Air France-KLM's Outlook

FromAirline Weekly Lounge

Start listening View podcast show

Air France-KLM's Outlook

FromAirline Weekly Lounge

ratings:

Length:

28 minutes

Released:

Jan 5, 2024

Format:

Podcast episode

Description

What does Air France-KLM think of the future? It's bullish. Jay Shabat and Edward Russell discuss the group's recent investor day.
Reading List

Air France-KLM Bullish on the Future

TAP Air Portugal Sale Delayed Up To a Year, Air France-KLM CEO Says

Released:

Jan 5, 2024

Format:

Podcast episode

Titles in the series (100)

The editors of Skift Airline Weekly discuss the most interesting developments within the commercial airline industry. In keeping with Skift Airline Weekly’s style, conversation generally centers on one question: How do you make money in this industry?

Skip carousel

Airline Weekly Lounge Episode 9: A New Frontier: Posting a $54m profit in its second quarter, Frontier Airlines has joined the ranks of America’s most profitable airlines. Frontier and America’s other ultra-low-cost carrier, Spirit, are both highly profitable and have big growth ambitions. As long as o... by Airline Weekly Lounge
25 min listen
Airline Weekly Lounge Episode 18: Korean Air's Success Amid the Struggle: The number of challenges facing Korean Air could fill an A380. Nonetheless the airline remains quite profitable. Korean Air’s prime competitor, Asiana, has not been as fortunate, and we discuss the differences. Meanwhile, Aegean Airlines is doing just fi... by Airline Weekly Lounge
25 min listen
Airline Weekly Lounge Episode 10: Southwest’s Golden Years: In airline years, Southwest is certainly old enough to be put out to pasture. Instead, the massive airline is making money like never before. Could some of its contrarian moves, like no bag fees, actually be working? Or is it something else? Oil prices a... by Airline Weekly Lounge
20 min listen
Airline Weekly Lounge Episode 2: Postcards from the Hedge: American Airlines doesn’t hedge its jet fuel, and now it’s enjoying the fruits of that somewhat contrarian strategy. Is AA onto something here? Is fuel hedging a smart play? Will other airlines mimic AA and reject hedging altogether? Those are some of th... by Airline Weekly Lounge
23 min listen
Airline Weekly Lounge Episode 1: Can It Get Any Better?: Our inaugural episode of the Airline Weekly Lounge went live today. Within it, Seth Kaplan and I discuss this golden age for U.S. aviation. Can profits get any better? Along those lines, Delta reported earnings last week. They were exemplary, of course, ... by Airline Weekly Lounge
25 min listen
Airline Weekly Lounge Episode 13: Great American: Well that didn’t last long. American Airlines, the biggest carrier in the world, set a new quarterly profit record, with a $1.9b net profit in the third quarter. Of course, there are some technicalities at play here, but it broke Delta’s two-week old rec... by Airline Weekly Lounge
22 min listen
Airline Weekly Lounge Episode 11: Lufthansa's Competition Grows: Lufthansa is facing competition from Ryanair, Wizz Air, easyJet, Air Berlin, Vueling, Turkish Airlines, Emirates and probably your brother. Competition is not a new thing, but the severity is growing. Meanwhile, Air New Zealand resides in a small country... by Airline Weekly Lounge
24 min listen
Airline Weekly Lounge Episode 41: Korean Divergence: Why are we seeing such different results from the two big Korean airlines? Korean Air again overcame systemic challenges to deliver a standout performance in the first quarter. And although the fuel situation certainly helped, the story wasn’t only about... by Airline Weekly Lounge
25 min listen
Airline Weekly Lounge Episode 3: The European Earnings Picture Is Complicated: With most European airlines having now reported second-quarter earnings, the picture is filling in. But it’s a mosaic—not a portrait. Some carriers did well. Some did lousy. One thing we learned from Ryanair and Wizz Air is that it’s good to be an ultra-... by Airline Weekly Lounge
23 min listen
Airline Weekly Lounge Episode 4: The Wild, Wild Eastern Market: The creditors of bankrupt Skymark Airlines chose All Nippon Airways (ANA) as its equity partner going forward. This of course leaves Delta—again!—without a dance partner in Asia. With that news, we take the opportunity to consider the condition of Japan’... by Airline Weekly Lounge
23 min listen
Airline Weekly Lounge Episode 5: Cold Comfort in Canada: Canada may be a cold place, but right now its two major airlines are cruising along with comfortable profit margins. Still, what we’re seeing from WestJet and Air Canada is a far cry from what U.S. carriers are experiencing. Why is there such a disparity... by Airline Weekly Lounge
20 min listen
Airline Weekly Lounge Episode 12: Delta's Payday: How did Delta achieve its record-breaking quarter? We touch on some of the root causes, including Delta’s push for cheap aircraft and near-perfect operations. Also, we discuss Delta’s plan for flat or zero capacity growth in the fourth quarter. And will ... by Airline Weekly Lounge
20 min listen
Airline Weekly Lounge Episode 8: Africa's Biggest Airline?: Ethiopian Airlines is growing aggressively—and apparently profitably—while other African carriers are struggling. The airline’s centralized location seems to give it a big advantage over other African carriers. Meanwhile, Ethiopian doesn’t face a lot of ... by Airline Weekly Lounge
22 min listen
Airline Weekly Lounge Episode 17: EasyJet Does It: Not so surprisingly, easyJet wrapped up a strong earnings season in Europe with some strong numbers of its own. We looked at what’s working for easyJet but also why it can’t quite top rivals Ryanair or Wizz Air. Then it’s pretty much all downhill from th... by Airline Weekly Lounge
