An illustration showing planes and a calendar
Global Analysis

The 2024 Half-Time Show

Global Analysis

The 2024 Half-Time Show

July 2024
48 min read
Gordon Smith

Issue Overview

Well, that was awkward. With Elliott Management breathing down its neck, Southwest’s management told investors that its earlier forecasts were (whoops) way off. Unit revenues for the second quarter, alas, will be much worse than originally telegraphed. The airline seemed to blame issues with its new revenue management system.