The Air Show

Is the drama over? Is this a ceasefire? An agreement to cooperate? Brett Snyder, Brian Sumers and Jon Ostrower discuss the recent détente between Southwest Airlines and Elliott Investment Management. Elliott gained five of Southwest's 13 board seats, and the two sides agreed to table the rest of their disagreements until Valentine's Day 2026. Will Southwest fix its revenue problem by then?

We would like to thank Rokt for sponsoring this episode.

Questions, responses or feedback? Visit www.theairshowpodcast.com to get in touch with us.

The Boeing strike continues. On Wednesday, 64% of machinists rejected Boeing's negotiated proposal, extending the strike indefinitely. Earlier that day, Boeing's third-quarter earnings revealed an expected $6.2 billion loss and an official delay until 2026 of the 777X. It's not great, for really anyone. Jon Ostrower discusses the dynamics here with Brian Sumers and Brett Snyder.

We would like to thank our sponsor, Intelsat.

Questions, responses or feedback? Visit www.theairshowpodcast.com to get in touch with us.

United Airlines is making moves and announcing splashy new routes — the kind you might expect from an airline with a healthy balance sheet and an innovative network chief. And still, there were some surprise additions to United's plans. Brett Snyder and Brian Sumers discuss Patrick Quayle's approach, including the airline's out-of-the-box new routes from Newark and Tokyo Narita.

We would like to thank Rokt for sponsoring this episode.

Questions, responses or feedback? Visit www.theairshowpodcast.com to get in touch with us.

Brett Snyder and Jon Ostrower discuss Q2 2024 data for the domestic airline market. American Airlines faced significant challenges. Southwest, in contrast, actually did alright! This DOT data set also sheds light on the performance of new-ish ultra-low-cost carriers, Avelo and Breeze, which are privately held.

We would like to thank our sponsor, Intelsat.

Questions, responses or feedback? Visit www.theairshowpodcast.com to get in touch with us.

Brett Snyder recaps his trip to Dallas for Southwest Airlines' investor day, even though we already knew the news: assigned seating, expanded extra-legroom sections, and network changes, plus how Southwest is planning to improve productivity. And the big question: will all of this be enough to please Elliott Management, Southwest's activist investor?

We would like to thank our sponsors, Rokt and TCG Digital.

Questions, responses or feedback? Visit www.theairshowpodcast.com to get in touch with us.

Now that the U.S. government has approved the merger, Brett Snyder, Brian Sumers, and Jon Ostrower talk (and speculate) about how Alaska might navigate the logistics of acquiring Hawaiian. Alaska has a lot of work to do to combine the airlines' fleet, loyalty programs, and network strategy. It also needs to do something highly unusual for a U.S. airline — run two full-service brands on a single operating certificate.

We would like to thank our sponsors, Intelsat and TCG Digital.

Questions, responses or feedback? Visit www.theairshowpodcast.com to get in touch with us.

It was a busy week in the aviation world in the Pacific Northwest. We'll get to the Alaska-Hawaiian merger soon — this week Jon Ostrower, Brett Snyder and Brian Sumers talk about the strike by the largest group of workers at Boeing, the International Association of Machinists and Aerospace Workers (IAM). The strike, the first in 16 years, affects production on the 737, 767, and 777 lines. Boeing's financial response includes a hiring freeze, travel cuts, and furloughs (and more).

We would like to thank our sponsors, Rokt and TCG Digital.

Questions, responses or feedback? Visit www.theairshowpodcast.com to get in touch with us.

The U.S. Department of Transportation informed the four biggest airlines it would like more information about their frequent flyer programs because it is concerned about hidden pricing, extra fees, devaluation of rewards and miles, and reduced competition. Brian Sumers, Brett Snyder and Jon Ostrower discuss DOT's apparent interest in this crucial aspect of the airline business, the timing (and the politics) of the inquiry, and the potential for regulatory intervention.

We would like to thank our sponsors, Intelsat and TCG Digital.

Questions, responses or feedback? Visit www.theairshowpodcast.com to get in touch with us.

This week Jon Ostrower and Brian Sumers discuss Airbus — its history, its engineering and development strategies, and its approach toward sales. Ostrower and Sumers also explain how Airbus’ relentless desire to make its aircraft incrementally better over time has given it an advantage over Boeing (at least for now).

We would like to thank Ferrovial and TCG Digital for sponsoring The Air Show.

Questions, responses or feedback? Visit www.theairshowpodcast.com to get in touch with us.

It's August and we've been on vacation recently, so our inbox is pretty stuffed with emails, feedback and questions from you. Brian Sumers and Brett Snyder read feedback from a former CEO (whose former company was the subject of a recent episode) and answer listeners' questions about the fate of ULCCs in Europe, Southwest's metal needs, exemplary C-suite behavior, and more.

We would like to thank Ferrovial and TCG Digital for sponsoring The Air Show.

Questions, responses or feedback? Visit www.theairshowpodcast.com to get in touch with us.