Airlines Sector: What to Expect in 2025

The transcript discusses the financial performance of airlines, highlighting the challenges faced by low-cost carriers due to capacity and cost issues. It explores the impact of the strong US dollar on international travel and the potential for airline mergers under a new administration. The conversation also touches on the importance of technology investments to address operational challenges.

What factors are contributing to the mixed performance of airlines in 2024?

How have airlines adjusted their capacity since the summer of 2023?

What are the main challenges airlines face in achieving equilibrium in capacity and demand?

How has the strength of the U.S. dollar impacted international travel in 2025?

What potential mergers could occur in the airline industry under a more favorable administration?

What lessons can be learned from the recent operational disruptions faced by airlines?

What technological advancements are airlines investing in to improve their operations?