The Air Show

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The Air Show goes to an airshow Jul 31, 2024

Show notes

Jon Ostrower spent time at this year's Farnborough International Airshow, and he brought back all kinds of knowledge to share. Who had the most orders (and does anyone care)? What airplane is going to be able to take off on its own? Who might very well be running Boeing by the time this episode goes live? It's all there this week.

A programming note: This is our last episode before a two week break. We'll be back the week of August 19.

We would like to thank Ferrovial and TCG Digital for sponsoring The Air Show.

Questions, responses or feedback? Visit www.theairshowpodcast.com to get in touch with us.

The ULCC cycle of death Jul 25, 2024

Show notes

It is not looking great for ultra-low-cost carriers based in the U.S. — especially Frontier and Spirit. Brian Sumers and Brett Snyder discuss what's making business tough for the ULCCs, a dark prediction for the sector from a premium airline's CCO, and some possible solutions for these airlines.
We would like to thank TCG Digital for sponsoring The Air Show.
Questions, responses or feedback? Visit www.theairshowpodcast.com to get in touch with us.

Alaska searches for light in winter Jul 18, 2024

Show notes

Alaska Airlines is on a mission to do something about its dark, dismal winters (and no, we're not just talking about this past winter's foibles). The airline has been trying to figure out a profitable winter strategy that works for its West Coast-heavy network since its very gloomy 2023 Q1. Brian Sumers, Jon Ostrower and Brett Snyder discuss the new routes the airline announced this week, and what it forecasts for the U.S.'s fifth largest airline.
We would like to thank TCG Digital for sponsoring this episode.
Questions, responses or feedback? Visit www.theairshowpodcast.com to get in touch with us.

Delta is still on top Jul 12, 2024

Show notes

Delta had a strong second quarter and its executives were more talkative than usual about the state of the industry. Brian Sumers and Jon Ostrower discussed Delta's numbers, its fleet management and operations, and the issue of overcapacity in the US airline market.
We would like to thank TCG Digital for sponsoring this episode.
Questions, responses or feedback? Visit www.theairshowpodcast.com to get in touch with us.

Can airlines learn from WestJet? Jul 02, 2024

Show notes

The last twelve years have been a transformative era for WestJet — management has added complexity and made strategic decisions yielding mixed results for the current business climate. But it's a more interesting and complicated story than that, as Brian Sumers and Brett Snyder discuss.
We would like to thank TCG Digital for sponsoring this episode.
Questions, responses or feedback? Visit www.theairshowpodcast.com to get in touch with us.

Boeing's unforced error Jun 28, 2024

Show notes

Jon Ostrower talks with Brett Snyder about the two days he spent at Boeing this week, touring factories and walking the line and hearing from Boeing executives...and what happened when the NTSB heard what was going on. Visit theairshowpodcast.com to get in touch with us.

Southwest faces its biggest challenge Jun 20, 2024

Show notes

Weeks ago, we planned to discuss Southwest's underperformance — but so much has happened since then. Legacy-loving Southwest now has an activist investor, which bought more than 10 percent of company shares and has launched an effort to blow up the board and fire CEO Bob Jordan. Brett Snyder, Jon Ostrower and Brian Sumers discuss the post-pandemic state of Southwest that likely led Elliott Investment Management to make this play for control, and the play itself. Questions, comments, or suggestions? Get in touch with us: theairshowpodcast.com

The IATA AGM report + Ben Smith interview Jun 13, 2024

Show notes

Jon Ostrower and Brian Sumers interview Air France-KLM CEO Ben Smith, and they catch up with Brett Snyder about this year's IATA annual general meeting — how useful it is as an observer of the industry, the elevator interactions with airline executives (the good, the bad and the very awkward), and Enrique Iglesias.

The Scott Kirby interview Jun 03, 2024

Show notes

United CEO Scott Kirby joins Brian Sumers and Jon Ostrower for a wide-ranging interview from the IATA general meeting in Dubai. Kirby discussed Boeing and the duopoly of airplane manufacturers, his outlook on United's competitors and U.S.-based ULCCs, and his analysis of United's success.
We would like to thank Anuvu for their sponsorship of The Air Show.
Questions, responses or feedback? Visit www.theairshowpodcast.com to get in touch with us.

The spectacular failure of American's commercial strategy May 30, 2024

Show notes

Vasu Raja — American's chief commercial officer who remade the airline's distribution strategy and network to less-than-stellar performance — is now out of a job. What happens next? Brett Snyder and Brian Sumers discuss Raja's ouster, the unfinished projects that will be left for his successor and CEO Robert Isom, and more.
Would you like to reach top talent at global airlines with a message on our podcast? Get in touch with us at theairshowpodcast.com.

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