This to me is the major takeaway of today's presentation. It seems a major part of the revenue lift UA is predicting is based on ancillary fee income, e.g. upsells (to both E+ and F). That's been the case for a few years, of course, but it looks like UA is doubling down on that strategy.

I don't mean to reinvigorate the tired "UA should save F seats for elites" vs. "UA should sell those seats any way it can" debate. Only to point out that it's clear which path UA sees as the way forward. Hard to imagine that CPUs won't continue to decline in quantity and frequency.