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Issue No. 787

European Recovery Derailed

Buckle up, everyone. It’s time for third-quarter earnings season, starting with Delta on Tuesday. The dominant theme across the industry, of course, will be the Covid crisis, and its ongoing decimation of travel demand. Seven months into the crisis —…

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Issue No. 897

Mideast Goes Low Cost

The earnings parade marches on. More airlines reported their calendar fourth results last week, including Japan’s two major airlines. In a break with pre-Covid norms, ANA is now outperforming its smaller and more internationally-focused rival JAL. In India, IndiGo continues...

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Issue No. 896

Wizz Air Stumbles

With earnings season in full swing, we now have a clear picture of airline trends in the U.S. The Big Three — American, Delta, and United — all performed admirably in the fourth quarter, boosted no doubt by exceptionally strong...

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Issue No. 895

United Confronts New Realities

Polite. Complimentary. Respectful. Nobody would use these adjectives to describe Scott Kirby’s attitude toward low-cost airlines. The United Airlines chief showed up for the company’s fourth quarter earnings call with a baseball bat, swinging at rivals for sins ranging from...

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