Airline Business Podcast

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  1. 2024 reflections, 2025 outlook and role of alliances

    12/20/2024

    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 consolidation trends. Music credit: Tea K Pea “highabove”/Creative Commons www.flightglobal.com/airline-business

    47 min
  2. Spirit, Brazil, Q3 earnings and Trump thoughts

    11/29/2024

    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 and Gol are attempting to overcome different challenges, before looking at some aggregate data from the third-quarter earnings season. Music credit: Tea K Pea “highabove”/Creative Commons. Read more on the Airline Business website: http://www.flightglobal.com/airline-business

    32 min
  3. Why are airlines talking about aircraft delivery delays again?

    10/21/2024

    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 machinists. Finally, they look back on this year’s IATA World Sustainability Symposium and what stakeholders had to say about progress towards the net-zero target. Music credit: Tea K Pea “highabove”/Creative Commons. Airline growth aspirations still crimped by ongoing OEM supply challenges https://www.flightglobal.com/analysis/airline-growth-aspirations-still-crimped-by-ongoing-oem-supply-challenges/160321.article United focuses on Boeing’s long-term stability over immediate delivery delays https://www.flightglobal.com/analysis/united-focuses-on-boeings-long-term-stability-over-immediate-delivery-delays/160327.article Delta’s ‘premium’ products providing edge over US competitors https://www.flightglobal.com/analysis/deltas-premium-products-providing-edge-over-us-competitors/160265.article Why IATA chief economist expects ‘huge airline windfall’ from lower oil prices https://www.flightglobal.com/analysis/why-iata-chief-economist-expects-huge-airline-windfall-from-lower-oil-prices/160080.article Airlines call for global policies and collaboration in net-zero push https://www.flightglobal.com/analysis/airlines-call-for-global-policies-and-collaboration-in-net-zero-push/160113.article

    34 min
  4. Learnings from earnings and China's recovery

    09/11/2024

    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 Pea “highabove”/Creative Commons. Fares enough? Ryanair rows back on European yield concern https://www.flightglobal.com/analysis/fares-enough-ryanair-rows-back-on-european-yield-concern/159789.article Why Lufthansa Airlines is suffering more than other airlines in the group https://www.flightglobal.com/analysis/why-lufthansa-airlines-is-suffering-more-than-other-airlines-in-the-group/159425.article Q2 2024 performance report for benchmark European airlines https://www.flightglobal.com/analysis/q2-2024-performance-report-for-benchmark-european-airlines/159834.article China’s top carriers again flag international uncertainty and competitive pressures https://www.flightglobal.com/analysis/chinas-top-carriers-again-flag-international-uncertainty-and-competitive-pressures/159808.article China’s international travel recovery story reveals different paths https://www.flightglobal.com/analysis/chinas-international-travel-recovery-story-reveals-different-paths/159616.article

    37 min
  5. What's going on in Europe's earnings season?

    08/02/2024

    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 and what might be in store in the Asia-Pacific region. They then look back at this year's Farnborough air show, which was a quiet one order-wise by historical standards, before taking an in-depth look at some of the winners from this year's Airline Strategy Awards. Music credit: Tea K Pea “highabove”/Creative Commons. Four days that brought high-flyers Delta and Ryanair back down to earth https://www.flightglobal.com/analysis/four-days-that-brought-high-flyers-delta-and-ryanair-back-down-to-earth/159388.article Timing counts for Southwest move to ditch flagship seating policy https://www.flightglobal.com/analysis/timing-counts-for-southwest-move-to-ditch-flagship-seating-policy/159377.article Why are EasyJet and Ryanair expressing such contrasting views on yields and demand? https://www.flightglobal.com/analysis/why-are-easyjet-and-ryanair-expressing-such-contrasting-views-on-yields-and-demand/159337.article Air France-KLM drops pace during Olympics but stays on track https://www.flightglobal.com/analysis/air-france-klm-drops-pace-during-olympics-but-stays-on-track/159380.article Why Lufthansa Airlines is suffering more than other airlines in the group https://www.flightglobal.com/analysis/why-lufthansa-airlines-is-suffering-more-than-other-airlines-in-the-group/159425.article Spirit Airlines rolls out new fare bundles and blocked seats in up-market bid https://www.flightglobal.com/analysis/spirit-airlines-rolls-out-new-fare-bundles-and-blocked-seats-in-up-market-bid/159413.article Isom hopes for quick wins as American rebuilds sales and slows capacity growth https://www.flightglobal.com/analysis/isom-hopes-for-quick-wins-as-american-rebuilds-sales-and-slows-capacity-growth/159383.article Slow business at Farnborough reflects industry taking stock https://www.flightglobal.com/analysis/slow-business-at-farnborough-reflects-industry-taking-stock/159396.article Airline Strategy Awards recognises leaders of Delta, Emirates and IndiGo https://www.flightglobal.com/analysis/airline-strategy-awards-recognises-leaders-of-delta-emirates-and-indigo/159223.article

    42 min
  6. Is the airline industry recovery still on track?

