Learnings from earnings and China's recovery

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

Jaksot(50)

2024 reflections, 2025 outlook and role of alliances

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 consol...

20 Joulu 202446min

Spirit, Brazil, Q3 earnings and Trump thoughts

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 an...

29 Marras 202431min

Why are airlines talking about aircraft delivery delays again?

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 machin...

21 Loka 202434min

What's going on in Europe's earnings season?

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 an...

2 Elo 202441min

Is the airline industry recovery still on track?

Is the airline industry recovery still on track?

In the latest episode – sponsored by Panasonic Avionics – Graham and Lewis discuss the industry outlook following the recent IATA AGM in Dubai, including an improved profit forecast from the associati...

28 Kesä 202445min

First-quarter challenges but brighter summer to come

First-quarter challenges but brighter summer to come

In the latest episode – sponsored by Panasonic Avionics – Graham and Lewis look back on a first-quarter earnings season that saw a variety of challenges around the world, but also positivity on what w...

24 Touko 202442min

Changes at the top of Boeing and Europe's united front

Changes at the top of Boeing and Europe's united front

In the latest episode - sponsored by Panasonic Avionics - Graham and Lewis discuss the impact of the recently announced changes at the top of Boeing, which came after several airlines voiced concerns ...

28 Maalis 202435min

Suosittua kategoriassa Politiikka ja uutiset

uutiscast
aikalisa
ootsa-kuullut-tasta-2
politiikan-puskaradio
rss-ootsa-kuullut-tasta
tervo-halme
rss-vaalirankkurit-podcast
viisupodi
et-sa-noin-voi-sanoo-esittaa
rss-podme-livebox
rss-asiastudio
otetaan-yhdet
rss-girls-finish-f1rst
rikosmyytit
the-ulkopolitist
rss-raha-talous-ja-politiikka
rss-kaikki-uusiksi
rss-polikulaari-pitka-kiekko-ja-muut-ts-podcastit
rss-vain-talouselamaa
rss-tekkipodi