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Presented by American Airlines
In this week's episode, Gordon Smith and Jay Shabat discuss the final results from Airline Weekly's Earnings Scoreboard for Q2 2024. From household names to niche regional players, we examine the carriers that had the strongest performance in the all-important second quarter.
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Presented by American Airlines
In this special episode, Gordon Smith and Jay Shabat are in New York City for the Skift Global Forum. Recorded just minutes after stepping off stage, the pair debrief following a wide-ranging discussion with United Airlines Chief Commercial Officer Andrew Nocella. From Boeing strikes to overtourism we explore the big takeaways.
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Presented by American Airlines
In part one, Gordon Smith and Jay Shabat examine the huge changes taking place across Southwest Airlines' network and reveal the big winners and losers as the LCC's route map evolves. In part two, we discuss the key trends to watch for the coming season in the U.S. airline sector.
Episode Summary
Southwest Airlines Leadership
CEO Exit: Gary Kelly, former CEO and chairman, to step down amid pressure from Elliott Management, a hostile investor.
Current Leadership: CEO Bob Jordan retains the board’s confidence; no imminent changes announced.
Upcoming milestones:
Investor Day: September 26, 2024.
Board meeting: November 2024.
Southwest’s Network Cuts
Significant capacity reduction, including a 1% overall decrease in 2024.
Q4 2024 will see an 8% reduction in seat capacity.
Capacity cuts attributed to Boeing delays and internal decisions to improve financials.
Southwest’s Top Airports
Busiest Airports: Denver (up 87% in 10 years), Las Vegas, Baltimore, Chicago (Midway), and Dallas (Love Field).
Capacity reductions in major markets:
Fort Lauderdale (-34%), Atlanta (-27%), San Jose (-12%), Los Angeles (-12%).
Future of Southwest
Potential changes to in-flight products, boarding processes, and bag fees.
Growth in Phoenix (+7%) and Nashville (+2%).
Expanding corporate travel and adjusting ancillary revenue strategies.
Boeing Delays
Ongoing Boeing 737 MAX delivery delays have impacted Southwest’s operations and financial performance, contributing to network cuts. However, these delays are not the sole reason for capacity reductions.
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Presented by American Airlines
In part one, Gordon Smith and Jay Shabat take a closer look at Qantas and ask how major new projects could change its business. In part two, we turn our attention to Colombian national carrier Avianca and put its latest earnings in context.
Episode Summary:
Qantas performance: Qantas reported a 9% operating margin for the first half of 2023, stronger than 2019 levels. Domestic demand remains robust due to the vast distances in Australia and limited rail/road alternatives.
Domestic market competition: Qantas faces limited competition domestically, with Rex Airlines scaling back and Bonza collapsing. Koala Airlines is a potential new competitor, but Qantas largely dominates through its mainline, Jetstar, and Virgin Australia.
Qantas business breakdown: Qantas operates three core segments: domestic, international, and Jetstar (low-cost, domestic, and international). Their loyalty program is highly profitable, with a 19% operating margin in the first half of 2023.
International markets: Key markets for Qantas include New Zealand, Singapore/Southeast Asia, Japan, the US, and the UK. Their international operations are profitable but lag behind domestic performance, with a 5% operating margin in early 2023.
Project Sunrise: Qantas plans to launch nonstop flights from Sydney and Melbourne to London and New York by 2026 with Airbus A350-1000s, aiming to boost its international market.
Fleet investment: Qantas is heavily investing in new Airbus aircraft (A220s and A321XLRs) for domestic routes and retiring its older 737s. Boeing's Dreamliners (787-9s) remain important for international operations.
Virgin Australia speculation: There are unconfirmed reports that Qatar Airways may acquire a 20% stake in Virgin Australia, which could complicate oneworld alliance dynamics, as Qantas and Qatar Airways are both members.
Future outlook: Qantas is positioned for growth with strategic fleet upgrades and long-term plans, while maintaining dominance in the Australian market. Further insights will be featured in the Airline Weekly newsletter.
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Presented by American Airlines
In this week’s show, Gordon Smith and Jay Shabat examine the global airport capacity data for the coming quarter. Of the 100 busiest airports worldwide, we reveal the likely winners and losers for Q4 and ask what these capacity trends tell us about the industry’s broader direction of travel.
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Presented by American Airlines
In part one, Gordon Smith and Jay Shabat discuss the latest developments at Air Canada and find out what its international expansion plans could mean for future profitability. In part two, we examine the latest Q2 earnings from global carriers and discover who is leading the pack.
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Presented by American Airlines
In part one, Gordon Smith and Jay Shabat examine the fascinating story behind British leisure carrier Jet2, and explain why it's an airline worth watching. In part two, we turn our attention to Azul to learn how the Brazilian firm fared in the second quarter.
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Presented by American Airlines
In part one, Gordon Smith and Jay Shabat reveal which U.S. airlines had the best and worst second quarters of 2024. In part two, we turn our attention to the latest developments at European supergroup IAG, as it withdraws from a planned acquisition of Air Europa. This episode is presented by American Airlines.
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Today we’re bringing you a bonus episode featuring an exclusive interview with former American Airlines Chief Commercial Officer Vasu Raja, who left American earlier this year after two years in the role and 20 years at the airline.
