Lufthansa may eliminate about 100 domestic flights a week next summer as high aviation taxes and fees in Germany weigh on profitability, CEO Carsten Spohr told Welt am Sonntag https://t.co/n6cO1AZSBR ...

Boeing 777X Delays - Boeing's 777X commercial debut has been postponed to early 2027, a delay from the previously targeted 2026 [2][8] - Analysts estimate potential non-cash accounting charges for Boeing could range from $2.5 billion to $4 billion due to these program delays [2][8] - The delays are primarily due to a complex certification process, described by Boeing CEO as a "mountain of work" [3] Impact on Airlines - Deutsche Lufthansa AG has adjusted its fleet plans, opting not to include the 777X until 2027 [3][8] - Emirates, the largest customer for the 777X, is reportedly becoming more cautious regarding the aircraft's entry into service [3][8] - Airlines are extending the operational life of older aircraft to bridge the gap created by these delays [3] OpenAI and Apple Lawsuit - OpenAI and Apple have moved to dismiss a lawsuit filed by Elon Musk's xAI, which accused them of anti-competitive practices [4][5] - Apple argues that their agreement with OpenAI is "expressly not exclusive" and that xAI's claims of antitrust harm are speculative [5][8] - OpenAI's legal team characterized Musk's legal actions as a form of "harassment" or "lawfare" [5]

经济观察网据美国消费者新闻与商业频道(CNBC)报道，汉莎航空周一宣布了裁员4000人的计划，旨在 提高盈利能力，并依靠人工智能提高效率。汉莎航空集团表示到2030年，将在全球范围内消除4000个全 职等效职位。该公司的目标主要是行政职位，其中大部分将受到影响，因为它位于德国总部，作为更广 泛的重组战略的一部分。 ...

Group 1 - The article discusses Deutsche Lufthansa AG's recent Capital Market Day and reaffirms the fundamentals supporting a long-term investment thesis in the company [1] - The stock is viewed positively by buy-side hedge professionals who are conducting fundamental, income-oriented, long-term analysis across global developed markets [1] Group 2 - The analyst expresses a beneficial long position in the shares of DLAKY and DLAKF, indicating confidence in the company's future performance [2] - The article is presented as an opinion piece, emphasizing that it reflects the author's views without any compensation from the company mentioned [2]

Group 1 - The article discusses Deutsche Lufthansa AG's recent Capital Market Day and reaffirms the fundamentals supporting a long-term investment thesis in the company [1] - The stock is viewed positively by buy-side hedge professionals who are conducting fundamental, income-oriented, long-term analysis across global developed markets [1] Group 2 - The article expresses a beneficial long position in the shares of DLAKY and DLAKF, indicating confidence in the company's future performance [2]

Group 1 - The article provides a comprehensive market analysis focusing on investment opportunities and trends in various sectors [1] Group 2 - The analysis includes insights on market performance, highlighting key metrics and indicators that influence investment decisions [1] - It emphasizes the importance of staying updated with market changes to identify potential risks and rewards [1]

Pilots for Lufthansa and its cargo carrier voted in favor of a strike in a dispute over pensions https://t.co/alyniEcm58 ...

Core Insights - Lufthansa plans to cut 4,000 jobs globally by 2030 to enhance profitability and efficiency, primarily focusing on administrative roles in Germany [2][3] - The restructuring will involve the largest fleet modernization in the company's history, with an expectation to add over 230 new aircraft, including 100 long-haul planes by 2030 [3][4] - Lufthansa aims to expand its core business and digital models as part of its "Ambition 2030" program, targeting significant revenue and profit increases by 2030 [4] Financial Performance - Lufthansa reported a 27% increase in operating profit year-on-year for Q2 2025, with revenue rising from €10 billion to €10.3 billion, marking a 3% increase [8] - The airline achieved a record revenue of €37.6 billion last year, a 6% increase from the previous year, although the adjusted EBIT dropped to €1.6 billion from €2.7 billion due to strikes and rising global costs [9] - New financial targets set for 2028 to 2030 include an adjusted operating margin of 8-10% and over €2.5 billion in adjusted free cash flow annually [5] Industry Context - The trend of adopting AI for operational efficiency is prevalent among companies, with 65% of firms conducting layoffs in the past year, primarily for cost-cutting, and 27% attributing layoffs to AI adoption [7]

Europe's largest aviation group. Lufthansa says they'll cut 4000 administrative jobs by 2030. For more, we're joined by our global aviation managing editor, Benedict Kamel.Benny, just watching the details of this announcement. Good morning. So Lufthansa announced this this morning as part of a capital Markets Day that the company's holding in.Munich is the first time in a couple of years that they're really providing a comprehensive update on their longer term goals. And as part of that, the company said th ...

Core Viewpoint - Lufthansa plans to cut 4,000 administrative jobs by 2030 as part of a strategy to streamline operations and reduce complexity within the company [1][2][3] Group 1: Job Cuts and Operational Efficiency - The job cuts will occur over several years, with the aim of addressing the company's bloated structure and improving efficiency through automation and process enhancements [2][3] - The company has struggled to meet its cost targets, and these cuts are expected to help achieve new financial goals [3] Group 2: Financial Targets and Dividend Policy - Lufthansa aims to maintain its dividend policy while setting a more optimistic adjusted operating margin target of 8 to 10% for 2023 [5] - The company has a cash goal and plans to renew its fleet, which has been hindered by certification issues with new aircraft, particularly the Boeing 787 Dreamliner [5][6] Group 3: Impact of AI and Industry Trends - Increased use of AI is seen as a potential avenue for greater efficiency, with airlines exploring how to better understand passenger needs and improve operational processes [7][8] - The airline industry is generally looking at AI to reduce labor intensity in various operations, although significant workforce reductions through AI may take time to materialize [9]