Archive - The Airline Observer

In United-JetBlue, Focus on the Narrative

Yes, it is happening, a source says. And it's a very big deal, because of what it does to American. Also: a dive into JetBlue's earnings call.

May 2 •

April 2025

Alaska Keeps its Swagger

On a relative basis, Alaska says it's doing fine. And, it still says it can meet its aggressive 2027 financial targets.

Apr 28 •

American Says its Chicago Plan is On Target

Do you believe that? Also: executives say the demand climate is uncertain.

Apr 25 •

Avelo is Looking to Raise Up To $100 million

Running low on cash, the U.S. low-cost airline has hired Jeffries to help it after a rough first quarter.

Apr 23 •

United to ULCCs: 'We Determine How Much Traffic We Spill'

Economic slowdown or not, United executives says it'll have no trouble filling its airplanes. It'll just grab customers from its weaker competitors…

Apr 17 •

It's a Crummy Time for ULCCs

Frontier says business is bad and promises to cut capacity, while Avelo shared an honest assessment of its business. Plus: the United/American saga in…

Apr 12 •

For Delta, It's All Relative

There's definitely a slowdown in demand, executives said. But Delta is betting its brand is so strong compared to other airlines that it can weather…

Apr 10 •

Here's What Airline Execs Are Saying (Anonymously) About U.S. Demand

Plus: United resurrects an old plan in Hong Kong, and I love it.

Apr 4 •

March 2025

The State of North American Transborder Demand

President Trump has started a trade war with Mexico and Canada. He's also threatening Canada's sovereignty. How bad is this for Canadian and Mexican…

Mar 27 •

It's Watch-And-Wait For U.S. Airlines

Carriers say demand has softened. Also in this issue: both Ed Bastian and Scott Kirby poked at American, JetBlue needs to pick a partner, and Southwest…

Mar 18 •

Is There a Reason to Choose Southwest Anymore?

if it becomes exactly like the rest, what will keep Southwest from becoming the worst?

Mar 11 •

How Worried Should We Be?

United and American are seeing weakness in D.C., but is this an isolated problem? Also in today's newsletter: musings on Canada, ULCCs, Southwest, Scott…

Mar 5 •

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