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DWC
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Airbus 2017 "5th Quarter" annual press conference

Fri Jan 05, 2018 11:48 pm

I've been asking around in other threads, but no one has answered :
WHY ISN'T THEIR EMBLEMATIC CONFERENCE, dubbed "Airbus' Fift Quarter" by our friends in Seattle, been announced ?
Naturally, the ongoing investigations, the beheaded leadership ( Brégier specially ) & Leahy's postponed retirement must have played a role.

But precisely, all that makes it more conspicuous :
1. I don't see Leahy leaving without some panache ( dedicated thread here viewtopic.php?f=3&t=1379985 )
2. Actually sky-rocketing with the 400+ Indigo order, today's TK A350 order & others in between
3. Brégier may say something interesting for his last show
4. Typically the press conference was on the 2nd wednesday of January every year :
was on the 12th in 2016, on the 11th in 2017, so should fall on the 10th this year
5. Unless they are all waiting for the Singapore Air Show early February ?

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VV
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Re: Airbus 2017 "5ft Quarter" annual press conference

Sat Jan 06, 2018 12:01 am

Didn't someone say it was on 15 January 2018?
 
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DWC
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Re: Airbus 2017 "5ft Quarter" annual press conference

Sat Jan 06, 2018 12:32 am

VV wrote:
Didn't someone say it was on 15 January 2018?

May be, do you remember in what thread ?
In any case, in does not come up on Google or on Airbus website - odd
 
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zeke
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Re: Airbus 2017 "5ft Quarter" annual press conference

Sat Jan 06, 2018 2:15 am

15 Feb 2018 – Full Year 2017
27 Apr 2018 – First Quarter 2018
26 Jul 2018 – Half Year 2018
31 Oct 2018 – 9-Month 2018

The date of the Annual General Meeting will be announced in 2018
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leo467
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Re: Airbus 2017 "5ft Quarter" annual press conference

Sat Jan 06, 2018 8:03 am

Maybe because the last years "the friends in Seattle" always announced when they were going to update their weekly order update for the first time in the new year (thus finalizing the previous year) - this year they did not, as they are switching to monthly reporting....
 
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Re: Airbus 2017 "5ft Quarter" annual press conference

Sat Jan 06, 2018 8:24 am

The last couple of years Airbus press release was posted on the 2nd Tuesday in January, followed by the press conference a day later. Now there's no press conference scheduled, but they could still post the press release this Tuesday, if that doesn't happen it could be the mentioned Monday the 15th.

Boeing revealed their final numbers on the 6th or the 7th for the last couple of years. As those dates fall in this very weekend this year they must have decided to do it a bit later. But I also can't find any announced date yet.
 
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Re: Airbus 2017 "5ft Quarter" annual press conference

Sat Jan 06, 2018 10:30 am

Boeing seem to be copying Airbus !!

Monthly reporting of orders and their own fifth quarter !!

Geoff
 
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Re: Airbus 2017 "5ft Quarter" annual press conference

Sat Jan 06, 2018 5:05 pm

I think the first Airbus press conference will be the 15th of February.
Last year Airbus was reorganized. The Airbus of today, is what used to be EADS.
I don't expect a separate press event for the Airbus Commercial Aircraft (the former Airbus) year results, I think the results of the complete company will be presented in February.
Most likely the Airbus Commercial Orders & Deliveries page will be updated before the second half of this month.
 
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Re: Airbus 2017 "5ft Quarter" annual press conference

Sat Jan 06, 2018 5:25 pm

Geoff1947 wrote:
Boeing seem to be copying Airbus !!

Monthly reporting of orders and their own fifth quarter !!

Geoff

Makes sense to those who believe that Airbus uses the 5th Qtr to ensure that if the race is close, they will always win as they announce their numbers after Boeing and are able to "fudge" when they book, record, claim etc etc etc. If the difference is too large it makes no difference.
So for those believers, we are now back to a level playing field until one side or the other finds a more creative / efficient way to do things.
 
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Re: Airbus 2017 "5ft Quarter" annual press conference

Sat Jan 06, 2018 5:53 pm

"Airbus 2017 "5ft Quarter" annual press conference"

I don't know what a "5ft" quarter is - a quarter 5 feet long? Is it intended to be a 5th quarter?

