Airbus Se · EURONEXT:AIR
Airbus — Investor Presentation (October 2021)
25 slides from Airbus's investor presentation, October 2021
Slide 1: Airbus Services Update
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Slide 2: Speakers
| SPEAKERS [ Airbus Amber ] Klaus ROEWE Senior Vice President Head of Airbus Customer Services Lionel ROUBY Senior Vice President Airbus Customer Services Innovation and Digital Solutions Dr. Valerie MANNING Senior Vice President Airbus Training & Flight Operations Services
Slide 3: Agenda
| AGENDA [ Airbus Amber ] 14/10 1. Airbus Services activities…………………………………. Klaus Roewe 2. Services market evolution over last 20 months 3. Adapted strategy and offering 4. Return To Service with flexible maintenance services 5. Decarbonisation support 6. Digitalisation: Increasing efficiency……………………..
Slide 4: Airbus Services clusters
Airbus Services clusters Four activity clusters highlighting the most significant needs of our Customers. Train Operate Cabin & Flight Crew training, In-service fleet efficiency solutions, Airbus Flight Academy, Systems’ upgrades, Maintenance training, NAVBLUE's Flight Operations solutions, Simulation p
Slide 5: Services Market impacted by drop in traffic in 2020
Services Market impacted by drop in traffic in 2020 -60% +33% 4.5 Bn 1.8 Bn 2.4 Bn Pax transported in 2019 Pax transported in 2020 Pax expected in 2021* 2 ▷ Services markets diversity hit by the crisis ▷ New services emerged Maintenance markets took a hit in revenues (-40%) Upgrades activities dropped
Slide 6: 20-month Services Market evolution
20-month Services Market evolution Train Operate Maintain Enhance Maintain pilots’ and Maintain aircraft in ready to Airlines’ cash conservation Optional upgrades largely mechanics’ competencies fly conditions strategies in the short-term delayed Train new pilots and More flexibility in fleet ‘Grace pe
Slide 7: Getting ready for progressive recovery
Getting ready for progressive recovery 2 New opportunities emerged such as: Maintenance Markets & Pilots training Upgrades as last segment to end-of-life services, USM* trading and To lead the recovery recover digital solutions *Used Serviceable Material
Slide 8: Strong demand for new pilots & technicians fuelled by return to service
Strong demand for new pilots & technicians fuelled by return to service 100,000 new pilots 175,000 new technicians +50% in 5 years, meaning 55 new pilots Retirements & profession change combined with required every day on average higher return fleet increase expected after recovery
Slide 9: Airbus Services Adapted Strategy & Offering
Airbus Services Adapted Strategy & Offering Short term: FOCUS & ADAPT Mid term: PARTNER Ensure & facilitate safe return to service Enhance and extend services through Enable flexible aircraft usage and optimise maintenance partnerships and new business models Adapt set-up and ways and working to incre
Slide 10: Airbus Flight Hour Services: Increasing Success
Airbus Flight Hour Services: Increasing Success 11 Contracts signed in the last 8 Latest Contracts FHS in numbers months A320 FHS for Flyadeal in August 35 Customers worldwide More contracts expected in last quarter 1,100 aircraft covered (in service and 2021 ordered) A220 FHS market lead
Slide 11: Increasing Operational Efficiencies
[ Airbus Amber ] Increasing Operational Efficiencies Airbus “Customer Care Centre” to anticipate and enhance in-service fleet support Co-location Digitally connected Digitally-enabled: Start in December 2021 Co-located teams from with technical regional teams using Skywise predictive models Customer Se
Slide 12: Sustainable Services Offering update
Sustainable Services Reduce Waste Decarbonise Operations Offering update Reduce Noise SETWA Single Engine Taxi Without APU DPO Descent Profile Optimisation APU OFF solution IDLE Factor Optimizer Performance studies NOISE VORTEX GENERATOR CDA Continuous Descent Approach A320 SHARKLET retrofit MONITOR -
Slide 13: Developing reuse: Used Parts
Developing reuse: Used Parts One of the fastest-growing maintenance segments SATAIR is a fully owned subsidiary of Airbus specialising in Used Serviceable Materials (USM) multi-fleet materials’ management services distribution via SATAIR’s online marketplace
