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Category Archives: Analysis

American AirlinesAnalysis

American Airlines Posts Record Revenue. So Why Did It Earn Just $71 Million?

Matthew Klint Posted onJuly 24, 2026July 24, 2026 9 Comments
American Airlines Q2 earnings 2026

American Airlines produced record revenue in the second quarter and showed genuine progress in premium, corporate, and international demand. But after generating nearly $17 billion in revenue, it kept only $71 million. Fuel explains much of that collapse, but...

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AnalysisLaw In TravelUnited Airlines

Inside The Secret Market Where United Flight Attendants Sell Coveted Trips

Matthew Klint Posted onJuly 23, 2026July 23, 2026 28 Comments
United flight attendants selling trips

Jen is a junior flight attendant at LAX. She flies reserve and has little say over her schedule, awaiting a phone call on duty days to find out where she is flying. But when she noticed her colleague Mona...

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AnalysisUnited Airlines

United Airlines Employee Tells Mexican American Passenger “Maybe We Should Call ICE On You”

Matthew Klint Posted onJuly 20, 2026July 20, 2026 21 Comments
United Airlines employee calls ICE

A United Airlines employee at San Francisco International Airport was caught on video threatening to call ICE on a Mexican American passenger during a heated ticketing dispute. The passenger was not blameless in the escalation, but as the dust...

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American AirlinesAnalysis

American Airlines’ Chicago-Tokyo Return Has A Big Catch, Highlighting Its Strategic Dilemma

Matthew Klint Posted onJuly 7, 2026July 7, 2026 20 Comments
American Airlines Chicago routes

American Airlines is returning to Chicago-Tokyo flying, but there is a catch: it is not really adding service so much as replacing Japan Airlines on the route. That may help AAdvantage members looking to use systemwide upgrades, but for...

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Analysis

Fuel Prices May Drop After U.S.–Iran Deal, But Your Airfare Probably Won’t

Matthew Klint Posted onJune 19, 2026June 19, 2026 8 Comments

A preliminary U.S.–Iran deal may eventually lower jet fuel prices, but travelers should not expect airlines to rush out and lower fares. Funny how that works… Airfares May Stay High Even If Jet Fuel Prices Fall After U.S.–Iran Deal...

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AnalysisUnited Airlines

Newark Airport Is Beating Rivals In On-Time Performance. Did The FAA Do United Airlines A Favor?

Matthew Klint Posted onJune 15, 2026June 15, 2026 136 Comments
Newark Airport on-time performance

Newark Liberty International Airport has long been a difficult airport to love, which leads me to revisit a question I asked last year: was the federal government’s forced capacity discipline actually a blessing for United Airlines and its passengers?...

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Air IndiaAnalysis

Air India’s Turnaround Dream Hits A $2.8 Billion Reality Check

Matthew Klint Posted onJune 13, 2026June 12, 2026 11 Comments

Air India’s grand turnaround is running into a familiar airline reality: growth is easy to announce, but losses are harder to absorb. Air India Hits The Brakes As Tata Group Pushes Cost Cutting Amid Mounting Losses Air India is...

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AnalysisJetBlueUnited Airlines

Scott Kirby Mocks An “Idiotic” United–JetBlue Merger, But The Math Could Change

Matthew Klint Posted onMay 28, 2026May 28, 2026 21 Comments
United JetBlue merger idiotic

An increasingly bold Scott Kirby says United Airlines has no interest in buying JetBlue, dismissing the idea as “idiotic.” I believe him…but only if we are talking about JetBlue as it exists today. Scott Kirby Says United Won’t Buy...

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AnalysisDelta Air Lines

Delta Air Lines Is Still Winning, But Is It Getting Too Comfortable?

Matthew Klint Posted onMay 26, 2026May 26, 2026 39 Comments
Delta Air Lines Comfortable

The New York Times profiles Delta Air Lines as a carrier content to keep gently refining a winning formula. That may be wise, but it also raises a fair question: will Delta eventually run into the same problem Southwest...

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AnalysisHyatt

Final Call: Hyatt Just Blew Up The World Of Hyatt Award Chart

Matthew Klint Posted onMay 19, 2026May 20, 2026 33 Comments
World of Hyatt award chart changes

UPDATE: The new pricing has gone into effect. Stay tuned for analysis as we survey the pricing changes. My original story from February 25, 2026 is below.  Today Hyatt announced a significant update to its World of Hyatt loyalty...

