Airline Weekly Lounge Episode 63: All Smiles

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While the revenue story has improved for U.S. carriers, the cost story has become a headwind. Still, as American Airlines demonstrated in its fourth quarter results, costs are a headwind that can be overcome. With that, AA joined Delta and United in delivering solid fourth quarters and downright strong full-year results. And things only got […]

Airline Weekly Lounge – Episode 37: Race to the top

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While Delta, American and United have all seen both revenues and costs dropping, Southwest and Alaska just experienced the opposite in the first quarter. In fact, Southwest and Alaska rode a wave of rising revenues (say that three times fast) and rising costs to fantastic profits—and they did it in the normally sluggish Q1, no […]

Airline Weekly Lounge – Episode 27: Where profits are cool

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Finnair, Norwegian and Icelandair all had rather forgettable off-peak fourth quarters, but not because of the chilly weather they are all enduring. Rather, each has a unique set of challenges and opportunities. Finnair’s challenges include exposure to Asia and transatlantic competition, but there’s hope in seat densification. Norwegian is painfully exposed to Norway’s struggling oil […]