Spirit, Brazil, Q3 earnings and Trump thoughts

2024 reflections, 2025 outlook and role of alliances

Graham and Lewis discuss how the industry has performed in 2024 and what might lie ahead in 2025. They also consider the role of alliances in today’s industry, while also discussing the latest consolidation trends. Music credit: Tea K Pea “highabove”/Creative Commons www.flightglobal.com/airline-business

Spirit, Brazil, Q3 earnings and Trump thoughts

Graham and Lewis discuss Spirit Airlines' Chapter 11 announcement while considering what a Trump presidency might mean for the industry. They also examine the latest goings on in Brazil, where Azul and Gol are attempting to overcome different challenges, before looking at some aggregate data from the third-quarter earnings season. Music credit: Tea K Pea “highabove”/Creative Commons. Read more on the Airline Business website: http://www.flightglobal.com/airline-business

Why are airlines talking about aircraft delivery delays again?

Graham and Lewis discuss early signs in the third-quarter earnings season. They then examine the impact of more bad news on aircraft delivery delays, as Boeing grapples with strike action from machinists. Finally, they look back on this year’s IATA World Sustainability Symposium and what stakeholders had to say about progress towards the net-zero target. Music credit: Tea K Pea “highabove”/Creative Commons. Airline growth aspirations still crimped by ongoing OEM supply challenges https://www.flightglobal.com/analysis/airline-growth-aspirations-still-crimped-by-ongoing-oem-supply-challenges/160321.article United focuses on Boeing’s long-term stability over immediate delivery delays https://www.flightglobal.com/analysis/united-focuses-on-boeings-long-term-stability-over-immediate-delivery-delays/160327.article Delta’s ‘premium’ products providing edge over US competitors https://www.flightglobal.com/analysis/deltas-premium-products-providing-edge-over-us-competitors/160265.article Why IATA chief economist expects ‘huge airline windfall’ from lower oil prices https://www.flightglobal.com/analysis/why-iata-chief-economist-expects-huge-airline-windfall-from-lower-oil-prices/160080.article Airlines call for global policies and collaboration in net-zero push https://www.flightglobal.com/analysis/airlines-call-for-global-policies-and-collaboration-in-net-zero-push/160113.article

Learnings from earnings and China's recovery

Graham and Lewis discuss the recent airline earnings season after more clarity emerged on the European fare situation. They also examine capacity trends among Chinese carriers. Music credit: Tea K Pea “highabove”/Creative Commons. Fares enough? Ryanair rows back on European yield concern https://www.flightglobal.com/analysis/fares-enough-ryanair-rows-back-on-european-yield-concern/159789.article Why Lufthansa Airlines is suffering more than other airlines in the group https://www.flightglobal.com/analysis/why-lufthansa-airlines-is-suffering-more-than-other-airlines-in-the-group/159425.article Q2 2024 performance report for benchmark European airlines https://www.flightglobal.com/analysis/q2-2024-performance-report-for-benchmark-european-airlines/159834.article China’s top carriers again flag international uncertainty and competitive pressures https://www.flightglobal.com/analysis/chinas-top-carriers-again-flag-international-uncertainty-and-competitive-pressures/159808.article China’s international travel recovery story reveals different paths https://www.flightglobal.com/analysis/chinas-international-travel-recovery-story-reveals-different-paths/159616.article

What's going on in Europe's earnings season?

Graham and Lewis discuss the confusing picture that has emerged in the first half of the earnings season in Europe, plus the actions under way at US low-cost carriers as they seek to boost revenues and what might be in store in the Asia-Pacific region. They then look back at this year's Farnborough air show, which was a quiet one order-wise by historical standards, before taking an in-depth look at some of the winners from this year's Airline Strategy Awards. Music credit: Tea K Pea “highabove”/Creative Commons. Four days that brought high-flyers Delta and Ryanair back down to earth https://www.flightglobal.com/analysis/four-days-that-brought-high-flyers-delta-and-ryanair-back-down-to-earth/159388.article Timing counts for Southwest move to ditch flagship seating policy https://www.flightglobal.com/analysis/timing-counts-for-southwest-move-to-ditch-flagship-seating-policy/159377.article Why are EasyJet and Ryanair expressing such contrasting views on yields and demand? https://www.flightglobal.com/analysis/why-are-easyjet-and-ryanair-expressing-such-contrasting-views-on-yields-and-demand/159337.article Air France-KLM drops pace during Olympics but stays on track https://www.flightglobal.com/analysis/air-france-klm-drops-pace-during-olympics-but-stays-on-track/159380.article Why Lufthansa Airlines is suffering more than other airlines in the group https://www.flightglobal.com/analysis/why-lufthansa-airlines-is-suffering-more-than-other-airlines-in-the-group/159425.article Spirit Airlines rolls out new fare bundles and blocked seats in up-market bid https://www.flightglobal.com/analysis/spirit-airlines-rolls-out-new-fare-bundles-and-blocked-seats-in-up-market-bid/159413.article Isom hopes for quick wins as American rebuilds sales and slows capacity growth https://www.flightglobal.com/analysis/isom-hopes-for-quick-wins-as-american-rebuilds-sales-and-slows-capacity-growth/159383.article Slow business at Farnborough reflects industry taking stock https://www.flightglobal.com/analysis/slow-business-at-farnborough-reflects-industry-taking-stock/159396.article Airline Strategy Awards recognises leaders of Delta, Emirates and IndiGo https://www.flightglobal.com/analysis/airline-strategy-awards-recognises-leaders-of-delta-emirates-and-indigo/159223.article