Airline Weekly Lounge

There are three big reasons for Alaska Airlines proposed $1.9 billion merger with Hawaiian Airlines: scale, loyalty, and premium traffic. And there are lots of questions too. Edward Russell and Jay Shabat discuss. Reading List Alaska Airlines in Deal to Buy Hawaiian Airlines for $1.9 Billion Alaska Airlines Needs New Growth – That’s Why It’s Looking to Buy Hawaiian Alaska-Hawaiian Merger Faces a J...

Virgin Atlantic in a good year turns a modest profit. In bad years, it loses money. So why is Shai Weiss so confident the airline will turn a profit next year? Jay Shabat and Edward Russell settle in for a cuppa to discuss. Plus, EasyJet's results. Reading List Virgin Atlantic CEO Focused on Return to Profitability in 2024 Virgin Atlantic Pressures UK for Sustainable Aviation Fuel Support EasyJet...

With the team out for the U.S. Thanksgiving holiday, we're bringing you another session from the recent Skift Aviation Forum: Air Lease Corp. Executive Chairman Steven Udvar-Hazy in conversation with Brian Sumers of The Airline Observer. Enjoy!

It was a busy week for Airbus and particularly Boeing in Dubai. The airframers racked up more than 330 firm orders for new aircraft from Emirates, Ethiopian, FlyDubai, and others at the airshow. Edward Russell and Jay Shabat discuss. Plus, Korean Air's summer quarter results. Reading List Emirates’ Tim Clark on ‘Trust’ in Boeing, Supply Chain Issues and the End of Innovation Emirates Makes $52 Bil...

Ryanair and Singapore Airlines had good summers, and the former will be among the most profitable globally. Both, however, are watching industry schedules closely as they look forward through the winter. Edward Russell and Jay Shabat discuss. Reading List Ryanair Expects Summer Revenue Surge to Continue as Competitors Slow Growth Singapore Airlines Doubles Down on Strategic Initiatives as Competit...

American Airlines CEO Robert Isom joined Edward Russell on stage at the Skift Aviation Forum on November 1. Enjoy their wide-ranging discussion from the year-end holiday outlook to international growth and boosting loyalty revenues. Reading List American Airlines CEO Seeks to Boost Revenue and Enhance Loyalty Program American Airlines CEO Defends Direct Selling Push in Face of Travel Agent Complai...

Hawaiian Airlines and Volaris are two very different carriers. But they have one thing in common right now: A lot of planes affected by the issues with certain Pratt & Whitney geared turbofan engines on Airbus A320neo-family aircraft. Edward Russell and Jay Shabat discuss. Reading List Volaris Cuts Capacity Growth as Pratt & Whitney Engine Issues Ground 16 Planes Airbus A320neo Pratt Engine Issues...

If one thing's clear from the airlines that have reported third-quarter results it's that the U.S. domestic travel recovery has plateaued. That's not necessarily bad, passenger numbers are above 2019 levels, but the industry's higher cost structure could make a low-growth environment challenging. Edward Russell and Jay Shabat discuss. Plus, the latest from Routes World in Istanbul. Reading List Am...

The reaction to Delta Air Lines' controversial loyalty program changes so far have proved more bluster than anything else. Its profit, and outlook, remain sound even as U.S. domestic demand slows to "steady." Edward Russell and Jay Shabat discuss. Plus, Virgin Australia is (finally) back in the black. Reading List Delta Profit Intact After Controversial SkyMiles Changes The U.S. Economy’s Secret W...

SAS is making some big changes. As part of its bankruptcy restructuring, Air France-KLM, along with other investors, will take a minority stake in the Scandinavian airline prompting a new commercial alignment and its move to the SkyTeam — not "StarTeam" — Alliance. Edward Russell and Jay Shabat discuss. Plus, has United ordered too many planes? Learn more and register for the Skift Aviation Forum...

Breeze Airways founder and CEO, and perennial airline entrepreneur, David Neeleman sat down for a wide ranging conversation with Brian Sumers at the Skift Global Forum in New York this week. On stage, Neeleman spoke of everything from soft fall travel demand to Breeze's international plans, and his views of sustainable aviation fuels. Reading List Breeze Sees Softer Bookings as Airline Growth Outp...

Mexico's airlines face two countervailing trends: the reopening of the U.S. to new growth countered by new restrictions at the country's busiest airport, Mexico City International. Edward Russell and Jay Shabat discuss. Plus, what U.S. airports grew most the over the past 10 years? Reading List Mexico’s Airlines Lifted by U.S. Upgrade but Face Quagmire in Mexico City Giant Dallas-Fort Worth and De...

