Episode 5 - US Airline Earnings, Haneda, and a PRASM Rant

Airways Sr. Business Analyst Vinay Bhaskara and Columnists Rohan Anand and Alex McIntyre do a deep dive into Q2 earnings for US airlines, discussing the following topics:   Delta’s Q2 earnings (1:05) United’s Q2 earnings (8:09) The parallels between United and Boeing (14:05) The first official Airways Podcast bet (16:59) Vinay bet Rohan that United would close it’s margin gap to Delta and American by 30% within 2 years (i.e. Q2 of 2018) If Vinay wins the bet, Rohan has to fly two legs with United wearing a t-shirt that says “I love Jeff Smisek” If Rohan wins the bet, Vinay has to fly 8 hours of Spirit in last row economy.  Southwest’s Q2 earnings (20:05) Ranting about PRASM and investor focus on the metric (21:32) Alaska and Hawaiian Earnings (35:40) Alaska’s new routes from Newark (37:52) JetBlue Plans Re-Entry to the Atlanta Market (42:08) Hawaiian’s route network shift (45:34) The DOT’s daytime slots for Tokyo Haneda routes for US carriers (48:22) Our weekly short takes (54:50)