Friendly Skies: 5 Key Takeaways from U.S. Earnings Season
Have you heard? America has a new president. Or actually, an old president coming back for a second round. What will the return of Donald Trump mean for the airline…
Articles tagged “North America”
Rocky Mountain Fly: Is Frontier Poised for a Comeback?
November has arrived, which this year brings such joyous events as the mild-mannered U.S. presidential election. U.S. airlines are seeing a lull in demand ahead of the tense vote. But…
United Closes the Gap on Delta
In this week's episode Gordon Smith and Jay Shabat provide an early status update on Q3 earnings season. With Delta on the back foot after the CrowdStrike chaos and Olympic…
For Delta, No Glee in Q3. But Happy Times Ahead?
It wasn’t Delta’s greatest summer. Enough went wrong (the CrowdStrike disruption, lost business during the Olympics) to spoil all that went right (strong demand, cheaper fuel). Fortunately, almost everything’s coming up roses this fall, including heavy capacity cuts by domestic rivals. Will United finally beat Delta in the margin fight? We’ll find out later this week, when Scott Kirby and company report for Q3.
Setting the Scene for Earnings Season
In this week's show, Gordon Smith and Jay Shabat explain the key elements to watch as third-quarter earnings season begins. The pair discuss all-important factors including aircraft supply shortages, oversupply…
Southwest's New Plan
In this week’s episode, Jay Shabat and Meghna Maharishi discuss Southwest’s latest turnaround efforts. They also look at the current state of the transatlantic market connecting the U.S. with Europe.
Turn Baby Turn: Jordan’s Plan To Revitalize Southwest
What’s the right tool to fix Southwest? A scalpel or a sledgehammer? As a Wall Street dissident leans toward the latter, calling for wholesale change in the airline’s executive ranks, the executives themselves are championing a less radical approach. What the company needs, argued CEO Bob Jordan last week, is not a new leadership team but a network and inflight product adapted to meet new post-Covid trends.
Skift Global Forum: The Airline Storylines
In this special episode, Gordon Smith and Jay Shabat are in New York City for the Skift Global Forum. Recorded just minutes after stepping off stage, the pair debrief following…
Southwest Airlines' Evolving Route Network
Airline Weekly analysis of Cirium Diio data shows fascinating shifts in Southwest's route network over the past decade. In this week's episode we drill into the detail.
An Overdue Air Canada Check-In
Despite being one of the world's most mature network carriers, Air Canada is still finding fresh expansion opportunities as part of a distinctive three-base strategy.