{
  "docId": "019dd923-5eff-723e-9be7-415e7c750a96",
  "docSlug": "5720a1dc7ae9ebd5",
  "documentTitle": "2025 Q3 Earnings Presentation",
  "authorId": "JetBlue",
  "authorName": "JetBlue",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 10,
  "pageCount": 19,
  "prevPage": 9,
  "nextPage": 11,
  "slideType": "kpi_dashboard",
  "function": "summarize",
  "density": "dense",
  "nDataPoints": 12,
  "notes": "CASM = Cost per Available Seat Mile. Slide highlights operational efficiency gains and fleet transition impacts.",
  "elementsJson": [
    "headline_text",
    "bar_chart_vertical",
    "bullet_list",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5eff-723e-9be7-415e7c750a96/10",
  "deckHref": "/decks/019dd923-5eff-723e-9be7-415e7c750a96",
  "deckJsonHref": "/decks/019dd923-5eff-723e-9be7-415e7c750a96.json",
  "deckAnchorHref": "/decks/019dd923-5eff-723e-9be7-415e7c750a96#slide-10",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Initial 2026 planning assumptions include low-to-mid-single digit capacity growth and low-single digit CASM ex-Fuel growth",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd952-7321-74b0-ac82-f223cfc01b8c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.55,
        "w": 0.38,
        "x": 0.05,
        "y": 0.25
      },
      "kind": "chart",
      "text": "CASM ex-Fuel YoY Growth",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "54ae3988-790a-4bcb-bcf2-8a96450acaa8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.05,
        "y": 0.92
      },
      "kind": "disclaimer",
      "text": "Operating expense per available seat mile, excluding fuel... See Appendix A... Guidance does not contemplate any impact from an extended government shutdown or Hurricane Melissa.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "223f3777-9fc5-4bac-b366-1b5e16d2919b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.55,
        "x": 0.43,
        "y": 0.55
      },
      "kind": "list",
      "text": "4Q CASM ex-F growing modestly driven by salaries, wages, benefits, rents, and landing fees.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0942531a-0d01-421c-a0cc-e26e1ac709d5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.55,
        "x": 0.43,
        "y": 0.68
      },
      "kind": "list",
      "text": "Initial 2026 planning assumptions include low-to-mid-single digit capacity growth and low-single digit CASM ex-Fuel growth.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a98fe8df-d07c-4677-8e4b-65e0982c8413",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.55,
        "x": 0.43,
        "y": 0.25
      },
      "kind": "list",
      "text": "Beat 3Q CASM-ex guidance midpoint despite challenging July; JetForward cost savings initiatives; Transition out of E190 fleet.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bace0cc1-c22e-481a-999c-1b2636e2a884",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "CASM ex-Fuel YoY Growth: 5.0% to 6.0%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-7321-74b0-ac82-f7140c5110f9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.92,
        "x": 0.04,
        "y": 0.04
      },
      "kind": "title",
      "text": "Improved Full-Year Unit Cost Guidance, Despite Less Capacity",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6dffbc88-893d-4922-a40e-2bffe7aaf6a6",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Contrast Pairs",
      "slug": "contrast-pairs",
      "agent": "Storyteller",
      "layer": "loop",
      "matchId": "019deacc-bfb3-713c-a95e-7c9cdebf169d",
      "evidence": "Revised guidance bar paired against initial guidance dashed bar",
      "confidence": 75
    },
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019deacc-bf32-70b0-8208-0d517f716f75",
      "evidence": "'Improved Full-Year Unit Cost Guidance, Despite Less Capacity' states the insight",
      "confidence": 90
    },
    {
      "name": "Annotation",
      "slug": "annotation",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019deacc-bfdd-76d9-b1b4-1b5f4ee1066f",
      "evidence": "Each bar labelled with explicit % range above",
      "confidence": 75
    },
    {
      "name": "Chart Selection Guide",
      "slug": "chart-selection-guide",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019deacc-bf5d-76fa-ab66-5719a670c200",
      "evidence": "Bar chart compares revised guidance, 3Q actuals, 4Q and FY guidance",
      "confidence": 80
    },
    {
      "name": "Color Strategy",
      "slug": "color-strategy",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019deacc-bf87-7705-9a49-2026d79ecefa",
      "evidence": "Dashed outline for prior guidance vs solid bars for revised/actuals",
      "confidence": 80
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 11,
      "from": 8,
      "beatId": "019deacc-ba1c-749b-a9e3-3ffa225ce004",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Evidence & Proof",
      "beatSlug": null,
      "evidence": "Revenue beat (p8), improved cost guidance (p10), capex step-down trajectory (p11)",
      "position": 4,
      "confidence": 70,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "to": 11,
      "from": 10,
      "beatId": "019deacc-bac9-748a-a6bb-74f2b4852bb3",
      "arcName": "The Triple Take",
      "arcSlug": "triple-take",
      "beatName": "The Implications (So What)",
      "beatSlug": null,
      "evidence": "Improved unit cost guidance and capex step-down trajectory",
      "position": 2,
      "confidence": 55,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 12,
      "from": 9,
      "name": "Before After",
      "slug": "21-before-after",
      "bestFor": "Product demos, process improvements, ROI justification",
      "matchId": "019deacc-bb77-702d-8105-5824dec37bd1",
      "evidence": "p10 shows revised vs initial guidance comparison; p11 shows 2025 baseline vs declining future capex; p12 outlook quantifies improved deltas (e.g. 'Reduced $100 million').",
      "position": 3,
      "objective": "Show improved cost trajectory and forward guidance",
      "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta",
      "confidence": 70,
      "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}