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-   -   2Q 2025 Earnings Call - Aug 5 (https://www.airlinepilotforums.com/frontier/150808-2q-2025-earnings-call-aug-5-a.html)

bluespoon 08-05-2025 09:54 PM


Originally Posted by shrsailplanes (Post 3935570)
How anyone doesn’t see this as the beginning of the end I don’t know. Furloughs have to be imminent.

You got planes coming, but with less flying, reducing flying Tuesdays and Saturdays. Crews not being used. Math ain’t mathing

Stayontarget 08-05-2025 09:57 PM


Originally Posted by shrsailplanes (Post 3935570)
How anyone doesn’t see this as the beginning of the end I don’t know. Furloughs have to be imminent.

With the order book being reaffirmed well into 2026 it’s highly unlikely. Even if we were to drop to 12.5 pilots per airplane we would be right sized by the end of the year with our current order book and no attrition. They will keep offering COLAS and eat the cost of whatever pilots don’t take them until attrition or growth right size us. Now if domestic demand falls further, and yields with it, then we will revisit the possibility. That was not at all what was said during the call though. They also extended more leases set to expire during 2026/2027 in the last three months according to the 10Q. They are never specific on how many though.

Stayontarget 08-05-2025 10:02 PM


Originally Posted by bluespoon (Post 3935635)
You got planes coming, but with less flying, reducing flying Tuesdays and Saturdays. Crews not being used. Math ain’t mathing

Sort of. It’s more a question of how much flying can we squeeze out of every available asset on 4 particular days a week? T/W will see only 3-4 Block per plane so that’s going to bring the average across the fleet waaaay down. Enjoy your new days off on T/W everybody.

spooldup 08-06-2025 04:22 AM


Originally Posted by Stayontarget (Post 3935638)
Sort of. It’s more a question of how much flying can we squeeze out of every available asset on 4 particular days a week? T/W will see only 3-4 Block per plane so that’s going to bring the average across the fleet waaaay down. Enjoy your new days off on T/W everybody.

Yep... Didnt know this was allegiant. They have two hard days off basically, but you end up flying weekends to make up for those days. Its a shame. I wonder what the legacies load factor/yields are on Tues and Wed?

Enjoy only having weekends off if you are top 10-15 in base now.

fw90 08-06-2025 07:13 AM


Originally Posted by spooldup (Post 3935678)
Yep... Didnt know this was allegiant. They have two hard days off basically, but you end up flying weekends to make up for those days. Its a shame. I wonder what the legacies load factor/yields are on Tues and Wed?

Enjoy only having weekends off if you are top 10-15 in base now.

legacies have an advantage they can run a RJ (cheaper casm) on routes that are low yield certain days. But that said every regional has nearly a 2x cost factor than F9. But imagine how ****ed customers get when they book and get stuck on a legacy regional POS CRJ.

or do what AA does is make 5 flights then cancel the first one so the other 4 are more full.

Workhard 08-06-2025 07:14 AM

Stock continuing to drop today…3.18 a share and continuing drop. Investors still absorbing the news. The more they look into it… the more they hate it. BB getting upset at questions only biting him now.


Originally Posted by spooldup (Post 3935678)
Yep... Didnt know this was allegiant. They have two hard days off basically, but you end up flying weekends to make up for those days. Its a shame. I wonder what the legacies load factor/yields are on Tues and Wed?

Enjoy only having weekends off if you are top 10-15 in base now.


MstrAv8r 08-06-2025 07:29 AM


Originally Posted by DrJekyll MrHyde (Post 3935230)
Seems fairly reasonable, if it works well. Would you agree?


Here’s the AI summary of the program:


Frontier Airlines offers "Disruption Assistance for Any Reason" as a way to manage flight disruptions
. This service provides passengers with the following benefits in cases of delays (2+ hours) or cancellations:
  • Rebooking on any airline: The passenger can rebook on any available airline to the same destination for the same or next day.
  • 100% refund option: If the passenger prefers not to rebook, they can receive a full refund (excluding the cost of the Disruption Assistance) and keep their Frontier reservation.
  • Automatic Notifications: Passengers receive automatic notifications regarding their flight disruptions.
  • Self-service options: The service allows for real-time, self-service options for managing the disruption.
  • Coverage starts 24 hours before departure, offering protection when it is most needed.
Additional notes
  • This "Disruption Assistance for Any Reason" is a relatively new offering from Frontier Airlines, available since July 30, 2025.
  • It's powered by Hopper Technology Solutions (HTS).
  • This service is available exclusively when booking on FlyFrontier.com.
  • Frontier Airlines tickets are generally non-refundable. However, refunds are available in specific circumstances, such as canceling within 24 hours of booking (for flights 7 days or more away) or for flights canceled or significantly delayed by Frontier.
  • For questions or more detailed information about the Disruption Assistance, it's advisable to check the Frontier Airlines website or app, or contact their customer service.

When I asked AI about average COST:

The cost of Frontier Airlines’ Disruption Assistance for Any Reason varies by flight. Based on available information, pricing typically ranges from $10 to $19 per flight. For example, a flight from Chicago O’Hare (ORD) to Boston (BOS) was quoted at $10, while a flight from New York (JFK) to Los Angeles (LAX) was quoted at $19. Since the cost depends on the specific route and booking, an average cost is roughly estimated to be around $15 per flight, though this can fluctuate. For precise pricing, check Frontier’s website during the booking process.

I’ll have to look into this. My main heartburn with F9 from a paying passenger’s perspective (I’ve paid to fly before and after I worked there) is system redundancy. I was twice screwed over by a broken plane at F9 and had to book a $400, last minute ticket on WN (a terrible flight experience, no wonder they are slipping). I’d happily pay to insure my F9 ticket from cancellation and guaranteeing getting to my destination on another airline. I saw many vacations ruined, or dramatically affected by F9’s lack of redundancy. It was sad to see. This might be a game changer for them. Win one for the C suite if it’s a real thing. It’s innovative and outside the box. I know a lot of great people at Frontier, and I’d like to see them succeed.

On a very positive note, I jump seated to PHL from CLT last week that the GA, whose initials were TH, was an absolute example of customer service, politeness, and professionalism. Is there anyway to put in the good word for her? F9 needs to be rewarding her and those like her.

MstrAv8r 08-06-2025 07:40 AM

+$524mm on the balance sheet. Bleeding $70 mil a quarter will drain that with a quickness. I hope they can figure it out. I don’t see how they are forecasting big profits next year. Hopium???

Workhard 08-06-2025 08:02 AM


Originally Posted by MstrAv8r (Post 3935725)
+$524mm on the balance sheet. Bleeding $70 mil a quarter will drain that with a quickness. I hope they can figure it out. I don’t see how they are forecasting big profits next year. Hopium???

yep. I don’t think anyone other airlines has mentioned much about next year except bb. So the analyst were like huh

LinaPeru 08-06-2025 08:32 AM


Originally Posted by Workhard (Post 3935716)
Stock continuing to drop today…3.18 a share and continuing drop. Investors still absorbing the news. The more they look into it… the more they hate it. BB getting upset at questions only biting him now.

The glass is half full my friend. Great time to buy ULCC.

I bought SAVEQ when it went below $1.00. Just gotta be patient. They’ll turn it around over there.


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