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Jetblue 2024 what’s going on
Some general stuff starting to get thrown in some
specific threads. Trying to start a general discussion thread. This post seems like a good place to start.
Originally Posted by Bgood
(Post 3793442)
Well this is interesting....I came to drop some similar rumors too. Check below, 2 rumors:
1st rumor: 6 to 8 Business class seats in cabin to be announced in May SJU will become a base. A220 FLL base in August annual bid. SQ is weak in Dub AMS LGW, possibly will go away (yes I'm curious about this too since Dub and AMS is still fresh, maybe they meant seasonal? Idk) Bos to grow the most in network over the next several years, Marty behind that. Widebodies off the table as of now B6 in 2 day long meeting this week with Airbus discussing the future of the XLR 2nd rumor: "Had jojo on my flight. Said our guidance will be conservative throughout the year. The Board met yesterday with the 2 activist investors. One needs a little more help with understanding the business. They've been mostly quiet. Jojo and the squad are focused on reliability and improving the balance sheet. There will probably be another AA partnership. AA want it bad, and we can use their slots in LGA and even EWR to drive down cost for operations(in ewr). We had significant gains in loyalty pax from NEA. Also will be making more personnel changes. Poached someone to work with Marty, announcement in a couple of weeks. The draw downs were hard decisions, but we need the metal on more profitable markets to defend against Frontier (SJU) and Delta (BOS), so expect some responses there." End of rumor I guess we will see if some or most of these become true between May (investor day) and August (for bases). For A220 base in FLL, someone asked today in the pocket session about A220 RDU base and JW said no and A220 FLL is a much stronger possibility. |
Don't forget impending doom
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Originally Posted by pilotpayne
(Post 3793612)
Don't forget impending doom
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Q1 2024 Earnings 4/23/24 10am
https://ir.jetblue.com/events-and-pr...l/default.aspx Annual JBLU Shareholder meeting 5/17/24 9am https://capedge.com/filing/1158463/0...08/JBLU-DEF14A JB Investor Day 2024 May 30th 2024 |
Originally Posted by RiddleEagle18
(Post 3793556)
Some general stuff starting to get thrown in some
specific threads. Trying to start a general discussion thread. This post seems like a good place to start. The part of that rumor where they poached someone to work with Marty seems like it was announced today(and not in a couple weeks). Daniel Shurz will be reporting to Marty as heading of revenue, network and enterprise planning. Will be watching to see what else comes through. |
Originally Posted by Bgood
(Post 3793933)
The part of that rumor where they poached someone to work with Marty seems like it was announced today(and not in a couple weeks). Daniel Shurz will be reporting to Marty as heading of revenue, network and enterprise planning.
Will be watching to see what else comes through. Seems like he was a pretty sharp guy: https://www.airlinepilotforums.com/f...is-plan-6.html |
Originally Posted by Flyby1206
(Post 3793947)
https://www.patreon.com/posts/102602704
Seems like he was a pretty sharp guy: https://www.airlinepilotforums.com/f...is-plan-6.html |
Originally Posted by Bgood
(Post 3793966)
interesting. Can you copy and paste what's on the patreon? the link doesn't wrk
I wonder if this translates to a more broad region strategy vs sole focus on a hub city. Think adding mini hubs places like the rumored BDL/TPA/DCA/SJU. We have such great brand awareness throughout the NE/Florida, so this might make sense. JetBlue has poached Frontier’s former network planning head and has moved the person previously in change of network over to finance, I’d say indicating disappointment with how the network has evolved. The Frontier exec left several months ago likely waiting out a no compete. It’s also interesting in light of Indigo liquidating their position in Frontier. Is that connected? Is Indigo going to invest in JetBlue or is simply their departure from Frontier enough to send loyalists packing? This probably means a much bolder network strategy for JetBlue which under the prior CEO became basically a hub style airline with flights focused entirely around a few airports. That is now likely to change. Whether it means a shift to more of an LCC/ULCC seems less likely, but could be the case. |
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these guys have a good podcast and one about “Does Jetblue Have a Real Plan.”
https://crankyflier.com/2024/03/14/i...-jon-ostrower/ |
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