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2Q 2025 Earnings Call - Aug 5

Old 08-08-2025 | 10:05 AM
  #131  
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Originally Posted by FriendlyPilot
The legacies make all their profit from flights on Tuesdays. If you removed the revenue from flights on Tuesday, then every legacy would be unprofitable.

That's how ridiculous that legacies are "subsidized by international" sounds. Just like legacies are "subsidized by credit card revenue" etc.
do you think he’s really gonna say “i really have no idea what I’m doing and have been telling you analysts and investors what they want to hear, so I’m just gonna quit and give back the millions in stock and cash I’ve taken from the company. Time for a monkey to take my job. Can’t do any worse.”
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Old 08-09-2025 | 12:47 PM
  #132  
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Originally Posted by BobSacamano
Go ahead and try telling your neighbor, or better yet the NMB, all about how having to drive to work on half of the days in a given month is “excessive.“
When I last had a line it was all night turns. I left home about 8pm and came back home some time between 7-10am depending on delays. for that I got somewhere between 5.5 to 6 hrs credit. because each trip covers two days they could only give me 12, but to get the credit into the window of 67 some hours while retaining minimum 12 days off. NavBlue had to stack them some of them 3 days in a row.

My Neighbor runs a small business refurbishing copiers in his basement, No he does not seem particularly envious of my schedule nor does he assume I could be gone for so long to earn 5.5 credit hrs I have a hard time believing it myself.

None of this is the NMB's concern there job is not to judge what's fair but to bring the parties to an agreement. If the agreement is one sided or even they don't care.

IDK why I am should need to explain this to you everyone who works here has by now figured out how much of our free time gets wasted by 5 hr turns the math is simple

(transit time to work)+(Parking lot to gate)+(duty on 1 hr prior to departure)+(1st Leg)+(ground time 1hr+)+(2nd leg) + (Deplaning 25min)+(gate to parking lot)+(transit time home)

When I do the math it's a minimum 11hr day. Large airports like the ones F9 has bases in are second only to public schools as time sinks. I would also add that it is uncommon for people who work 10-14 hr days to work 5 days a week Beyond 16 hrs of work in a back to back schedule it is impossible to have 8 hrs of sleep.
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Old 08-09-2025 | 01:10 PM
  #133  
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Originally Posted by BagMan
When I last had a line it was all night turns. I left home about 8pm and came back home some time between 7-10am depending on delays. for that I got somewhere between 5.5 to 6 hrs credit. because each trip covers two days they could only give me 12, but to get the credit into the window of 67 some hours while retaining minimum 12 days off. NavBlue had to stack them some of them 3 days in a row.

My Neighbor runs a small business refurbishing copiers in his basement, No he does not seem particularly envious of my schedule nor does he assume I could be gone for so long to earn 5.5 credit hrs I have a hard time believing it myself.

None of this is the NMB's concern there job is not to judge what's fair but to bring the parties to an agreement. If the agreement is one sided or even they don't care.

IDK why I am should need to explain this to you everyone who works here has by now figured out how much of our free time gets wasted by 5 hr turns the math is simple

(transit time to work)+(Parking lot to gate)+(duty on 1 hr prior to departure)+(1st Leg)+(ground time 1hr+)+(2nd leg) + (Deplaning 25min)+(gate to parking lot)+(transit time home)

When I do the math it's a minimum 11hr day. Large airports like the ones F9 has bases in are second only to public schools as time sinks. I would also add that it is uncommon for people who work 10-14 hr days to work 5 days a week Beyond 16 hrs of work in a back to back schedule it is impossible to have 8 hrs of sleep.
This is why turns suck, from a time perspective. Drive back and forth to the airport 3 times a week, watch your gas tank go empty, toll fees, etc. Do one 3-day trip, and you drive to the airport once. 2 and 3 day trips are the sweet spot. 2 day means you are in a hotel one night. 3 day is basically 2.5 days of work.

turns are noncommunicable, and also more money and time intensive from a personal funds point of view, than multi-day trips.





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Old 08-09-2025 | 08:25 PM
  #134  
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So I figured I would help us debunk some stuff and shed some light on what is going on... I talked to my friends who work at Delta. One of them is in the revenue department.

