Revelation, it might be time for Boeing management to reset strategy:
- not all customers love us so much
We're talking money, not love.
- the MAX contracts have termination conditions mostly matched by us at this stage
There aren't any actual cancellations of significance now, but once you say we're doing a NSA there surely will be.
- the airlines never stumbled over each other to get 737-7 /-9/-10s
Then why do you keep lusting after seeing UA/WN/KLM/QF/etc as Airbus customers?
Clearly they represent a huge slice of the market Airbus would love to have and Boeing needs to keep.
- Airbus NB's are almost sold out for 2027 anyway, even if they go 70/month
Right, so a 2027 NSA doesn't help them with their 2019ish fleet plans, so the customers tread water for eight years or more?
- We have engineering sitting iddle after the 777x and E2 that w'll loose doing nothing.
Right, except for the thousand engineers already working on NSA, and more to be added as the program ramps up.
- If we take a little more time here, w'll probably loose United, Southwest, KLM, QF and others to Airbus
You surely will if you shiv them by driving the investment they've already made in 737 to zero.
- The NMA is increasingly in a niche, better save our bread & butter segment.
How do you save your bread and butter segment by having no product to sell till 2027 ???
We are already seeing what a few months without 737 is doing to the bottom line.
You're really suggesting seeing what happens if Boeing has no revenue from 737 and needs to fund NSA at the same time?
The 10% "better" can be in total operating costs, using optimized systems, smart MRO concepts an 2023 wing instead of 20-30 yr old technology.
Maybe some hybrid systems and morfing wings facilitating tbd ultra BPR engines of the coming 30 years.
Funny how you think NMA will be heavy/expensive/etc yet think NSA starting out from a similar tech base will end up 10% better than A32x.
I can see NMA ending up 10% better than A321XLR overall once its larger capacity is factored in, thus capturing the high end of the MoM market.
Then Boeing will use lessons learned from NMA and add a big tech push to capture the NSA market in the 2030 time frame.
We could very well see NMA do to A321XLR what 787 is doing to A330, and watch Airbus reset their strategy.
We live in interesting times.