Airways Podcast

This week in the Network Beat bonus segment of the Airways Podcast, Airways Senior Business Analyst Vinay Bhaskara and Columnist Rohan Anand discuss Delta’s route network changes at Washington Reagan (0:38), the re-distribution of growth for Delta’s western hubs (6:08), and Seattle vs. Los Angeles for Delta (8:14).

This week, Airways Senior Business Analyst Vinay Bhaskara and Columnist Rohan Anand discuss the British Airways - Qatar Airways JV (0:45), Air Canada expanding with six new long haul routes including Toronto-Mumbai (13:00), United Airlines signing a new lease agreement at Washington-Dulles (25:17), the Delta - Virgin Australia JV (32:41), and our weekly short takes (43:06).

This week in the Network Beat bonus segment of the Airways Podcast, Airways Senior Business Analyst Vinay Bhaskara and Columnist Rohan Anand discuss airberlin’s restructuring program (0:30), pessimism about airberlin’s profitability (8:30), Etihad learning that money isn’t a miracle cure for underperforming airlines (13:14), and Eurowings failing at every step of the way while growing larger and larger (18:22)

This week in the Deep Dive bonus segment of the Airways Podcast, Airways Senior Business Analyst Vinay Bhaskara and Columnist Rohan Anand discuss LOT Polish Airlines (0:22), LOT’s spectacular growth (4:05), and whether LOT should remain in Star Alliance (7:22).

This week, Airways Senior Business Analyst Vinay Bhaskara and Columnist Rohan Anand discuss the DOJ holding up the Alaska-Virgin merger (2:22), Air France - KLM considering a long haul low  cost merger (21:46), Lufthansa Group acquiring 100% of Brussels Airlines (33:16), and our weekly short takes (43:43). 

This week in the Network Beat bonus segment of the Airways Podcast, Airways Senior Business Analyst Vinay Bhaskara and Columnist Rohan Anand discuss European carrier’s expansion on the West Coast (0:22), (2:42), the logic behind San Francisco for Finnair (6:18), where Finnair should grow next in Asia (11:20). 

This week, Airways Senior Business Analyst Vinay Bhaskara and Columnist Rohan Anand discuss why Notre Dame (football) sucks (0:11), the thaw in the Delta - Korean Air relationship (1:51), Hawaiian Airlines planning European expansion and considering the Airbus A380 (11:42), Rohan lyricizes about Hawaii and Vinay is an elitist snob (24:06), Emirates begins charging for seat selection and adding ancillary fees (25:17), Vinay hates everything and wants to see the world burn (34:30), the explosive growth at IndiGo Airlines and SpiceJet (35:02), Rohan hates SpiceJet (www.rohananand.com) (43:00), and our weekly short takes (44:00). 

This week in the Network Beat bonus segment of the Airways Podcast, Airways Senior Business Analyst Vinay Bhaskara and Columnist Rohan Anand discuss Kuwait Airways’ long haul expansion (0:23), the mixed effect of low fuel prices on Kuwait Airways’ (2:42), Kuwait City quietly becoming a connecting hub (4:08), Kuwait Airways’ need to grow in Asia and Africa (7:42)

This week in the Deep Dive bonus segment of the Airways Podcast, Airways Senior Business Analyst Vinay Bhaskara and Columnist Rohan Anand discuss the market for very large airplanes (VLAs), focusing on the Boeing 747-8 and Airbus A380 production cuts (0:30), the killing blow of the Boeing 777-9X (2:15), the declining attractiveness of four-engine aircraft (5:13), whether the A330 has played any role in killing VLAs (9:07), the shifting focus of Boeing and Airbus (12:14), Iran’s VLA orders (15:50), and what’s next for the 747-8i (18:02).

This week, Airways Senior Business Analyst Vinay Bhaskara and Columnist Rohan Anand cover a variety of topics discussing the weather in Boston and Dallas and Boston vs. Chicago (0:15), Qantas’ record net pre-tax quarter for fiscal year 2015-16 (2:52), the problems facing South African Airways (18:29), American Airlines retires 20 McDonnell Douglas MD-80s (29:32), British Airways cuts back on service (37:27),  their weekly short takes and Rohan hates Binghamton (www.rohananand.com) (47:02).

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)  

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)

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).

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).

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).

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).

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)

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).   

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.

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.