Moderators: richierich, ua900, PanAm_DC10, hOMSaR
ben175 wrote:Does anyone know why QF is “marketing” that PER-FCO commences Saturday the 25th when it actually launched on Wednesday? Just seems so bizarre they are completely ignoring the fact the flight already operated.
ben175 wrote:PER-CGK I definitely did not expect, but makes complete sense with GA absent from the route. I wonder if we could see QF return to PER-DPS? There's definitely a high end market willing to pay a premium for J.
BA941 wrote:What’s not correct? When QF swapped QF1 and QF9 to being via Singapore and Perth respectively in lieu of Dubai they introduced the A380 on QF35 from Melbourne to allow transfers to QF1 and maintain a first class option from Melbourne
If you are querying the QF5 flight number it’s origins date back to 1974 on flights to Rome. At that time Frankfurt was still served on the London flights on about 4 days of the week, so QF1 was the flight number to Frankfurt
qf789 wrote:PER-LHR is seeing stronger demand than pre Covid, a350 to replace 789 on the route when they arrive, AJ said PER-LHR is here to stay once Sunrise flights take off
The A220/A321XLR coming online will open up opportunities to HKG, Vietnam and India
tullamarine wrote:angusjt wrote:Perth to Jakarta is a fun one, any word on Garuda resuming the route themselves? I can't recall seeing one of their planes at PER in the last few months
Garuda has only reactivated about 1/4 of their fleet with most AU routes except SYD-CGK still not flying. If you visit CGK, you see parked GA planes everywhere.
I do not understand QF's comments about waiting to increase PER-CGK until they get more slots. As someone who visits CGK regularly, I can honestly say there is plenty of gate capacity available with the terminal pretty empty even during the evening peak.
qf789 wrote:On top of the PER announcements Qantas has provided a market update today
Domestic flights across the group will be cut another 5% on top of the already 10% announced last month for July and August to combat rising fuel prices
Even with cuts the groups domestic flying is above 100% pre covid
https://www.qantasnewsroom.com.au/media ... june-2022/
bjwonline wrote:qf789 wrote:On top of the PER announcements Qantas has provided a market update today
Domestic flights across the group will be cut another 5% on top of the already 10% announced last month for July and August to combat rising fuel prices
Even with cuts the groups domestic flying is above 100% pre covid
https://www.qantasnewsroom.com.au/media ... june-2022/
Anyone else think a return of the dreaded fuel surcharges is on the horizon? Wondering if fuel stays high (or even climbs) then increased fares will only cover so much before it becomes so high that it would be better from a marketing point of view to have lower "fares" but slap a surcharge on?
Qf648 wrote:I'd be as certain to say yes on fuel surcharge. QF and VA won't miss the chance of another cash cow opportunity.
So just on QF. We've seen some pretty low points recently in its management of:
1. Customer affairs - call centre times, DFW, calling customers not match fit
2. The unlawful sacking of 2k people during the pandemic
3. outsourcing of all ground handling jobs
4. Downgrade of service on board and on ground
5. Depature times and arrivals now lower than that of Jetstar.
While the order of new metal (sunrise and project winton) is exciting, it means that QF long term will see changes in its domestic product, but more importantly its international arm will see a massive capacity reduction. And I say reduction based on the 230-240 seat capacities on its mainstays the 789 and a35K fleet, with the 330's and 380s being retired long term.
So the cheapening of domestic, customer dissatisfaction and hobbling of qantas international capacity raise issues longer term on cashflow and market share? If there's less QF seats overseas is the name able to justify spending the coin to get on a direct flight?
Can see a more focussed VA picking off market share domestically on the basis of customer dissatisfaction and qf international seeing reductions in volume as the seats on their planes will be more expensive. In other words - do you really want to fly qantas? Is it objectively worth the premium and positioning currently?
discuss.
Qf648 wrote:I'd be as certain to say yes on fuel surcharge. QF and VA won't miss the chance of another cash cow opportunity.
