JBLU
Airlines · Industrials
Analyst
JPMorgan
Equibles does not estimate personal net worth.
Jamie Baker is recorded as Analyst at JPMorgan. Jamie Baker has spoken on 40 earnings calls and 1 other investor event across 8 companies, most recently for Jetblue Airways Corp on October 27, 2026. Those appearances were for Jetblue Airways Corp (JBLU), Delta Air Lines, Inc. (DAL), American Airlines Group Inc. (AAL), Alaska Air Group, Inc. (ALK), Southwest Airlines Co (LUV) and 3 other companies. The companies whose calls Jamie Baker spoke on are classified in the Industrials sector.
“So, Ursula, can we discuss liquidity options from here and maybe dig into what the pecking order for future raises might look like? I mean, we've been assuming that, you know, aircraft-related debt was, you know, probably just, I don't know, first in the queue.”
“I didn't realize Tony was there, so I think I'll ask a loyalty question. So, or two loyalty questions. Obviously, there's speculation about international expansion and a potential wide-body order, that sort of thing.”
“So, you know, probably for Nat, we've never debated or derided the breadth of your domestic network. Just yesterday, United even acknowledged that fact, and I'm sure you're aware they don't pay you a lot of compliments these days.”
“So for the fourth quarter, it looks like you trimmed about two points of flying, you know, from a one-time plan. Internally, what sort of financial metric do you use in deciding when to add that back?”
“So, Ed, by our estimates, you know, a fair Canada's loyalty program is valued at $10 billion. You know, I'm sure you saw the recent transaction there. Then given Delta's size scale and margins, you know, SkyMiles is, and I don't know, let's call it a number, more than $75 billion, okay?”
JPMorgan
Analyst
Source not stated
JBLU
Airlines · Industrials
Rental & Leasing Services · Industrials