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 will follow in 2024. They also discuss the new Airline Business website (www.flightglobal.com/airline-business). Airlines optimistic for another strong summer on transatlantic despite weakening signs https://www.flightglobal.com/analysis/airlines-optimistic-for-another-strong-summer-on-transatlantic-despite-weakening-signs/158381.article Sun Country profitable as other US discounters slog through first quarter https://www.flightglobal.com/analysis/sun-country-profitable-as-other-us-discounters-slog-through-first-quarter/158182.article US airline industry ‘evermore rigged game’ favouring major carriers: Spirit Airlines CEO https://www.flightglobal.com/analysis/us-airline-industry-evermore-rigged-game-favouring-major-carriers-spirit-airlines-ceo/158159.article Why IndiGo believes time is right for widebody move with A350 order https://www.flightglobal.com/analysis/why-indigo-believes-time-is-right-for-widebody-move-with-a350-order/158093.article Asia-Pacific carriers flag China’s tepid return https://www.flightglobal.com/analysis/asia-pacific-carriers-flag-chinas-tepid-return/158407.article Lufthansa takes actions as it counts cost of strikes and new pay deals https://www.flightglobal.com/analysis/lufthansa-takes-actions-as-it-counts-cost-of-strikes-and-new-pay-deals/158086.article Air France-KLM looks past tricky first quarter towards ‘promising’ summer https://www.flightglobal.com/analysis/air-france-klm-looks-past-tricky-first-quarter-towards-promising-summer/158087.article IAG enjoys Madrid’s status as ‘new Miami’ as it starts 2024 on front foot https://www.flightglobal.com/analysis/iag-enjoys-madrids-status-as-new-miami-as-it-starts-2024-on-front-foot/158247.article

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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 Dec 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 Nov 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 Okt 202434min

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 Pe...

11 Sep 202436min

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 Aug 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 Juni 202445min

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 Mars 202435min

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