So just on QF. We've seen some pretty low points recently in its management of:
1. Customer affairs - call centre times, DFW, calling customers not match fit
2. The unlawful sacking of 2k people during the pandemic
3. outsourcing of all ground handling jobs
4. Downgrade of service on board and on ground
5. Depature times and arrivals now lower than that of Jetstar.
While the order of new metal (sunrise and project winton) is exciting, it means that QF long term will see changes in its domestic product, but more importantly its international arm will see a massive capacity reduction. And I say reduction based on the 230-240 seat capacities on its mainstays the 789 and a35K fleet, with the 330's and 380s being retired long term.
So the cheapening of domestic, customer dissatisfaction and hobbling of qantas international capacity raise issues longer term on cashflow and market share? If there's less QF seats overseas is the name able to justify spending the coin to get on a direct flight?
Can see a more focussed VA picking off market share domestically on the basis of customer dissatisfaction and qf international seeing reductions in volume as the seats on their planes will be more expensive. In other words - do you really want to fly qantas? Is it objectively worth the premium and positioning currently?
discuss.
Qf648 wrote:I'd be as certain to say yes on fuel surcharge. QF and VA won't miss the chance of another cash cow opportunity.
getluv wrote:Qf648 wrote:I'd be as certain to say yes on fuel surcharge. QF and VA won't miss the chance of another cash cow opportunity.
So just on QF. We've seen some pretty low points recently in its management of:
1. Customer affairs - call centre times, DFW, calling customers not match fit
2. The unlawful sacking of 2k people during the pandemic
3. outsourcing of all ground handling jobs
4. Downgrade of service on board and on ground
5. Depature times and arrivals now lower than that of Jetstar.
While the order of new metal (sunrise and project winton) is exciting, it means that QF long term will see changes in its domestic product, but more importantly its international arm will see a massive capacity reduction. And I say reduction based on the 230-240 seat capacities on its mainstays the 789 and a35K fleet, with the 330's and 380s being retired long term.
So the cheapening of domestic, customer dissatisfaction and hobbling of qantas international capacity raise issues longer term on cashflow and market share? If there's less QF seats overseas is the name able to justify spending the coin to get on a direct flight?
Can see a more focussed VA picking off market share domestically on the basis of customer dissatisfaction and qf international seeing reductions in volume as the seats on their planes will be more expensive. In other words - do you really want to fly qantas? Is it objectively worth the premium and positioning currently?
discuss.
It seems like you’re looking for a pile on. So, no.
If you’re think VA don’t have issues like QF at the moment, you’re sadly mistaken.
getluv wrote:Qf648 wrote:I'd be as certain to say yes on fuel surcharge. QF and VA won't miss the chance of another cash cow opportunity.
So just on QF. We've seen some pretty low points recently in its management of:
1. Customer affairs - call centre times, DFW, calling customers not match fit
2. The unlawful sacking of 2k people during the pandemic
3. outsourcing of all ground handling jobs
4. Downgrade of service on board and on ground
5. Depature times and arrivals now lower than that of Jetstar.
While the order of new metal (sunrise and project winton) is exciting, it means that QF long term will see changes in its domestic product, but more importantly its international arm will see a massive capacity reduction. And I say reduction based on the 230-240 seat capacities on its mainstays the 789 and a35K fleet, with the 330's and 380s being retired long term.
So the cheapening of domestic, customer dissatisfaction and hobbling of qantas international capacity raise issues longer term on cashflow and market share? If there's less QF seats overseas is the name able to justify spending the coin to get on a direct flight?
Can see a more focussed VA picking off market share domestically on the basis of customer dissatisfaction and qf international seeing reductions in volume as the seats on their planes will be more expensive. In other words - do you really want to fly qantas? Is it objectively worth the premium and positioning currently?
discuss.
It seems like you’re looking for a pile on. So, no.
