Airlines

Category Archives for Airlines.

Delta’s CFO Explains Why They’re Successful Today and Where Tomorrow’s Profits Will Come From

delta plane
Sep 04 2019

Delta Chief Financial Officer Paul Jacobson spoke at an industry analyst conference to make the case that their successes aren’t the result of being farther into their merger than competitors. There are specific things they’ve done that make them profitable, and they have a list of things they plan to do to grow profits growing forward.

This has implications for how other airlines run their businesses, and for what customers need to expect from flying Delta.

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American Airlines President Robert Isom Promises ‘No Excuses’ While Doubling Down on Failing Strategy

Sep 04 2019

At the Cowen and Company 12th Annual Global Transportation Conference, while promising “no excuses,” American Airlines President Robert Isom essentially doubled down on everything that he and American leadership have said before: if only mechanics hadn’t engaged in an ‘illegal work slowdown’ and the MAX hadn’t been grounded the airline would have the financial performance they’re looking for because they’d have been able to continue Project Oasis, adding more less comfortable seats onto planes.

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New Leaks About United’s Fleet Plans: New p.s. Aircraft and Changes to Domestic 777s

united planes runway
Sep 04 2019

JonNYC is usually a source of leaks about American Airlines, however over the weekend he broke Delta news and he’s expanded his portfolio by tweeting out United’s fleet plans.

We’re getting details on United’s plans for their 737 MAX 10 aircraft, thinking on a new Boeing 757 replacement, and changes to their ‘domestic’ Boeing 777s.

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American Airlines Throws Down Against United Over the Environment

parker talking to somebody
Sep 02 2019

I wrote the other day in a Forbes.com piece about a bit of a feud between American Airlines and United over the best approach to the environment, the CEO of American calling out United’s biofuel efforts as being largely meaningless compared to American’s investment of newer, more modern and fuel efficient aircraft.

It turns out Parker is right on the science.

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The Trick Singapore Airlines Killed When They Eliminated Last Minute Waitlisting for Awards

flight attendants posing
Sep 02 2019

August 14 Singapore Airlines made a huge change to the ability to waitlist for award tickets. All wait list requests are cancelled 14 days prior to travel. There are no more last minute wait lists.

Singapore says the new rules ‘promote certainty’ and that’s certainly true. You know you cannot clear a wait list close to departure, because Singapore won’t allow it.

But why did they make this change?

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American Airlines Has Already Written Down a Quarter of Its Investment in China Southern

china memorial
Sep 02 2019

In the second quarter American Airlines wrote down the value of its investment in China Southern airlines. In response to a question about financials, the airline told employees “Non-operating special items principally included $52 million of mark-to-market net unrealized losses primarily associated with the company’s equity investment in China Southern Airlines.” $52 million would equate to 26% of the original $200 million investment in China Southern made just two years earlier.

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6 New Cost Cuts at JetBlue: Are They Even Trying to Be Just a Little Less Bad Than Competitors Anymore?

jetblue plane
Sep 01 2019

The airline is beloved, though much of the credit they get is based on past efforts. JetBlue isn’t nearly as good as it once was, they even led last year’s checked bag fee increase. They’ve squeezed seats, just not as much as American, Delta, and United. And their Achilles heel is operational reliability,

Six new cost cuts continue the multi-year quest to become merely ‘a little less bad’ than competitors continues apace.

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