Qantas FY25 results

[SYD]

I heard a few weeks back QF did a short trial offering dine on demand with a new menu in F on QF11. Potentially testing the waters as one of these enhancements?

Bring back “Pre-Order” in J wouldn’t be a bad idea either. No idea why that COVID casualty has returned…

 

[justinbrett]

Bring back “Pre-Order” in J wouldn’t be a bad idea either. No idea why that COVID casualty has returned…

Probably dnata. They had just taken over when covid started and I imagine they'd prefer not to have the extra hassle.

Never came back for BA either.

 

[jase05]

I heard a few weeks back QF did a short trial offering dine on demand with a new menu in F on QF11. Potentially testing the waters as one of these enhancements?

Dine on demand should be standard on more airlines

 

[SYD]

Dine on demand should be standard on more airlines

OT, but I park it in the “Careful what you wish for” category. Yes, selfishly one can eat when they want but if 99% of the cabin is trying to sleep and that one person is clinking and clattering their cutlery, it’s not great. Similarly, super fast wifi that allows selfish a-holes to live stream something sans headphones or FaceTime the family on speaker ain’t great either….

 

[LionKing]

OT, but I park it in the “Careful what you wish for” category. Yes, selfishly one can eat when they want but if 99% of the cabin is trying to sleep and that one person is clinking and clattering their cutlery, it’s not great. Similarly, super fast wifi that allows selfish a-holes to live stream something sans headphones or FaceTime the family on speaker ain’t great either….

Isn't this is not allowed on Qantas flights?

 

[justinbrett]

Isn't this is not allowed on Qantas flights?

No, voice calls or listening to media without headphones is not permitted. It’s usually a standard announcement to remind people.

I was shocked flying QR that they have an announcement to “ensure your device volume is low or use headphones”, I can’t believe an airline like QR would allow people to listen on speaker.

 

[CaptJCool]

This was the interesting part for me



This suggests…

high demand periods are created by lots of occasional flyers wanting to fly during the same short period

This is NOT helped by the States staggering their school holiday periods on different weeks creating an.elongated price hike time period.

So the conversation goes something like

“Well we got all these points over several years (slow earners) and how can we use them? It seems to be pointless holding onto them because that means they’d be worth NOTHING at all so we may as well buy rewards tickets on the dates we want them. Sure we have to spend more than the lowest possible price but that’s just the cost of doing business to”

“get the seats when we want them”

Otherwise FOMO

and we’d have to pay even more if we had to “pay cash” for them if we wait any longer to buy them …
And
“We can only afford this holiday because we have the points. Otherwise, we would not be going”

The big question is if this provides Repeat customers…

If people feel they got a “good deal”. Sure they may keep going
If they feel they got a bad deal, exit stage right after the rewards tics are bought because it’s likely to have used up most of the points balance anyway.

As usual large corps “didn’t think it through” to the level one might expect this upsetting a lot of people as they fail to recognise that loyalty is a two way street. It’s not just on one side of the fence. Reciprocation matters. I do think the whole downgrading reward perks over the years now is dumb
This removing DSC from counting for Life Time Flying status takes the cake and effectively consigns QFF to be an instant gratification Revenue Model based affair because you now need to spend even more. In one fell swoop After a particularly lousy year from the customer perspective (data breach, devaluation of both earn and redeem, need I go on ?) you double up the required spend to make Life time anything. That smacks of Dumb critical thinking

 

[arrow]

edit- I read First Class lounge, but this seems to be talking about inflight.

Yes, that was my read. I looked through the media release and nothing else was said. So will be interesting to see what they have planned

 

[levelnine]

ust can't see that being successful.. Aus is a lot further from the US than Europe (particular for East Coast)..

Proximity is irrelevant. CX, QR, EK (up until recently), etc all aggressively target the US points market. It is about who you sell your points to, and at what rate.

And I'm not talking about status.

 

[levelnine]

Does the airline exist to support the loyalty program or does the loyalty program exist to support the airline? I'd be happy if QFF was restricted to Aus/NZ residents and stopped growing, and focused on having a sustainable level of points liability and redemptions. I don't really see the point of QF loyalty growing for the sake of growth - QF has other ways to make money.

Never going to happen. The international (read US) points market is too lucrative for Qantas to give up, especially when times get tough. I predict precisely the opposite — they will lean more into it as the domestic points market becomes less lucrative if/when the interchange caps are implemented and Australia's points market dries up like it has in Europe.

 

[CaptJCool]

The interesting thing about business growth is how the growth % naturally declines as the baseline on which it’s calculated gets ever higher.

I suspect QFF has “run out” of potential new customers 15 million of a population of 26 million is fantastic

Secondly, of the customer base, how many are repeat or regular customers ?
How many can be squeezed for higher spending share of their wallet ?
How many will stop or reduce their spend ?

$2.9 billion profit with extraordinary dividend paid and plenty of RRIA SAYS this business is in good shape regards cashflow but how well are they managing asset renewal and customer retention ?

 

[justinbrett]

Never going to happen. The international (read US) points market is too lucrative for Qantas to give up, especially when times get tough. I predict precisely the opposite — they will lean more into it as the domestic points market becomes less lucrative if/when the interchange caps are implemented and Australia's points market dries up like it has in Europe.

I think that could happen if QF, AS and AA (and FJ) join the same ecosystem, like an Avios rival. But it would be a departure for QF, as I believe FJ wanted to join QFF but that didn’t eventuate.

Otherwise, Americans buying QF points aren’t going to be a huge impact if they’re redeeming on routes to/from US, as Australia is a minority travel market for Americans. Most will be booking trans Atlantic or trans pacific to Asia. So although the supply of points to Americans may increase, it’s only when those points are used on routes in competition with Australians that it becomes a problem.

 

[arrow]

OT, but I park it in the “Careful what you wish for” category. Yes, selfishly one can eat when they want but if 99% of the cabin is trying to sleep and that one person is clinking and clattering their cutlery, it’s not great. Similarly, super fast wifi that allows selfish a-holes to live stream something sans headphones or FaceTime the family on speaker ain’t great either….

I would say I’ve traveled on a number of carriers with dine on demand in F and it’s never been an issue. With noise cancelling headphones. I don’t think the issue is fully avoided on Qantas as you can order snacks / cheese plate at any time and still clatter the cutlery when the entire cabin is asleep