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07-27-2024, 09:49 PM

#21

Archiee

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Joined APC: Jul 2024

Posts: 100

Quote:

Originally Posted by TallFlyer

I'd be curious to know what the fake fincial analyst on AArena has to say, but he blocked me for the sin of having a different opinion and questioning his inflated credentials.

That place is horrible.

07-27-2024, 09:51 PM

#22

PNWFlyer

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Joined APC: Feb 2015

Posts: 1,180

Quote:

Originally Posted by Scar09

so get financial house in order, because we are going bankrupt?

excargodog will be here shortly to explain how debt is coming due.

07-27-2024, 10:11 PM

#23

hercretired

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Joined APC: Mar 2021

Posts: 1,357

good news is bad news and bad news is good news

AA reports a loss and stock goes up

who knows. I am sure all the experts will remind us how AA sucks and is facing immediate liquidation any day now

Delta is supposedly the benchmark for everything but their reservations system melted down (indeed, so did a lot of airlines...) while AA (mostly) did not.

But AA sucks

07-28-2024, 06:42 AM

#24

skruts

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Joined APC: Jun 2017

Posts: 165

Quote:

Originally Posted by hercretired

AA reports a loss and stock goes up

AA did not report a Q2 loss. They exceeded EPS expectations for Q2 which is partially why the stock had a brief rally.

They did slash earnings expectations for Q3.

https://s202.q4cdn.com/986123435/fil...Fact-Sheet.pdf

07-28-2024, 07:07 AM

#25

GrayFlyer

Line Holder

Joined APC: Feb 2019

Posts: 87

Quote:

Originally Posted by skruts

That's a great pdf, thank you. What website is this a part of and how do you search for other quarters or companies? Going to the main domain doesn't reveal much.

07-28-2024, 07:12 AM

#26

skruts

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Joined APC: Jun 2017

Posts: 165

Quote:

Originally Posted by GrayFlyer

That's a great pdf, thank you. What website is this a part of and how do you search for other quarters or companies? Going to the main domain doesn't reveal much.

That is from the AA investor relations website.

Usually you can get the quarterly deck or a summary pdf like this from any company’s investor relations portal attached with their earnings call post.

07-28-2024, 07:21 AM

#27

Andrew_VT

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Joined APC: Feb 2007

Posts: 593

Quote:

Originally Posted by hercretired

Delta is supposedly the benchmark for everything but their reservations system melted down (indeed, so did a lot of airlines...) while AA (mostly) did not.

But AA sucks

Vasu's reservations screw up is estimated at a $1.5b hit.

Deltas meltdown is estimated at a $500m hit.

That "disliked Facebook personality" has been by far the most spot-on internet analyst since Covid. Consistent too. Pretty much "No, we're not going bankrupt but we will underperform DL and UA. 5-year time horizon"

07-28-2024, 09:22 AM

#28

bababouey

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Joined APC: Mar 2014

Posts: 802

Quote:

Originally Posted by Andrew_VT

yep, Kirby was spot on in his predictions that the big 2 will have all the profit this year. Another bad move by the skyview crowd, but Parker will never axe Isom in my opinion.

07-28-2024, 12:29 PM

#29

Archiee

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Joined APC: Jul 2024

Posts: 100

Quote:

Originally Posted by hercretired

AA does suck at least from a revenue standpoint. This place should easily be number one. With the bases we have three of which are fortress hubs in the fastest growing parts of the country and with more domestic flights than anyone by at least several hundred we should be printing money. But we aren't and thats because our HORRIBLE management.

I feel like we are like United back when smisek was running it. All we need is a competent ceo and not some America West flunky and we could really turn this place around. At least we got rid of vasu, now we need to just get rid of isom, Seymour and that guy from West jet pulling us out of all thise international markets.

Quote:

Originally Posted by bababouey

yep, Kirby was spot on in his predictions that the big 2 will have all the profit this year. Another bad move by the skyview crowd, but Parker will never axe Isom in my opinion.

Parker is long gone.

07-28-2024, 12:44 PM

#30

Arado 234

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Joined APC: Nov 2013

Posts: 1,775

I don't understand why this management is so _obsessed_ with D-10. Does it generate revenue? How many upset pax have we left behind because metrics have to be met? What about focusing on customer care and quality? Like fixing APUs in the summer...