I have compiled an analysis of the route changes here: davidkeating.wordpress.com/2012/02/16/qantas-cuts-india-and-auckland-to-la/
Little surprise on the SIN-BOM route, as it was fairly low-yielding and there is a lot of (loss-making) competition on the route with aggressive pricing.
I recall figures being quoted that showed demand for LAX-JFK had dropped due to the GFC. But recently demand on that route has become quite strong again. Hence it would make sense to now return the bigger airrcaft to that sector.
So not contradictory at all - just a reflection of changing market conditions.
Is there anywhere that the general public can access these figures? Other thank the Australian Government passenger numbers, there seems to be very little hard data out there on routes/network planning for the general public.
From what I can see, LAX-JFK reverting to B747 will add a lot of additional capacity on the route. QF only operated JFK as a daily service from 2007 onwards, where the following conditions were different (and more favourable)
1. LAX feed was higher than it is today (5x daily)
2. The GFC, and heavy trans-Pacific competition, had not kicked in yet
During 2010, with greater feed at LAX than today, Qantas only operated JFK as a 5x weekly A332. The pessimist in me thinks that it might revert to that with the B747 before too long. I hope I'm wrong.