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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/ |
Seems like you guys will be enjoying DS from now on... Wonder how he will be working with you guys compared to how/what he did here at F9.
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Originally Posted by spooldup
(Post 3794938)
Seems like you guys will be enjoying DS from now on... Wonder how he will be working with you guys compared to how/what he did here at F9.
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Originally Posted by Flyby1206
(Post 3794942)
Any comments good/bad/ugly? Reading the F9 thread seemed like he wasn’t terrible and did some decent stuff.
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Originally Posted by Flyby1206
(Post 3794942)
Any comments good/bad/ugly? Reading the F9 thread seemed like he wasn’t terrible and did some decent stuff.
Basically what koolaid said. I do think he was the brain behind the idea of day turns and stuff. He left, I am assuming because him and BB didnt get along towards the tail end of his career here. He also was the person who came up with most of our bag things, along with compensating gate agents for each bag they found oversized. He was honest (came right into RGS and said he regretted closing our ORD base and would hopefully have it reopened with in a few years, this was in 2022 and it is reopened), he also has a job to do and needs to do it, no matter what the employees think about it. I am curious what he will bring to JB and what will change with you guys assuming be has the same kind of mindset he did here. Overall, I think he was a nice guy and probably the only one in the palace who didnt mind talking to people about his thoughts and plans. |
Originally Posted by spooldup
(Post 3794964)
Basically what koolaid said. I do think he was the brain behind the idea of day turns and stuff. He left, I am assuming because him and BB didnt get along towards the tail end of his career here. He also was the person who came up with most of our bag things, along with compensating gate agents for each bag they found oversized. He was honest (came right into RGS and said he regretted closing our ORD base and would hopefully have it reopened with in a few years, this was in 2022 and it is reopened), he also has a job to do and needs to do it, no matter what the employees think about it.
I am curious what he will bring to JB and what will change with you guys assuming be has the same kind of mindset he did here. Overall, I think he was a nice guy and probably the only one in the palace who didnt mind talking to people about his thoughts and plans. Closing chi (co ord and mdw) was all biffle. He might have provided some data to him to justify it but that was an emotional Biffle decision. Sounds like he took one for the team if he said that. The guy was in a management position at f9 when we had a jb type model. I’m sure he’s happy to be out and not have to deal with this management anymore. |
Originally Posted by spooldup
(Post 3794964)
Basically what koolaid said. I do think he was the brain behind the idea of day turns and stuff. He left, I am assuming because him and BB didnt get along towards the tail end of his career here. He also was the person who came up with most of our bag things, along with compensating gate agents for each bag they found oversized. He was honest (came right into RGS and said he regretted closing our ORD base and would hopefully have it reopened with in a few years, this was in 2022 and it is reopened), he also has a job to do and needs to do it, no matter what the employees think about it.
I am curious what he will bring to JB and what will change with you guys assuming be has the same kind of mindset he did here. Overall, I think he was a nice guy and probably the only one in the palace who didnt mind talking to people about his thoughts and plans. |
Originally Posted by Flyby1206
(Post 3794968)
The day turns/small base stuff that you guys have shifted towards lately has been getting a lot of chatter internally here too. So maybe we will see JB moving away from everyone being based in a hub and open up some smaller BDL/TOA/DCA/SJU bases. I know they feel like SJU is an important part of the network and want to compete against F9 there
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Originally Posted by fcoolaiddrinker
(Post 3794970)
Do you have any language that helps mitigate a true all day trip model? I’m not so sure DS is the brains behind a day trip model? If he was and it’s a great idea why is he gone?
Day trips could theoretically be up to 85% in a base though |
Originally Posted by Flyby1206
(Post 3794974)
Yes, we have individual base requirements for minimum 5% pairing mix each of 1-2-3-4day trips, 5day trips can be a max of 10% in a base. Also systemwide pairing distribution limits too.
Day trips could theoretically be up to 85% in a base though |
Originally Posted by fcoolaiddrinker
(Post 3794976)
Thats better than nothing but might want to expand that % a bit and/or throw in hotels if pairings don't meet % in domiciles. There’s other alpa carriers with that language so you’re not outside industry standard with that ask.
