B6's February cuts are not insignificant, with capacity down roughly 40% from where it was a year ago, but that's a tough and unfair comparison given that the pandemic was not yet fully impacting air travel in February 2020. Still these cuts:
BOS-BDA, MSP, PHL, ROC, SYR
FLL-PSP (this should surprise no one)
EWR-SRQ (it is increasingly evident the B6 expansion at EWR isn't quite working out without causing a major cash bleed)
JFK-GEO, MJT, BNA, RNO, SEA
LGA-RSW and TPA (WOW)
PBI-ORD, PHL, PIT
But the real story here are the LAX cuts involving the LGB shifts, which don't appear to be working too well, along with LAX-LIR and LAX-BUF.
We'll see what happens. Some of these cuts are not surprising (FLL-PSP, for instance) but others, notably in BOS, LGA, and LAX, are telling.
As for B6's aspirations in SFO, I'm not so sure.....between UA and AS essentially owning the corporate travel space, once it comes back meaningfully, though likely not to pre-pandemic levels, there isn't room for a third player here. Leisure just isn't going to cut it,
Do you want to go by fact or hyperbole? Do you want to compare how much B6 cut vs AA out of Northeast/LAX?
Peak day in second half of Feb out of EWR show 45 departures out of around 70 originally scheduled. So they cut roughly 1/3 of the schedule. And most of that cuts are to Caribbean nations that still have travel restrictions and to BOS (because business demand is 0). Keep in mind that JetBlue has added a lot of scheduled flights, so the actual cuts system wide from scheduled flights is a lot higher than 40%. So EWR is vastly outperforming rest of the system in cuts as a percentage of scheduled flights.
I would bet that's what you will find if you actually looked at their cuts out of BOS/JFK/LGA. EWR is performing above expectations. EWR bookings have recovered much faster than LGA/JFK. It's hard to imagine how much trouble they'd be in now if they weren't getting these EWR bookings.
What is actually your proof EWR is not working out? Their capacity is way up YoY and it has only seen 1 route cut vs at least 5 routes from BOS/JFK.
For LGA, they've only been operating 1 flight a day to MCO and FLL for the past few months. Those cuts are not surprising at all. LGA bookings are terrible.
For LAX, they are adding routes probably earlier than they wanted to. As I said, gates are at a premium at LAX. They need to show LAWA that they need those additional gates. The focus of 2021 will be east coast and real resources for LAX won't come until EWR is more fully built.
As for SFO, they got time to add things slowly. Gates are more available than they have been for a long time. Demand in Bay area is way down. UA is not in a great rush to add things back. AS has shifted its focus to other Cali airports. More importantly, the type of network they are likely to build out of SFO will not compete that much with AS. Look at the 6 routes they've added so far out of SFO. Is there even 1 route that faces strong AS competition?