Airline Weekly Lounge

Big news in the U.S. ultra-low-cost-carrier market this week, as Spirit and Frontier announced their plans to merge. Meanwhile, Allegiant's long-serving CEO Maury Gallagher, who helmed one of the most profitable airlines in the world, announced his retirement. Madhu Unnikrishnan and Edward "Ned" Russell. discuss the hurdles ahead for the merger, why Gallagher's retirement is significant, as well as why India's IndiGo is not concerned about a revitalized Air India.

Boeing hinted it would launch a new aircraft, and it did: The 777-8F, a freighter variant of its 777X program. Launch customer Qatar Airways put in an order for up to 50 of the new aircraft. Meanwhile, Ryanair's normally bullish CEO Michael O'Leary is less confident about summer demand. And network changes at the discounter make us wonder where the airline will put all its new Boeing 737 Maxes, or as Ryanair calls them "Gamechangers." Madhu Unnikrishnan and Edward "Ned" Russell ask why Ryanair is still trying to make "fetch" happen.

Cathay Pacific is struggling under new travel restrictions from the Hong Kong government, and the lack of any significant support from the government means it’s back in the red. Hosts Edward “Ned” Russell and Madhu Unnikrishnan also discuss cargo’s continued growth in 2021, and Airbus’ plan to launch a new cargo carrier with its bulbous Belugas, and they wrap with the throughline from the U.S. Big 3’s results.

The rollout of 5G wireless technology threatened major disruptions to the U.S. air transport system until it didn’t, in a crisis that J.P. Morgan analyst Jamie Baker likened to Y2K. Hosts Madhu Unnikrishnan and Edward “Ned” Russell also discuss the pilot shortage, and what they expected from American Airlines and United Airlines 2021 results.

Airbus and Boeing have split the commercial aircraft market for a while, but analysts say Boeing could become the junior partner if it doesn't come up with something for the middle of the market. Hosts Madhu Unnikrishnan and Edward "Ned" Russell chew on Boeing's options and discuss Airbus's rather good 2021.

It should have been a great holiday season for the U.S. industry, with bookings approaching 2019 levels, but a combination of Omicron-related crew shortages and terrible weather forced airlines to cancel thousands of flights. Edward Russell and Madhu Unnikrishnan dig into what happened and discuss the FAA's spat with the Commerce Department over 5G networks.

Who is Robert Isom? Madhu and Ned discuss American Airlines' new CEO, and recount retiring CEO Doug Parker’s long career. Also, Southwest Airlines is cautious for 2022, while Azul charges ahead with the bulls.

This week Edward Russell and Madhu Unnikrishnan mull the new Omicron variant, and what impact it may — or may not — have on the airline recovery. Also, how EasyJet and SAS did during their 2021 fiscal years (hint: Lots of red), and the busy, yet uneventful, Thanksgiving holiday travel week in the U.S.

Like many airline chiefs, Doug Parker is “bullish” on the future, particularly after a surge in demand for transatlantic flights after the travel ban lifted on Nov. 8. But American Airlines is poised to begin 2022 as a larger airline — despite labor woes. Speaking at Skift Aviation Forum on November 17, 2021, Parker said business travel will return to 2019 levels, at some point. Listen now for the full interview with Skift Airline Weekly Editor Madhu Unnikrishnan.  Read more coverage of the aviation industry at airlineweekly.com

"We will win customers on quality,” Kirby said at the Skift Aviation Forumon November 17, 2021. And he had plenty of examples quality improvements to cite: The addition of premium-heavy “high-J” Boeing 767-300ERs that fly to Europe, the Bombardier CRJ-550 that met pilot contract rules while bringing a dual-class product to smaller cities, and a return of in-seat entertainment screens to its domestic mainline narrow-body fleet to name a few. And, while further out, United is investing in new spaces in Denver and Newark, and possibly in Washington, D.C. Listen now for the full interview with Skift contributor Brian Sumers.  Read more coverage of the airlines industry at skift.com/airlines