Southwest faces its biggest challenge
The Air Show20 Juni 2024

Southwest faces its biggest challenge

Weeks ago, we planned to discuss Southwest's underperformance — but so much has happened since then. Legacy-loving Southwest now has an activist investor, which bought more than 10 percent of company shares and has launched an effort to blow up the board and fire CEO Bob Jordan. Brett Snyder, Jon Ostrower and Brian Sumers discuss the post-pandemic state of Southwest that likely led Elliott Investment Management to make this play for control, and the play itself. Questions, comments, or sugges...

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Avsnitt(116)

The MAX 10 is Certified

The MAX 10 is Certified

The FAA just certified Boeing's 737 MAX 10 after years of delays. It's the 17th and final 737 derivative, and Jon Ostrower tells Brian Sumers and Brett Snyder about the changes Boeing made along the w...

29 Okt 35min

The US Softens Its Stance On Mexico...For Now

The US Softens Its Stance On Mexico...For Now

Brian Sumers and Brett Snyder explore the pressures reshaping Mexico’s aviation industry, from Mexico City’s airport constraints and the rise of Felipe Ángeles International Airport to escalating U.S....

22 Okt 34min

American: THE Premier Global Airline Based in the U.S.

American: THE Premier Global Airline Based in the U.S.

American Airlines has the ambition to become “the premier global airline based in the U.S." Brian Sumers and Brett Snyder talk about how realistic (or unrealistic) that could be, and what that could m...

15 Okt 35min

A Joint Venture Primer

A Joint Venture Primer

Alaska Airlines recently announced its plan to join American’s immunized joint ventures over the North Pacific and over the Atlantic. Jon Ostrower, Brian Sumers, and Brett Snyder talk about the compet...

8 Okt 36min

The Air Show Live at Alaska Investor Day

The Air Show Live at Alaska Investor Day

Alaska Airlines President and CFO Shane Tackett joins Jon Ostrower, Brian Sumers, and Brett Snyder in front of a live audience in Seattle to talk about Alaska's media and investor day. They talk about...

1 Okt 52min

Lounges Are The New Moneymaker

Lounges Are The New Moneymaker

Airline lounges have evolved from exclusive perks into a powerful revenue engine driven by memberships, premium tickets, and credit card partnerships. Jon Ostrower, Brian Sumers, and Brett Snyder unpa...

25 Sep 39min

An Extra Long Range Summer is Coming

An Extra Long Range Summer is Coming

Brian Sumers and Brett Snyder dissect the airlines’ plans for summer 2027, led by the rapid rollout of the Airbus A321XLR. It's supposed to be the game changer for longer, thinner routes, and they exa...

17 Sep 33min

American Needs More Urgency

American Needs More Urgency

Brian Sumers and Brett Snyder unpack American Airlines's latest course corrections to play catch-up with Delta and United, from adding more premium seats and bringing back screens to reshuffling senio...

27 Aug 39min

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