Past The Inflection Point?

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 Feb 201635min

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 Jan 201631min

Delta kicked off earnings season with—yawn—another record-breaking fourth quarter highlighted by a pre-tax profit that starts with a “b” (and ends with an “illion.”) The success is coming from a lot o...

20 Jan 201626min

Regardless of whether it’s up or down, India’s airline market tends to be one of thrills and spills. And right now, we’re seeing both—IndiGo is providing the thrills, Air India the spills. Meanwhile, ...

12 Jan 201627min

Ultra-low-cost carriers like Frontier Airlines are facing in 2016 a whole different animal—a beast that we call “fare compression.” In fact, America in 2016 might see a first-time experiment in which ...

6 Jan 201628min

Mexico is finding joy in a low-cost carrier renaissance as Volaris, Interjet and VivaAerobus are all growing and profiting. But the profits aren’t being distributed equally. Why is one carrier perform...

16 Des 201536min

Shouldn’t Doug Parker be dancing in the end zone? He is, after all, the CEO of a mega-airline with mega-profits at a time of economic strength and falling fuel prices. But even this airline has challe...

9 Des 201537min

The number of challenges facing Korean Air could fill an A380. Nonetheless the airline remains quite profitable. Korean Air’s prime competitor, Asiana, has not been as fortunate, and we discuss the di...

1 Des 201525min