue vortex

If we expand internationally, what specific cities would we target?

Most long-haul routes (ex: south pacific) require 2 350s to open 1 route. And you need a spare at some ratio as well. But here are a few I could forsee over the next 5 years:

ICN - JFK/LAX/SLC/BOS
AMS - LAX/JFK+1/ATL+1/DTW+1
CDG - ATL+1/DTW+1/BOS+1/RDU/MCO/TPA
PKX - LAX/ATL/DTW
PVG - ATL/DTW/MSP/JFK
Could be a full daily add or even just bumping up a weekly by 3x. Pretty sexy list eh? That alone is a lot of jets.
Even more aggressive:

LAX-MEL
SIN - LAX or SEA
MNL-LAX or SEA
HKG - LAX or SEA
KIX - DTW (resume)
BOS - FRA/MAD/MXP
JFK - BOM/DEL/NBO
Partner with Etihad
AUH - ATL/JFK
MIA- BSB [Brasilia], FOR [Fortaleza], REC [Recife], MAO [Manaus] 😜 JK thats on LATAM NBs.

We also just partnered with Scandinavian a few months ago. Many seem to forget. Could see some additional flights to Copenhagen/Oslo/Stockholm.
https://thepointsguy.com/news/scandinavian-airlines-sas-skyteam-timing-ceo-interview/

Point is, we could find a home for lots of jets. If economy tanks, we retire old jets & defer orders like UA does on their 350s or we did with our 787s.

Last edited by saturn; 12-31-2023 at 07:34 AM.

12-31-2023, 07:31 AM

#22

Tinpusher007

Gets Weekends Off

Joined APC: Mar 2006

Position: 330 B

Posts: 1,610

Quote:

Originally Posted by fishforfun

Florida. The answer you’re looking for is Florida.

In the Mullin era, sure. 8 777s to fly ATL-MCO/FLL/MIA all day.

12-31-2023, 07:46 AM

#23

Tinpusher007

Gets Weekends Off

Joined APC: Mar 2006

Position: 330 B

Posts: 1,610

Quote:

Originally Posted by saturn

Interesting list. I think if we had, say United's network planners these would probably all be in play. And before someone jumps in, NO I don't want to fly for United but I just don't see our network people being this aggressive. I think a lot of these routes make sense, though I dont think they all require a 350. Parternering with Etihad is an interesting concept that I, too wonder if the company has considered. The whole war against the ME3 was spearheaded by RA and in my opinion much ado about nothing. UA and AA have linked with EK and QR and Etihad seems like the most rational of the 3. I think you could add DTW-AUH to your list as well but any or all 3 would probably do well with connections. I would just want US doing that flying.

12-31-2023, 07:55 AM

#24

170Till5

Gets Weekends Off

Joined APC: Feb 2022

Posts: 405

Quote:

Originally Posted by Tinpusher007

Delta just started a code share with El Al Israel Airlines. I doubt any ME country is going to partner with Delta anytime soon

12-31-2023, 08:08 AM

#25

Nantonaku

Gets Weekends Off

Joined APC: Dec 2013

Posts: 2,236

Quote:

Originally Posted by blue vortex

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?

Loads aren’t good to Europe either right now. But good luck non reving to Soul or Tokyo this summer.