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At The Cutting Edge of The Aviation Forum

When it happens in aviation, leaders in the national and international media call to get cutting edge insight that moves well beyond consensus thinking.

News Nation – May 12, 2024

Discussing how media needs to be careful in not conflating “routine” operational issues with Boeing airliners (not to mention Airbus, too) with the current manufacturing issues at Boeing.

The natural tendency in the media is to assume that any reported problem with a 737 anywhere in the world is due to Boeing design and manufacturing. Mike noted that the two are not related and USA consumers should be confident flying on these airliners. Take a look.

Fox Morning Business With Maria Bartiromo.
March 21, 2024

The Boeing Fallout – How Consumers Will React & What The Company Must Do. Mike Boyd and Stewart Glickman, aviation analyst at CFRA do a no-holds-barred review of the situation at Boeing, what the problems are, and how the company appears to have been asleep at the planning switch for years. One key point Mike made was that once Boeing fixes its manufacturing issues, it still will be without a new-generation competitive narrow-body airliner. It’s product line is stagnant. Click here.

 

Yahoo Morning Business Brief. March 12, 2024

Issues asked and not answered. In regard to the ongoing Boeing manufacturing affair, Mike Boyd covers a range of below-the-fold issues, including the fact that the FAA is also culpable due to lack of proper oversight of Boeing over the years. The FAA staff responsible for the need to be identified and called out, just as is the case with the now-unidentified Boeing staff who worked on the problematic Alaska 737-9. Click here.

 

CNBC Asia, Singapore, February 23, 2024

Mike Boyd discusses the challenges facing Qantas, in light of lower than expected earnings and major recent problems. The problem appears to be that past management lost control of the airline as a cohesive customer service entity.

 

 

 

 

 

Yahoo Morning Brief, February 8, 2024

Spirit 4Q 2003 Results. Mike Boyd provides professional insight regarding the challenges facing the carrier. The entire ULCC sector is in full metal jacket change mode, as the dynamics of consumer impulse traffic are rapidly shifting.

Click here.

 

 

 

Wall $treet Wrap-Up, PBS. February 2, 2024

A 28-minute discussion of Boeing’s challenges, shifts in global fleet demand, consumer confidence and airline industry service challenges going forward.

Click here.

 

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Schwab Financial, February 6. Subject: Customers abandoning Boeing? Some direct observations on the evolving market problems at Boeing.

This is not a drill – loyal customers are making some disturbing comments on how Boeing is dealing with the revelations as a result of the -9 fiasco.  Click here.

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Topic: The China Air Travel Market – Expectations For The Spring Festival On Rush. As the leader in independent research and forecasting of the China civil aviation market, here, direct and blunt answers to how the China domestic market has almost rebounded to 2019 levels, but international traffic is down 14% due to declines in outbound and inbound tourism. Also, an unvarnished answer to questions about whether China’s domestic airliners can compete in the global marketplace. CGTn, January 2024. Click here.

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Topic: United CEO’s Comments on Boeing and Has Outsourcing Affected Boeing Quality.

CNBC Squawk Box, January 2024. Click here.