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    Tom Fitzgerald • TD Cowen

    Tom Fitzgerald's questions to Copa Holdings SA (CPA) leadership

    Tom Fitzgerald's questions to Copa Holdings SA (CPA) leadership • Q2 2025

    Question

    Tom Fitzgerald from TD Cowen asked about the role of technology, such as dynamic pricing, in Copa's revenue strategy and requested an update on the progress of its seat densification program.

    Answer

    CEO Pedro Heilbron explained that Copa has invested in 'homemade' digital tools for its website and app to drive ancillary revenue cost-effectively. He noted the company is in its 'infancy' with advanced dynamic pricing but is pursuing it with an ROI-focus. He also stated that 30 aircraft are still pending for seat densification, a project delayed by aircraft delivery schedules.

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    Tom Fitzgerald's questions to Frontier Group Holdings Inc (ULCC) leadership

    Tom Fitzgerald's questions to Frontier Group Holdings Inc (ULCC) leadership • Q2 2025

    Question

    Tom Fitzgerald asked for the expected run rate for 'other revenue' and how Frontier would manage the risk of another domestic capacity glut next spring.

    Answer

    CCO Robert Schroeter detailed several initiatives poised to boost 'other revenue,' including loyalty, first-class seating, and NDC distribution, suggesting the current run rate will grow. CEO Barry Biffle addressed the risk by stating that a persistent glut would force more competitors to exit markets, ultimately benefiting Frontier as the 'last man standing' due to its low-cost structure and strong balance sheet.

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    Tom Fitzgerald's questions to United Airlines Holdings Inc (UAL) leadership

    Tom Fitzgerald's questions to United Airlines Holdings Inc (UAL) leadership • Q2 2025

    Question

    Tom Fitzgerald from TD Cowen requested an update on the Connected Media initiative and its potential contribution by 2026. He also asked about the current aircraft delivery situation and the expected timing of the associated aircraft gauge benefit.

    Answer

    EVP & CCO Andrew Nocella stated that United aims to double media revenue in 2025 and that the combination of new seatback screens and Starlink connectivity will unlock significant value in the 2026-2027 timeframe. EVP & CFO Mike Leskinen reported that narrowbody MAX deliveries from Boeing are ahead of schedule, while widebody 787s are delayed. He projects a 2% increase in aircraft gauge for 2026, with acceleration expected in 2027.

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