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Alaska
The United Weigh: Airline Weekly Lounge Episode 78
United is still trailing its peers, but can it catch up? That’s the question we weigh first in this episode. In the second quarter, American Airlines bested United with a…August 1st, 2017
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Middle East
Qatar Airways’ Lessons: Airline Weekly Lounge Episode 75
So this is happening: A major international airline faces a blockade. We admit it—this is a new one for us, with little to no history as a guide. Nonetheless, Qatar…June 20th, 2017
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Allegiant
Good Is Good Enough: Airline Weekly Lounge Episode 72
The earnings picture for U.S. carriers in the first quarter was much worse than last year’s Q1—but that doesn’t mean it wasn’t good. It was indeed good—and good is good.…May 10th, 2017
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American
All Smiles at American: Airline Weekly Lounge Episode 63:
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…January 31st, 2017
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American
Have U.S. Airlines Peaked? Airline Weekly Lounge Episode 50
Earnings season is in full swing and really there’s too much to talk about within the average commute or treadmill run. So we’ll talk fast. And in this episode, our…July 26th, 2016
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Alaska Airlines
Southwest and Alaska Outperform: Airline Weekly Lounge Episode 37
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…April 26th, 2016
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All Nippon
JetBlue Breaks Out: Airline Weekly Lounge Episode 25
JetBlue’s big fourth quarter was kind of a big deal. Low oil prices essentially mean that every airline is making money right now, but JetBlue’s 21% operating margin is about…February 3rd, 2016
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American
Rapidly Receding Revenues: Airline Weekly Lounge Episode 24
Where Delta’s revenues were relatively resilient, United’s are rapidly receding, at least in the fourth quarter. In Episode 24—informally “part two” of U.S. earnings season—we discuss the sources of United’s…January 27th, 2016
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Aeroflot
Southwest’s Golden Years: Airline Weekly Lounge Episode 10
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,…October 7th, 2015