Qantas HY25 results

[jrfsp]

Frequency is generally better, until you start being slot restricted. SYD - MEL are not far behind HND - CTS and are comparable to HND - cough for passengers. Both those ports are serviced by widebodies by both NH and JL (heavy domestic Y config) during the bulk of the day. They typically run less services per hour, but more high density widebodies.

Even today, if we were running more 330 services instead of 737s and either SYD or MEL or ATC sneezes, there'd be a smaller impact across the whole as there's fewer movements so more pax per hour can land (even if its fewer planes).

Problem with that is the domestic terminals have limited gate availability for multiple widebody aircraft, why the A330s always use the same select gates at SYD/MEL (the 767s were easier to accommodate)

 

[I love to travel]

One of the reasons why they introduced Classic Plus Reward seats already appears to be paying dividends: "There have been early positive signs, with double the growth in points earn for members who have redeemed on Classic Plus". The media release also indicates that 13,000+ standard Classic rewards seats are being booked on average every day.

22 billion points have also been redeemed on Classic Plus Reward seats since going live in December, 20% of people who are redeeming these rewards have never redeemed a flight reward before.

No CR release this week to coincide with investor dat, I am starting to think they are a think of the past

 

[AIRwin]

No CR release this week to coincide with investor dat, I am starting to think they are a think of the past

Nor DSC?

 

[moa999]

Nor DSC?

Current sale doesn't end until 2 March

 

[tomlee1986]

Couple of other things I missed on first run through

Lounges
* New Adelaide Business Lounge and Chairman’s Lounge open from May-25
* Construction commencing on new Auckland and Sydney International Business Lounges in 2025
* Investment in Domestic Regional Lounges throughout 2025

Inlight Internet
* Qantas International Wi-Fi activation - South East Asia phasing from Mar-25, Tasman from mid 2025

Catering
* Enhanced Qantas International Economy food and beverage experience from Mar-25

I wonder will they bring back Qantas on Q-Eat - early booking for economy??

 

[moa999]

Also as noted on airliners.net this paragraph included in the press releases, but not in the presentation.

Looking forward, the remaining two A380s are expected to return to service later this calendar year.

So that will give quite a bit more international capacity.
We already know SYD-DFW is recommencing in Aug 2025, but possible more later in the year.

And on specific Sunrise timing.

The airline expects its first Project Sunrise A350-1000ULR to enter the final assembly stage in September 2025, which will be followed by flight testing ahead of its delivery in the second half of calendar year 2026.

 

[PineappleSkip]

Nor DSC?

Looking very promising for DSCs in due course.

 

[Dalec]

Has anyone heard anything in relation to the 350-1000ULR being overweight and unable to do SYD-LHR/JFK with a meaningful payload?

 

[docjames]

Suprised at the 738 refurbs as thought they were going to be replaced with 320s. Guess that will be a while now…..

Refurb will (somewhat) fix the carryon issue, but wont fix the inherent issue of shoulder width…..

 

[moa999]

Suprised at the 738 refurbs as thought they were going to be replaced with 320s. Guess that will be a while now…..

They likely will eventually.
But the 787s arrived over 13 years (2002-2014) and it probably makes sense to stagger the replacements even more.
In the meantime the newest models get a refresh to match the new product.

Kind of like the A380s and 330s got the refresh to match the 787s with the Business Suites

 

[Mwenenzi]

Suprised at the 738 refurbs as thought they were going to be replaced with 320s. Guess that will be a while now…..

Refurb will (somewhat) fix the carryon issue, but wont fix the inherent issue of shoulder width…..

When one of headline HY2025 announcements is refurbishment 10~20 year old aircraft starting in 2 years time obvious not all is well. If it was starting in 2 months time would be a different impression. Some other airlines with aircraft that old are sending to the scrap yard.

https://www.airfleets.net/ageflotte/Qantas.htm

Not A220 not listed QFLink

Boeing 737 NG / Max 75aircraft 16.7 years On 314 airlines operating this type of aircraft Qantas ranks 185

https://www.airfleets.net/flottecie/Qantas-active-b737ng.htm

M

Post in thread '42 737s Cabin Refresh from 2027'

Yesterday at 9:34 AM

I suspect these will be the newer aircraft aka the ones with IFE and Boeing Sky Interior? As much as I love having IFE on aircraft, the last few flights I've had the IFE has been unusable in economy on the 737 - click on one thing (e.g. view all "boxsets") and another selection pops up. Least in J the remote overcomes this.

• mbell1510

 

[SYD]

Has anyone heard anything in relation to the 350-1000ULR being overweight and unable to do SYD-LHR/JFK with a meaningful payload?

