I am a bit concerned of the loading for direct JFK flights.
As demand to the US has softened, is there really demand for going to JFK direct without capturing NZ passengers?
And if direct JFK is launched, is there enough demand for 2 flights from Australia to JFK?
It seemed that Qantas has no choice due to geopolitical situation and had to launch JFK instead of LON?
So currently the two ways of getting to JFK from Australia are going to MEL/BNE/SYD and going via LAX, or doing MEL/BNE/SYD -> AKL -> JFK. For the route that goes through AKL, Qantas aren't just capturing Sydneysiders (as they can capture traffic from any route in Australia that goes to Auckland, and people from New Zealand, and funnel them onto the JFK flight).
With the PS flight, you're going to be capturing a somewhat different group - those who are going to JFK and
willing to pay the premium for the nonstop flight that QF have mentioned (20%, right?).
So now you've probably got corporate travellers going to JFK on the PS flights, and leisure travellers from MEL, BNE, PER, ADL, SYD etc willing to pay that premium to completely bypass LAX and then the stopover in Auckland.
The LAX flights will most likely still be filled for travellers going to the US West Coast, whether that be LAX as their final stop or being funnelled into a hub for AA traffic.
Keep in mind the A350-1000ULRs have 238 seats (just 2 more than the 787-9s). I don't think they'll really have any trouble getting a good load factor at all.