Semantics Relevance

As Boeing burns through $3.8 billion in cash, it exposes a painful truth for ...


Logical Analysis Report (click to view);
Knowledge Map (click to view)
*Knowledge Map Navigation: Spatial co-ordinations are initially random, and will automatically re-arrange to minimize complexity based on distance between relationships. Mouse down and drag to pan. Right click on the strategic diagram toggles between motion and stationary. Hover over abstract node (orange) to view abstractions. Hover over leaf node to view corresponding narrative. Left click on the leaf node expands the narrative to view full text.

Knowledge Diagram Navigation:

Spatial co-ordinations are initially random, and will automatically re-arrange to minimize complexity based on distance between relationships. Mouse down and drag to pan. Right click on the strategic diagram toggles between motion and stationary. Hover over abstract node (orange) to view abstractions. Hover over leaf node to view corresponding narrative. Left click on the leaf node expands the narrative to view full text.

Narrative Analysis - Report

Key Focus

  • The troubled manufacturer suffered a deficit of $3.8 billion in free cash flow, meaning that it bled 22 cents for every dollar collected in revenue. Though its numbers were better than those Wall Street predicted, investors weren't reassured: By midafternoon on Wednesday, Boeing (BA) shares were trading down around 3%, at $164 ...
  • As Boeing burns through $3.8 billion in cash, it exposes a painful truth for investors: Right now, it can't make planes fast enough to turn a profit. ...
  • Momentum supporting factors

  • (cash,wall_street)
  • (cash,trading)
  • (cash,revenue)
  • (cash,midafternoon)
  • (cash,investors)
  • (cash,dollar)
  • Challenge supporting factors

  • (cash,manufacturer)
  • (cash,earnings)
  • (cash,deficit)
  • (cash,ceo_david_calhoun)
  • (manufacturer,revenue)
  • (manufacturer,pre-disaster)
  • (manufacturer,mid-teens)
  • (manufacturer,dreamliners)
  • (manufacturer,dollar)
  • (manufacturer,deficit)
  • (manufacturer,bled)
  • (manufacturer,analysts)
  • Work-in-progress supporting factors

  • (cash,profit)
  • (cash,investors)
  • (cash,bled)
  • (max,top-seller)
  • (max,output)
  • (max,morgan)
  • (max,faa)

  • Time PeriodChallengeMomentumWIP
    Report50.00 20.00 30.00

    High Level Abstraction (HLA) combined

    High Level Abstraction (HLA)Report
    (1) (cash,investors)100.00
    (2) (cash,wall_street)67.57
    (3) (cash,trading)64.86
    (4) (cash,revenue)62.16
    (5) (cash,profit)59.46
    (6) (cash,midafternoon)56.76
    (7) (cash,manufacturer)54.05
    (8) (cash,earnings)45.95
    (9) (cash,dollar)43.24
    (10) (cash,deficit)40.54
    (11) (cash,ceo_david_calhoun)37.84
    (12) (cash,bled)35.14
    (13) (max,top-seller)32.43
    (14) (max,output)29.73
    (15) (max,morgan)27.03
    (16) (max,faa)24.32
    (17) (manufacturer,revenue)21.62
    (18) (manufacturer,pre-disaster)18.92
    (19) (manufacturer,mid-teens)16.22
    (20) (manufacturer,dreamliners)13.51
    (21) (manufacturer,dollar)10.81
    (22) (manufacturer,deficit)8.11
    (23) (manufacturer,bled)5.41
    (24) (manufacturer,analysts)2.70

    Back to top of page

    Supporting narratives:

    Please refer to knowledge diagram for a complete set of supporting narratives.

    • momentum - Back to HLA
      • The troubled manufacturer suffered a deficit of $3.8 billion in free cash flow, meaning that it bled 22 cents for every dollar collected in revenue. Though its numbers were better than those Wall Street predicted, investors weren't reassured: By midafternoon on Wednesday, Boeing (BA) shares were trading down around 3%, at $164 ...
      • High Level Abstractions:
        • (cash,wall_street)
        • (cash,dollar)
        • (cash,revenue)
        • (cash,investors)

    • momentum - Back to HLA
      • Though its numbers were better than those Wall Street predicted, investors weren't reassured: By midafternoon on Wednesday, Boeing (BA) shares were trading down around 3%, at $164. ...
      • High Level Abstractions:
        • (cash,trading)
        • (cash,midafternoon)

