The Air Show

The top U.S.-based airline continues to play it cool. Delta's execs were casual during the airline's most recent investor day — yes, Delta's targeting younger, more affluent customers and it's experimenting with A.I. for revenue management, but why overstate the possibilities? Jon Ostrower, Brian Sumers and Brett Snyder talk about the state of calm, cool, confident Delta. Is it too confident? Could it use some humility, as United is motivated to overtake it? We would like to thank Juliett Alpha [https://www.juliettalpha.com/] for sponsoring this episode. Questions, responses or feedback? Visit www.theairshowpodcast.com [http://www.theairshowpodcast.com/] to get in touch with us.

Marty St. George joins the show this week to discuss his second stint at JetBlue, this time as president. With Brian Sumers, Jon Ostrower and Brett Snyder, St. George discusses the turnaround he intends to oversee at the struggling JetBlue to improve its profitability, culture, and operations (called Jet Forward). St. George also talked about how he's evolved as a manager and decision-maker, his dream airplane and how to deal with the effects of Pratt engine issues, and more. We would like to thank Accelya [http://www.accelya.com] for sponsoring this episode. Questions, responses or feedback? Visit www.theairshowpodcast.com [http://www.theairshowpodcast.com/] to get in touch with us.

The A321XLR entered service with Iberia on November 14, and so begins the next generation of long-haul, narrowbody flying. Will this usher in an era of new and exciting routes or will it just end up being a 757 replacement? Brett, Brian, and Jon ponder that topic in this week's episode. Visit www.theairshowpodcast.com [http://www.theairshowpodcast.com/] to get in touch with us.

Is the drama over? Is this a ceasefire? An agreement to cooperate? Brett Snyder, Brian Sumers and Jon Ostrower discuss the recent détente between Southwest Airlines and Elliott Investment Management. Elliott gained five of Southwest's 13 board seats, and the two sides agreed to table the rest of their disagreements until Valentine's Day 2026. Will Southwest fix its revenue problem by then? We would like to thank Rokt [https://www.rokt.com/travel/] for sponsoring this episode. Questions, responses or feedback? Visit www.theairshowpodcast.com [http://www.theairshowpodcast.com/] to get in touch with us.

The Boeing strike continues. On Wednesday, 64% of machinists rejected Boeing's negotiated proposal, extending the strike indefinitely. Earlier that day, Boeing's third-quarter earnings revealed an expected $6.2 billion loss and an official delay until 2026 of the 777X. It's not great, for really anyone. Jon Ostrower discusses the dynamics here with Brian Sumers and Brett Snyder. We would like to thank our sponsor, Intelsat [https://www.intelsat.com/nonstop/]. Questions, responses or feedback? Visit www.theairshowpodcast.com [http://www.theairshowpodcast.com/] to get in touch with us.