Vasu sat with Skift Founder and CEO Rafat Ali as well as Airlines Reporter Meghna Maharishi, and offered some expert analysis about the current state of the airlines, including the overall slow down of the industry after years of growth during the pandemic recovery.
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In part one, Gordon Smith and Jay Shabat discuss the latest earnings from JetBlue and examine the U.S. carrier's turnaround plan. In part two, we turn our attention to IndiGo and discover what makes it the world's most ambitious airline.
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As the 2024 Olympics get underway in Paris, we speak with the CEO of the Air France-KLM Group, Ben Smith. He’s in conversation with Skift’s Editor-in-Chief Sarah Kopit and Head of Research Seth Borko, for a special edition of the Airline Weekly Lounge.
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In part one, Gordon Smith and Jay Shabat discuss Q2 results from Delta Air Lines and Norwegian, looking for clues as to what the future could hold for other operators. In part two, we turn our attention to Hong Kong and examine the factors behind its slow aviation recovery after the pandemic.
Connect with Skift Airline Weekly
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In part one, Gordon Smith and Jay Shabat discuss Qantas' latest ultra long-haul endeavor and ask what it tells us about the carrier's wider commercial strategy. In part two, we examine the latest twists and turns at Southwest Airlines as the company continues to fend off an activist investor.
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In part one, Gordon Smith and Jay Shabat examine why this summer's Olympic and Paralympic Games in Paris are likely to be a financial drag on Air France. In part two, we turn our attention to U.S. airlines and ask what the second half of 2024 could hold for some of the country's biggest carriers.
Key Points: Air France and the Olympics Impact
Olympic Disruption: Air France expects a revenue hit of €160-€180 million ($175-$200 million) for Q3 due to international markets avoiding Paris during the Olympics.
KLM Insights: KLM CEO noted a decline in Paris-bound passengers, with potential shifts to Amsterdam as an alternative hub.
Airline Challenges with Major Events: Airlines, including Air France, generally find large events like the Olympics disruptive and not as profitable, contrary to what might be expected.
Long-term Benefits: Infrastructure improvements (e.g., Orly Airport upgrades) may benefit Air France KLM long-term, despite short-term disruptions.
Key Points: Outlook for US Airlines in H2 2024
Cost Increases: U.S. airlines face significantly higher operating compared to pre-pandemic levels, with labor costs in particular rising faster than revenues.
Delta’s Position: Delta is expected to perform well, driven by strong premium demand and international routes, though it still faces higher costs.
Spirit Airlines’ Struggles: Spirit has increased capacity and revenue but suffers from a disproportionate rise in costs, especially labor, leading to financial difficulties.
Growth and Efficiency: To combat rising costs, airlines aim to grow capacity and improve efficiency, although supply constraints (e.g., aircraft availability) pose challenges.
Premium Demand: A trend towards more premium offerings in both long-haul and short-haul markets is evident, with airlines betting on sustained demand for higher-margin products.
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In part one, Gordon Smith and Jay Shabat discuss why Southwest has cut its revenue outlook for the current quarter. In part two, we take stock for our Airline Weekly mid-year review, and ask what the coming six months could hold.
Get more airline news at http://airlineweekly.skift.com -
In part one, Gordon Smith and Jay Shabat discuss the factors delivering consistently strong results for Korean Air. In part two, we reveal the global airlines that were the most and least profitable in the first quarter of 2024.
Get more airline news at http://airlineweekly.skift.com -
In part one, Gordon Smith and Jay Shabat discuss a fascinating week at Southwest, as the low-cost carrier navigates the challenges of a very vocal new activist investor. In part two, Gordon chats with Skift Airlines Reporter Meghna Maharishi about a major new feature examining female representation across the aviation sector.
Get more airline news at http://airlineweekly.skift.com -
Captain Theresa Claiborne was the first black female pilot in the United States Air Force and joined United Airlines as its second-ever black female pilot. Last month, she retired from United after 34 years and 10,000s of flight hours. Captain Claiborne has piloted everything from the KC-135 to the Boeing 787 and has done it all while championing diversity and inclusion. In her first-ever podcast interview she reflects on a genuinely illustrious career, before discussing her vision for the future.
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In part one of this week's specially extended episode, Gordon Smith and Jay Shabat discuss a dramatic few days at American Airlines. In part two, attention turns to Southeast Asia as we discover how some of the region's biggest carriers are performing.
Get more airline news at http://airlineweekly.skift.com -
In part one, Gordon Smith and Jay Shabat discuss the latest earnings from low-cost giant Ryanair. In part two, our focus turns to the upcoming summer travel season and what it means for the big U.S. airlines.
Background Reading:
Ryanair ‘Don’t Care’ Who the Next Boeing CEO Is
https://skift.com/2024/05/20/ryanair-dont-care-who-the-next-boeing-ceo-is/
Ryanair CEO Slams Boeing Culture: ‘They Love Talking Corporate Bullsh*t’
https://skift.com/2024/03/20/ryanair-ceo-slams-boeing-culture/
What Are Summer Travel Trends for 2024?
https://skift.com/2024/04/12/ask-skift-what-are-summer-travel-trends-for-2024/
What Are the Most Searched Cities for Summer 2024 Flights?
https://skift.com/2024/03/19/what-are-the-most-searched-cities-for-summer-2024-flights/ - Daha fazla göster