Plane and simple: Airbus is still out-delivering Boeing

2/15/24 7:00PM

Higher plane‍

‍Airbus flew further ahead of Boeing last year for commercial aircraft deliveries, reporting 735 plane shipments and receiving a record 2,094 net orders; its closest rival in the air space, on the other hand, delivered just 528 units, with the plane-maker still suffering from a string of incidents involving its flagship Max models — not least the recent mid-air cabin panel blow out in January.

To compound Boeing’s woes, Airbus also forecast 800 deliveries in 2024: almost certainly enough to see it retain the top manufacturer spot for the 6th consecutive year, after the fatal 737 Max crashes of 2018 and 2019 saw the Boeing jets grounded worldwide for 20 months and orders wane.

‍Turbulence

‍Even though the European aviation giant is extending its lead over its American counterpart, the skies haven’t been completely clear for Airbus either. Indeed, CEO Guillaume Faury described the company’s supply chain as a “world of bottlenecks”, suggesting that Airbus might struggle making headway on its mounting backlog of ~8,600 commercial aircraft orders for some time.

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As streaming prices climb, ad-free subscribers are becoming a rarity.

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BLOOD

MONEY

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Discount stores are having a moment in America, drawing high- and low-income consumers alike

Everyone loves a deal in 2025 — and Aldi, Walmart, and Dollar Tree are all cashing in.

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Report: OpenAI won’t pay a dime in cash for its 3-year licensing deal for Disney IP

More financial details behind the landmark deal that will grant OpenAI three years of access to Disney intellectual property are coming out, and they’re pretty surprising.

The deal will reportedly see OpenAI pay zero dollars in licensing fees, instead compensating Disney in stock warrants. It was previously reported that Disney would invest $1 billion into OpenAI as part of the agreement.

It’s very abnormal for Disney to grant anyone access to its massive IP library without a cash payment, and the entertainment juggernaut has been known to strike down even crocheted Etsy Yodas for infringing on its turf. In its fiscal year 2025, Disney booked more than $10 billion in revenue from licensing fees across merchandising, television, and theatrical distribution.

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Ford says it will take $19.5 billion in charges in a massive EV write-down

The EV business has marked a long stretch of losing for Ford, and today the automaker announced it will take $19.5 billion in charges tied, for the most part, to its EV division.

Ford said it’s launching a battery energy storage business, leveraging battery plants in Kentucky and Michigan to “provide solutions for energy infrastructure and growing data center demand.”

According to Ford, the changes will drive Ford’s electrified division to profitability by 2029. The company will stop making its electric F-150, the Lightning, and instead shift to an “extended-range electric vehicle” that includes a gas-powered generator.

The Detroit automaker also raised its adjusted earnings before interest and taxes outlook to “about $7 billion” from a range of $6 billion to $6.5 billion.

Ford’s write-down is one of the largest taken by a company as legacy automakers scale back on EVs, giving EV-only automakers a market share boost.