Champion of the Americas
Any doubts about Air India’s ambition to become a leading global airline? Not after the massive order for Airbus and Boeing planes it announced last week. In the earnings space,…
Past Issues
U.S. Earnings Highlights
Reliving bad memories is never pleasant. But Southwest Airlines didn’t have much of a choice as it faced a barrage of hostile questions about its holiday fiasco. How did it…
Mideast Goes Low Cost
The earnings parade marches on. More airlines reported their calendar fourth results last week, including Japan’s two major airlines. In a break with pre-Covid norms, ANA is now outperforming its…
Wizz Air Stumbles
With earnings season in full swing, we now have a clear picture of airline trends in the U.S. The Big Three — American, Delta, and United — all performed admirably…
United Confronts New Realities
Polite. Complimentary. Respectful. Nobody would use these adjectives to describe Scott Kirby’s attitude toward low-cost airlines. The United Airlines chief showed up for the company’s fourth quarter earnings call with…
Air New Zealand CEO on the Kiwi Comeback
Are airlines seeing any signs that extremely strong demand is weakening? It’s something everyone’s closely watching for as carriers begin reporting their fourth quarter results. Delta kicked things off on…
The German Exception
Southwest has long been viewed as the gold standard for airline customer service. But not this time. For the airline and millions of its passengers, 2022 ended in misery. Dallas-based…
Delta’s Promise
As 2022 nears its end, two giants of the U.S. airline industry are glowing with optimism. United expressed its bullishness with a giant Boeing aircraft order — more 787s and…
Southwest’s Air Jordan
Things are feeling pretty good in airline world. Demand across most markets remains strong, and fares are high. And now, the cost outlook is suddenly looking much, much better. Fuel…
Slot Machine
Last week ended with West Texas Intermediate oil prices roughly at the $80 mark, a reasonably comfortable level for airlines. If the reason for cheaper oil, of course, is a…