    • challenge - Back to HLA
      • posted staggering losses for Q1 of 2024. The troubled manufacturer suffered a deficit of $3.8 billion in free cash flow, meaning that it bled 22 cents for every dollar collected in revenue ...
      • High Level Abstractions:
        • (cash,manufacturer)
        • (cash,deficit)

    • challenge - Back to HLA
      • As of the Q4 earnings call, CEO David Calhoun was still predicting that Boeing would reach $10 billion in free cash flow sometime in 2025 or 2026, though he cautioned that it would get there toward the end of the target period ...
      • High Level Abstractions:
        • (cash,earnings)
        • (cash,ceo_david_calhoun)

    • challenge - Back to HLA
      • The troubled manufacturer suffered a deficit of $3.8 billion in free cash flow, meaning that it bled 22 cents for every dollar collected in revenue. ...
      • High Level Abstractions:
        • (manufacturer,revenue)
        • (manufacturer,dollar)

    • challenge - Back to HLA
      • Hence, Boeing shipped just 14 737s every four weeks in Q1, as well as four Dreamliners; those figures contrast with 33 and six, respectively, last year, and 44 and 11 in 2018, the last pre-disaster years when the manufacturer was immensely profitable. Most analysts put its 737 production rates much lower, in the mid-teens to single digits ...
      • High Level Abstractions:
        • (manufacturer,pre-disaster)

    • challenge - Back to HLA
      • Hence, Boeing shipped just 14 737s every four weeks in Q1, as well as four Dreamliners; those figures contrast with 33 and six, respectively, last year, and 44 and 11 in 2018, the last pre-disaster years when the manufacturer was immensely profitable. Most analysts put its 737 production rates much lower, in the mid-teens to single digits. ...
      • High Level Abstractions:
        • (manufacturer,analysts)
        • (manufacturer,mid-teens)

    • challenge - Back to HLA
      • Hence, Boeing shipped just 14 737s every four weeks in Q1, as well as four Dreamliners; those figures contrast with 33 and six, respectively, last year, and 44 and 11 in 2018, the last pre-disaster years when the manufacturer was immensely profitable ...
      • High Level Abstractions:
        • (manufacturer,dreamliners)

    • challenge - Back to HLA
      • In the early hours of April 24, the Boeing Co. posted staggering losses for Q1 of 2024. The troubled manufacturer suffered a deficit of $3.8 billion in free cash flow, meaning that it bled 22 cents for every dollar collected in revenue ...
      • High Level Abstractions:
        • (manufacturer,deficit)

    • challenge - Back to HLA
      • posted staggering losses for Q1 of 2024. The troubled manufacturer suffered a deficit of $3.8 billion in free cash flow, meaning that it bled 22 cents for every dollar collected in revenue. ...
      • High Level Abstractions:
        • (manufacturer,bled)

    • WIP - Back to HLA
      • As Boeing burns through $3.8 billion in cash, it exposes a painful truth for investors: Right now, it can't make planes fast enough to turn a profit. ...
      • High Level Abstractions:
        • (cash,profit)
        • (cash,investors)

    • WIP - Back to HLA
      • posted staggering losses for Q1 of 2024. The troubled manufacturer suffered a deficit of $3.8 billion in free cash flow, meaning that it bled 22 cents for every dollar collected in revenue. Though its numbers were better than those Wall Street predicted, investors weren't reassured: By midafternoon on Wednesday, Boeing (BA) shares were trading down around 3%, at $164 ...
      • High Level Abstractions:
        • (cash,bled)

    • WIP - Back to HLA
      • Boeing should come back strong, but the path will be long and arduous. . For now, the FAA requires that Boeing hold its output of top-seller, the 737 Max line, at a maximum of 38 per month. Analyst Seth Seifman of J.P. Morgan predicts the pace will hit just 30 per month this year, rising gradually to 46 in 2027, still below the high reached a decade before ...
      • High Level Abstractions:
        • (max,top-seller)
        • (max,output)

    • WIP - Back to HLA
      • For now, the FAA requires that Boeing hold its output of top-seller, the 737 Max line, at a maximum of 38 per month. Analyst Seth Seifman of J.P. Morgan predicts the pace will hit just 30 per month this year, rising gradually to 46 in 2027, still below the high reached a decade before ...
      • High Level Abstractions:
        • (max,morgan)

    • WIP - Back to HLA
      • Boeing should come back strong, but the path will be long and arduous. . For now, the FAA requires that Boeing hold its output of top-seller, the 737 Max line, at a maximum of 38 per month ...
      • High Level Abstractions:
        • (max,faa)