Airways Podcast

Latest Episodes:

Pakistan International Airlines [Deep Dive #1] Aug 26, 2016

Show notes

Pakistan International Airlines is the topic of the first Deep Dive bonus segment of the Airways Podcast, Airways Senior Business Analyst Vinay Bhaskara and Columnist Rohan Anand discuss recent news about PIA's long haul fleet (0:38), PIA considering the 787 (4:52), PIA's need for fleet rationalization (9:23), PIA's worsening financial results (10:34), PIA's long haul network challenges (13:00), Rohan's Pakistani roots and PIA's meaning to its employees (15:54), our first South Asian airline experiences (20:42), Vinay's upcoming Boeing article in Airways Magazine (23:52)

Network Beat #1 - Delta's Boston Buildup Aug 24, 2016

Show notes

This week in the first Network Beat bonus segment of the Airways Podcast, Airways Senior Business Analyst Vinay Bhaskara and Columnist Rohan Anand discuss Delta's recent buildup in Boston (0:25), what Delta is doing in Raleigh-Durham (8:40), Southwest Airlines has lots of hubs (11:05), what Southwest's hubs are (14:20), how JetBlue will respond to Delta in Boston (17:12)

Episode 9 - Delta's New Business Class and Alaska - Virgin Aug 23, 2016

Show notes

This week, Airways Senior Business Analyst Vinay Bhaskara and Columnist Rohan Anand cover a variety of topics including Delta's new business class suite product (0:50), a new focus on premium economy for US airlines (8:52), the poor state of airline IT operations (9:00), clickbait articles that attempt and fail to draw parallels to the broader societal question of inequality with premium cabins vs. economy cabins (12:02), what's wrong with LATAM (16:20), whether LATAM is delivering outsized returns in the South American market (24:50), Scoot's new route from Singapore to Athens (27:30), the unproven nature of Asia-Europe long haul low cost operations (36:15), checking in on the Alaska-Virgin merger (39:26), and their weekly short takes (47:24).

Episode 8 - Delta's Asia Strategy and IT Outage Aug 16, 2016

Show notes

Airways Sr. Business Analyst Vinay Bhaskara, Columnist Rohan Anand, and Editor in Chief Enrique Perella hone in on the IT issues that are plaguing US airlines, discussing the Delta Outage (0:51), the impact on Delta's sterling operational record (5:20), the poor state of airline IT operations (9:00), the need for a new technology paradigm in the US airline industry (19:00), the second official Airways bet (23:20), Delta dismantling its Narita hub (26:30), the impact of Delta's Narita drawdown on SkyTeam frequent flyers (31:18), Delta's long run Asia strategy (33:30), American moving to make all in-flight entertainment free (40:50), and our weekly short takes (43:33).

Episode 7 - Emirates 777 Crash Landing + Southwest's IT & Labor Issues .mp3 Aug 09, 2016

Show notes

Airways Sr. Business Analyst Vinay Bhaskara and Columnists Rohan Anand and Alex McIntyre wrap up coverage of Q2 earnings for US airlines, discussing the Emirates 777 crash landing in Dubai earnings (0:37), the new law requiring airlines to refund checked baggage fees for bags that are delivered late to passengers (8:40), Spirit's Q2 earnings and its focus on operational improvements (14:22), Allegiant's Q2 earnings and A320 purchase (19:21), ULCC route strategy for Spirit/Allegiant/Frontier (27:15), Southwest Airlines' IT and labor relations issues (46:50), and our weekly short takes (1:01:54).

Episode 6 - Should United Dehub Washington Dulles and Los Angeles Aug 02, 2016

Show notes

Airways Sr. Business Analyst Vinay Bhaskara and Columnist Rohan Anand continue coverage of Q2 earnings for US airlines and dive into international markets tied to the US, discussing American's Q2 earnings (0:50), American's A350 deferral (9:29), JetBlue's Q2 earnings and the prospects of the A321neo (17:35), US - Mexico Open Skies (28:00), the US declines to adjust open skies with Middle Eastern countries (37:42), should United dehub Washington Dulles and Los Angeles, and our weekly short takes (1:03:48).

Episode 5 - US Airline Earnings, Haneda, and a PRASM Rant Jul 26, 2016

Show notes

Airways Sr. Business Analyst Vinay Bhaskara and Columnists Rohan Anand and Alex McIntyre do a deep dive into Q2 earnings for US airlines, discussing the following topics:

Delta's Q2 earnings (1:05)
United's Q2 earnings (8:09)
The parallels between United and Boeing (14:05)
The first official Airways Podcast bet (16:59)
- Vinay bet Rohan that United would close it's margin gap to Delta and American by 30% within 2 years (i.e. Q2 of 2018)
- If Vinay wins the bet, Rohan has to fly two legs with United wearing a t-shirt that says "I love Jeff Smisek"
- If Rohan wins the bet, Vinay has to fly 8 hours of Spirit in last row economy.
Southwest's Q2 earnings (20:05)
Ranting about PRASM and investor focus on the metric (21:32)
Alaska and Hawaiian Earnings (35:40)
Alaska's new routes from Newark (37:52)
JetBlue Plans Re-Entry to the Atlanta Market (42:08)
Hawaiian's route network shift (45:34)
The DOT's daytime slots for Tokyo Haneda routes for US carriers (48:22)
Our weekly short takes (54:50)

Episode 4 - Farnborough Recap Jul 14, 2016

Show notes

In Episode 4 of the Airways Podcast Vinay Bhaskara, Rohan Anand and Enrique Perella recap the 2016 Farnborough International Airshow and cover key news stories like AirAsia's order for 100 Airbus A321neos, the growth of secondary airports in China, and Boeing's approach to the Middle of Market (MOM).

Episode 3 - Brexit, Brazil, & The Terror Attack in Istanbul Jul 08, 2016

Show notes

In Episode 3 of the Airways Podcast Vinay Bhaskara, Rohan Anand tackle the terror attack in Istanbul, the implications of Brexit, developments from Southeast Asian carriers planning new routes to the US, changes in Brazil's rules on foreign ownership of its airlines, and Iran's potential order for Boeing airplanes.

Episode 2 - Norwegian Air Shuttle, Indian Liberalization, and Cuddlier ULCCs Jun 29, 2016

Show notes

In Episode 2 of the Airways Podcast, Vinay Bhaskara, Rohan Anand, and Alex McIntyre open the show by discussing the battle between Norwegian Air Shuttle and US airlines and their workers. We also cover United Airlines' new plan to add $3.1 billion in profits by 2018 and recent moves by ULCCs Frontier Airlines and Spirit Airlines to improve customer service and invest in their product. Then the episode wraps up with a discussion of India's newly liberalized civil aviation policy.

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