Patrick Baudis is Bombardier’s VP Marketing. He provided the following presentation today (AeroPerspectives 2017 – Markey Dynamics & Portfolio Strategy).
The slides that we would highlight are these:
This is a very interesting perspective. These airlines are A320 and A319 operators. And the images suggest a pretty obvious trend for these carriers. (Might we consider all three as Bombardier targets?)
Followed by this chart.
Boeing and Bombardier may be in a fight, but the logic clear. Game changing is disruptive and the new generation is exactly that. This chart fits rather nicely with our earlier story about the 787 and the C Series being somewhat alike. At least in the view of Air Canada.