Delta's Profit Machine

Delta's Profit Machine

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 Weapon: Seniors With Money to Spend Virgin Australia Back to Profitability but Still Faces Uphill Battle Versus Qantas

Jaksot(421)

Airline Weekly Lounge Episode 31: Turkish Blend

Airline Weekly Lounge Episode 31: Turkish Blend

It’s good to be a Gulf carrier—Gulf carriers are well positioned to connect the whole world. But it might be better to be a near-the-Gulf carrier like Turkish Airlines. Turkish offers a blend of servi...

16 Maalis 201630min

Airline Weekly Lounge Episode 30: Qantas' Boomerang Effect

Airline Weekly Lounge Episode 30: Qantas' Boomerang Effect

After hitting the floor in 2013, Qantas, has—like a boomerang—come all the way back and more. In fact, the Australian carrier set an annual profit record in 2015. Despite enjoying the same advantages ...

8 Maalis 201628min

Airline Weekly Lounge Episode 29: IAG Has all the Right Moves

Airline Weekly Lounge Episode 29: IAG Has all the Right Moves

IAG, the airline group that includes British Airways, Iberia, Vueling and Aer Lingus, is continuing its run of success—a run that probably has peers such as Air France/KLM and Lufthansa feeling a bit ...

2 Maalis 201624min

Airline Weekly Lounge Episode 28: The French Correction

Airline Weekly Lounge Episode 28: The French Correction

What’s it gonna take to fix Air France/KLM? The airline group has a number of problems—from labor inflexibility to a soft French economy—all in a very competitive part of the world. But there are reas...

24 Helmi 201629min

Airline Weekly Lounge Episode 27: Profits Cool in Scandinavia

Airline Weekly Lounge Episode 27: Profits Cool in Scandinavia

Finnair, Norwegian and Icelandair all had rather forgettable off-peak fourth quarters, but not because of the chilly weather they are all enduring. Rather, each has a unique set of challenges and oppo...

17 Helmi 201623min

Airline Weekly Lounge Episode 26: Singapore's Swing

Airline Weekly Lounge Episode 26: Singapore's Swing

Singapore Airlines swung back to solid profits in 2015. Does this turnaround mean the airline is returning to its former glory, not seen since 2010? Or are low fuel prices just making everyone look go...

10 Helmi 201622min

Airline Weekly Lounge Episode 25: JetBlue Breaks Out

Airline Weekly Lounge Episode 25: JetBlue Breaks Out

JetBlue’s big fourth quarter was kind of a big deal. Low oil prices essentially mean that every airline is making money right now, but JetBlue’s 21% operating margin is about more than just oil prices...

3 Helmi 201635min

Airline Weekly Lounge Episode 24: Rapidly Receding Revenues

Airline Weekly Lounge Episode 24: Rapidly Receding Revenues

Where Delta’s revenues were relatively resilient, United’s are rapidly receding, at least in the fourth quarter. In Episode 24—informally “part two” of U.S. earnings season—we discuss the sources of U...

27 Tammi 201631min

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