Welcome to the fifth episode of the Airways Podcast, the digital audio extension of our team’s world class written content. To recap, the idea behind this podcast is to do a weekly deep-dive into three or four important aviation stories or trends, with a particular focus on aerospace and the U.S. airline industry. This is not a news podcast (in fact almost everything we cover will have been written about on the site by the time we discuss it) but rather one focused on in-depth analysis and assessment.
This week’s episode features Senior Business Analyst Vinay Bhaskara, Columnist R, Columnist Alex McIntyre. Topics covered this week include
- 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 R 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, R has to fly two legs with United wearing a t-shirt that says “I love Jeff Smisek”
- If R 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)
As we evolve the format of this new Airways feature, we would love your feedback as we look to find the optimal mix. And for now, consider this “Podcast Unplugged”. We’ll be adding production value enhancements as we move forward, in addition to special guests and contributors. Please let us know your thoughts in the comments below or directly via email.