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Re: Airbus 2017 "5ft Quarter" annual press conference

Sat Jan 06, 2018 6:01 pm

mariner wrote:
"Airbus 2017 "5ft Quarter" annual press conference"

I don't know what a "5ft" quarter is - a quarter 5 feet long? Is it intended to be a 5th quarter?

mariner

Airbus always discloses prior year orders in their January press conference. The added unknown orders are typically a quarter's worth of orders, so it has become know as Airbus' 5th quarter.

I'm very interested in their widebody sales.


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Re: Airbus 2017 "5ft Quarter" annual press conference

Sat Jan 06, 2018 7:00 pm

lightsaber wrote:
mariner wrote:
"Airbus 2017 "5ft Quarter" annual press conference"

I don't know what a "5ft" quarter is - a quarter 5 feet long? Is it intended to be a 5th quarter?

mariner

Airbus always discloses prior year orders in their January press conference. The added unknown orders are typically a quarter's worth of orders, so it has become know as Airbus' 5th quarter.


Yed, I know that and I could understand '5th Quarter."

But look at the spelling in the title. "5ft" is not "5th."

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Re: Airbus 2017 "5ft Quarter" annual press conference

Sat Jan 06, 2018 7:10 pm

I'm wondering why some analysts seem worried about Airbus wide bodies. 1000 in the backlog & production climbing to 150 a year.. they didn't get an order from Sheikh Ahmed bin Saeed Al Maktoum. Is that it?
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Re: Airbus 2017 "5ft Quarter" annual press conference

Sat Jan 06, 2018 7:50 pm

mariner wrote:
lightsaber wrote:
mariner wrote:
"Airbus 2017 "5ft Quarter" annual press conference"

I don't know what a "5ft" quarter is - a quarter 5 feet long? Is it intended to be a 5th quarter?

mariner

Airbus always discloses prior year orders in their January press conference. The added unknown orders are typically a quarter's worth of orders, so it has become know as Airbus' 5th quarter.


Yed, I know that and I could understand '5th Quarter."

But look at the spelling in the title. "5ft" is not "5th."

mariner

haha, just plain British English.
Education is not what we UK sent to Botany Bay ;)

Fift
(ordinal) Obsolete spelling of fifth
https://en.wiktionary.org/wiki/fift
 
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Re: Airbus 2017 "5ft Quarter" annual press conference

Thu Jan 11, 2018 11:33 pm

"Airbus Commercial Aircraft Orders / Deliveries 2017 media debrief"
confirmed on Airbus' website : 9:00 - 10:00 European time ( or 8:00 - 9:00 GMT )
http://company.airbus.com/investors/Fin ... brief.html
 
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zeke
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Re: Airbus 2017 "5th Quarter" annual press conference

Sun Jan 14, 2018 1:49 pm

The YouTube stream is up and waiting to go live

https://youtu.be/hg78RmPjIcQ
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Re: Airbus 2017 "5ft Quarter" annual press conference

Sun Jan 14, 2018 3:51 pm

par13del wrote:
Geoff1947 wrote:
Boeing seem to be copying Airbus !!

Monthly reporting of orders and their own fifth quarter !!

Geoff

Makes sense to those who believe that Airbus uses the 5th Qtr to ensure that if the race is close, they will always win as they announce their numbers after Boeing and are able to "fudge" when they book, record, claim etc etc etc. If the difference is too large it makes no difference.
So for those believers, we are now back to a level playing field until one side or the other finds a more creative / efficient way to do things.


I appreciate the careful wording.
I have never quite worked out why posters can't see that any numbers pushed into the final quarter actually come out of next year's first quarter tally.
Every year.
Thus making it that much harder to hit the next year's tally.
It is physically impossible for Airbus to "magic" new orders up year after year.
It is robbing Peter to pay Paul

The end of year press conference, is always at the same time each year, and pretty much always has been.
And indeed is demonstrably at the same time this year too.
Another conspiracy theory bites the dust ....

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Re: Airbus 2017 "5th Quarter" annual press conference

Sun Jan 14, 2018 5:53 pm

I wonder if we have seen all the December orders now or if there are still some to be announced. Only one sleep till we find out!
 
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Re: Airbus 2017 "5th Quarter" annual press conference

Sun Jan 14, 2018 8:23 pm

Hopefully Stefan Schaffrath will be the master of ceremonies for the last hurrah for the lads.
 
