Dudley Shanley's questions to Ryanair Holdings PLC (RYAAY) leadership • Q1 2025
Question
Dudley Shanley of Goodbody requested an update on the Boeing delivery situation, noting it seemed to have regressed. He also asked about Ryanair's network optimization strategy for the period before the new MAX 10 aircraft arrive.
Answer
CEO Michael O'Leary acknowledged recent delivery glitches and new delays for 2025 but said the overall situation has improved with better management at Boeing. Regarding network strategy, O'Leary and Executive Edward Wilson explained their continuous process of churning capacity, moving aircraft from high-cost airports in places like France, Portugal, and Germany to lower-cost, high-growth markets like Italy and Morocco.