Analysis and KPIs
Analysis using our proprietary KPIs uncovering unique aspects of the industry
Industry News
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Airbus Commercial Aircraft Media Briefing
On October 13 and 14, Airbus held a media briefing in Toulouse. As always, here are the event recordings. Per our decade-plus-long understanding with Airbus, we don’t record the Q&A. We recorded the Day 1 videos from an awkward spot in the third row. On Day 2, we had…
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The Airbus A350F: Looking Very Good
We had an opportunity to chat with Crawford Hamilton, Head of Freighter Marketing at Airbus. It seems Airbus has got this model right from the start. And the market has reacted positively. Its competitor is still some way off, giving the A350F lots of runway to keep winning more…
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Southwest Transition from LCC to Full-Service Continues
Southwest Airlines’ transition from its historic low-cost carrier operations to a full-service carrier continues. Southwest is modifying its Rapid Rewards frequent flier program. The program will now offer three tiers rather than two, similar to competing legacy carriers. Rapid Rewards will now have base, Silver, Gold, and Platinum tiers,…
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XLR and MAX 8 Disruption Rates Lead US Airlines
We developed a new model, based on U.S. DOT data, focused on U.S. Airline Operational Performance. It generates a data-rich output with actionable insights. We will update the model monthly, and although DOT data is delayed, we are confident users will get excellent value. The model uses internally developed…
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Lufthansa Group wins bid for TAP Air Portugal
Lufthansa Group has outbid Air France-KLM to win the battle for a minority share in TAP Air Portugal, paying €1.2 billion for a 44.9% stake. The Portuguese government will retain 50.1% ownership in the carrier. Both proposals also included a provision for a future majority share position and full…
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Asymmetrical Warfare Increasing Danger for Airlines
As we’ve seen in Ukraine, Iran, and now Saudi Arabia, asymmetrical warfare has dramatically changed military capabilities, with adverse impacts for airlines. The reason is that low cost drones and drones that resemble cruise missiles, can overwhelm existing defenses and do considerable damage, without the loss of troops, at…
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