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Originally Posted by Flyby1206
(Post 3794977)
Yeah that’s a good idea. As it stands now we have more locals in our hubs as a % than we have day trip pairings, but that could change. We just opened Section 6 so now would be the time to make changes
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https://www.reuters.com/business/aer...ca-2024-04-22/
I figured he was fired. Steps down for heath reasons; nope. |
Originally Posted by CatPilot1
(Post 3795216)
https://www.reuters.com/business/aerospace-defense/former-jetblue-ceo-hayes-lead-airbus-north-america-2024-04-22/
I figured he was fired. Steps down for heath reasons; nope. What a bullcrap letter he sent all of us. He got so many well wishes and people concerned for him. Even guys I flew with (Myself included) said we hope his health gets better and that regardless of how we feel about him, we don't want to see anyone fall sick. Nope, off to greener pastures. |
I'm so over these "we'll get 'em next time" quarterly results. Now we're blaming Latin America for losing money?
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Originally Posted by MergingTargets
(Post 3795517)
I'm so over these "we'll get 'em next time" quarterly results. Now we're blaming Latin America for losing money?
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Originally Posted by AYLflyer
(Post 3795519)
It's gotten really old. Honestly wish AA/UA/DL would just buy us at this point.
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Originally Posted by Supermid
(Post 3795523)
I don’t think any of them have acquisition plans in the near term.
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Originally Posted by AYLflyer
(Post 3795519)
It's gotten really old. Honestly wish AA/UA/DL would just buy us at this point.
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Originally Posted by AYLflyer
(Post 3795519)
It's gotten really old. Honestly wish AA/UA/DL would just buy us at this point.
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Originally Posted by gottagetout
(Post 3795573)
Thats really just what needs to happen. Management let this place basically collapse and they think they are going to claw their way back to the top? No. It’s easier to stay at the top or near the top if youre already up there but everyone else has gotten a lot better and everyone else is turning a profit. How many more quarters can we go like this? I’m assuming not many.
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Originally Posted by MergingTargets
(Post 3795517)
I'm so over these "we'll get 'em next time" quarterly results. Now we're blaming Latin America for losing money?
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Originally Posted by MainlineFlyer
(Post 3795609)
Do you expect them to say "We engaged in 8 years of economic warfare against our own employees and used the money to buy back stock at the ATH while putting any extra money anywhere we could except into the operation and now we are reaping the results of that?"
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Originally Posted by Bluediver
(Post 3795605)
Back to the top? Was there ever such a period?
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Originally Posted by AYLflyer
(Post 3795519)
It's gotten really old. Honestly wish AA/UA/DL would just buy us at this point.
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Originally Posted by FlyPanAm
(Post 3795624)
They will never allow one of the big 3 to buy or merge with anyone.
Problem is, history shows that companies sell and leverage most of their assets until they final sheitze hits the fan so there is seldom left to "merge" with. |
Definitely always coming to the table finding someone or something to blame for their lack of leadership. The headwinds in the Latin market are based on how we treat our customers down there. Delaying them to the next day or even cancelling with no rebooking options. Even till this day I’m getting tail swaps on perfectly good aircraft. Reason being to get another flight out which is already delayed, well now they just delayed an additional flight and every subsequent one thereafter. Then hammer us with on time performance is key?? They do it to themselves.
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Originally Posted by PeakEGT
(Post 3795636)
Definitely always coming to the table finding someone or something to blame for their lack of leadership. The headwinds in the Latin market are based on how we treat our customers down there. Delaying them to the next day or even cancelling with no rebooking options. Even till this day I’m getting tail swaps on perfectly good aircraft. Reason being to get another flight out which is already delayed, well now they just delayed an additional flight and every subsequent one thereafter. Then hammer us with on time performance is key?? They do it to themselves.
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Originally Posted by MainlineFlyer
(Post 3795642)
"Headwinds on revenue"
And, despite all that, we've lost billions. Frankly, I don't see how this airline isn't staring bankruptcy square in the face, with or without Carl. |
For those in the CSPP, anyone think we're buying in a dip (is it next week)?
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Originally Posted by FlyPanAm
(Post 3795624)
They will never allow one of the big 3 to buy or merge with anyone.
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