Past The Inflection Point?

Past The Inflection Point?

This week Edward Russell and Madhu Unnikrishnan chew over why optimism reigns among airline CEOs, who believe the third quarter was the inflection point, and now the recovery will be more real. CEOs say, of course, warn that no one knows how Covid-19 will play out, but they're bullish on next year. Next, Madhu and Ned discuss delivery delays at Boeing and whether Airbus will face similar problems when it ramps up production over the next couple of years.

Avsnitt(423)

Ryanair and Singapore Airlines Watch the Competition

Ryanair and Singapore Airlines Watch the Competition

Ryanair and Singapore Airlines had good summers, and the former will be among the most profitable globally. Both, however, are watching industry schedules closely as they look forward through the wint...

10 Nov 202324min

 American Airlines CEO Robert Isom

American Airlines CEO Robert Isom

American Airlines CEO Robert Isom joined Edward Russell on stage at the Skift Aviation Forum on November 1. Enjoy their wide-ranging discussion from the year-end holiday outlook to international growt...

3 Nov 202336min

Hawaiian and Volaris's Struggles

Hawaiian and Volaris's Struggles

Hawaiian Airlines and Volaris are two very different carriers. But they have one thing in common right now: A lot of planes affected by the issues with certain Pratt & Whitney geared turbofan engines ...

27 Okt 202325min

The U.S. Air Travel Recovery Flatlines

The U.S. Air Travel Recovery Flatlines

If one thing's clear from the airlines that have reported third-quarter results it's that the U.S. domestic travel recovery has plateaued. That's not necessarily bad, passenger numbers are above 2019 ...

20 Okt 202326min

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 "...

13 Okt 202325min

Air France-KLM Moves on SAS

Air France-KLM Moves on SAS

SAS is making some big changes. As part of its bankruptcy restructuring, Air France-KLM, along with other investors, will take a minority stake in the Scandinavian airline prompting a new commercial a...

6 Okt 202330min

Breeze Founder and CEO David Neeleman

Breeze Founder and CEO David Neeleman

Breeze Airways founder and CEO, and perennial airline entrepreneur, David Neeleman sat down for a wide ranging conversation with Brian Sumers at the Skift Global Forum in New York this week. On stage,...

29 Sep 202328min

What Are Mexican Airlines to Do?

What Are Mexican Airlines to Do?

Mexico's airlines face two countervailing trends: the reopening of the U.S. to new growth countered by new restrictions at the country's busiest airport, Mexico City International. Edward Russell and ...

22 Sep 202324min

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