If you’re think VA don’t have issues like QF at the moment, you’re sadly mistaken.
qf789 wrote:Qantas SYD-SFO still starting on 30 Oct 22 however planned 6 weekly has been reduced to 5 weekly, from 27 Jan to 8 Mar 23 will be further reduced to 4 weekly
SYD-DFW will be reduced from 7 to 5 weekly from 30 Jan to 5 Mar 23
https://aeroroutes.com/eng/220624-qfnw22syd
rfarlz wrote:Qf648 wrote:I'd be as certain to say yes on fuel surcharge. QF and VA won't miss the chance of another cash cow opportunity.
How would a fuel surcharge be a "cash cow opportunity"? Australian Consumer Law requires the total price to be made clear at all stages of the purchasing process, so a fuel surcharge, however that might be implemented, would look no different to the consumer than simply raising the fare by the same amount.
NZ516 wrote:
This reduced flying is most likely due to fleet shortage. An equivalent of 2 return per each route is nearly 8 days of 789 flying!
When will the last 3 789s arrive on property? Not having them is really holding back the Qantas network recovery.
aerokiwi wrote:getluv wrote:Qf648 wrote:I'd be as certain to say yes on fuel surcharge. QF and VA won't miss the chance of another cash cow opportunity.
So just on QF. We've seen some pretty low points recently in its management of:
1. Customer affairs - call centre times, DFW, calling customers not match fit
2. The unlawful sacking of 2k people during the pandemic
3. outsourcing of all ground handling jobs
4. Downgrade of service on board and on ground
5. Depature times and arrivals now lower than that of Jetstar.
While the order of new metal (sunrise and project winton) is exciting, it means that QF long term will see changes in its domestic product, but more importantly its international arm will see a massive capacity reduction. And I say reduction based on the 230-240 seat capacities on its mainstays the 789 and a35K fleet, with the 330's and 380s being retired long term.
So the cheapening of domestic, customer dissatisfaction and hobbling of qantas international capacity raise issues longer term on cashflow and market share? If there's less QF seats overseas is the name able to justify spending the coin to get on a direct flight?
Can see a more focussed VA picking off market share domestically on the basis of customer dissatisfaction and qf international seeing reductions in volume as the seats on their planes will be more expensive. In other words - do you really want to fly qantas? Is it objectively worth the premium and positioning currently?
discuss.
It seems like you’re looking for a pile on. So, no.
If you’re think VA don’t have issues like QF at the moment, you’re sadly mistaken.
Yeah but Virgin charges less, doesn't claim to be a premium carrier while stripping service but charging the "premium" price, hasn't got a lock on the corproate market that means a lot of business flyers are stuck experiencing the current QF, isn't overtly blaming passengers for its woes, and though it's also having issues, less so than Qantas (cancellation rate of approx 5% vs 8%).
The ultimate question posed is a fair one - is Qantas worth the premium? And right now the answer for many is proving to be... no.
Qf648 wrote:Don’t doubt virgin is having issues but in 12 months I think we could see them tearing chunks out of qf’s market share.
And that’s bad for Qf as domestic is the cash cow
smi0006 wrote:Qf648 wrote:Don’t doubt virgin is having issues but in 12 months I think we could see them tearing chunks out of qf’s market share.
And that’s bad for Qf as domestic is the cash cow
Once international students and backpackers start flowing in Q4/Q1 for uni, and summer breaks I think we’ll start to see the labour crisis ease a - won’t vanish as many students won’t return.
Not apologising for it - but QF go through these phases every few years - 767s were unreliable, grounding the fleet due strikes, poor legacy service in the late 90s, strikes here and there - they’ll do a corporate cleanse, bring in some improved/enhancements and the public will forget and be dutifully wed to their QF-points again. Not far off any long term relationship - they’ll be fine.
