槍が降ろうともボーイングの成り行きを見守るまとめ 15

Leeham News and Analysis @LeehamNews

At Nov investor conf @Boeing said 2025 for 737 MAX and 787 production ramp to 50 and 10/mo. It's now 2025-2026, so 2026. @Airbus now says "middle of the decade" for A320 ramp to 75/month vs 2025. It changed the language in Nov. Technically, first half 2027 is still mid-decade

Leeham News and Analysis @LeehamNews

CEO David Calhoun feels good about results despite earnings miss. @Boeing. Update #1. wp.me/p5cZol-aJ9

Jon Ostrower @jonostrower

Boeing CEO David Calhoun called NASA's Sustainable Flight Demonstrator and its potential to cut fuel consumption by 30% as part of establishing "the standards that are required to launch a new airplane.” Background: theaircurrent.com/industry-strat…

Jon Ostrower @jonostrower

Boeing is increasing 787 abnormal costs for rework by $600 million because of an individual supplier issue that will keep the plane's rate lower than anticipated. Total costs for getting those 100 airplanes ready now totals $2.8 billion. Rate of 5/mo expected later this year.

Jon Ostrower @jonostrower

Guidance 400 to 450 737s and 70 to 80 787 in 2023. R&D expected to climb to $3.2 billion, majority of increase in Boeing Commercial.

Jon Ostrower @jonostrower

Calhoun hints at a healthy pipeline orders in 2023 and suggests "new entrants" in global markets will play an increasing role. (Narrator: He's talking about RIA)

Ross Feinstein @RossFeinstein

.@Boeing President and CEO Dave Calhoun on the @FAANews and infrastructure. $BA twitter.com/RossFeinstein/… pic.twitter.com/IYiPRhrAtX

Ross Feinstein @RossFeinstein

Earlier today with @Lebeaucarnews: @Boeing President and CEO Dave Calhoun. $BA pic.twitter.com/3GW9cQ75tX

2023-01-26 00:58:52

Ross Feinstein @RossFeinstein

.@Boeing President and CEO Dave Calhoun was asked about the upcoming arraignment tomorrow and the DPA from January 2021. $BA twitter.com/jonostrower/st… pic.twitter.com/76UjEOB3tp

Jon Ostrower @jonostrower

After explicitly accepting responsibility with the Department of Justice in 2021 for the actions of its employees during the 737 Max development, can Boeing plead not guilty to the same charges? theaircurrent.com/company-cultur…

2023-01-25 05:23:17

Dominic Gates @dominicgates

Story UPDATED Boeing's CEO unexpectedly took a swipe at the FAA: following its recent operational outage, he favors privatizing the agency for "efficiency and speed" Yet recent computer problems at private airline Southwest far exceeded those at FAA seattletimes.com/business/boein…

Dominic Gates @dominicgates

Especially on the eve of that court hearing in Texas about the MAX crashes, it seemed tone deaf for the Boeing CEO to seem to be calling for change at the safety regulator.

Dominic Gates @dominicgates

Late Wednesday, Boeing attempted to walk back that impression, saying Calhoun was referring only to "engaging industry to support digital infrastructure advancements within Air Traffic Control technology." "He was not advocating for privatization of the FAA," Boeing insisted.

Dominic Gates @dominicgates

Boeing pleads not guilty to fraud charge in 737 MAX arraignment Chief safety officer, Mike Delaney, entered the not-guilty plea in court in Fort Worth, Texas finance.yahoo.com/news/boeing-pl… via @YahooFinance

Dominic Gates @dominicgates

Boeing lost $5.1 billion in 2022, while it hired 23,000 new people. Boeing’s worldwide workforce grew last year by nearly 14,800 net, bringing the total to 156,354. This year, Boeing plans to hire 10,000 more, mostly in manufacturing & engineering jobs seattletimes.com/business/boein…

Valerie Insinna @ValerieInsinna

Boeing to add 10k jobs in 2023, but will cut some support positions: reuters.com/business/aeros…

Dominic Gates @dominicgates

The Seattle Times exclusive feature package on the end of the Boeing 747 I interviewed a diverse range of Boeing workers who told me compelling stories They described their work on this transformative piece of engineering and how it impacted their lives seattletimes.com/business/boein…

Dominic Gates @dominicgates

Mark Nowlin's brilliant 747 timeline from our Sunday feature package seattletimes.com/business/boein… pic.twitter.com/ib7vsSEZ0J

拡大

Boeing Airplanes @BoeingAirplanes

Sharing these stories from the @seattletimes about building the final #QueenOfTheSkies and our “always incredible” 747 team. bit.ly/3kQd3r5

Dominic Gates @dominicgates

My evening inside the jet assembly plant in Everett, watching the dramatic Final Body Join of the last 747 seattletimes.com/business/boein… pic.twitter.com/1MI0JrY259

Matt M. McKnight @mattmillsphoto

It’s almost goodbye week for the 747 in Seattle & Puget Sound region. A look back at the historic jet from @ValerieInsinna & @timhepher before Wednesday, when the last one leaves Everett. // Boeing's 747, the original jumbo jet, prepares for final send-off reuters.com/business/aeros…

Dominic Gates @dominicgates

seattletimes.com/business/boein… pic.twitter.com/xP8c2ZTD4m

拡大

サキノハカ @sakino_haka

The last 747: Boeing workers reflect on an iconic plane like no other（最後の747：ボーイング社の従業員が、唯一無二の象徴的な飛行機を振り返る） | The Seattle Times seattletimes.com/business/boein…

Dominic Gates @dominicgates

BREAKING NEWS: Boeing has just announced internally that it will stand up *a fourth 737 MAX line in EVERETT* It will be in what was the 787 asembly bay. Rework on stored 787s will moved the now-empty 747 bay and to the modification center at the south end of Paine Field.

Jon Ostrower @jonostrower

@theaircurrent Boeing to open 737 Max line at Everett plant theaircurrent.com/aircraft-produ… (This is a breaking story and will be updated)

Dominic Gates @dominicgates

Boeing to set up a fourth 737 MAX assembly line in Everett seattletimes.com/business/boein…

Dominic Gates @dominicgates

Exclusive: Boeing to slash ~2,000 jobs in finance and HR + In a separate blow to white-collar staff, Boeing is requiring that managers preparing 2022 annual performance reviews must classify 10% of their staff as failing to meet all expectations seattletimes.com/business/boein…