Why Is Boeing (BA) Pushing Deeper Into Cargo And Airline Data Tools?

Boeing (NYSE:BA) has agreed with Iceland based lessor Icelease to convert 767-300 passenger aircraft into dedicated freighters. The two sides plan a multi aircraft conversion program that feeds additional 767-300 freighters into the air cargo market. Boeing also introduced Dataliner, an AI powered data intelligence platform for airline customers, developed in partnership with Microsoft. Dataliner is designed to give carriers operational insights from fleet and flight data, expanding Boeing's commercial digital services footprint. The Icelease conversion deal and Dataliner launch only tell part of Boeing's story for potential shareholders to weigh. Our analysis turns up 2 warning signs (2 major) for Boeing as well.