I’m more interested in if we’ll see any more 787s (9 or 10?) or of the current Boeing debacle has pushed any more top up orders to the 359 now QF have 350s on the way? Or yes JQ 788?
Deano969 wrote:I can't see why Bain wouldn't have a crack at long haul sooner rather than later
The post Covid long haul environment is way different than pre Covid as many are looking for non-stop options, plus they have the backing to build it up quickly to profitable
Pre Covid VA made money trans Pacific and given the prices on new more efficient widebodies, that would continue to be the case
With QF dropping the ball of late and the limited Chinese / Hong Kong presence in OZ along with SAA and MAS issues and ME3 can be overflown, there is a abundance of routes to support a fleet of 789s
US. South Africa and especially India and Europe could all be viable
The trick is to get in quick before the demand returns.....
Deano969 wrote:I can't see why Bain wouldn't have a crack at long haul sooner rather than later
The post Covid long haul environment is way different than pre Covid as many are looking for non-stop options, plus they have the backing to build it up quickly to profitable
Pre Covid VA made money trans Pacific and given the prices on new more efficient widebodies, that would continue to be the case
With QF dropping the ball of late and the limited Chinese / Hong Kong presence in OZ along with SAA and MAS issues and ME3 can be overflown, there is a abundance of routes to support a fleet of 789s
US. South Africa and especially India and Europe could all be viable
The trick is to get in quick before the demand returns.....
tullamarine wrote:Deano969 wrote:I can't see why Bain wouldn't have a crack at long haul sooner rather than later
The post Covid long haul environment is way different than pre Covid as many are looking for non-stop options, plus they have the backing to build it up quickly to profitable
Pre Covid VA made money trans Pacific and given the prices on new more efficient widebodies, that would continue to be the case
With QF dropping the ball of late and the limited Chinese / Hong Kong presence in OZ along with SAA and MAS issues and ME3 can be overflown, there is a abundance of routes to support a fleet of 789s
US. South Africa and especially India and Europe could all be viable
The trick is to get in quick before the demand returns.....
There is heaps of money to be made with a successful Australian predominantly domestic franchise in a stable duopoly. Bain is very disciplined with a model more Southwest than anything else. They know they can make millions from their investment in the next couple of years. Adding a long-haul international network is very expensive with a low rate of return. I doubt they will bother doing it themselves and instead continue to develop a network of partners such as SQ, UA and QR
aerokiwi wrote:I think the core question has to be how much longer for Joyce? What is it about this guy that warrants the senior talent churn QF has gone through, the latest being Evans. I'm assuming it's because Joyce knows where all the bodies are buried or has some ego driven lust for being around for Sunrise commencement. Or is he just that good?
ClassicLover wrote:aerokiwi wrote:I think the core question has to be how much longer for Joyce? What is it about this guy that warrants the senior talent churn QF has gone through, the latest being Evans. I'm assuming it's because Joyce knows where all the bodies are buried or has some ego driven lust for being around for Sunrise commencement. Or is he just that good?
I think he's just that good. Pre-pandemic Qantas was printing money and will do again. His strategy has really worked very well when looked at from an overall perspective, with Qantas being one of the few investment grade airlines in the world. If I was betting on him leaving, it would be sometime after Sunrise starts flying and not a second before. That being said, he could do a Michael O'Leary and just stay with Qantas in the role until he retires. As long as he continues to successfully lead the airline and enjoys it, there's no reason for him to go anywhere.
qf2220 wrote:The question to me would be what is next for him? Could he do an Eddington and head to other airlines? Would a BA/IAG CEO role be on his horizon? He is Irish but has he abandoned his attachment to Ireland and become fully Australian so is that relevant? I doubt he'd go to a US carrier and there are few Asian carriers I can see him wanting to or being able to take on. The UAE might be an option however would his sexuality be problematic in that part of the world? I doubt he'd go elsewhere for non-Airline CEO roles (though we could be surprised). In Australia there are few comparable CEO roles, with the others being either industrial or financial and different to an airline (im thinking BHP, the banks here), so id say they wouldn't be on the cards. So yeah, he might be leading for a long time. Though who knows he might be off in a year (i would have said next week but the fact that Evans is/has left tells me he isnt in any short term period).