    06/28/2024

    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 association. They then look at the latest consolidation developments, including a surprise tie-up seeking to take remedies from IAG's acquisition of Air Europa, and potential moves from the Middle East's Qatar Airways. They also discuss the new Airline Business website (www.flightglobal.com/airline-business) ahead of the second-quarter earnings season. Music credit: Tea K Pea “highabove”/Creative Commons Is there an answer to the SAF question that keeps being asked? https://www.flightglobal.com/analysis/is-there-an-answer-to-the-saf-question-that-keeps-being-asked/158672.article SAF supply dominates IATA AGM as Walsh sees no straight line to net-zero target https://www.flightglobal.com/analysis/saf-supply-dominates-iata-agm-as-walsh-sees-no-straight-line-to-net-zero-target/158619.article Stability follows volatility as IATA projects profits notching up https://www.flightglobal.com/analysis/stability-follows-volatility-as-iata-projects-profits-notching-up/158602.article ‘Steady as she goes’: airline chiefs offer views on industry outlook https://www.flightglobal.com/analysis/steady-as-she-goes-airline-chiefs-offer-views-on-industry-outlook/158601.article How Abra and Volotea are joining forces as Air Europa ‘remedy takers’ at Madrid https://www.flightglobal.com/analysis/how-abra-and-volotea-are-joining-forces-as-air-europa-remedy-takers-at-madrid/158910.article Will Qatar Airways become latest player in Virgin Australia stakeholder story? https://www.flightglobal.com/analysis/will-qatar-airways-become-latest-player-in-virgin-australia-stakeholder-story/158912.article Why Africa might have its best chance to achieve a single air transport market https://www.flightglobal.com/analysis/why-africa-might-have-its-best-chance-to-achieve-a-single-air-transport-market/158816.article Why does airline consolidation matter in Europe? https://www.flightglobal.com/analysis/why-does-airline-consolidation-matter-in-europe/158766.article How IndiGo aims to expand its reach https://www.flightglobal.com/analysis/how-indigo-aims-to-expand-its-reach/158743.article

    46 min
  7. First-quarter challenges but brighter summer to come

    05/24/2024

    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

    43 min
  8. Changes at the top of Boeing and Europe's united front

    03/28/2024

    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 about aspects of the airframer's management. They then look back to the Airlines for Europe (A4E) meeting in Brussels, examining the issues on which the region's largest carriers have a united voice. Music credit: Tea K Pea “highabove”/Creative Commons Fewer ‘spanners under floorboards’ but O’Leary still seeks Boeing improvements https://www.flightglobal.com/airlines/fewer-spanners-under-floorboards-but-oleary-still-seeks-boeing-improvements/157472.article Airlines candid on Boeing concerns https://www.flightglobal.com/airline-business/airlines-candid-on-boeing-concerns/157376.article Boeing chief Calhoun to leave at end-2024 as Deal departs Commercial Airplanes https://www.flightglobal.com/airframers/boeing-chief-calhoun-to-leave-at-end-2024-as-deal-departs-commercial-airplanes/157509.article Boeing management overhaul could spark real change – or bring more of the same https://www.flightglobal.com/airframers/boeing-management-overhaul-could-spark-real-change-or-bring-more-of-the-same/157514.article Europe’s airlines heartened by sharp change in perception of industry https://www.flightglobal.com/airlines/europes-airlines-heartened-by-sharp-change-in-perception-of-industry/157470.article Air France-KLM boss hits out at unfair Dutch ‘greenwashing’ ruling https://www.flightglobal.com/airlines/air-france-klm-boss-hits-out-at-unfair-dutch-greenwashing-ruling/157445.article ‘Like lipstick on a pig’: Ryanair chief slams Single European Sky reforms https://www.flightglobal.com/strategy/like-lipstick-on-a-pig-ryanair-chief-slams-single-european-sky-reforms/157443.article

    35 min
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