Savanthi Prelis-Syth's questions to RYANAIR HOLDINGS (RYAAY) leadership • Q3 2024
Question
Requested an update on GDS/corporate travel relationships and asked if Boeing delivery delays are forcing changes to schedule planning and booking strategies.
Answer
Edward Wilson mentioned a new deal with Concur for corporate travel and that GDS is a growing but not spectacular channel. Michael O'Leary confirmed that delivery delays are very frustrating and have caused them to be slow in launching the summer '24 schedule, holding back capacity and constraining growth. The full year traffic forecast for FY'25 is being revised down from 205M to 200M passengers as a result.