Sentiment Analysis of the earnings transcript to help figure out if there are any bullish or bearish sentiments that could be gathered from it. We're doing ML and AI based analysis on the earnings call to get some more insights.
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| Statement |
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| And I feel great about where we stand going forward |
| And we know that we deliver great value to our customers |
| It's -- as I said, it's a tremendous opportunity, and it's something that we're very focused on |
| Devon, if you want to put a finer point to it? But I think it's a tremendous opportunity for American going forward |
| It's a great way to really deliver benefits and sell seats |
| All of those, we feel really good about |
| We feel really good about achieving that |
| You and Meghan have done a fantastic job in that regard |
| Now we're finally through all the integration and pandemic and recovery from the pandemic, and American has really positioned well |
| Mark Streeter Devon, great progress on the balance sheet, exceeded probably everyone's expectations |
| And whether it's how we've structured our airline to take advantage of the opportunities ahead of us, how we're responding to customer demand, I feel great about where we're headed |
| And so, two years while hitting just about every number and delivering on every front is something that I feel like is a pretty good track record |
| So, I feel good about the demand environment |
| But look, we are at a point now where total industry revenues have certainly accelerated and come back and exceeded where we were in 2019, probably haven't kept quite up with inflation, but we feel really good about where we stand overall |
| And while you may have seen some changes to our sales force, I feel really good about what I see in terms of cost of sale, and I also feel really good about how we've been able to hang on to our share as well |
| And it bodes well for those of us that are in a business that, look, serves this need |
| Our customers do better, we do better, everybody that we're associated with do better when we invest in modern retailing and servicing technology |
| If we were to return, and this is -- this potential upside to that historical relationship, there's great benefit to American Airlines in that |
| Now, against that demand backdrop that we feel really good about, and hopefully, there's some additional upside, there's constraints to supply |
| At the end of the day, the carriers that have the capacity that can deliver in a strong demand environment, I think, are going to win |
| We feel really good about where we are |
| And so in this environment where demand has returned and capacity is something that American has really delivered well on over the last couple of years, we feel really confident |
| But there is -- I'm very pleased with where we stand right now |
| And I'm really proud of us being aggressive in taking some bold moves |
| And look, I think that it bodes well for American overall |
| I feel really great about where we are |
| So, I feel really good about where we stand |
| And that, as you sum it all up, bodes well for American and it bodes well for those that invest in us |
| Demand is strong |
| So, we feel great about this |
| Statement |
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| We've had regional pilot production issues |
| And in terms of comparisons versus OAs, we feel that we're at a considerable disadvantage where we're at versus Delta today |
| as we went through the pandemic, we all suffered with start-up issues as we built back |
| But we knew that because of the damage caused during the pandemic, and we borrowed a lot of money, we had a lot of issues in terms of rebound, we knew that we had to prove ourselves to the marketplace |
| And so, there's also an issue with making sure that we have the people power to do the work |
| And there's also been people shortages as well |
| I bring these up not so much to say, "Look, there's a problem out there." I really bring it up to say, "Hey, look, in a supply and demand business, I think that there are going to be continued restrictions on the supply side of the equation |
| So, some simple numbers here or easy numbers to understand here, our growth rate for full-time employees is much less than the capacity growth |
| We all know that the airlines have actually had to reduce the amount of traffic that we're putting into New York airspace today |
| And against this backdrop of others struggling and trying to find their way and having big aircraft orders out there, we're not |
| Engine issues surround the industry and are going to require a lot of maintenance expense going forward |
| So, I stand by what I thought for a moment was a mistake |
| And those constraints in the business today are really around things that we're all really well aware of |
| So, we're dealing with air traffic control shortages right now |
| As we take a look forward, I think the real issue at hand is that we've got to continue to deliver |
| It's -- the aircraft manufacturers haven't been able to really deliver on schedule |
| And for a long time, we've had issues with getting our -- all of our intermediaries to a point where we can service and sell what we really think is best for our customers and ultimately for American Airlines |
| We know that business travel is not all the way back yet |
| But it's not just shortages there |
| The market's response to Investor Day was, I don't know, lackluster for lack of a better term, and it's only been a week |
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