24 min listen
Airline Weekly Lounge Episode 7: Checkmate for United? Not Quite: Can United Airlines’ new CEO overcome the carrier’s inherent challenges? United is big, powerful and, at the moment, very profitable. But it’s also underperforming Delta and American. When United and Continental merged, it was supposed to be “checkmate.”... by Airline Weekly Lounge
25 min listen
Airline Weekly Lounge Episode 21: Ultra Low-Cost Competition: Ultra-low-cost carriers like Frontier Airlines are facing in 2016 a whole different animal—a beast that we call “fare compression.” In fact, America in 2016 might see a first-time experiment in which the ultra-low-cost model goes up against the forces of... by Airline Weekly Lounge
28 min listen
Airline Weekly Lounge Episode 16: Spirit Air CEO Interview: More than anything, Spirit Airlines’ business model is built on low fares, which it uses to stimulate demand and fill its planes. But what happens when fuel prices drop, enabling airlines like JetBlue to drop fares too? In a wide-ranging interview, we as... by Airline Weekly Lounge
29 min listen
Airline Weekly Lounge Episode 23: Relatively Resilient Revenues by Airline Weekly Lounge
25 min listen
Airline Weekly Lounge Episode 33: Is Virgin Merging With Alaska?: If the U.S. airline market were to see even more consolidation, what kind of effect would it have? That’s one question we consider in a discussion about the possible acquisition of Virgin America by another airline. We also talk about possible consolidat... by Airline Weekly Lounge
29 min listen
Airline Weekly Lounge Episode 19: American Air CEO Interview: Shouldn’t Doug Parker be dancing in the end zone? He is, after all, the CEO of a mega-airline with mega-profits at a time of economic strength and falling fuel prices. But even this airline has challenges. In this week’s episode, we ask him how American ... by Airline Weekly Lounge
37 min listen
Airline Weekly Lounge Episode 42: Ryanair's Runaway Success: Ryanair is like a runaway train, in that nothing seems to be able to stop it. Despite unfavorable hedges, terrorism, air traffic control strikes and plenty of economic weakness, the airline still managed to turn a profit during the historically weak firs... by Airline Weekly Lounge
32 min listen
Airline Weekly Lounge Episode 56: Frontier Airlines CEO Interview: Because Frontier Airlines is a non-publicly-traded carrier (which, for one thing, means it doesn’t have earnings calls), it’s all the more interesting to interview the airline's CEO Barry Biffle. Of course, we asked about a possible merger with Spirit or... by Airline Weekly Lounge
23 min listen
Airline Weekly Lounge Episode 31: Turkish Blend: It’s good to be a Gulf carrier—Gulf carriers are well positioned to connect the whole world. But it might be better to be a near-the-Gulf carrier like Turkish Airlines. Turkish offers a blend of service as an intercontinental carrier and also as a gatewa... by Airline Weekly Lounge
30 min listen
Airline Weekly Lounge Episode 14: IAG Is A-OK: Whew! The busiest week of earnings season has us hustling. We kick off our around-the-world sprint with IAG, the airline group that is British Airways, Iberia, Vueling and more recently Aer Lingus. While IAG led Europe’s Big Three in profits, Lufthansa n... by Airline Weekly Lounge
23 min listen
Airline Weekly Lounge Episode 24: Rapidly Receding Revenues: Where Delta’s revenues were relatively resilient, United’s are rapidly receding, at least in the fourth quarter. In Episode 24—informally “part two” of U.S. earnings season—we discuss the sources of United’s revenue declines and the many moves the airlin... by Airline Weekly Lounge
31 min listen
Airline Weekly Lounge Episode 40: Emirates Strikes Back: Emirates last week posted an operating margin nearing 10% for its fiscal year. That’s significantly better than the 7% the year before and a whole lot better than the 5%, 4%, and 3% posted in the years prior to that. Is the airline permanently out of its... by Airline Weekly Lounge
30 min listen
Airline Weekly Lounge Episode 39: Eurowing and a Prayer: Is growing Eurowings a safe bet? Lufthansa’s low-cost unit had a rough first quarter and that might not be the last. Eurowings is growing like gangbusters, propelling itself into the teeth of a crowded airline market and doing so with an unproven low-cos... by Airline Weekly Lounge
31 min listen
Airline Weekly Lounge Episode 46: Left Behind by Brexit?: In the wake of Brexit, will the U.K. be able to remain in the European Common Aviation Area? We don’t know. But we do know that if the U.K. is relegated to some other status, it would obviously impact airlines inside and outside the U.K. In this episode ... by Airline Weekly Lounge
38 min listen
Airline Weekly Lounge Episode 35: Chinese Airlines Show Stress: Is China’s slowing economy taking its toll on the country’s Big Three carriers? So far Air China, China Eastern and China Southern have held up well and posted a rather good 2015. But the fourth quarter of 2015 showed some signs of deterioration—even by ... by Airline Weekly Lounge
29 min listen
Airline Weekly Lounge Episode 37: Southwest and Alaska Outperform: While Delta, American and United have all seen both revenues and costs dropping, Southwest and Alaska just experienced the opposite in the first quarter. In fact, Southwest and Alaska rode a wave of rising revenues (say that three times fast) and rising ... by Airline Weekly Lounge
25 min listen