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Re: Airbus 2017 "5th Quarter" annual press conference

Sun Jan 14, 2018 8:27 pm

DartHerald wrote:
I wonder if we have seen all the December orders now or if there are still some to be announced. Only one sleep till we find out!

Too excited to sleep ..... !!
 
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Re: Airbus 2017 "5th Quarter" annual press conference

Sun Jan 14, 2018 9:37 pm

More than whatever new ( and improbable ) orders may be announced,
I am in line for Leahy's last show. And if he pulls some unexpected bunny out of his hat.
 
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 8:05 am

718 deliveries.
 
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 8:08 am

Forum Moderator
 
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 8:10 am

qf789 wrote:


Thanks qf789
 
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 8:13 am

Total orders for December is as follows

Middle East Airlines 1 x A321neo
Qatar AIrways 50 X 321neo
Viva Air 15 x 320ceo, 35 x A320neo
Airspace Defence 5 X A330-200
Pegasus 25 x A321neo
Delta Airlines 5 x A321ceo, 100 x A321neo
Undisclosed 20 x A321neo
Aercap 25 x A320neo,25 x A321neo
ALC 2 x A320neo, 4 x A321neo, 2 x A330-900
CALC 5 X 320ceo, 50 x 320neo
Frontier Airlines 100 x A320neo, 34 x A321neo
GECAS 10 x A320ceo
Undisclosed 20 x A320neo
Aviation Capital Group 6 x A320ceo
Jetsmart 56 A 320neo, 14 x 321neo
Undisclosed 4 x A330-900
Volaris 46 x 320neo, 34 x A321neo
Wizz Air 72 x A320neo, 74 x A321neo
Air Senegal 2 x A330-900
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 8:16 am

Fabrice says that Airbus can "robustly" deliver 6 A380s per year.
Most recent aircraft flown: A318 F-GUGQ, A319 F-GRHR, A320ceo D-AIZH, A320neo D-AINE, A330-300 VH-QPD, A350-900 B-LRA, A380-800 D-AIMH, 717 VH-YQW, 737-600 LN-RPA, 737-700 OY-JTY, 737-800 LN-NGA, 767-300 ZK-NCI, 777-300 ZK-OKN, 787-9 VH-ZNA, CS100 HB-JBG
 
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 8:23 am

qf789 wrote:
Total orders for December is as follows

Middle East Airlines 1 x A321neo
Qatar AIrways 50 X 321neo
Viva Air 15 x 320ceo, 35 x A320neo
Airspace Defence 5 X A330-200
Pegasus 25 x A321neo
Delta Airlines 5 x A321ceo, 100 x A321neo
Undisclosed 20 x A321neo
Aercap 25 x A320neo,25 x A321neo
ALC 2 x A320neo, 4 x A321neo, 2 x A330-900
CALC 5 X 320ceo, 50 x 320neo
Frontier Airlines 100 x A320neo, 34 x A321neo
GECAS 10 x A320ceo
Undisclosed 20 x A320neo
Aviation Capital Group 6 x A320ceo
Jetsmart 56 A 320neo, 14 x 321neo
Undisclosed 4 x A330-900
Volaris 46 x 320neo, 34 x A321neo
Wizz Air 72 x A320neo, 74 x A321neo
Air Senegal 2 x A330-900


Qatar AIrways 50 X 321neo is a conversion from the A320NEO
 
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 8:38 am

Leahy's comment on the EK A380 order

Quite honestly if we cant get a deal done with Emirates we will have to shut down the programme



https://twitter.com/MaxK_J/status/952818771588247552

What happened to China?
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 9:03 am

Airbus price list adjustments for 2018

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https://twitter.com/AirbusPRESS/status/ ... 7268046848
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 9:10 am

chiad wrote:
718 deliveries.


That is a new record for Airbus I assume.
 
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 9:12 am

mjoelnir wrote:
chiad wrote:
718 deliveries.


That is a new record for Airbus I assume.


Yep, delivery output increases year after year. Delivery target for 2018 is close to 800 aircaft.
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 9:14 am

qf789 wrote:
Leahy's comment on the EK A380 order

Quite honestly if we cant get a deal done with Emirates we will have to shut down the programme



https://twitter.com/MaxK_J/status/952818771588247552

What happened to China?


The point was, that the expected order (orders) from Emirates would be that big, that it would be the decider for the longer term survival of the program.
John Leahy was pretty sure that the Emirates order would still come.
Rate 6 a year is planned from 2020. 2018 12 will be delivered and 2019 9.
 
