The most punctual airline in the United States is facing a pair of notable delays affecting the company’s revenue. Hawaiian Airlines detailed the impact of aircraft delivery issues and new fare products that did not arrive on time.
earnings call
Record ancillary revenues won’t derail Basic Economy expansion at JetBlue
JetBlue realized $33 per passenger in ancillary revenue last quarter, an all-time record for the carrier. But the company is not resting on that accomplishment. Rather, JetBlue sees significant opportunities for further growth with more unbundling (and rebundling) of fares.
Hawaii, Cozumel get the LUV; Newark doesn’t
The 737 MAX grounding will push Southwest Airlines out of Newark. The carrier needs its aircraft in more profitable markets as it shrinks its operations this year.
JetBlue takes a delay on A321neo deliveries, A320 retrofits
The JetBlue A320 retrofit program is delayed. Again. But it is still expected to complete on time (a couple years later than initially planned), at the end of 2020. Blame Airbus this time around.
MAX, XLR and NMA: United addresses future fleet flexibility fundamentals
On the heels of its strongest second quarter results since the 2010 merger United Airlines found itself facing tough questions from investors about future fleet plans. There’s a decent chance neither the NMA nor XLR figure into the company’s needs for the next decade, given other options available.
United Airlines wants WiFi to be free
Is the move to free inflight WiFi inevitable? United Airlines seems to think so, with plans in the works to make it a reality. Exactly when and how much remain unclear, but in today’s investor earnings call the company indicated those plans as part of a brief update on the overall product quality.
Delta’s upgrade efforts continues to spread
Delta Air Lines is selling more upgrades than ever, which is both good news and bad news for the SkyMiles loyalty program. But probably more good than bad.
Viasat’s inflection point
Massive expansion costs are set to give way to recurring revenue growth. That is the message Viasat delivered as it issued is most recent earnings numbers this week. Even as the company pushes forward with the build-out of its new ViaSat-3 constellation with dramatically more bandwidth and geographic coverage, it hopes to convert the existing capacity into new deals and new subscribers, with a significant push into new inflight connectivity markets, among other areas.
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Global Eagle considers maritime spin-off
Could Global Eagle benefit from divesting its cruise connectivity business? Also, what is the impact of the 737 MAX grounding and who might the big new customer announced this week be? Lots of juicy insight from the Q1 earnings out this week.
PaxEx Premium: Three key Q1 numbers for Gogo
Inflight connectivity provider Gogo delivered a strong quarter in Q1 2019, topping analyst earnings estimates. The numbers also show a few areas that remain critical for long-term success and are not necessarily moving in the right direction as quickly as could be expected. The company's "growth engine" of global carriers in particular raises questions, some of which the company declined to answer, about where the improvements will really occur.
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