Delta's Profit Machine

Delta's Profit Machine

Author: Skift October 13, 2023 Duration: 25:42
The reaction to Delta Air Lines' controversial loyalty program changes so far have proved more bluster than anything else. Its profit, and outlook, remain sound even as U.S. domestic demand slows to "steady." Edward Russell and Jay Shabat discuss. Plus, Virgin Australia is (finally) back in the black. Reading List Delta Profit Intact After Controversial SkyMiles Changes The U.S. Economy’s Secret Weapon: Seniors With Money to Spend Virgin Australia Back to Profitability but Still Faces Uphill Battle Versus Qantas

Step inside the Airline Weekly Lounge, a podcast from Skift where the editors behind the industry publication gather for a deeper, more conversational look at the world of commercial flight. This isn't just a recap of headlines; it's a focused exploration of the complex forces shaping how airlines operate, compete, and ultimately survive. Each episode digs into the week's most intriguing developments, from fleet strategies and route networks to labor dynamics and the evolving culture of travel, always with a keen eye on the bottom line. The central, driving question remains: how do carriers actually turn a profit in this famously volatile business? You'll hear analysis that connects financial results to real-world operations, discussing everything from premium cabin innovations and loyalty program economics to airport politics and environmental pressures. The tone is informed and accessible, peeling back the layers on both major global network carriers and regional players. For anyone curious about the business realities behind their boarding pass, this podcast offers a regular dose of context and clarity, revealing the intricate balance of economics, service, and strategy that keeps the industry aloft. Join the editors in the lounge for a perspective that goes beyond the news cycle.
Author: Language: English Episodes: 422

Airline Weekly Lounge
Podcast Episodes
Delta Air Lines Pilots' New Benchmark [not-audio_url] [/not-audio_url]

Duration: 22:27
Labor is making big headway at U.S. airlines. The Air Line Pilots Association reached an agreement-in-principal with Delta Air Lines in a deal that could set a new benchmark for pilot pay if ratified. Edward Russell and…
EasyJet's Unique Comeback Tale [not-audio_url] [/not-audio_url]

Duration: 23:33
EasyJet is making good on its recovery plan. From expanding at slot-constrained airports like Lisbon and opening new seasonal bases in Greece, the airline is on its way back to the black. Edward Russell and Jay Shabat di…
The Future of Aircraft Leasing With Steven Udvar-Hazy [not-audio_url] [/not-audio_url]

Duration: 30:39
Airlines want more planes to meet travel demand but, with supply chains backed up, there are few new models to go around. That's good news for aircraft lessors with more than 90 percent of leases being renewed, up from a…
A Thanksgiving Week of Travel [not-audio_url] [/not-audio_url]

Duration: 15:46
Thanksgiving travel in the U.S. is back, said Airlines for America President and CEO Nicholas Calio. But while it will be as busy as it was three years ago, it will also be different as more people take blended trips and…
Turkish Airlines Blowout [not-audio_url] [/not-audio_url]

Duration: 22:00
Turkish Airlines had a blowout third quarter. The airline's revenues and capacity are way up from 2019 with no pause in sight. Edward Russell and Jay Shabat discuss Turkish's outlook. Plus, Ryanair's cautious outlook des…
Europe's Airline Merger Mania [not-audio_url] [/not-audio_url]

Duration: 24:33
Air France-KLM wants TAP Air Portugal, but so does International Airlines Group. IAG also wants Air Europa, and maybe even EasyJet. And the Lufthansa Group is back in play for ITA Airways. Edward Russell and Jay Shabat d…
Norwegian Air's Turnaround [not-audio_url] [/not-audio_url]

Duration: 21:05
Who would have thought three years ago that we'd be talking about the bright future for Norwegian Air? One restructuring and pandemic later, and the discounter is profitable and taking corporate travel share from competi…
Latin American Airline Caution [not-audio_url] [/not-audio_url]

Duration: 25:55
Latin American airline executives are mostly bullish on the near-term outlook but, given their exposure to the strong U.S. dollar and other macro pressures, are cautious about what the new year may hold. Edward Russell a…
Is Travel Countercyclical? [not-audio_url] [/not-audio_url]

Duration: 22:42
Delta Air Lines CEO Ed Bastian claimed this week, after his airline reported a robust third quarter profit and sees seemingly unsated demand, that travel is "countercyclical" to the economic winds. And he's not alone, In…
The World’s All-Star Airports [not-audio_url] [/not-audio_url]

Duration: 21:03
What's the ado with Austin, Cancun, Ho Chi Minh City, Paris Orly, and Riyadh? All of the airports are seeing tremendous growth above pre-pandemic levels. Edward Russell and Jay Shabat discuss why. Plus, Boeing's 737 Max:…