Earnings season is in full swing and really there’s too much to talk about within the average commute or treadmill run. So we’ll talk fast. And in this episode, our…
United last week revealed its new premium experience named Polaris, which includes its business class cabin. Ironically, the big design features in the cabin are all about missing the experience,…
The first quarter of 2016 was another supremely profitable one for U.S. airlines, which walked away with almost $3.4b in net profits, with an unthinkably high 16% operating margin—this during…
While Delta, American and United have all seen both revenues and costs dropping, Southwest and Alaska just experienced the opposite in the first quarter. In fact, Southwest and Alaska rode…
Where Delta’s revenues were relatively resilient, United’s are rapidly receding, at least in the fourth quarter. In Episode 24—informally “part two” of U.S. earnings season—we discuss the sources of United’s…
Delta kicked off earnings season with—yawn—another record-breaking fourth quarter highlighted by a pre-tax profit that starts with a “b” (and ends with an “illion.”) The success is coming from a…
Shouldn’t Doug Parker be dancing in the end zone? He is, after all, the CEO of a mega-airline with mega-profits at a time of economic strength and falling fuel prices.…
Well that didn’t last long. American Airlines, the biggest carrier in the world, set a new quarterly profit record, with a $1.9b net profit in the third quarter. Of course,…