Slide 14: Increasing aircraft recycling services
Increasing aircraft recycling services Via Airbus’ JV Tarmac Aerosave: components’ and materials’ recycling >90% of an aircraft recycled (on average) among Development outside of Europe under which 30% Used Serviceable Material investigation
Slide 15: Airbus Services Adapted Strategy & Offering
Airbus Services Adapted Strategy & Offering LONG TERM Beyond 2035, accompany the transformation of the aerospace industry with ● Digital solutions combining ground operations, flight operations and maintenance to optimise airlines’ network operations ● Services for new, sustainable aircraft (ZEROe) an
Slide 16: Digitalisation driving market changes throughout the crisis
Digitalisation driving market changes throughout the crisis Operational Efficiency Digitalisation Digital Transformation Operators face a growing need Digitalisation is revolutionising Airbus provides digital solutions that help to be more efficient commercial aviation operators reach higher operational
Slide 17: Digital maximises efficiencies
Digital maximises efficiencies $42Bn* worth annual inefficiencies in the industry: digital can address a quarter and help save >$10Bn $5Bn $3Bn $1.8Bn $0.5Bn >$10Bn NETWORK FUEL UNPLANNED INVENTORY INDUSTRY DISRUPTIONS MAINTENANCE MANAGEMENT INEFFICIENCIES COVID19 crisis has reinforced the need for tran
Slide 18: Increasing Efficiency through Digitalisation
[ Airbus Amber ] Increasing Efficiency through Digitalisation Airbus pioneered aviation digitalisation with the creation of Skywise, the first aviation data sharing platform Customer testimony: “Skywise has been instrumental during the Covid crisis thanks to parking management application and then for
Slide 19: Three levels of Skywise services
Three levels of Skywise services The leading data platform for the aviation industry Skywise Data Foundation Skywise Solutions Skywise Partnerships Be autonomous in leveraging the Skywise Health Monitoring Skywise Apps Store big data platform Skywise Predictive Maintenance Skywise Certified partners
Slide 20: Powerful Combined Digital Solutions
Powerful Combined Digital Solutions Integrating analytical models from leading aviation players into Skywise: the Digital Alliance Partnering to accelerate Multi-fleet digital solutions Combined expertise Doubling the number of algorithms Covering a wider range of Aircraft knowledge, Maintenance Acce
Slide 21: Digital Flight Operations
Digital Flight Operations MISSION+, Navblue’s brand new Electronic Flight Assistant Truly Integrated Mission Centric Safe & Efficient Gathers all information pilots need in one Optimises the pilot’s journey, from Reduces manual entry and Increases single application on a globe centric display. prepara
Slide 22: Digital Training: Mobile Solutions for pilots
Digital Training: Mobile Solutions for pilots MATe: Mobile Airbus Training experience “MATe is a very useful, technologically advanced training solution from Airbus to train our pilots. Individual tracking and cloud based app are the USPs. It allows us to providing an on-time, affordable and hassle-f
Slide 23: Digital Training: Testing the use of VR for flight training
Digital Training: Testing the use of VR for flight training Virtual Reality Trainer Capabilities Methodology Accessibility and repeatability in a powerful advantage Health & Safety Pilots can manipulate controls in a natural way Effectiveness / Usability Pilots learn best as a crew Efficiency
Slide 24: Digital Training: Offering VR for Maintenance Training
Digital Training: Offering VR for Maintenance Training Virtual Engine Run-up Solution Features Benefits Launched in July 2021 Enhance engine maintenance operations Improve knowledge retention A320 version available for all engines type training Reduce training costs and time A350 version under develop
Slide 25: Conclusion
Conclusion Airbus’ commercial aviation services, building resilience & shaping the future Contributing to the industry’s Increasing efficiency by using Improving aviation sustainability NOW resilience with flexible solutions new technologies and partnering with fuel savings solutions and with major pla