Diversifying Delta's Business

Diversifying Delta's Business

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 Delta Sees ‘Gangbusters’ Recovery, Downplays Industry Concerns Delta Pins New Hopes on Gen Z and Millennials, Not Business Travelers United’s New York Distress Shows how Weather Can Royally Mess Up an Airline’s Operations

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JetBlue-Spirit Merger Goes to Court

JetBlue-Spirit Merger Goes to Court

It’s official: The U.S. Justice Department just sued to block JetBlue and Spirit from merging. Will it win? That’s anyone’s guess, but JetBlue CEO Robin Hayes said he plans to fight the regulator. Edw...

10 Maalis 202323min

How the Ukraine War Changed Aviation

How the Ukraine War Changed Aviation

Airlines face wide-ranging fallout from Russia's invasion of Ukraine a year ago in February. The biggest is the airspace closure, but the war has also triggered a surge in global energy prices while w...

3 Maalis 202324min

Singapore and Copa Wow With Strong Results

Singapore and Copa Wow With Strong Results

Singapore Airlines and Copa Airlines were two champions of the December quarter with standout financial results. What set them apart from the pack? Edward Russell and Jay Shabat discuss on the Airline...

24 Helmi 202322min

Spirit Airlines' Earnings Woes

Spirit Airlines' Earnings Woes

Spirit Airlines lags other U.S. airlines in financial performance. In fact, it lost money last year while most of its peers produced profits. Can it fix its cost problems and restore order? Edward Rus...

10 Helmi 202324min

So Long to the Boeing 747: Mini Episode

So Long to the Boeing 747: Mini Episode

A goodbye to the Boeing 747, the Queen of the Skies. The planemaker delivered the last off the line of the iconic jumbo jet to Atlas Air on Tuesday. Reading List Skyfaring: A Journey with a Pilot by...

3 Helmi 20237min

The Thick of Fourth Quarter Airline Earnings

The Thick of Fourth Quarter Airline Earnings

It's a busy earnings week with American, Southwest, Alaska, and JetBlue all reporting. Edward Russell and Jay Shabat preview what they're listening for ahead of the airline calls on Thursday, January ...

27 Tammi 202320min

United Comes Out Swinging

United Comes Out Swinging

Was that a hint of an Irish accent when United Airlines CEO Scott Kirby took down the U.S. industry for being unprepared for the post-Covid operating reality? Edward Russell and Jay Shabat discuss. Pl...

20 Tammi 202324min

Airlines Enter Earnings Season

Airlines Enter Earnings Season

Welcome to fourth quarter airline earnings season. Oil prices have come down from the peak of the year but labor costs are climbing as the system of pulleys and levers that determine the industry's co...

13 Tammi 202324min

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