Deano969 wrote:I can't see why Bain wouldn't have a crack at long haul sooner rather than later
The post Covid long haul environment is way different than pre Covid as many are looking for non-stop options, plus they have the backing to build it up quickly to profitable
Pre Covid VA made money trans Pacific and given the prices on new more efficient widebodies, that would continue to be the case
With QF dropping the ball of late and the limited Chinese / Hong Kong presence in OZ along with SAA and MAS issues and ME3 can be overflown, there is a abundance of routes to support a fleet of 789s
US. South Africa and especially India and Europe could all be viable
The trick is to get in quick before the demand returns.....
anstar wrote:Deano969 wrote:I can't see why Bain wouldn't have a crack at long haul sooner rather than later
The post Covid long haul environment is way different than pre Covid as many are looking for non-stop options, plus they have the backing to build it up quickly to profitable
Pre Covid VA made money trans Pacific and given the prices on new more efficient widebodies, that would continue to be the case
With QF dropping the ball of late and the limited Chinese / Hong Kong presence in OZ along with SAA and MAS issues and ME3 can be overflown, there is a abundance of routes to support a fleet of 789s
US. South Africa and especially India and Europe could all be viable
The trick is to get in quick before the demand returns.....
No chance BAIN will allow VA to go long haul before they IPO. Too much risk and not enough upside.
AdvancedBikkie wrote:With QF’s new commitment to PER, and their order books chock-a-block with new aircraft, I don’t know whether this is just pie-in-the-sky wishful thinking on my (west aussie) part, but I see QF possibly launching a number of new mid/long haul routes ex. PER (e.g. A223 to KUL, 787 to NRT, flights to FRA and CDG, and possibly even the cliche LAX route), and a permanent base here for 787s, and possibly A350s. Wondering what other a.netters think.
AdvancedBikkie wrote:With QF’s new commitment to PER, and their order books chock-a-block with new aircraft, I don’t know whether this is just pie-in-the-sky wishful thinking on my (west aussie) part, but I see QF possibly launching a number of new mid/long haul routes ex. PER (e.g. A223 to KUL, 787 to NRT, flights to FRA and CDG, and possibly even the cliche LAX route), and a permanent base here for 787s, and possibly A350s. Wondering what other a.netters think.
qf2220 wrote:ClassicLover wrote:aerokiwi wrote:I think the core question has to be how much longer for Joyce? What is it about this guy that warrants the senior talent churn QF has gone through, the latest being Evans. I'm assuming it's because Joyce knows where all the bodies are buried or has some ego driven lust for being around for Sunrise commencement. Or is he just that good?
I think he's just that good. Pre-pandemic Qantas was printing money and will do again. His strategy has really worked very well when looked at from an overall perspective, with Qantas being one of the few investment grade airlines in the world. If I was betting on him leaving, it would be sometime after Sunrise starts flying and not a second before. That being said, he could do a Michael O'Leary and just stay with Qantas in the role until he retires. As long as he continues to successfully lead the airline and enjoys it, there's no reason for him to go anywhere.
The question to me would be what is next for him? Could he do an Eddington and head to other airlines? Would a BA/IAG CEO role be on his horizon? He is Irish but has he abandoned his attachment to Ireland and become fully Australian so is that relevant? I doubt he'd go to a US carrier and there are few Asian carriers I can see him wanting to or being able to take on. The UAE might be an option however would his sexuality be problematic in that part of the world? I doubt he'd go elsewhere for non-Airline CEO roles (though we could be surprised). In Australia there are few comparable CEO roles, with the others being either industrial or financial and different to an airline (im thinking BHP, the banks here), so id say they wouldn't be on the cards. So yeah, he might be leading for a long time. Though who knows he might be off in a year (i would have said next week but the fact that Evans is/has left tells me he isnt in any short term period).
grjplanes wrote:Will SYD-JNB stay on 4 weekly, or will it still increase now that PER-JNB is starting?
