The airplane booking count falls to Boeing during January as Airbus eats a negative 23 cancelations with 8 of them coming from Qantas for 8 A-380's, orders it long held. It sounds like the A380 program has matured right into the Airbus dumpster.
Boeing has nothing to shout about as it did accumulate 43 net orders during the month. There where 18 unidentified 787's ordered with a posting of 25 737 type frames ordered for both military or commercial operations. The summary opinion for the two is it's too early to tell what is happening in the market place. The Airbus rewind will close down its A-380 orders on the book with Emirates and add some A-350 orders and probably damage Boeing's 787-10 40 units documented on its LOI with Emirates.
A good outcome for Boeing would be having Emirates replace its backlogged of near 40 A380's with about 20 A350-1000's and then split the Boeing 787-10 order in half with an additional 777X's at a later date. It would give Emirates time to fit the fleet expansion and renewal in a seamless process when it dumps the A350. There are just so many charter airplane services wanting an A380 around the world and Airbus would really help Emirates out with the A380 disposition, as it would take multiples of A350-1000's during a trade-off. Boeing would do well to assist these players with supporting sentiments as Emirates rewrites its fleet plans with Airbus product in the wings.
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