JetBlue Latest and Greatest
Gets Weekends Off
Joined: Oct 2012
Posts: 3,247
Likes: 45
From: 190 captain and “Pro-pilot”
I’m firmly in the not going to happen camp, but to say that because they’re not talking about it or not hinting at it isn’t the best argument against any merger or acquisition. At B6 we were always told it was all about organic growth until out of nowhere we announced we were trying to acquire Virgin America. When that failed, we again were told we’d be sticking to the organic growth plan until one day, again, out of nowhere we were going to acquire Spirit.
This is how any M&A in any industry works. To those not deep on the inside of the companies involved nobody actually knows until it’s announced.
United is on cruise control right now, making money hand over fist and by far has the most ambitious stand alone plan for growth out of any airline, perhaps in history. Whether all those ambitious plans pan out is TBD. So far they’ve made good on a lot of promises and I don’t doubt they have every intention on making good on their plans. That said, it’s lofty and is contingent on a market and economy that is just going to hum along for the next 5-10 years. Things change on a dime.
Anyway, it’s been my experience that it’s usually what you don’t see coming that ends up happening. At this point I wouldn’t be surprised to wake up one day to find out it’s Southwest that shocks the industry and wants to merge with JetBlue. Never a dull moment in this industry.
This is how any M&A in any industry works. To those not deep on the inside of the companies involved nobody actually knows until it’s announced.
United is on cruise control right now, making money hand over fist and by far has the most ambitious stand alone plan for growth out of any airline, perhaps in history. Whether all those ambitious plans pan out is TBD. So far they’ve made good on a lot of promises and I don’t doubt they have every intention on making good on their plans. That said, it’s lofty and is contingent on a market and economy that is just going to hum along for the next 5-10 years. Things change on a dime.
Anyway, it’s been my experience that it’s usually what you don’t see coming that ends up happening. At this point I wouldn’t be surprised to wake up one day to find out it’s Southwest that shocks the industry and wants to merge with JetBlue. Never a dull moment in this industry.
Bingo this.
I don’t think it’s happening either but I’m simply shocked that anyone who has been at a 121 carrier for more than a year or so thinks because management says something it must be true.
We are in the next part of the cycle not long ago ULCCs were going to take over the world. Round and round we go.
Line Holder
Joined: May 2012
Posts: 1,512
Likes: 61
Bingo this.
I don’t think it’s happening either but I’m simply shocked that anyone who has been at a 121 carrier for more than a year or so thinks because management says something it must be true.
We are in the next part of the cycle not long ago ULCCs were going to take over the world. Round and round we go.
I don’t think it’s happening either but I’m simply shocked that anyone who has been at a 121 carrier for more than a year or so thinks because management says something it must be true.
We are in the next part of the cycle not long ago ULCCs were going to take over the world. Round and round we go.
We wont go west, organic growth, no mergers, moats, sharks. I mean the list is so lengthy Pinocchio’s nose touches bottom in the Mariana Trench.
I would be more inclined to believe Kirby. He’s rather mouthy and does address the merger question when asked. Jetblue uses lies and half truths. Did you know you worked for a Forbes best employer? DAL is #8 but jetblue wasn’t far behind.
Gets Weekends Off
Joined: Oct 2012
Posts: 3,247
Likes: 45
From: 190 captain and “Pro-pilot”
Jetblue leads the league in lies and fabrications.
We wont go west, organic growth, no mergers, moats, sharks. I mean the list is so lengthy Pinocchio’s nose touches bottom in the Mariana Trench.
I would be more inclined to believe Kirby. He’s rather mouthy and does address the merger question when asked. Jetblue uses lies and half truths. Did you know you worked for a Forbes best employer? DAL is #8 but jetblue wasn’t far behind.
We wont go west, organic growth, no mergers, moats, sharks. I mean the list is so lengthy Pinocchio’s nose touches bottom in the Mariana Trench.
I would be more inclined to believe Kirby. He’s rather mouthy and does address the merger question when asked. Jetblue uses lies and half truths. Did you know you worked for a Forbes best employer? DAL is #8 but jetblue wasn’t far behind.
There is so much that goes on behind the scenes to pretend any of us has a clue is crazy.
Line Holder
Joined: Oct 2019
Posts: 1,182
Likes: 33
Approved or not UA has said they aren't buying any airlines. United Next is all they talk about and the deliveries and the planned growth in current hubs. The last thing United wants is to acquire another airline right now. The limiting factor isn't "government approval". United doesn't need to buy another airline right now. They made it pretty clear at the standards meeting. Its all about United Next and nothing else.
Line Holder
Joined: Oct 2019
Posts: 1,182
Likes: 33
I will say, it looks unlikely that JetBlue will merge with anyone. Joanna and MSG seemed to have convinced the board that there’s a path forward as a VFR stand alone, east coast carrier. Good F’ing luck to us. If there was an interested party, it would likely be announced within a year. A change of admin is coming. Even if Trump runs for a 3rd term (given his ego, it’s entirely possible), it’s unlikely he’ll win it.
Line Holder
Joined: Sep 2020
Posts: 1,556
Likes: 335
How many time do you need to come over here and say the same thing over and over? You have literally no idea what United will do, or won’t do. You don’t even know what will happen tomorrow. If you’ve been in this industry as long as you say you have, then you know that you literally have no idea what’s around the corner. You have your best guess….that/s it. Give this pompous know it all routine a rest.
Also I have as much right to "come over here" (whatever that means) as you do. This board is to discuss JetBlue. Its not the "Jetblue pilots forum". Its about anything regarding Jetblue. I'm sure you have your own internal pilot's forum. I'm sure its full of the rumors that Jetblue is imminently going to be acquired by United. I've been hearing it since 2019.
