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Seth Miller

@WandrMe

29 Jun

@united

The sun is coming up over Newark airport where @united is celebrating its largest aircraft order in history. The massive 270 plane deal will reshape the US market in many ways. And unlike the eVTOL or Supersonic, this one is real.
#UnitedNext #avgeek #paxex

The headline number is 270 new single-aisle planes, and that is massive. But it comes atop an existing order book that now reaches 500 frames. Another 300 will be retired, but these are mostly older 50-seat RJs (~200). The growth planned is hard to fathom.

United will increase its overall seat count by roughly 75,000 with this transition. This is the equivalent of adding the seat capacity of Allegiant, Frontier Airlines, and Spirit Airlines *COMBINED* into the US market. #UnitedNEXT #AvGeek #PaxEx

Read 15 tweets

Seth Miller

@WandrMe

30 Sep 20

Been away from the TSA screening data for a few days but the trend marches steadily onward. Week to week numbers increasing at a ~3% clip in recent days (down from 5% last week) and YoY % holding in the low 30s.
#PaxEx

More of the same on Wednesday, with TSA screening up 4.2% from the prior week.

#PaxEx

TSA screening topped 900k for the first time on a non-holiday weekend since April on Sunday. T/W/S growth is slower than M/R/F/U but if these trends hold (~30k/day increase per week) could hit 800k on the 7-day moving average in a couple weeks. #PaxEx

Read 62 tweets

Seth Miller

@WandrMe

14 Jul 20

The $DAL earnings out this morning are every bit as awful as one might expect.

Retirement of the 737-700 fleet confirmed and some 763ER and A320s also out, though counts not provided.

Earnings call now running and the news isn't good. "Business travel has not returned in any meaningful way...we remain cautious on the pace of recovery for the balance of the year," says Bastian.

Q3 is expected to be 20-25% of YoY capacity. Ouch.

'NPS have never been higher," says Bastian.

Silver lining, I suppose, for having so few passengers.

Read 12 tweets

Seth Miller

@WandrMe

3 Mar 20

"Will Easter bookings collapse?"Tough questions kicking off the CEO panel on #A4ESummit

Also FR?? expects 10% drop in loads through at least the next few months. #AvGeek #COVID19

In 2001, 2003, 2008, 2011 the airlines kept empty planes flying more. IAG's Willie Walsh expects that to be very different this time around. Notes that some planes are grounded already. #AvGeek #A4ESummit

Ryanair's O'Leary notes that unlike post-9/11:

We haven't reduced prices. We're not trying to encourage unnecessary travel. We'll take the hit but it will be a short-lived phenomena.
#AvGeek #A4ESummit

Read 11 tweets

Seth Miller

@WandrMe

28 Oct 19

@united

Been thinking a lot about the #CRJ550 these days as it entered service with @united over the weekend (paxex.aero/2019/10/united…). A couple weeks ago Nocella said CASM would increase high single digits. Can RASM catch up?? 1/ #UnitedFlightPlan #PaxEx #AvGeek

Looking at the average stage length (~600miles) an 8 cent CASM increase translates to a ~$2,400 higher trip cost (50 available seats * 600 miles * 8 cents). Selling 10 F seats on every flight isn't going to happen, but some are selling. (ORDMDT 12 days out). 2/ #PaxEx #AvGeek

And beyond the F seats, the E+ upsell opportunity further increases the revenue potential for the company. Again, United won't sell all of them, but figure a few are likely to be purchased. But neither of those are the biggest factor in play. 3/ #PaxEx #AvGeek

Read 4 tweets

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