According to CNBC, Airbus expects to deliver fewer aircraft this year after a difficult few days (source: CNBC post on X dated Dec 3, 2025). Lower delivery guidance typically reduces in-period revenue recognition because Airbus books revenue upon aircraft delivery under IFRS 15 (source: Airbus Annual Report, Revenue Recognition policy). Airbus publishes monthly Orders & Deliveries updates, making the next release a near-term trading catalyst for AIR shares and sector indices (source: Airbus Investor Relations Orders & Deliveries reports). The CNBC post did not provide reasons for the change or mention any cryptocurrency market impact (source: CNBC post on X dated Dec 3, 2025).