The Airline Weekly Lounge Podcast

Airline Weekly Lounge Episode 16: Spirit Air CEO Interview
traceyintorcia

More than anything, Spirit Airlines’ business model is built on low fares, which it uses to stimulate demand and fill its planes. But what happens when fuel prices drop, enabling airlines like JetBlue to drop fares too? In a wide-ranging...

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Airline Weekly Lounge Episode 15: End of an Era at Emirates?
traceyintorcia

Is Emirates Airline running out of room to fulfill its jumbo-sized ambitions? The Gulf carrier’s combined second- and third-quarter earnings report went over with another “meh.” Emirates, Qatar Airways, Etihad and—to some degree—nearby Turkish Airlines are all facing big systemic...

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Airline Weekly Lounge Episode 14: IAG Is A-OK
traceyintorcia

Whew! The busiest week of earnings season has us hustling. We kick off our around-the-world sprint with IAG, the airline group that is British Airways, Iberia, Vueling and more recently Aer Lingus. While IAG led Europe’s Big Three in profits,...

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Airline Weekly Lounge Episode 13: Great American
traceyintorcia

Well that didn’t last long. American Airlines, the biggest carrier in the world, set a new quarterly profit record, with a $1.9b net profit in the third quarter. Of course, there are some technicalities at play here, but it broke...

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Airline Weekly Lounge Episode 12: Delta’s Payday
traceyintorcia

How did Delta achieve its record-breaking quarter? We touch on some of the root causes, including Delta’s push for cheap aircraft and near-perfect operations. Also, we discuss Delta’s plan for flat or zero capacity growth in the fourth quarter. And...

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Airline Weekly Lounge Episode 11: Lufthansa’s Competition Grows
traceyintorcia

Lufthansa is facing competition from Ryanair, Wizz Air, easyJet, Air Berlin, Vueling, Turkish Airlines, Emirates and probably your brother. Competition is not a new thing, but the severity is growing. Meanwhile, Air New Zealand resides in a small country in...

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Airline Weekly Lounge Episode 10: Southwest’s Golden Years
traceyintorcia

In airline years, Southwest is certainly old enough to be put out to pasture. Instead, the massive airline is making money like never before. Could some of its contrarian moves, like no bag fees, actually be working? Or is it...

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Airline Weekly Lounge Episode 9: A New Frontier
traceyintorcia

Posting a $54m profit in its second quarter, Frontier Airlines has joined the ranks of America’s most profitable airlines. Frontier and America’s other ultra-low-cost carrier, Spirit, are both highly profitable and have big growth ambitions. As long as oil prices...

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Airline Weekly Lounge Episode 8: Africa’s Biggest Airline?
traceyintorcia

Ethiopian Airlines is growing aggressively—and apparently profitably—while other African carriers are struggling. The airline’s centralized location seems to give it a big advantage over other African carriers. Meanwhile, Ethiopian doesn’t face a lot of competition within Africa. Have its fortunate...

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Airline Weekly Lounge Episode 7: Checkmate for United? Not Quite
traceyintorcia

Can United Airlines’ new CEO overcome the carrier’s inherent challenges? United is big, powerful and, at the moment, very profitable. But it’s also underperforming Delta and American. When United and Continental merged, it was supposed to be “checkmate.” And so...

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Airline Weekly Lounge Episode 6: The Manic Atlantic
traceyintorcia

Airlines in the North Atlantic market are adding capacity at a furious clip. That market has been profitable and should continue to be—in the short term, at least—and airlines seem to have figured that out. Despite four transatlantic joint ventures,...

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Airline Weekly Lounge Episode 5: Cold Comfort in Canada
traceyintorcia

Canada may be a cold place, but right now its two major airlines are cruising along with comfortable profit margins. Still, what we’re seeing from WestJet and Air Canada is a far cry from what U.S. carriers are experiencing. Why...

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