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 9:30 am

Impressive...all this brings A321neo orders up to how much now?...


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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 9:48 am

KarelXWB wrote:
Delivery target for 2018 is close to 800 aircaft.


I assume there's a good chance that 2018 will be a bit of an outlier and that number includes around 20 undelivered Chinese aircraft and all the other undelivered A320neos?
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 10:00 am

Faro wrote:
Impressive...all this brings A321neo orders up to how much now?...


Faro


According to the updated O&D spreadsheet it is at 1920 A321neo. Overtaking the 1798 A321ceo orders of which 182 are still to be delivered.

Btw. we are now at 5995 A32Xneo orders. So close... :)
 
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 10:02 am

KarelXWB wrote:
mjoelnir wrote:
chiad wrote:
718 deliveries.


That is a new record for Airbus I assume.


Yep, delivery output increases year after year. Delivery target for 2018 is close to 800 aircaft.

Right. 718 + 30 remaining "gliders" in TLS & XFW & "voluntary reduced production of A320neos" due to engine issues.
Add to that the scheduled ramp-ups & some 800 becomes a credible output for 2018
In 2019, if the regulatory process goes through, Airbus will add the CSeries to their global production.
in 2020, says Brégier, Airbus will outdeliver Boeing.
Last edited by DWC on Mon Jan 15, 2018 10:25 am, edited 2 times in total.
 
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 10:04 am

mat66 wrote:
Faro wrote:
Impressive...all this brings A321neo orders up to how much now?...
Faro


According to the updated O&D spreadsheet it is at 1920 A321neo. Overtaking the 1798 A321ceo orders of which 182 are still to be delivered.

Btw. we are now at 5995 A32Xneo orders. So close... :)




Wow...that quite boggles the mind...nominally that's 2k frames less demand for the MoM from the get-go...will be interesting to see how the latter will finally be positioned capacity-wise...


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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 10:05 am

Faro wrote:
mat66 wrote:
Faro wrote:
Impressive...all this brings A321neo orders up to how much now?...

According to the updated O&D spreadsheet it is at 1920 A321neo. Overtaking the 1798 A321ceo orders of which 182 are still to be delivered.
Btw. we are now at 5995 A32Xneo orders. So close... :)

Wow...that quite boggles the mind...nominally that's 2k frames less demand for the MoM from the get-go...will be interesting to see how the latter will finally be positioned capacity-wise...

And Leahy maintains they already occupy "90%" of the MOM with both the A321neo & A330neo...
Last edited by DWC on Mon Jan 15, 2018 10:10 am, edited 1 time in total.
 
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 10:11 am

Say it quietly, but total A320 family sales is now getting very close to total 737 family sales - 14,120 to 14,532. :eek:
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 10:16 am

Faro wrote:
mat66 wrote:
Faro wrote:
Impressive...all this brings A321neo orders up to how much now?...
Faro


According to the updated O&D spreadsheet it is at 1920 A321neo. Overtaking the 1798 A321ceo orders of which 182 are still to be delivered.

Btw. we are now at 5995 A32Xneo orders. So close... :)




Wow...that quite boggles the mind...nominally that's 2k frames less demand for the MoM from the get-go...will be interesting to see how the latter will finally be positioned capacity-wise...


Faro


Good point. Also it is anyone's guess how many of the 4042 A320neo will be converted into A321neo. It has already started and if I remember correctly Airbus was projecting a split of 50-50 over the time of the program.
MOM has to start 30-50 seats bigger depending on 2class, 1class 30" and ULCC 28" tight. That is what the A322 will be for :stirthepot:
 
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 10:30 am

scbriml wrote:
Say it quietly, but total A320 family sales is now getting very close to total 737 family sales - 14,120 to 14,532. :eek:



Have to apologize to you, Sir. I couldn't believe this, so I checked the numbers. You are absolutely correct. Those are the exact numbers end of 2017.

OMG :shock:
 
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 10:36 am

mat66 wrote:
scbriml wrote:
Say it quietly, but total A320 family sales is now getting very close to total 737 family sales - 14,120 to 14,532. :eek:



Have to apologize to you, Sir. I couldn't believe this, so I checked the numbers. You are absolutely correct. Those are the exact numbers end of 2017.

OMG :shock:


It is astounding. The figures for both families are. I bet none of the engineers working on the original planes could contemplate in their wildest dreams that over 14,000 would be sold.
 
