Air France-KLM's Outlook

Air France-KLM's Outlook

What does Air France-KLM think of the future? It's bullish. Jay Shabat and Edward Russell discuss the group's recent investor day. Reading List Air France-KLM Bullish on the Future TAP Air Portugal Sale Delayed Up To a Year, Air France-KLM CEO Says The Airline Weekly team outlines the significant changes at Air France-KLM since Ben Smith became CEO in 2018. The airline, which was underperforming compared to its peers, has seen considerable improvements, particularly in the operating margin of Air France, which was notably low in 2019. Key strategies discussed include the transformation of Air France's short-haul routes, particularly moving operations at Orly Airport to their low-cost carrier, Transavia France. This move aims to address the historic losses in domestic routes. They also touch on the expansion of the Flying Blue loyalty program and the integration of SAS's loyalty program. The hosts discuss the airline's fleet strategies, focusing on Air France KLM's preference for the Airbus A350 and Boeing 787 and 777 models, and the potential risks of relying heavily on a single aircraft type. Shabat and Russell also cover Air France KLM's business strategy, including their approach to fleet diversification and cost-cutting measures, and they speculate on potential future developments, like the acquisition of Air Europa if IAG's deal falls through, and the impact of Air France-KLM's stake in SAS. Hosts: Jay Shabat and Edward Russel Producer: Jose Marmolejos

Episoder(422)

Jet2's Secret Sauce

Jet2's Secret Sauce

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, ...

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The Q2 2024 Earnings Scoreboard

The Q2 2024 Earnings Scoreboard

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 deve...

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Former American Airlines Chief Commercial Officer Vasu Raja on Aviation's Current Inflection Point

Former American Airlines Chief Commercial Officer Vasu Raja on Aviation's Current Inflection Point

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 r...

7 Aug 202446min

How Was Q2 for JetBlue?

How Was Q2 for JetBlue?

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 i...

2 Aug 202435min

The Ben Smith Interview

The Ben Smith Interview

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,...

26 Jul 202439min

Hong Kong's Slow Climb

Hong Kong's Slow Climb

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 attenti...

19 Jul 202431min

Qantas: From Perth to Paris

Qantas: From Perth to Paris

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 twis...

12 Jul 202432min

Air France's Olympic Headache

Air France's Olympic Headache

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. air...

4 Jul 202435min

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