Wednesday, November 21, 2012

EADS selected as disruptive company

MIT technology review has published their view of the companies implementing disruptive technologies. EADS is one of the selected companies for their investment in weight reduction by redesigning them taking the advantage of 3D printers.

Wednesday, November 14, 2012

How really Ryanair is making money?

Curiosity brought me to take a look to the P&L summary of Ryanair, Easyjet and Lufthansa. By a quick analysis we can see that there are 2 main revenues perceived by the three airlines, the called "scheduled revenues" and the "ancillary revenues". The first ones represent the traditional ticket selling revenues, and the others are baggages fees, marketing on web pages, sells on board... and other revenues not coming from tickets.

Message is clear, no airline is able to make profit without ancillary revenues (in Ryanair you will need to include financial losses to get losses) and they represent one of the main contribution to the revenues being an important percentage of total revenues, more precisely: Ryanair (2011) 18,7%, Easyjet (2009) 20,7% and Lufthansa (2011) 17,2%.

Thursday, November 8, 2012

Bombardier's delay on CSeries

One month before the expected CS300 first flight, Bombardier has announced a delay of the first flight of CS100, the newcomer in the market at single aisle business setting only 2 years of difference compared to NEO. Seems that the problem is on supplier chain, an extended issue all along the industry as experienced (in a different subject) in B787.

Updating our calendar...

Q4 2012:                                    A320 Sharklet EIS
December 2012 June 2013:       CS100 first flight
H1 2013:                                    A350-900 first flight
end 2013 June 2014:                  CS100 EIS
H1 H2 2014:                              A350-900 EIS
2014:                                          C919 first flight
end 2014:                                   CS300 EIS
October 2015:                            A320NEO EIS
mid 2016:                                   A350-800 EIS
2016:                                          C919 first flight
2017:                                          A350-1000 EIS
2017:                                          B737 MAX EIS