2024 reflections, 2025 outlook and role of alliances
Graham and Lewis discuss how the industry has performed in 2024 and what might lie ahead in 2025.
They also consider the role of alliances in today’s industry, while also discussing the latest consolidation trends.
Music credit: Tea K Pea “highabove”/Creative Commons
www.flightglobal.com/airline-business
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46:50
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46:50
Spirit, Brazil, Q3 earnings and Trump thoughts
Graham and Lewis discuss Spirit Airlines' Chapter 11 announcement while considering what a Trump presidency might mean for the industry.
They also examine the latest goings on in Brazil, where Azul and Gol are attempting to overcome different challenges, before looking at some aggregate data from the third-quarter earnings season.
Music credit: Tea K Pea “highabove”/Creative Commons.
Read more on the Airline Business website: http://www.flightglobal.com/airline-business
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31:57
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31:57
Why are airlines talking about aircraft delivery delays again?
Graham and Lewis discuss early signs in the third-quarter earnings season.
They then examine the impact of more bad news on aircraft delivery delays, as Boeing grapples with strike action from machinists.
Finally, they look back on this year’s IATA World Sustainability Symposium and what stakeholders had to say about progress towards the net-zero target.
Music credit: Tea K Pea “highabove”/Creative Commons.
Airline growth aspirations still crimped by ongoing OEM supply challenges
https://www.flightglobal.com/analysis/airline-growth-aspirations-still-crimped-by-ongoing-oem-supply-challenges/160321.article
United focuses on Boeing’s long-term stability over immediate delivery delays
https://www.flightglobal.com/analysis/united-focuses-on-boeings-long-term-stability-over-immediate-delivery-delays/160327.article
Delta’s ‘premium’ products providing edge over US competitors
https://www.flightglobal.com/analysis/deltas-premium-products-providing-edge-over-us-competitors/160265.article
Why IATA chief economist expects ‘huge airline windfall’ from lower oil prices
https://www.flightglobal.com/analysis/why-iata-chief-economist-expects-huge-airline-windfall-from-lower-oil-prices/160080.article
Airlines call for global policies and collaboration in net-zero push
https://www.flightglobal.com/analysis/airlines-call-for-global-policies-and-collaboration-in-net-zero-push/160113.article
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34:20
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34:20
Learnings from earnings and China's recovery
Graham and Lewis discuss the recent airline earnings season after more clarity emerged on the European fare situation.
They also examine capacity trends among Chinese carriers.
Music credit: Tea K Pea “highabove”/Creative Commons.
Fares enough? Ryanair rows back on European yield concern
https://www.flightglobal.com/analysis/fares-enough-ryanair-rows-back-on-european-yield-concern/159789.article
Why Lufthansa Airlines is suffering more than other airlines in the group
https://www.flightglobal.com/analysis/why-lufthansa-airlines-is-suffering-more-than-other-airlines-in-the-group/159425.article
Q2 2024 performance report for benchmark European airlines
https://www.flightglobal.com/analysis/q2-2024-performance-report-for-benchmark-european-airlines/159834.article
China’s top carriers again flag international uncertainty and competitive pressures
https://www.flightglobal.com/analysis/chinas-top-carriers-again-flag-international-uncertainty-and-competitive-pressures/159808.article
China’s international travel recovery story reveals different paths
https://www.flightglobal.com/analysis/chinas-international-travel-recovery-story-reveals-different-paths/159616.article
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36:32
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36:32
What's going on in Europe's earnings season?
Graham and Lewis discuss the confusing picture that has emerged in the first half of the earnings season in Europe, plus the actions under way at US low-cost carriers as they seek to boost revenues and what might be in store in the Asia-Pacific region.
They then look back at this year's Farnborough air show, which was a quiet one order-wise by historical standards, before taking an in-depth look at some of the winners from this year's Airline Strategy Awards.
Music credit: Tea K Pea “highabove”/Creative Commons.
Four days that brought high-flyers Delta and Ryanair back down to earth
https://www.flightglobal.com/analysis/four-days-that-brought-high-flyers-delta-and-ryanair-back-down-to-earth/159388.article
Timing counts for Southwest move to ditch flagship seating policy
https://www.flightglobal.com/analysis/timing-counts-for-southwest-move-to-ditch-flagship-seating-policy/159377.article
Why are EasyJet and Ryanair expressing such contrasting views on yields and demand?
https://www.flightglobal.com/analysis/why-are-easyjet-and-ryanair-expressing-such-contrasting-views-on-yields-and-demand/159337.article
Air France-KLM drops pace during Olympics but stays on track
https://www.flightglobal.com/analysis/air-france-klm-drops-pace-during-olympics-but-stays-on-track/159380.article
Why Lufthansa Airlines is suffering more than other airlines in the group
https://www.flightglobal.com/analysis/why-lufthansa-airlines-is-suffering-more-than-other-airlines-in-the-group/159425.article
Spirit Airlines rolls out new fare bundles and blocked seats in up-market bid
https://www.flightglobal.com/analysis/spirit-airlines-rolls-out-new-fare-bundles-and-blocked-seats-in-up-market-bid/159413.article
Isom hopes for quick wins as American rebuilds sales and slows capacity growth
https://www.flightglobal.com/analysis/isom-hopes-for-quick-wins-as-american-rebuilds-sales-and-slows-capacity-growth/159383.article
Slow business at Farnborough reflects industry taking stock
https://www.flightglobal.com/analysis/slow-business-at-farnborough-reflects-industry-taking-stock/159396.article
Airline Strategy Awards recognises leaders of Delta, Emirates and IndiGo
https://www.flightglobal.com/analysis/airline-strategy-awards-recognises-leaders-of-delta-emirates-and-indigo/159223.article
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