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AnalysisJetBlueUnited Airlines

JetBlue Retreats From Newark, Making A United Merger Even More Likely

Matthew Klint Posted onMay 19, 2026May 19, 2026 16 Comments
a plane parked at an airport

JetBlue is pulling down even more Newark flying, and the message is clear: Newark does not work for JetBlue any more than JFK worked for United. That has implications far beyond a few leisure routes that JetBlue is axing:...

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AnalysisDelta Air Lines

Delta Air Lines Passed On Starlink For A Reason More Valuable Than Wi-Fi

Matthew Klint Posted onMay 14, 2026May 14, 2026 28 Comments

Delta chose Amazon Leo over Starlink for its next-generation onboard Wi-Fi, and Elon Musk now claims the deal fell apart over something as mundane, and yet potentially very important, as the login portal. But there’s something more going on...

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AnalysisNews

Budget Airlines Demand $2.5 Billion Bailout From Trump Administration

Matthew Klint Posted onApril 27, 2026April 27, 2026 25 Comments
budget airlines bailout

First it was Spirit Airlines. Now a wider group of budget carriers reportedly wants billions in federal relief. The White House and Congress should flatly reject this. Budget Airlines Want A $2.5 Billion Bailout According to The Wall Street...

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AnalysisDelta Air Lines

Delta Says No To “Business Class Plus” And That’s A Smart Move

Matthew Klint Posted onApril 25, 2026April 25, 2026 28 Comments
Delta business class plus

Airlines keep finding new ways to carve up premium cabins. Delta, at least for now, is not playing that game. I think that could give it a strong competitive advantage in the years ahead. Winning Strategy? Delta Says No...

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AnalysisUnited Airlines

United Thinks It Can Pull A “Concorde Moment” And Keep Airfares High, Even If Fuel Prices Drop

Matthew Klint Posted onApril 23, 2026April 23, 2026 19 Comments

United Airlines is having its “Concorde” moment, speculating that even if fuel prices retreat, it can raise fares and keep them higher. United Thinks Higher Airfares May Be Here To Stay, Even If Fuel Prices Retreat United CEO Scott...

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AnalysisJetBlue

JetBlue CEO Says No Bankruptcy In 2026 But Warns “Decks Are Stacked” Against Small Airlines

Matthew Klint Posted onApril 23, 2026 8 Comments

JetBlue CEO Joanna Geraghty raised eyebrows with a memo addressing bankruptcy rumors, but I think the important takeaway is that she JetBlue CEO Says Bankruptcy Off The Table In 2026, But “Decks Are Stacked” Against Small Carriers Like JetBlue...

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AnalysisLaw In TravelLufthansa

Lufthansa Slashes A340 And 747 Fleet, Outsources Flying As Labor Fight Intensifies

Matthew Klint Posted onApril 17, 2026April 17, 2026 8 Comments
lufthansa flight stabs teens

Lufthansa just made a series of fleet and structural moves that, on the surface, look like logical cost-cutting in the face of high oil prices. But taken together, they reveal something much bigger: a carrier trying to fundamentally reshape...

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AnalysisDelta Air LinesNews

Delta Air Lines Signals Permanently Higher Fares, Fewer Flights, And A New Wave Of Airline Mergers

Matthew Klint Posted onApril 9, 2026April 9, 2026 12 Comments
Delta higher fares

Delta Air Lines just offered a candid look at how it is thinking about pricing, capacity, and competition…and none of it points toward cheaper travel anytime soon, regardless of oil prices. Several comments were made in its latest earning...

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AnalysisTSA

TSA Quietly Sharing Passenger Data With ICE, Leading To Arrests At U.S. Airports

Matthew Klint Posted onApril 8, 2026April 8, 2026 19 Comments
TSA sharing data with ICE

If you think airport security screening in the United States is only about keeping flights safe, think again: the mission has secretly expanded. TSA Quietly Feeding Passenger Data To ICE, Leading To Hundreds Of Arrests A Reuters report reveals...

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AnalysisNewsUnited Airlines

United’s New “Basic” Business Class Won’t Lower Prices, It Only Cuts Benefits

Matthew Klint Posted onApril 4, 2026April 13, 2026 25 Comments

United Airlines is introducing a new tiered fare structure for its premium cabins, including what amounts to “basic” business class and premium economy. It’s exactly what I warned about last year, though we now have more details. UPDATE: These...

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