Qf648 wrote:I'd be as certain to say yes on fuel surcharge. QF and VA won't miss the chance of another cash cow opportunity.
Qf648 wrote:I’d love to see him at somewhere like BHP so much fat in that organisation
Obzerva wrote:AdvancedBikkie wrote:With QF’s new commitment to PER, and their order books chock-a-block with new aircraft, I don’t know whether this is just pie-in-the-sky wishful thinking on my (west aussie) part, but I see QF possibly launching a number of new mid/long haul routes ex. PER (e.g. A223 to KUL, 787 to NRT, flights to FRA and CDG, and possibly even the cliche LAX route), and a permanent base here for 787s, and possibly A350s. Wondering what other a.netters think.
Probably getting ahead of myself a little given it was only announced last week, but if PER-CGK at a few days a week is successful on a 737, I’d imagine a more business friendly daily schedule on an A220 would be an option.
EK413 wrote:Obzerva wrote:AdvancedBikkie wrote:With QF’s new commitment to PER, and their order books chock-a-block with new aircraft, I don’t know whether this is just pie-in-the-sky wishful thinking on my (west aussie) part, but I see QF possibly launching a number of new mid/long haul routes ex. PER (e.g. A223 to KUL, 787 to NRT, flights to FRA and CDG, and possibly even the cliche LAX route), and a permanent base here for 787s, and possibly A350s. Wondering what other a.netters think.
Probably getting ahead of myself a little given it was only announced last week, but if PER-CGK at a few days a week is successful on a 737, I’d imagine a more business friendly daily schedule on an A220 would be an option.
PER-CGK is 3 weekly & eventually 5 weekly once QF secure the slots.
Sent from my iPhone using Tapatalk
FromCDGtoSYD wrote:AdvancedBikkie wrote:With QF’s new commitment to PER, and their order books chock-a-block with new aircraft, I don’t know whether this is just pie-in-the-sky wishful thinking on my (west aussie) part, but I see QF possibly launching a number of new mid/long haul routes ex. PER (e.g. A223 to KUL, 787 to NRT, flights to FRA and CDG, and possibly even the cliche LAX route), and a permanent base here for 787s, and possibly A350s. Wondering what other a.netters think.
Not sure about NRT since NH is already on the route but I’d love to see PER grow as a hub, CDG/FRA/AMS maybe routes to India to better connect the eastern hubs. They’re gonna need a bigger terminal to do this though.
smi0006 wrote:FromCDGtoSYD wrote:AdvancedBikkie wrote:With QF’s new commitment to PER, and their order books chock-a-block with new aircraft, I don’t know whether this is just pie-in-the-sky wishful thinking on my (west aussie) part, but I see QF possibly launching a number of new mid/long haul routes ex. PER (e.g. A223 to KUL, 787 to NRT, flights to FRA and CDG, and possibly even the cliche LAX route), and a permanent base here for 787s, and possibly A350s. Wondering what other a.netters think.
Not sure about NRT since NH is already on the route but I’d love to see PER grow as a hub, CDG/FRA/AMS maybe routes to India to better connect the eastern hubs. They’re gonna need a bigger terminal to do this though.
Agree with most except LAX, just can’t see it working. I’d be curious of the breakdown of pax with final destination LAX ex-PER and not rest of US. I’d rather connect via MEL/BNE/AKL, to ORD,IAH,SFO,DFW than dodge old LAX.
Not sure the amount of demand to AMS- maybe? Perhaps seasonal ATH first?
Still stunned FCO made the cut above CDG tbh! Surely next season? If FCO could work surely CDG, Sam amount of competition and yield?