Q1 2024 Earnings Call: May 2 at 11AM EDT
04-30-2024, 04:51 PM
#1
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Posts: 1,136
Q1 2024 Earnings Call: May 2 at 11AM EDT
Link: https://ir.flyfrontier.com/
https://edge.media-server.com/mmc/p/cujn8z2g/
Note:
Spirit will be May 6
Allegiant will be May 7
What is everyone's crystal ball saying? With LCC's (not U-LCCs...) JetBlue's recent Q1 loss, and Southwest reporting a Q1 loss, how will Frontier do this quarter?
Excuses? JAX Center again? FAA Staffing woes? "these losses were expected, and baked in" spin by Barry? Staffing is great, classes are full?
Will anyone on the earnings call ask him hard questions or more softball/easy questions ?
https://edge.media-server.com/mmc/p/cujn8z2g/
Note:
Spirit will be May 6
Allegiant will be May 7
What is everyone's crystal ball saying? With LCC's (not U-LCCs...) JetBlue's recent Q1 loss, and Southwest reporting a Q1 loss, how will Frontier do this quarter?
Excuses? JAX Center again? FAA Staffing woes? "these losses were expected, and baked in" spin by Barry? Staffing is great, classes are full?
Will anyone on the earnings call ask him hard questions or more softball/easy questions ?
04-30-2024, 04:59 PM
#2
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Joined APC: Jun 2021
Position: Joystick Operator
Posts: 803
Originally Posted by hercretired
Link: https://ir.flyfrontier.com/
https://edge.media-server.com/mmc/p/cujn8z2g/
Note:
Spirit will be May 6
Allegiant will be May 7
What is everyone's crystal ball saying? With LCC's (not U-LCCs...) JetBlue's recent Q1 loss, and Southwest reporting a Q1 loss, how will Frontier do this quarter?
Excuses? JAX Center again? FAA Staffing woes? "these losses were expected, and baked in" spin by Barry? Staffing is great, classes are full?
Will anyone on the earnings call ask him hard questions or more softball/easy questions ?
https://edge.media-server.com/mmc/p/cujn8z2g/
Note:
Spirit will be May 6
Allegiant will be May 7
What is everyone's crystal ball saying? With LCC's (not U-LCCs...) JetBlue's recent Q1 loss, and Southwest reporting a Q1 loss, how will Frontier do this quarter?
Excuses? JAX Center again? FAA Staffing woes? "these losses were expected, and baked in" spin by Barry? Staffing is great, classes are full?
Will anyone on the earnings call ask him hard questions or more softball/easy questions ?
04-30-2024, 06:01 PM
#3
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Joined APC: Jun 2022
Posts: 57
Originally Posted by hercretired
What is everyone's crystal ball saying?
However, I've seen a lot of light loads Mar & Apr.
F9 gave guidance in Feb to expect -4% to -7% adjusted pre-tax margin.
My guess is we probably lose money but less than 4%.
Or heck, we might break even.
Last edited by ginntonic; 04-30-2024 at 06:19 PM.
04-30-2024, 07:58 PM
#5
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Joined APC: Apr 2021
Posts: 1,126
Originally Posted by ginntonic
If you had asked me in mid Jan or early Feb, I would have said we're actually going to make money.
However, I've seen a lot of light loads Mar & Apr.
F9 gave guidance in Feb to expect -4% to -7% adjusted pre-tax margin.
My guess is we probably lose money but less than 4%.
Or heck, we might break even.
However, I've seen a lot of light loads Mar & Apr.
F9 gave guidance in Feb to expect -4% to -7% adjusted pre-tax margin.
My guess is we probably lose money but less than 4%.
Or heck, we might break even.
I would say had we been on time in March we may have nearly pulled out a profit but I’m guessing we are within initial guidance. The trick is to guess are we going to announce wifi, first class seats, and a push for business/premium to increase stock price or does the quarter and forward guidance look more like our competitors and the price go down?
04-30-2024, 08:53 PM
#6
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Joined APC: Aug 2016
Position: Relaxed
Posts: 6,987
Originally Posted by hercretired
Link: https://ir.flyfrontier.com/
https://edge.media-server.com/mmc/p/cujn8z2g/
Note:
Spirit will be May 6
Allegiant will be May 7
What is everyone's crystal ball saying? With LCC's (not U-LCCs...) JetBlue's recent Q1 loss, and Southwest reporting a Q1 loss, how will Frontier do this quarter?
Excuses? JAX Center again? FAA Staffing woes? "these losses were expected, and baked in" spin by Barry? Staffing is great, classes are full?
Will anyone on the earnings call ask him hard questions or more softball/easy questions ?
https://edge.media-server.com/mmc/p/cujn8z2g/
Note:
Spirit will be May 6
Allegiant will be May 7
What is everyone's crystal ball saying? With LCC's (not U-LCCs...) JetBlue's recent Q1 loss, and Southwest reporting a Q1 loss, how will Frontier do this quarter?
Excuses? JAX Center again? FAA Staffing woes? "these losses were expected, and baked in" spin by Barry? Staffing is great, classes are full?
Will anyone on the earnings call ask him hard questions or more softball/easy questions ?
05-01-2024, 04:49 AM
#7
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Joined APC: Dec 2021
Posts: 525
My prediction. -5% margin. They are going to blame the complexity of having too many crew bases and needing to have more overall reserve coverage spread out among the numerous bases. Going to streamline operations by going to one crew base per time zone.
05-01-2024, 05:16 AM
#8
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Joined APC: Nov 2019
Posts: 641
Originally Posted by DumboDrop
My prediction. -5% margin. They are going to blame the complexity of having too many crew bases and needing to have more overall reserve coverage spread out among the numerous bases. Going to streamline operations by going to one crew base per time zone.
05-01-2024, 12:53 PM
#10
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Joined APC: Nov 2018
Posts: 82
Originally Posted by Planedrive
Given that crew costs are 40% below market rates, I hope they can manage to turn a profit. If not, it raises serious concerns about the viability of this business model.
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