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A big move in the battle for New York
Deals Robert Boyle 16/07/2020 Deals Robert Boyle 16/07/2020

A big move in the battle for New York

American and JetBlue have announced a long rumoured partnership deal, a hugely significant strategic move for both carriers, with implications also for their other partners.

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Does your airline’s post COVID plan stack up?
Airline Strategy Robert Boyle 15/07/2020 Airline Strategy Robert Boyle 15/07/2020

Does your airline’s post COVID plan stack up?

Some tips and tests to apply when judging how well your post COVID plan stacks up.

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Delta records $7 billion pre tax loss for June quarter
Airline Results, Airline Analysis Robert Boyle 15/07/2020 Airline Results, Airline Analysis Robert Boyle 15/07/2020

Delta records $7 billion pre tax loss for June quarter

Yesterday, Delta became the first of the big airlines to reveal the scale of the financial impact of the COVID-19 crisis when it reported its results for the quarter ending June 2020.

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Virgin’s £1.2 billion rescue deal, what has changed?
Airline Analysis Robert Boyle 14/07/2020 Airline Analysis Robert Boyle 14/07/2020

Virgin’s £1.2 billion rescue deal, what has changed?

Virgin Atlantic has announced that it has secured a £1.2 bn rescue deal, up from the previously rumoured £900m package. Where has the new money come from, and is it really new money at all?

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A quick update on the London - Spain market
Market Analysis Robert Boyle 14/07/2020 Market Analysis Robert Boyle 14/07/2020

A quick update on the London - Spain market

A week is a long time in today’s airline business. I check in again on how UK airlines are faring on flights to Spain as they ramp up schedules post relaxation of the lock-down.

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A spot of sunshine amidst the COVID-19 airline gloom?
Market Analysis Robert Boyle 07/07/2020 Market Analysis Robert Boyle 07/07/2020

A spot of sunshine amidst the COVID-19 airline gloom?

With Spain once again open for business for lock down weary British tourists, could this also provide some financial relief for the UK's cash starved airlines? With assistance from data guru Pablo Fernandez, I took a look at what we can pick out from the data.

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Virgin Atlantic rescue: do the sums add up?
Airline Analysis Robert Boyle 02/07/2020 Airline Analysis Robert Boyle 02/07/2020

Virgin Atlantic rescue: do the sums add up?

What can we expect from the rumoured £900m Virgin Atlantic rescue deal?

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British Airways pilot deal, what does it tell us?
Airline Analysis Robert Boyle 01/07/2020 Airline Analysis Robert Boyle 01/07/2020

British Airways pilot deal, what does it tell us?

British Airways has reportedly reached a deal with its pilot unions to reduce costs in the face of COVID-19. If media reports about the deal are correct, what does it tell us about BA's capacity plans and its attempts to rebuild profitability?

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Air travel demand post COVID
Market Analysis Robert Boyle 17/06/2020 Market Analysis Robert Boyle 17/06/2020

Air travel demand post COVID

What will air travel demand look like over the next year? If we believe what consumers are telling us, it might be stronger than we think.

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IAG versus Air France-KLM: a tale of contrasts
Airline Analysis Robert Boyle 15/06/2020 Airline Analysis Robert Boyle 15/06/2020

IAG versus Air France-KLM: a tale of contrasts

My previous post comparing the liquidity levels of Lufthansa with IAG proved to be fairly popular. So I've done a sequel looking at the other big network airline group, Air France-KLM, again using IAG as the reference point.

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You don’t know what you’ve got till it’s gone
Airline Analysis Robert Boyle 12/06/2020 Airline Analysis Robert Boyle 12/06/2020

You don’t know what you’ve got till it’s gone

Comparing the liquidity positions of IAG and Lufthansa, given the huge difference in levels of government support.

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