DBEA55AED16C0C92252A6554BC1553B2 Clicky DBEA55AED16C0C92252A6554BC1553B2 Clicky
June 17, 2024
What is the value to Airbus and the loss to Boeing of allowing a single-aisle MoM segment?
Care to share?

Our analysis last Friday generated more attention than we expected. Not all of it was positive, but that’s how it goes.  However a follow on issue has been percolating – if we argue that Airbus is being given a monopoly in the single-aisle MoM segment, can we value that? What is the value to Airbus and the loss to Boeing of allowing a single-aisle MoM monopoly?

Like a lot of analysis that requires data that isn’t public, one has to look in a reflection and deduce from that view. We selected the fleet data at ch-Aviation as a source. We developed typical seat counts from SeatGuru.com.  These two sources are combined to form our model.

Our analysis last Friday generated more attention than we expected. Not all of it was positive, but that’s how it goes.  However a follow on issue has been percolating – if we argue that Airbus is being given a monopoly in the single-aisle MoM segment, can we value that? What is the value to Airbus and the loss to Boeing of allowing a single-aisle MoM monopoly?


Subscriber content – Sign in

Subscribe

 

 

author avatar
Addison Schonland
Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.