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 10:36 am

DWC wrote:
More than whatever new ( and improbable ) orders may be announced,
I am in line for Leahy's last show. And if he pulls some unexpected bunny out of his hat.

He mentioned that two or three campaigns should conclude in the next 30 days (and max of 60 days). So we may be hearing something in the Singapore Air Show in February.
 
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 10:39 am

StTim wrote:
mat66 wrote:
scbriml wrote:
Say it quietly, but total A320 family sales is now getting very close to total 737 family sales - 14,120 to 14,532. :eek:

Have to apologize to you, Sir. I couldn't believe this, so I checked the numbers. You are absolutely correct. Those are the exact numbers end of 2017.

OMG :shock:

It is astounding. The figures for both families are. I bet none of the engineers working on the original planes could contemplate in their wildest dreams that over 14,000 would be sold.

Yes, it is amazing to see such numbers for peacetime use. It just shows how flying has become a normal activity for people.
 
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 11:05 am

flee wrote:
DWC wrote:
More than whatever new ( and improbable ) orders may be announced,
I am in line for Leahy's last show. And if he pulls some unexpected bunny out of his hat.

He mentioned that two or three campaigns should conclude in the next 30 days (and max of 60 days). So we may be hearing something in the Singapore Air Show in February.


I speculate JL, SQ and perhaps BA - all converting options for 350-1000s.
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 11:05 am

I think most analysts assume half the NEO backlog will leave the line as A321 (or larger), so around 3000 A321 NEO's in the pipeline today.

Feasible, significant PiP's on the PW engines, the just rolled out ACF, FAL deliveries in Mobile & Tianjin, all support this development.

The big question is if Boeing will attack this dominance around 200 seats or decides it is smarter or to invest elsewhere, beneath or above.

Image
Last edited by keesje on Mon Jan 15, 2018 11:06 am, edited 1 time in total.
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 11:06 am

scbriml wrote:
KarelXWB wrote:
Delivery target for 2018 is close to 800 aircaft.


I assume there's a good chance that 2018 will be a bit of an outlier and that number includes around 20 undelivered Chinese aircraft and all the other undelivered A320neos?


2018 will not be an outlier. A350 output goes further up, A330 remains stable and A320 output will reach some 50 aircraft per month. Ramping up will continue in 2019 and 2020 and single aisle output will reach 60 deliveries per month. Based on current projections we can expect more than 900 airplane deliveries by the end of 2020.
What we leave behind is not as important as how we've lived.
 
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 11:41 am

14120? I never knew it was that close. #justcatchingup
 
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 11:57 am

scbriml wrote:
Say it quietly, but total A320 family sales is now getting very close to total 737 family sales - 14,120 to 14,532. :eek:


Thats a lot of narrowbody flying! My mind can't quite comprehend that Airbus have already managed to sell 6000neo's. The rate at which A & B are churning out their products is astounding. What is interesting is that AB foresee that at least 3000 of these aircraft will be A321s. Most airlines are now fitting them with >200 seats, even in a two class layout, even LH and BA are fitting their A320neo with 180CY. Clearly this creates an opportunity for an aircraft smaller than the A32x, but only at comparable costs. Its a shame Airbus have nothing competitive to offer in that segment...oh....wait...didn't they buy something for $1?
 
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Re: Airbus 2017 "5th Quarter" annual press conference

Mon Jan 15, 2018 12:00 pm

qf789 wrote:
Leahy's comment on the EK A380 order

Quite honestly if we cant get a deal done with Emirates we will have to shut down the programme



https://twitter.com/MaxK_J/status/952818771588247552

What happened to China?


My guess is a potential China deal would trigger the Emirates deal - since the sticking point seems to be production guarantees. So for the order to happen either Tim Clark has to drop the demand that the A380 be in production for 10 years, or, if China were to order 30+ in return for offsets, Airbus should be able to meet that requirement. And presumably, in negotiations with China, Airbus is pointing to the Emirates "order" as additional volumes through their completion centre. Either way, the EK order is critical.

Edit: A third option would be for Emirates to increase their order - from the AP report:
He said the Dubai-based airline is “the only one who has the ability” to commit to a minimum of six planes a year for a minimum of eight to 10 years, which Airbus needs to make the program viable.

So and order of 48-60, rather than the 36 talked about.
Down with that sort of thing!

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