Slower bookings and "heightened" airfare discounting are hurting Frontier Airlines and Spirit Airlines this quarter. That means potentially deep losses for the ultra low-cost carriers. Edward Russell and Jay Shabat discuss what happened. Plus, the latest on the Pratt & Whitney geared turbofan engine situation. Reading List Spirit Airlines Stuns with Forecast of Steep Third-Quarter Loss Airbus A320...

Fuel prices keep steadily rising after bottoming out in May. That's beginning to take a bite out the airline financial outlook for the third and fourth quarters. Edward Russell and Jay Shabat discuss. Plus, competition in Scandinavia. Reading List 3 U.S. Airlines Issue Warnings About Higher Third Quarter Fuel Costs SAS CEO Downplays Competition from Norwegian Air and Ryanair

How are airlines doing as the second-quarter earnings season wraps up? Generally good, but yield and cost concerns persist. Edward Russell and Jay Shabat discuss. Plus, Air Arabia’s impressive results.  We are taking a summer hiatus for the next two weeks. Expect the next episode of the Airline Weekly Lounge on September 8. Reading List Air Arabia Unveils World-Leading Second Quarter Profits U.S....

Edward Russell and Jay Shabat discuss the latest Airline Weekly profit rankings for the second quarter. Plus, the latest developments at Hong Kong's Cathay Pacific.

There was one thing in common across Air France-KLM, IAG, and JetBlue in the second quarter: Transatlantic travel demand is booming. That helped lift the first two to impressive profits. But, at the latter, it wasn't enough to offset numerous U.S. domestic challenges. Edward Russell and Jay Shabat discuss. Reading List JetBlue Will Pay Dearly to End its Alliance With American Airlines Air France-K...

Both Ryanair and Alaska Airlines reported some decline in yields in the second quarter and continuing into the third. But they also made clear: Overall travel demand remains robust on both sides of the Atlantic. Edward Russell and Jay Shabat discuss what's happening. Reading ListAlaska Airlines Sees Domestic Fares Weaken as Americans Take More International Trips

American Airlines and United Airlines just reported record second-quarter results, including double-digit operating margins. Will the magic continue through the third quarter and beyond? Edward Russell and Jay Shabat discuss. Reading List American Airlines Raises Outlook After Strong Second Quarter Results United Airlines to Shrink Newark Departures 10% to Avoid Future Flight Disruptions Delta Res...

Norse Atlantic Airways President Charles Duncan is optimistic, if nothing else, about the longhaul low-cost airline’s future. But even with some summer profits under its belt, he and his team still spend nine months of the year planning for the low-demand winter season. Duncan chats with Edward Russell about the airline’s strategy a year after launch, and how it plans to make the aforementioned wi...

After a decade of reckless growth in the aughts, Norwegian Air made a strategically smart decision in its deal to buy regional Wideroe. The combination would, if approved by regulators, make Norwegian-Wideroe larger than SAS in terms of seats in the Nordics. Edward Russell and Jay Shabat discuss. Plus, JetBlue is ending its alliance with American Airlines. Reading List: Norwegian Air Steps Up Pres...

Delta Air Lines held an investor day this week where CEO Ed Bastian said business was “gangbusters.” That’s what Wall Street wanted to hear but it appears also true for a company that sees significant delta ahead, and is actively working to grow high-margin tertiary businesses. Edward Russell and Jay Shabat discuss. Plus, the operational distress in the northeastern U.S. this week. Reading List De...

Indian airlines IndiGo and Air India grabbed headlines with orders at the Paris Airshow this week. Can the country support all of their planned growth? Edward Russell and Jay Shabat discuss. Plus, the recovery for Alaska Airlines. Reading List IndiGo’s Giant Airbus Order Will Test Its and India’s International Aviation Ambitions Air India Seals $34 Billion in Aircraft Orders With Airbus and Boeing...

Air Canada is flying double-daily high-density Boeing 777s — its equivalent of an Airbus A380 as Mark Galardo put it — to Athens this summer to meet some of the best travel demand it has ever seen. Galardo, the airline's executive vice president for revenue and network planning, joined host Edward Russell in the Lounge to chat about summer demand, Air Canada's recovery, and the evolving Canadian d...

The mood in Istanbul at the IATA Annual General Meeting was definitely jubilant this year. Despite all the challenges airlines face — and, frankly, when do they not face challenges? — attendees celebrated strong demand, cheaper fuel, and other tailwinds. Will the good times continue? Edward Russell, fresh off the plane back, and Jay Shabat discuss. Plus, the industry's sustainability challenge and...