The additional fuel tank design passed a major milestone last year.

Thumbs-up for Qantas’ Project Sunrise A350-1000 fuel tanks

Speaking at the International Air Transport Association’s (IATA) AGM in Dubai, Qantas CEO Vanessa Hudson confirmed the ultra-long-haul flights between the east coast and London and New York – set to be the longest in the world – are on track to launch in roughly two years.

australianaviation.com.au

 

[Dalec]

I am hearing(without factual sources) that the plane is overweight by a significant margin, with an obvious effect on the economic case to run these flights (SYD-LHR/JFK). I think this is well known inside Qantas

 

[elanshin]

Has anyone heard anything in relation to the 350-1000ULR being overweight and unable to do SYD-LHR/JFK with a meaningful payload?

Wouldn't this be the reason for the very low density configuration - the QF a351ULR is the lowest density configuration by far of any a351. It's not quite as low as SQ's a359 ULR that's doing SIN - EWR/JFK but we're talking 238 Pax which is lower than their 330 configuration.

When one of headline HY2025 announcements is refurbishment 10~20 year old aircraft starting in 2 years time obvious not all is well. If it was starting in 2 months time would be a different impression.

I think it's how you want them to present the news. Clearly they have decided we need to fly the 737NG into the 2030s so we need to update it. Do we break the news today (and thus tell everyone our medium term plans with the type)? Do we wait a year - but leave everyone in the dark about what we're doing? Do we announce am earlier start date that's just not possible? Do we update one aircraft for optics just to say we started in 2025?

This feels like the least of the bad options in terms of PR announcement. I think the bottleneck here is getting the Recaro Seats in sufficient enough quantities.

 

[moa999]

When one of headline HY2025 announcements is refurbishment 10~20 year old aircraft starting in 2 years time obvious

But that's the timeframe these days for ordering seats and other parts.. and it will otherwise potentially leak from industry sources.

Similar pre-announcement timelines for the JQ 787 upgrades and the 332s, that also haven't commenced.

 

[Dalec]

Wouldn't this be the reason for the very low density configuration - the QF a351ULR is the lowest density configuration by far of any a351. It's not quite as low as SQ's a359 ULR that's doing SIN - EWR/JFK but we're talking 238 Pax which is lower than their 330 configuration.

The SQ ULR configuration is way lower than QF's with only 161 seats albeit in J/Y+ only. Not saying there is an issue here. Just mentioning that I have heard some murmurings for quite a while.

 

[elanshin]

The SQ ULR configuration is way lower than QF's with only 161 seats albeit in J/Y+ only. Not saying there is an issue here. Just mentioning that I have heard some murmurings for quite a while.

I think QF would have long canned the project if it wasn't going to be feasible financially. There was no need for them to continue to push sunrise coming out of covid if they discovered technical aspects weren't going to work out for them.

 

[moa999]

am hearing(without factual sources) that the plane is overweight by a significant margin, with an obvious effect on the economic case to run these flights (

I'd be surprised.
The base 350-1000 has almost 100 deliveries over 5yrs, even more for the 900 version, and I'd think adding tanks is a fairly known quantity in terms of weight for the changes. And don't think there have been many complaints about general A350 performance.

The layout was seemingly very much designed with weight and passenger comfort for the long flights (plus ability to capture a fare premium) in mind.

 

[Dalec]

I think QF would have long canned the project if it wasn't going to be feasible financially. There was no need for them to continue to push sunrise coming out of covid if they discovered technical aspects weren't going to work out for them.

Who knows with QF and who knows what guarantees they have received from Airbus with presumable compensation if all parameters are not met. It may be able to do SYD-JFK and LHR-SYD non-stop(eastbound) and may be a useful upgauge on existing ULH flights to DFW/LHR. It may also be able to open up ORD. Or they may have to block off more seats than expected and get compensation from Airbus. I don't know. But PS was always a very tough ask, no other airlines are asking for the plane and there will be inherent risks

 

[justinbrett]

I am hearing(without factual sources) that the plane is overweight by a significant margin, with an obvious effect on the economic case to run these flights (SYD-LHR/JFK). I think this is well known inside Qantas

I don't know what you're hearing, but it sounds to me like mixing up old news regarding the A350-1000ULR MTOW issue (they needed EASA certification to increase the max take off weight - thus allowing the aircraft to take on more fuel).

It was approved in October 23.

Pretty sure all is good. With today's engineering, you don't just suddenly end up "overweight by a significant margin", especially when it's just a variant of an existing type.