Key Takeaways Paisly adds Holland America, Cunard, Virgin Voyages, and Oceania Cruises to its platform. JetBlue Vacations is the first to access the expanded cruise inventory through Paisly's platform. Paisly's expanding cruise partner roster strengthens its end-to-end travel service strategy.JetBlue Airways Corporation (JBLU) seems to be gearing up to strengthen its position in the airline industry with the renovation of its products. To this end, JBLU’s wholly-owned travel subsidiary and a tech-enabled ...

公司动态 - 公司宣布两项行李体验改进措施：移动应用程序新增行李追踪功能和允许客户共享Apple AirTag或Find My网络配件位置的功能[1] - 新行李追踪功能为客户提供实时更新，增强旅行体验[2] - Apple Find My集成进一步提升行李支持系统[2] - 若行李延误或丢失，客户可向行李服务团队共享行李位置，便于定位[3] - 这些改进体现了公司对客户友好技术的持续投资，旨在提供无忧旅行体验[3] - 公司在美国交通部数据中行李处理表现优异，延误率低于1%，2024年排名全美第二[4] - 首席数字和技术官表示这些新功能是JetForward战略的一部分，旨在为客户提供更便捷的旅行体验[5] 行业比较 - 运输行业其他值得关注的公司包括Copa Holdings和SkyWest[6] - Copa Holdings当前Zacks排名为1（强力买入），预计本年度盈利增长率为14.3%，过去四个季度平均超出预期5.5%，年内股价上涨24.2%[7] - SkyWest成立于1972年，为美国主要航空公司运营支线飞机，当前Zacks排名为2（买入），过去四个季度平均超出预期17.1%，当前和明年盈利预期在过去60天内被上调[8][9] 战略方向 - 公司新增移动应用行李追踪和AirTag位置共享功能以改善行李支持[10] - 新工具允许客户与行李服务团队共享实时行李位置[10] - 这些升级支持公司的JetForward战略，旨在提供更无缝的旅行体验[10]

公司财务与运营 - 公司CEO表示由于旅游需求疲软将推出额外成本节约措施 今年不太可能实现收支平衡 [1] - 公司继续依赖借款维持运营 实现盈利所需时间比最初预期更长 [2] - 公司自2019年以来未实现年度盈利 目前正寻求增加收入和削减成本的途径 [5] 行业动态 - 美国航空公司包括该公司在内正在削减运力 尤其是下半年 因国内机票预订低于预期且票价下降 [4] - 5月美国机票价格同比下降7.3% [4] - 以色列对伊朗发动袭击后油价上涨导致航空股普遍下跌 燃料成本上升和冲突升级担忧使投资者对航空业更加谨慎 [6] 战略调整 - 法院阻止收购Spirit Airlines和终止与American Airlines在东北部的合作后 公司面临战略挑战 [5] - 公司将减少非高峰时段航班并取消不盈利航线 [8] - 暂停四架老旧A320客机的内饰升级计划 这些飞机将停飞 但明年仍将按计划升级另外六架飞机 [8] 其他影响因素 - 印度航空AI171航班空难造成重大人员伤亡 进一步拖累航空业 加剧负面情绪 [7] - 公司正在审查招聘策略 可能合并部分领导职位 并寻求减少员工差旅费用 [8]

JetBlue Airways is planning new cost-cutting measures such as reducing flights and parking aircraft, as soft travel demand makes achieving a breakeven operating margin in 2025 “unlikely,” according to an internal memo seen by Reuters.The carrier will also look to wind down underperforming routes while focusing on profitable ones, and is reassessing the size and scope of its leadership team, JetBlue CEO Joanna Geraghty said in the memo to employees.JetBlue shares fell 3% in afternoon trading and have lost mo ...

JetBlue is implementing a slew of cost-cutting measures, including axing some flights, as economic uncertainty has lowered consumer confidence and subsequently dampened consumer demand.  CEO Joanna Geraghty told staff in an internal note on Monday that it's "unlikely" that the company will reach a break-even operating margin as it had hoped after years of financial strain."We’re hopeful demand and bookings will rebound, but even a recovery won’t fully offset the ground we've lost this year and our path back ...

JetBlue Airways CEO Joanna Geraghty told staff that the carrier is implementing a host of new cost cuts as softer-than-expected travel demand is making break-even operating margins this year unlikely."We're hopeful demand and bookings will rebound, but even a recovery won't fully offset the ground we've lost this year and our path back to profitability will take longer than we'd hoped. That means we're still relying on borrowed cash to keep the airline running," Geraghty said in a note to staff dated Monday ...

金十数据6月13日讯，当地时间6月12日中午，美国捷蓝航空公司一架航班从芝加哥飞抵波士顿的洛根国 际机场后滑出跑道，最终停在草坪上，导致机场一度暂停飞机起降。据悉这一事故没有造成人员伤亡。 美国一架客机降落时滑出跑道 ...

Key Takeaways JetBlue launched Paisly to replace JetBlue Travel Products and broaden its tech-enabled service offerings. JBLU's Paisly will now power UAL's hotel, car, cruise, and insurance sales via a new Blue Sky partnership. Paisly's platform will manage UAL's non-air travel products, which third-party providers previously handled.JetBlue Airways Corporation (JBLU) seems to be gearing up to strengthen its position in the airline industry by renovating its products. To this end, JBLUofficially announced ...

Jetblue Airways (JBLU) FY Conference June 04, 2025 10:15 AM ET Speaker0 All right, kick it off. Good morning, everybody. We're really excited to be here today webcasting live with the team from JetBlue Airways. We have Marty St. George, President, Ursula Hurley, Chief Financial Officer, and Jamie Perry, President of Paisley, formerly known as JetBlue Travel Products. Before we get into the Q and A, would you guys like to make any opening remarks? Speaker1 Yeah, first of all, thank you all for coming, good t ...

行业观点 - 美联航CEO批评低成本航空模式已"死亡"，认为该模式通过隐藏费用和误导客户来盈利[1] - 指出传统低成本航空与JetBlue存在本质差异，前者追求最低成本，后者注重客户体验[4] 战略合作 - 美联航与JetBlue建立"Blue Sky"合作，最早2027年可获肯尼迪机场T6航站楼每日7班往返航班时刻[3] - 合作包含常旅客计划互通等权益，需通过监管审查[3] 公司战略 - 美联航明确拒绝并购JetBlue，强调合并难度大[4] - 重点发展哈德逊河两岸常旅客业务，扩大波士顿等市场存在感[5] 运营调整 - 2024年7月起削减4%国内运力，反映需求疲软[5] - 特朗普关税政策导致加拿大等国际旅客取消赴美暑期行程，影响国内航空需求[5] 宏观环境 - 公司坦言2024年宏观环境难以预测，业绩展望存在不确定性[6]