Here’s the updated model. (Hope you like the new look) Subscribers have access to the 14-pager.
Notes:
- MAX deals happening fast and furious
- Several deals with Jetsuite and E-jets this month
- YTD transaction equal as a year ago
- Deals are 75% single-aisle and 11% twin-aisle
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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.
