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Franke’s recent speech at CAPA Masterclass

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Franke’s recent speech at CAPA Masterclass

Old 05-24-2020, 07:38 AM
  #11  
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I really do hope they know something. Would love to see a bounce back
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Old 05-25-2020, 08:00 AM
  #12  
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Originally Posted by Tom Bradys Cat View Post
Really?! That's a bold prediction.
Any legacy carrier has more planes operating with a 90% down schedule than F9 has in their entire fleet. It's a lot easier to get a full fleet back of 70-80 aircraft vs a fleet of 700-850 aircraft. Not to mention F9 isn't going to be dealing with hundreds of expensive widebodies sitting around because international markets aren't coming back for years. I'm sure F9 will be running full steam ahead in July or very soon-after.
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Old 05-25-2020, 12:54 PM
  #13  
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Originally Posted by Barley View Post
Any legacy carrier has more planes operating with a 90% down schedule than F9 has in their entire fleet. It's a lot easier to get a full fleet back of 70-80 aircraft vs a fleet of 700-850 aircraft. Not to mention F9 isn't going to be dealing with hundreds of expensive widebodies sitting around because international markets aren't coming back for years. I'm sure F9 will be running full steam ahead in July or very soon-after.
I hope you are right and with in the black loads.
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Old 05-25-2020, 01:17 PM
  #14  
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Originally Posted by Barley View Post
Any legacy carrier has more planes operating with a 90% down schedule than F9 has in their entire fleet. It's a lot easier to get a full fleet back of 70-80 aircraft vs a fleet of 700-850 aircraft. Not to mention F9 isn't going to be dealing with hundreds of expensive widebodies sitting around because international markets aren't coming back for years. I'm sure F9 will be running full steam ahead in July or very soon-after.
Full steam ahead with around 10-12 % of normal passengers??? Hmmmm.......

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Old 05-25-2020, 02:13 PM
  #15  
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Who said F9 is at 10-12% of normal? The recent comments by Biffle and Franke in various news outlets seem to indicate F9 is seeing around 30% of normal traffic, maybe more. One of them said they expect to run nearly a full schedule for July.
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Old 05-25-2020, 02:51 PM
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Originally Posted by Mesabi View Post
Who said F9 is at 10-12% of normal? The recent comments by Biffle and Franke in various news outlets seem to indicate F9 is seeing around 30% of normal traffic, maybe more. One of them said they expect to run nearly a full schedule for July.
Yup. And that’s with being forced to run flights with almost no demand. Starting October 1 and possibly sooner we won’t be doing geg-sea for example.
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Old 05-25-2020, 03:06 PM
  #17  
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Originally Posted by Mesabi View Post
Who said F9 is at 10-12% of normal? The recent comments by Biffle and Franke in various news outlets seem to indicate F9 is seeing around 30% of normal traffic, maybe more. One of them said they expect to run nearly a full schedule for July.
Airline flights for the week ending May 15, 2020, compared to 2019:
• Allegiant Air — 53%
• Southwest Airlines — 35%
• American Airlines — 28%
• Alaska Airlines — 25%
• Frontier Airlines — 23%
• United Airlines — 20%
• Delta Air Lines — 19%
• Hawaiian Airlines — 17%
• JetBlue Airways — 8%
• Spirit Airlines — 7%
(Source: Cirium)


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Old 05-25-2020, 05:38 PM
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Percentage of flights operated ≠ percentage of pax carried, tickets sold, or revenue generated.

Also, the comment that F9 was carrying over 20,000 pax (which may be about 1/3 of pre-crisis) was in reference to May 22 or thereabout, not May 15. Those numbers are at least a week old. And as the TSA data shows, week over week numbers can be notably different.

also also, 23% ≠ 10 to 12%
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Old 05-25-2020, 05:45 PM
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Originally Posted by GPullR View Post
Airline flights for the week ending May 15, 2020, compared to 2019:
• Allegiant Air — 53%
• Southwest Airlines — 35%
• American Airlines — 28%
• Alaska Airlines — 25%
• Frontier Airlines — 23%
• United Airlines — 20%
• Delta Air Lines — 19%
• Hawaiian Airlines — 17%
• JetBlue Airways — 8%
• Spirit Airlines — 7%
(Source: Cirium)


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Airline flights for week, what is that? Number of flights? Passengers flown? Thats kind of vague.

In regards to % of normal for us 30 is probably pretty close. Our utilization was roughly 13.5 hours/day for a fleet of 98 aircraft and a fleet average of I think 195 or 196 seats per aircraft. If you put the 13.5 hours in flights its about 5 flights per aircraft. Which works out to about 96,000 available seats per day. We were told that on the 21st and 22nd we were flying over 20,000 passengers. If you assume an 80% load factor before all this thats 76,800 passengers per day of which 20k is 26%, obviously if our load factor was less than 80 that percentage of normal would just go up. Numbers continue to slowly tick up. Franke recently stated that break even happens around 60% load factor, it may not be that far off, I sure hope its not
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Old 05-25-2020, 08:54 PM
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Originally Posted by Mesabi View Post
Percentage of flights operated ≠ percentage of pax carried, tickets sold, or revenue generated.



Also, the comment that F9 was carrying over 20,000 pax (which may be about 1/3 of pre-crisis) was in reference to May 22 or thereabout, not May 15. Those numbers are at least a week old. And as the TSA data shows, week over week numbers can be notably different.



also also, 23% ≠ 10 to 12%
23 % of flights flown. Massively reduced loads =10-12% of revenue.

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