Here's a whole thread from 2019 about the impending UA/JB merger and how the SLI would even be done.
It's cat/class and longevity (which leads to relative seniority scenarios, but not directly).
So to set it correctly its:
Category/class (Widebody vs narrow body)
Longevity. (#1 NB CA at United has how many YOS? #1 CA at JB has how many YOS?) That's where the multiplier would come into play to give the additional YOS for UA (or any top 3 guys) some benefit before the JB guys get plugged in.
CA/FO mean nothing. The seniority list would be ghost bid so that each pilot would be placed where they COULD hold, not what they actually sit at the time of the merger.
So you're right, JB and UA aren't the same. Which is why there would be a fencing off of WBs before JB pilots would be integrated.
So to set it correctly its:
Category/class (Widebody vs narrow body)
Longevity. (#1 NB CA at United has how many YOS? #1 CA at JB has how many YOS?) That's where the multiplier would come into play to give the additional YOS for UA (or any top 3 guys) some benefit before the JB guys get plugged in.
CA/FO mean nothing. The seniority list would be ghost bid so that each pilot would be placed where they COULD hold, not what they actually sit at the time of the merger.
So you're right, JB and UA aren't the same. Which is why there would be a fencing off of WBs before JB pilots would be integrated.
Line Holder
Joined: Oct 2019
Posts: 1,182
Likes: 33
Why do a partnership and get a bunch of JFK gates if there is a merger planned? Also why convert 48 MAX 10s to MAX-9s and get those deliveries going if there is a merger planned? Why accelerate a bunch of 2030 planned A-321 NEO purchases to 2026? Why do all this if there is an imminent merger? The only thing I've heard to dispute this is "management always lies" and "you don't know anything". Well neither of those are facts, they are opinions. Its pretty clear that United is charting a course that doesn't include buying an airline or parts of an airline
Also I have as much right to "come over here" (whatever that means) as you do. This board is to discuss JetBlue. Its not the "Jetblue pilots forum". Its about anything regarding Jetblue. I'm sure you have your own internal pilot's forum. I'm sure its full of the rumors that Jetblue is imminently going to be acquired by United. I've been hearing it since 2019.
Here's a whole thread from 2019 about the impending UA/JB merger and how the SLI would even be done.
.
Also I have as much right to "come over here" (whatever that means) as you do. This board is to discuss JetBlue. Its not the "Jetblue pilots forum". Its about anything regarding Jetblue. I'm sure you have your own internal pilot's forum. I'm sure its full of the rumors that Jetblue is imminently going to be acquired by United. I've been hearing it since 2019.
Here's a whole thread from 2019 about the impending UA/JB merger and how the SLI would even be done.
.
On Reserve
Joined: Jan 2008
Posts: 73
Likes: 28
I will say, it looks unlikely that JetBlue will merge with anyone. Joanna and MSG seemed to have convinced the board that there’s a path forward as a VFR stand alone, east coast carrier. Good F’ing luck to us. If there was an interested party, it would likely be announced within a year. A change of admin is coming. Even if Trump runs for a 3rd term (given his ego, it’s entirely possible), it’s unlikely he’ll win it.
I agree that Joanna and MSG are not the merger management team. That’s not what they want and it’s not what they’re here for. They are the stop the bleeding and reverse the trend of losses team.
Unlike us pilots top management is temporary and so are the strategic pieces moving around the chessboard. What’s true today may not (will likely not) be true next week, quarter, or year.
Our current managers are doing a halfway decent job of stopping the losses and there’s a chance we may even break even in the not too distant future. Does that change the calculus of a potential dance partner? I don’t know and neither does anyone on this thread.
One thing I think those of us here at JetBlue are fairly certain of is that even if we are profitable it will never be significant profit margins and that there is no long term viability in an east coast centric, VFR airline. There are three mega carriers, one domestic powerhouse and Alaska on the way up due to their strategic merger.
Nothing is imminent but it almost has to be merge, be acquired or eventually die on the vine.
We need scale and a more robust network. The way things are today, that’ll never happen with organic growth.
Line Holder
Joined: May 2012
Posts: 1,512
Likes: 61
Why do a partnership and get a bunch of JFK gates if there is a merger planned? Also why convert 48 MAX 10s to MAX-9s and get those deliveries going if there is a merger planned? Why accelerate a bunch of 2030 planned A-321 NEO purchases to 2026? Why do all this if there is an imminent merger? The only thing I've heard to dispute this is "management always lies" and "you don't know anything". Well neither of those are facts, they are opinions. Its pretty clear that United is charting a course that doesn't include buying an airline or parts of an airline
Also I have as much right to "come over here" (whatever that means) as you do. This board is to discuss JetBlue. Its not the "Jetblue pilots forum". Its about anything regarding Jetblue. I'm sure you have your own internal pilot's forum. I'm sure its full of the rumors that Jetblue is imminently going to be acquired by United. I've been hearing it since 2019.
Here's a whole thread from 2019 about the impending UA/JB merger and how the SLI would even be done.
.
Also I have as much right to "come over here" (whatever that means) as you do. This board is to discuss JetBlue. Its not the "Jetblue pilots forum". Its about anything regarding Jetblue. I'm sure you have your own internal pilot's forum. I'm sure its full of the rumors that Jetblue is imminently going to be acquired by United. I've been hearing it since 2019.
Here's a whole thread from 2019 about the impending UA/JB merger and how the SLI would even be done.
.
jetblue, to the contrary, admittedly had no plan B and hence were the airline is today. That’s the difference between experienced management and jetblue management.
You can’t make this up. Management literally admitted there was no plan B.
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