More Episodes from Airline Weekly Lounge

Skip carousel

Spirit Airlines and Japan by Airline Weekly Lounge
31 min listen
Euro-Things by Airline Weekly Lounge
32 min listen
JetBlue and Volaris by Airline Weekly Lounge
33 min listen
United's Fascinating First Quarter by Airline Weekly Lounge
33 min listen
Why Delta's Flying High by Airline Weekly Lounge
31 min listen
Low-Cost, Long-Haul Challenges by Airline Weekly Lounge
30 min listen
The Michael O'Leary Interview: The Michael O'Leary Interview by Airline Weekly Lounge
33 min listen
High Flyers and Terminal Declines by Airline Weekly Lounge
28 min listen
The Lufthansa Problem by Airline Weekly Lounge
31 min listen
American Airlines Fights Back by Airline Weekly Lounge
28 min listen
IAG Earnings in the Spotlight by Airline Weekly Lounge
26 min listen
Megatrends 2024: Supply Chains and Climate Change by Airline Weekly Lounge
26 min listen
A Surprise Thai Turnaround by Airline Weekly Lounge
28 min listen
Plotting A New Frontier by Airline Weekly Lounge
29 min listen
The Rising Fortunes of Ryanair: Ryanair has its problems, but it is doing much better than most. by Airline Weekly Lounge
28 min listen
What do United Airlines and easyJet Have in Common? by Airline Weekly Lounge
43 min listen
Judge to JetBlue: No Merger for You by Airline Weekly Lounge
32 min listen
What’s the Latest with Boeing’s 737 Max? by Airline Weekly Lounge
20 min listen
U.S. Airlines See Strong December Quarter Demand by Airline Weekly Lounge
28 min listen
The Alaska-Hawaiian Merger: Pros and Cons by Airline Weekly Lounge
30 min listen
An All British Affair by Airline Weekly Lounge
26 min listen
Steven Udvar-Hazy at the Skift Aviation Forum by Airline Weekly Lounge
33 min listen
Boeing’s Big Week in Dubai by Airline Weekly Lounge
25 min listen
Ryanair and Singapore Airlines Watch the Competition by Airline Weekly Lounge
25 min listen
American Airlines CEO Robert Isom by Airline Weekly Lounge
37 min listen
Hawaiian and Volaris's Struggles by Airline Weekly Lounge
25 min listen
The U.S. Air Travel Recovery Flatlines by Airline Weekly Lounge
26 min listen
Delta's Profit Machine by Airline Weekly Lounge
25 min listen
Air France-KLM Moves on SAS by Airline Weekly Lounge
30 min listen
Breeze Founder and CEO David Neeleman: Breeze Airways founder and CEO, and perennial airline entrepreneur, David Neeleman sat down for a wide ranging conversation with Brian Sumers at the Skift Global Forum. by Airline Weekly Lounge
28 min listen

