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Air Berlin
Deutschland Disruption: In just one week, the busy German airline market changed forever
Here’s the understatement of the year: Last week was an eventful one for Germany’s airline industry. Is “revolutionary” too strong a word?October 3rd, 2016
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LCC
Double Whammy: Overcapacity? Check. Weak Demand? Check. Both, alas, are bedeviling the transatlantic
With four transatlantic joint ventures between them, it looked like a sure victory for the goliaths. American joined forces with IAG. United locked hands with Lufthansa. And Delta built ventures…September 26th, 2016
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LCC
A Spirited Defense: The ultra-high margins haven’t disappeared. But America’s largest ultra-LCC isn’t worry free
Is it silly to worry about an airline that earned a 22% operating margin last quarter? Maybe “worry” is too strong a word. But concerns about Spirit Airlines are serious,…September 19th, 2016
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Air France
Dr. le Jekyll and Mr. van Hyde: As Air France navigates a maze of labor tensions, KLM is quietly improving
Poor financial results. Heavy indebtedness. And of course, labor unrest. All three come quickly to mind when thinking about Air France/KLM in its current troubled state. But it’s the French…September 12th, 2016
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United
Roller Kirby: American’s esteemed president joins United, amid other big happenings at U.S. carriers
Napoléon Bonaparte resigns as French emperor to command the English army. Steve Jobs leaves Apple to run Microsoft. American Airlines President Scott Kirby steps aside and quickly becomes president of…September 6th, 2016
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Singapore Airlines
Hope and Change: The world has changed for Singapore Airlines. Can Singapore Airlines change too?
Nothing has changed. Yet everything has changed.August 15th, 2016
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Air Canada
Power Play Abroad: Never mind the oil bust. Canada’s international airline market is red hot
The Alberta oil boom is history. Canada’s economy as a whole is barely growing. And the last time a Canadian hockey team won the Stanley Cup was more than two…August 8th, 2016
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American
America’s Golden Eggs: Why are giant U.S. airlines so profitable now? Don’t overlook the importance of FFPs
How did they do it? How did U.S. airlines— especially legacy airlines— transform themselves, over the course of a decade, from financial laughingstocks of the global airline industry into paragons…August 1st, 2016
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Lufthansa
A Triple Dose of Bearishness: Three airlines—two in Europe and one in East Asia—give gloomy assessments of revenue
It was supposed to be a week dominated by financial reports for U.S. airlines. But for all the many developments there, none seemed as eye-popping and head-turning as the doom…July 25th, 2016
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Delta
Orders of Magnitude: U.S. airlines, with a history of over- and under-buying planes, assess their current fleet needs
Twenty years ago, with oil prices low and profits at their peak, U.S. airlines went shopping for airplanes. In one memorable deal from the late 1990s, Delta ordered up to…July 18th, 2016