Ashab Rizvi

With the availability of better aircraft, a growing middle class and the evolving travel preferences of young travelers, there could be a billion-dollar opportunity waiting for low-cost, long haul air travel.

The long-haul, low-cost business model has proved to be a challenge for airline executives. But with changes in travel preferences and advancements in aircraft technology, could we finally see a breakthrough?

When comparing Delta, United, and American Airlines, which operate in similar markets with comparable business models, we found key data points that show where they can find an edge.

Outpacing recovery in economy cabin, business cabin revenues have surpassed pre-pandemic highs despite the slow return of business travelers globally.

Even with reduced capacities, revenues from airline business cabins have surpassed 2019 levels. Its no wonder that airlines executives are hoping for improved corporate travel budgets in 2023, as business cabin yields have continued to improve.

North and South America have been standout performers in leading the industry's capacity recovery post pandemic. While this was anticipated, there are noteworthy shifts in interregional capacity from North America to the Middle East, Africa and Asia.

Can massive investments and improving geopolitics in the Middle East propel the aviation industry in the region to new heights? Should Middle Eastern carriers be concerned about India's ambitious goals for its aviation industry? Skift Research digs deep to find answers.

The U.S. airline industry is roaring again and gunning for record profitability in the coming summer on the back of strong results delivered in 2022. However, dynamic passenger demand and macroeconomic conditions could dampen this growth.