Here are some things we talked about and some things to debunk from previous posts/comments I have seen

- Tues/wed is infact horrific for their flights as well and their least revenue generating days.
- Premium products are in, as we have heard from BB. Consumers prefer premium right now.
- Their domestic flying is subsidized by their premium and intl seats insanely hard.
- There is a major difference between business travel and leisure. Business travel is still going on, see above comment.
- The consumer reports and research they have done, people above 100k/yr income have little to no change in spending habits and are still traveling. Those who have less than 100k/yr have a serious drop in consumer confidence and spending, especially the last 4 months. (Ie- most of our clientele and their econ clients)
- There is a major overcapacity of seats right now everywhere, including on them. But they subsidize open econ seats with business/first class bookings.
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Old 08-10-2025 | 08:12 PM
  #135  
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From: 4A2FU
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Originally Posted by Tesla S
Circling the drain…
Originally Posted by shrsailplanes
Circling the drain rapidly. Indigo milked Frontier as much as it could and I’m sure they have an exit strategy.
From a third party on the outside looking in, it looks like F9 is trying to minimize cash burn while being somewhat well positioned waiting for an upturn that will happen once the overcapacity situation in the ULCC sector gets sorted out.

Once overcapacity is solved, pricing control returns and things will look better. The current overcapacity is not permanent.

How the solution to overcapacity actually manifests is beyond my crystal ball, but the movement of the ULCC sector is absolutely heading in that direction.

Merger or Acquisition is still an option too, though I certainly wouldn't put any amount of money on it at this point. F9 might be better off just waiting.

I expect things to get better for F9 in the coming 12 months.

Take a deep breath for now. The ride sure sucks, but the sky isn't falling.

Last edited by threeighteen; 08-10-2025 at 08:26 PM.
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Old 08-11-2025 | 11:17 AM
  #136  
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Originally Posted by threeighteen
From a third party on the outside looking in, it looks like F9 is trying to minimize cash burn while being somewhat well positioned waiting for an upturn that will happen once the overcapacity situation in the ULCC sector gets sorted out.

Once overcapacity is solved, pricing control returns and things will look better. The current overcapacity is not permanent.

How the solution to overcapacity actually manifests is beyond my crystal ball, but the movement of the ULCC sector is absolutely heading in that direction.

Merger or Acquisition is still an option too, though I certainly wouldn't put any amount of money on it at this point. F9 might be better off just waiting.

I expect things to get better for F9 in the coming 12 months.

Take a deep breath for now. The ride sure sucks, but the sky isn't falling.
non-commital non-I can be wrong post of the year award

Congrats

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Old 08-11-2025 | 01:12 PM
  #137  
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Originally Posted by hercretired
non-commital non-I can be wrong post of the year award

Congrats
Being more specific on a public forum isn’t really appropriate at this time. Read between the lines. You’ll be alright, just a waiting game right now.

Different situation here at purple but same concept applies. Just gotta ride it out and hold fast so that when the tide turns you’re in a good spot.
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Old 08-11-2025 | 01:21 PM
  #138  
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Originally Posted by threeighteen
Being more specific on a public forum isn’t really appropriate at this time. Read between the lines. You’ll be alright, just a waiting game right now.

Different situation here at purple but same concept applies. Just gotta ride it out and hold fast so that when the tide turns you’re in a good spot.
you work at purple. Been on APC since 2010. With nearly 3200 posts. These are stats you can rely on.

I trust you.
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Old 08-11-2025 | 01:39 PM
  #139  
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Originally Posted by LinaPeru
you work at purple. Been on APC since 2010. With nearly 3200 posts. These are stats you can rely on.

I trust you.
he should solve his own contract problems then after that, he can come give us advice

until then, see ya

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Old 08-11-2025 | 01:43 PM
  #140  
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Originally Posted by Planedrive
At some point someone in management is going to come up with the brilliant idea to close bases because they can save money by not paying a bunch of reserves to sit around and dequal. Turns out hotels are cheaper than a bunch of pilots not flying. I’m shocked!
You have to waste money before you can SAVE money!
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