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Old 09-22-2022 | 02:52 AM
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Originally Posted by BlueJetDork
God I hope not. 4FS ... SkyWest had 737 rates in the SP.
If JB mgmt is serious about their plans to challenge the legacies then they will need WBs. If they want to spend $3.5b on NK just to consolidate back to a NE-Florida carrier then they won’t need WBs.
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Old 09-22-2022 | 03:51 AM
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Originally Posted by BlueJetDork
God I hope not. 4FS ... SkyWest had 737 rates in the SP.
You hope not? What are you even talking about?
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Old 09-22-2022 | 03:59 AM
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Originally Posted by Roy Biggins
You hope not? What are you even talking about?
He’s saying he doesn’t want a carrot dangled that will never happen, like at skywest.
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Old 09-22-2022 | 05:23 AM
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Originally Posted by Flyby1206
If JB mgmt is serious about their plans to challenge the legacies then they will need WBs. If they want to spend $3.5b on NK just to consolidate back to a NE-Florida carrier then they won’t need WBs.
Where did you get the impression that the acquisition of Spirit is just to consolidate back the the NE?? With some of NKs hubs, it provides them with a direct competition launch pad in several legacy hubs…
DFW competes directly with AA and SW
ATL competes directly with DL and SW
ORD competes directly with AA, SW and UA
LAX isn’t a hub for us but we have slots that allow competition with pretty much everyone….

You don’t need widebodies to compete with the big 4…. You need access & pilots…
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Old 09-22-2022 | 07:14 AM
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Originally Posted by Tranquility
Where did you get the impression that the acquisition of Spirit is just to consolidate back the the NE?? With some of NKs hubs, it provides them with a direct competition launch pad in several legacy hubs…
DFW competes directly with AA and SW
ATL competes directly with DL and SW
ORD competes directly with AA, SW and UA
LAX isn’t a hub for us but we have slots that allow competition with pretty much everyone….

You don’t need widebodies to compete with the big 4…. You need access & pilots…
I think the hubs NK brings to the table are valuable and not something JB would walk away from. I agree that it gives us direct competition to legacies, and WB intl is one of the highest margin types of flying done by legacies.. I think it would make sense to expand domestically but also internationally with bigger planes to go against UA/DL/AA in their own hubs. It would be stupid to buy NK and then close everything and go back to NE-Florida only, but that would be the only way forward if WBs aren't on the horizon.

The previous poster was alluding to how WB pay would only be a carrot just like it was at Skywest with 737 pay rates, but never actually operated them. I think by 2030 it is reasonable to see WBs on the ramp flown by JB pilots.
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Old 09-22-2022 | 07:26 AM
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I don’t think WB’s are in the near future as much as I would like them. Seeing United and AA each order 50 321XLR. We can do a lot of international flying with that plane. We just have to pump our numbers up. We got like what,16 of them on order. Those are amateur numbers. It’s the 75 killer and we can compete in Europe with it.
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Old 09-22-2022 | 07:33 AM
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Originally Posted by Tranquility
Where did you get the impression that the acquisition of Spirit is just to consolidate back the the NE?? With some of NKs hubs, it provides them with a direct competition launch pad in several legacy hubs…
DFW competes directly with AA and SW
ATL competes directly with DL and SW
ORD competes directly with AA, SW and UA
LAX isn’t a hub for us but we have slots that allow competition with pretty much everyone….

You don’t need widebodies to compete with the big 4…. You need access & pilots…
If you want to truly compete, you need to compete on all levels. Not just domestic or thin international routes. So I believe widebodies will be needed. Just my opinion.
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Old 09-22-2022 | 07:49 AM
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If the NEA gets struck down, or restrictions exist where revenue sharing isn’t allowed and it becomes a simple codeshare, then maybe WBs would make sense. But it’s a whole lot less risk, while still allowing revenue sharing, for jetblue to slap its code on AA’s widebodies and still pull revenue from them (and the NEA as it stands now disallows B6 flying AA code TATL). Then again, the initial term of the NEA ends in what, 2030 or so anyway? So perhaps even if it sticks as is until then, there’s a possibility that WBs are ordered to start sometime around then. But, who knows. Not making any plans to bid WB anytime soon, personally.
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Old 09-22-2022 | 08:07 AM
  #13059  
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Originally Posted by Flyby1206
If JB mgmt is serious about their plans to challenge the legacies then they will need WBs. If they want to spend $3.5b on NK just to consolidate back to a NE-Florida carrier then they won’t need WBs.

I'm assuming that's the point of the LR/XLR going to Europe? Make sure the product works, get the marketing "right" on the other side of the pond (since over there LCC brings up images of Ryanair), and then bring that product to WBs once it's been established?

I can't imagine they would go through with buying NK just to continue to limit the company to NE-Florida, only thing that makes sense is using that to get B6 to the middle of the country, IMHO.
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Old 09-22-2022 | 08:18 AM
  #13060  
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Originally Posted by IPAsallday
I don’t think WB’s are in the near future as much as I would like them. Seeing United and AA each order 50 321XLR. We can do a lot of international flying with that plane. We just have to pump our numbers up. We got like what,16 of them on order. Those are amateur numbers. It’s the 75 killer and we can compete in Europe with it.
The XLR is great for Northeast-Europe secondary city flying. Once you look at ATL/FLL/MCO/DTW/ORD/DFW/IAH/LAS/LAX then the options are pretty limited for the airframe. Additionally LHR slots (and many of the large EU airports) are hard to come by and expensive. Utilizing a WB makes better use of the scarce resource. There is no way in holy hell we'll ever have 10x daily US-LHR flights operated by XLRs.

Originally Posted by I was inverted
If the NEA gets struck down, or restrictions exist where revenue sharing isn’t allowed and it becomes a simple codeshare, then maybe WBs would make sense. But it’s a whole lot less risk, while still allowing revenue sharing, for jetblue to slap its code on AA’s widebodies and still pull revenue from them (and the NEA as it stands now disallows B6 flying AA code TATL). Then again, the initial term of the NEA ends in what, 2030 or so anyway? So perhaps even if it sticks as is until then, there’s a possibility that WBs are ordered to start sometime around then. But, who knows. Not making any plans to bid WB anytime soon, personally.
Right now JB is gaining valuable knowledge seeing customer itineraries being booked on JB metal connecting to AA metal. Fares, schedules, etc are all being analyzed and they will have a very very good idea what sort of revenue they could expect on a WB flight. I do think it is reasonable to expect the NEA to get neutered which makes the business case for WBs even stronger.
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