Related podcast episodes

Skip carousel

Air France-KLM Moves on SAS by Airline Weekly Lounge
30 min listen
A Transatlantic Travel Boom: There was one thing in common across Air France-KLM, IAG, and JetBlue in the second quarter: Transatlantic travel demand is booming. by Airline Weekly Lounge
21 min listen
Europe's Airline Merger Mania: Air France-KLM wants TAP Air Portugal, but so does International Airlines Group. IAG also wants Air Europa, and maybe even EasyJet. And the Lufthansa Group is back in play for ITA Airways. by Airline Weekly Lounge
24 min listen
Airline Weekly Lounge Episode 97: Canadian Carriers Trading Places?: For the moment, WestJet is the more profitable carrier. But in recent years, Air Canada has closed the gap and, in the first quarter of 2018, we see signs that Air Canada—after years of giving chase—might overtake its long-dominant rival. Emirates appear... by Airline Weekly Lounge
29 min listen
Airline Weekly Lounge Episode 85: High-Flyin’ Ryan by Airline Weekly Lounge
30 min listen
How Does IAG Benefit From Acquiring Air Europa?: International Airlines Group (IAG) had a surprise for the airline industry this week: It stated its intention to buy Spanish carrier Air Europa. This wasn't a surprise to Skift Airline Weekly, however, which earlier this year reported on the rumors afloa... by Airline Weekly Lounge
14 min listen
Ryanair Makes Up With Boeing by Airline Weekly Lounge
27 min listen
Airline Weekly Lounge Episode 51: Air France Is Missing Out: The second quarter year-over-year profit margin improved at Air France/KLM, but only because of a huge windfall from fuel. In fact, the real story is that the airline group is largely missing out on profits that normally would come from such a lift from ... by Airline Weekly Lounge
22 min listen
Airline Weekly Lounge Episode 112: Prediction Affliction: With a new year underway, we’re thinking about what will happen in 2019—always a dicey proposition. In this episode, we consider the prospects of airlines around the world. Some, like Aeroflot and Turkish Airlines, are facing huge opportunities. Others, ... by Airline Weekly Lounge
38 min listen
Airline Weekly Lounge Episode 3: The European Earnings Picture Is Complicated: With most European airlines having now reported second-quarter earnings, the picture is filling in. But it’s a mosaic—not a portrait. Some carriers did well. Some did lousy. One thing we learned from Ryanair and Wizz Air is that it’s good to be an ultra-... by Airline Weekly Lounge
23 min listen
Airline Weekly Lounge Episode 100: Frontier's Wild Ride: Frontier Airlines has had one of the most topsy-turvy histories of any airline, and its first-quarter earnings report was no exception. Sporting a wild animal on each tail, the airline has been soaring in recent years. In 2017, Frontier had the seventh b... by Airline Weekly Lounge
35 min listen
Inside Singapore Airlines as the COVID crisis hit: The business’ Karl Schubert talks to host Adam Thorn about two years to forget by Australian Aviation Podcast Network
33 min listen
Much Ado About Europe: Skift Europe Editor Patrick Whyte joined Skift Airline Weekly Editor Madhu Unnikrishnan to share his insights on the latest in European airline news. First, of course, Whyte takes a look at why Air Europa's parent company Globalia would want to sell one ... by Airline Weekly Lounge
15 min listen
Airline Weekly Lounge Episode 23: Relatively Resilient Revenues by Airline Weekly Lounge
25 min listen
The Return of Icelandair: Icelandair had a rough few years before and during Covid. But the airline believes it has turned the financial corner, and forecasts its best results in seven years. by Airline Weekly Lounge
21 min listen
Turkish Airlines Blowout: Turkish Airlines had a blowout third quarter. The airline's revenues and capacity are way up from 2019 with no pause in sight. by Airline Weekly Lounge
