LOA17 is out
03-30-2022 | 08:00 AM
#331
Line Holder
Joined: Aug 2007
Posts: 1,044
Likes: 2
No need to see yourself out... Yes, it's hyperbole, but if you look at the main purpose of the NEA, from AAs perspective, it's to feed their international flights. They coincidentally are adding 50 XLRs to BOS/NYC in the next couple of years, plus it's existing wide-bodies. This NEA was conceived after JB's XLR order, which was already tiny by comparison. It is no stretch at all to see this NEA as a major shift in JB's own transatlantic aspirations. While I think JB still takes the 13 XLRs, I also think the NEA might well reduce the number of follow on orders that would have otherwise occurred. After all, feeding AAs international flights is the EXPRESSED purpose of the NEA.
03-30-2022 | 08:14 AM
#332
The REAL Bluedriver
Joined: Sep 2011
Posts: 6,935
Likes: 0
From: Airbus Capt
This makes sense to me. Pivoting from a high risk strategy of disrupting the Trans-Atlantic market on our own to the much safer arrangement of feeding an established carrier that provides a reliable stream of revenue. Very attractive from a shareholder/financial analyst perspective. Perhaps not so great for our careers.
03-30-2022 | 10:39 AM
#333
Gets Weekends Off
Joined: Oct 2012
Posts: 3,213
Likes: 34
From: 190 captain and “Pro-pilot”
That could be the possible reason. I lean towards a different reason. This arrangement may partially or largely derail their original European ambitions (we won't know until it all unfolds), but in return it offers them something that is ordinarily unobtainium, LGA/JFK slots/gates and an overall network/strategy/offering/partnership to fight Delta, and to a lesser degree of importance United. But it's clear AA, in return for those gates/slots AA wants us to feed their international network (50 XLRs + wide-bodies in BOS/NYC). That makes JB transatlantic expansion less likely, as they can just put it on the JV partner, and adding organic flights on top of the JV flights simply serves to make BOTH flights less profitable and less likely to succeed. I WANT to be wrong.l, but not sure I can un-see it.
I think that’s a pretty big bingo. Especially with JFK we have the feed there but lack a real international operation, AA has the international operation but lacks the feed. Well hello. I’m sure we will do some other European stuff but it won’t be some massive expansion. We will probably fly to say London Paris And a few other big cities and the elt will call it a win. I wouldn’t be surprised to also soon see a focus on Hawaii
03-30-2022 | 12:32 PM
#334
On Reserve
Joined: Nov 2013
Posts: 65
Likes: 2
From: A320 Captain
That’s always been the plan from the beginning, but both the union and the company muddied the waters for two years and hoped you would forget that it’s a significant scope concession of your long-haul flying
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03-30-2022 | 03:48 PM
#335
Line Holder
Joined: Mar 2022
Posts: 43
Likes: 0
Are we willing to forego all Atlantic flying for one time 3% raise and hitch our wagon to an on the verge of bankruptcy airline. This exception allows for AA to do all our European flying, that possibility should give us enormous pause.
03-30-2022 | 06:43 PM
#336
Line Holder
Joined: Aug 2007
Posts: 1,044
Likes: 2
Think I saw something that said not to worry, that even though JB can get plenty of risk free revenue from feeding AA’s international ops, there’s nothing that legally stops us from starting those same routes from scratch and keeping all the revenue (…and assuming all the risk, paying all the costs, and competing with our own JV revenue).
03-30-2022 | 09:36 PM
#337
The REAL Bluedriver
Joined: Sep 2011
Posts: 6,935
Likes: 0
From: Airbus Capt
Think I saw something that said not to worry, that even though JB can get plenty of risk free revenue from feeding AA’s international ops, there’s nothing that legally stops us from starting those same routes from scratch and keeping all the revenue (…and assuming all the risk, paying all the costs, and competing with our own JV revenue).
03-31-2022 | 01:24 PM
#339
Line Holder
Joined: Mar 2022
Posts: 43
Likes: 0
Think I saw something that said not to worry, that even though JB can get plenty of risk free revenue from feeding AA’s international ops, there’s nothing that legally stops us from starting those same routes from scratch and keeping all the revenue (…and assuming all the risk, paying all the costs, and competing with our own JV revenue).
03-31-2022 | 08:30 PM
#340
The REAL Bluedriver
Joined: Sep 2011
Posts: 6,935
Likes: 0
From: Airbus Capt
Unfortunately there are many who won’t read your sarcasm, or snarky tone in relaying this message and say “ see we don’t have to give up all our Atlantic flying”. The reality remains that JetBlue is a risk averse company, so naturally they’ll take door 1, little to no risk and make money as opposed to all money and risk. My question to yea voters is, are you willing to give up all future Euro flying and the absolute required hiring and growth this requires for a one time 3% raise?
