O'Leary and team now have one of the cleanest balance sheets in commercial aviation – the timing, with fuel costs hammering rivals, could hardly be better.
The competitors to Musk's Starlink will eventually up their game. It's never healthy for customers and end-users to be dependent on a single vendor, regardless of the Starlink's competitive advantage at this moment.
Condor’s stripey planes grab the attention, but CEO Peter Gerber’s bigger challenge is turning a decades-long leisure specialist into a credible network competitor to Lufthansa.
Airlines may be underestimating payments. As distribution grows more complex, payment infrastructure is becoming a bottleneck that shapes growth, partnerships, and the ability to deliver modern retail experiences.
No one in European aviation talks more than Michael O'Leary, and few are better placed to call what's coming. His earnings Q&A is one of the most candid industry insights you'll get this quarter.
Now, before we start linking this to Prime Minister Narendra Modi’s appeal to avoid foreign travel, it’s worth remembering that Air India had been warning about rising fuel costs and airspace disruptions for weeks before that call was made.
What was sold as a minority investment has become outright control in record time. Expect Lufthansa to bring the same German gusto to the looming battle for TAP Air Portugal.