22 min listen
Airline Weekly Lounge Episode 2: Postcards from the Hedge: American Airlines doesn’t hedge its jet fuel, and now it’s enjoying the fruits of that somewhat contrarian strategy. Is AA onto something here? Is fuel hedging a smart play? Will other airlines mimic AA and reject hedging altogether? Those are some of th... by Airline Weekly Lounge
23 min listen
Airline Weekly Lounge Episode 75: Qatar Airways' Lessons: So this is happening: A major international airline faces a blockade. We admit it—this is a new one for us, with little to no history as a guide. Nonetheless, Qatar Airways faces a travel and trade embargo from four nearby countries, which overnight wipe... by Airline Weekly Lounge
30 min listen
#131 Where Have All The Approaches Gone? | Its One Big Roadshow: #131 STORY OF THE WEEK? Why have certain instrument approaches been suspended in South Africa? BP decides to withdraw fuel supply from South African airports and get ready for a Ryanair roadshow in South Africa. ... by Bryan Air
46 min listen
The U.S. Air Travel Recovery Flatlines by Airline Weekly Lounge
26 min listen
Airline Weekly Lounge Episode 61: Worse, But Still Good: Rising labor costs at Delta dented its fourth quarter results significantly—but not enough to prevent the airline from posting a terrific profit for 2016. And the big story within the story is that revenues have stopped falling. All in all, Delta remains... by Airline Weekly Lounge
29 min listen
Airline Weekly Lounge Episode 66: Searching for Positives by Airline Weekly Lounge
37 min listen
Airline Weekly Lounge Episode 31: Turkish Blend: It’s good to be a Gulf carrier—Gulf carriers are well positioned to connect the whole world. But it might be better to be a near-the-Gulf carrier like Turkish Airlines. Turkish offers a blend of service as an intercontinental carrier and also as a gatewa... by Airline Weekly Lounge
30 min listen
Should I stay or should I go?: This one is dedicated to all my regional pilot brethren! The eternal debate; should I leave my regional airline for an Ultra Low Cost Carrier or should I stay and wait to be picked up by a major airline? I’ll share with you my thoughts. Also, I share my by The Tailwinds & Sunshine Podcast
51 min listen
Airline Weekly Lounge Episode 14: IAG Is A-OK: Whew! The busiest week of earnings season has us hustling. We kick off our around-the-world sprint with IAG, the airline group that is British Airways, Iberia, Vueling and more recently Aer Lingus. While IAG led Europe’s Big Three in profits, Lufthansa n... by Airline Weekly Lounge
23 min listen
Airline Weekly Lounge Episode 49: Delta Does it Again: Delta Airlines gets a lot of play in this episode, but it’s not because we’re obsessed with Delta. Rather, there are two practical reasons: First, Delta is the the earliest of the big airlines to report. Secondly, with Delta’s global reach, you can learn... by Airline Weekly Lounge
41 min listen
Boarding Pass 124: jetBlue Crashes the Party by The Next Trip - An Aviation and Travel Podcast
58 min listen
Checklist Discpline (September 2023) by AOPA Never Again
8 min listen
Ep 363 ft Ian & Jason - AvTalk from Flightradar24: Plane Talking UK Podcast Episode 363 Commercial & Military Aviation News and Interviews with Carlos, Nev, Armando, Matt & John by Plane Talking UK's Podcast
121 min listen
Airline Weekly Lounge Episode 11: Lufthansa's Competition Grows: Lufthansa is facing competition from Ryanair, Wizz Air, easyJet, Air Berlin, Vueling, Turkish Airlines, Emirates and probably your brother. Competition is not a new thing, but the severity is growing. Meanwhile, Air New Zealand resides in a small country... by Airline Weekly Lounge
24 min listen

Discover this podcast and so much more

Air France-KLM's Outlook

Air France-KLM's Outlook

Description

Titles in the series (100)

More Episodes from Airline Weekly Lounge

Related podcast episodes