Gary Kelly Speaks about 3Q19 Results and MAX
10-24-2019, 07:40 AM
#1
XOJET Citation X
Thread Starter
Joined APC: Mar 2005
Position: DO, Baker Aviation, Citation X
Posts: 316
Gary Kelly Speaks about 3Q19 Results and MAX
https://youtu.be/u9lEysG_b3k
He talks about the delay, projections of when (if) MAX is cleared to fly in Dec 19 when all 70 airplanes could be put back into the schedule, the discussions that will occur in Jan 2p2p regarding a 2nd airplane e type and much more.
He talks about the delay, projections of when (if) MAX is cleared to fly in Dec 19 when all 70 airplanes could be put back into the schedule, the discussions that will occur in Jan 2p2p regarding a 2nd airplane e type and much more.
10-24-2019, 10:18 AM
#3
Gets Weekends Off
Joined APC: Nov 2012
Posts: 2,030
The CFO typically gives the financial status of a company. The CEO’s remarks following may or may not be reality since they are meant primarily for the shareholders.
That said, I hope SWA is beginning to see the sense of a second aircraft type. I think it’s too risky to depend on a single type of aging aircraft and dated technology. A single type might work for a small airline, but eventually growth means the need for diversification.
That said, I hope SWA is beginning to see the sense of a second aircraft type. I think it’s too risky to depend on a single type of aging aircraft and dated technology. A single type might work for a small airline, but eventually growth means the need for diversification.
10-24-2019, 12:31 PM
#4
Gets Weekends Off
Joined APC: Jan 2015
Posts: 166
Originally Posted by Grumpyaviator
The CFO typically gives the financial status of a company. The CEO’s remarks following may or may not be reality since they are meant primarily for the shareholders.
That said, I hope SWA is beginning to see the sense of a second aircraft type. I think it’s too risky to depend on a single type of aging aircraft and dated technology. A single type might work for a small airline, but eventually growth means the need for diversification.
That said, I hope SWA is beginning to see the sense of a second aircraft type. I think it’s too risky to depend on a single type of aging aircraft and dated technology. A single type might work for a small airline, but eventually growth means the need for diversification.
10-24-2019, 02:25 PM
#7
Squawking 2000
Joined APC: Jul 2015
Position: Skeptical
Posts: 737
Originally Posted by Grumpyaviator
I think it’s too risky to depend on a single type of aging aircraft and dated technology.
10-24-2019, 03:19 PM
#8
Gets Weekends Off
Joined APC: Nov 2012
Posts: 2,030
Originally Posted by flyguy81
Between those 2....also vote for the A220. It’s light-years ahead of the EMB.
The E2 has about 130 seats max at our pitch, and the canairbus -300 has about the same or more as the -700 with a similar seat pitch and about 600nm more range.
The max7 doesn’t look like it’ll be a success based on orders and interest. Maybe those slots should go to the a220.
10-24-2019, 03:30 PM
#9
Gets Weekends Off
Joined APC: Nov 2012
Posts: 2,030
Originally Posted by Winston
Which is somewhat ironic since the conventional wisdom industry-wide (warranted or not) is that it was SWA’s extreme desire to minimize training costs and maintain a common type rating which pressured Boeing to not advance its narrowbody product too far or to develop a clean sheet design.
10-24-2019, 04:26 PM
#10
Gets Weekends Off
Joined APC: Jan 2017
Posts: 224
I watched the entire segment, and Gary only mentioned that he will “study a second aircraft” and those discussions will take place next year. Just getting the feel from the segment that this was a shot across the bow at Boeing. “We’re not happy” was said twice and my gut says this is leverage for smoking deals on the Max. Ie. buy 2 get 1 for free type deal.
Boeing is in a tough spot. They need to get some revenue flowing and the Max back in service. A plane sold is a plane that can be supported with parts for 30 years. They don’t have the time to do a blank sheet design (loose market share to Airbus). They need SWA to save this aircraft, and desperately. The Max needs to be Boeing’s bread and butter for the next ten years until they replace it with a clean sheet design.
Boeing is in a tough spot. They need to get some revenue flowing and the Max back in service. A plane sold is a plane that can be supported with parts for 30 years. They don’t have the time to do a blank sheet design (loose market share to Airbus). They need SWA to save this aircraft, and desperately. The Max needs to be Boeing’s bread and butter for the next ten years until they replace it with a clean sheet design.
Thread
Thread Starter
Forum
Replies
Last Post
