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Delta
Singapore’s Swing: Airline Weekly Lounge Episode 26
Singapore Airlines swung back to solid profits in 2015. Does this turnaround mean the airline is returning to its former glory, not seen since 2010? Or are low fuel prices…February 10th, 2016
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All Nippon
JetBlue Breaks Out: Airline Weekly Lounge Episode 25
JetBlue’s big fourth quarter was kind of a big deal. Low oil prices essentially mean that every airline is making money right now, but JetBlue’s 21% operating margin is about…February 3rd, 2016
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American
Rapidly Receding Revenues: Airline Weekly Lounge Episode 24
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…January 27th, 2016
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Air France
Relatively Resilient Revenues: Airline Weekly Lounge Episode 23
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…January 20th, 2016
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Delta
Ultra Low-Cost Competition: Airline Weekly Lounge Episode 21
Ultra-low-cost carriers like Frontier Airlines are facing in 2016 a whole different animal—a beast that we call “fare compression.” In fact, America in 2016 might see a first-time experiment in…January 6th, 2016
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Alaska Airlines
Great American: Airline Weekly Lounge Episode 13
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,…October 27th, 2015
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Delta
Delta’s Payday: Airline Weekly Lounge Episode 12
How did Delta achieve its record-breaking quarter? We touch on some of the root causes, including Delta’s push for cheap aircraft and near-perfect operations. Also, we discuss Delta’s plan for…October 20th, 2015
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American
Checkmate for United? Not Quite: Airline Weekly Lounge Episode 7
Can United Airlines’ new CEO overcome the carrier’s inherent challenges? United is big, powerful and, at the moment, very profitable. But it’s also underperforming Delta and American. When United and…September 16th, 2015
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All Nippon
The Wild, Wild Eastern Market: Airline Weekly Lounge Episode 4
The creditors of bankrupt Skymark Airlines chose All Nippon Airways (ANA) as its equity partner going forward. This of course leaves Delta—again!—without a dance partner in Asia. With that news,…August 12th, 2015
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Delta
Can It Get Any Better? Airline Weekly Lounge Episode 1
Our inaugural episode of the Airline Weekly Lounge went live today. Within it, Seth Kaplan and I discuss this golden age for U.S. aviation. Can profits get any better? Along…July 22nd, 2015