GLG News by Online Travel Agency and Industry Experts (North America)
Analysis of:
BBC Acquires Lonely Planet (www.bbc.co.uk)
BBC Worldwide bought Lonely Planet in a deal that insiders value at over $203m. The question is whether content alone is enough to propel BBC Worldwide into the forefront of the $2.8 trillion global leisure travel market? Founders, Maureen and Tony Wheeler, will keep a 25% stake and presumably...
Analysis of:
British Airways Order For Superjumbo Jetliners Gives Airbus Needed Boost (online.wsj.com)
BA is keeping a dual supplier strategy for its fleet supporting both Airbus and Boeing The decision not to include the Airbus A350XWB nor the Boeing 747-8 Intercontinental does not mean both are out of the running BA will make further decisions and holds out hope for large orders for other aircraft...
Analysis of:
Air Berlin to buy airline from Thomas Cook (www.iht.com)
Air Berlin to take over Arcandor’s (formerly Karstadt Quelle) airline interests in exchange for 30% shareholding from the Retailing Conglomerate. The deal is a win all round for the players – Thomas Cook, Lufthansa and Air Berlin itself There will be more consolidation in Europe and elsewhere as economic...
Analysis of:
Outgoing Blakey calls on airlines to change scheduling, equip for Next-Gen (www.atwonline.com)
For the long suffering among us (that would be most of the readers of GLG News), the current US Air Traffic Control mess is frustrating and a drain on ourselves and the economy in general. The responsibility for the current predicament must be shouldered by Airlines and the FAA equally. Solutions to...
Analysis of:
Boeing's 787 Faces Less Room for Error (online.wsj.com)
The 787 is likely to be late to the point where airline operating decisions are impacted. A recent boom in air travel has been thwarted by the lack of mid-size capacity aircraft. The runaway success of the 787 has transferred pent up demand in the market for 767/787 sized aircraft. However with new...
Analysis of:
Airlines Apply Lessons of Bummer Summer (online.wsj.com)
Total air traffic (planes in the air and at the airports) is expanding faster than passengers and as we have seen this past summer - faster than the system can handle it. The ATC system and the airports connected to it are in poor shape and about to take a further hit from increased traffic of...
Analysis of:
Are European low-cost carriers entering maturity in their revenue and profit generation? (www.ft.com)
Top 3 LCCs now clear water between them and the rest Emergence of strong HVC – Hybrid Value Carriers Long Haul LCC starting to have impact
Analysis of:
Welcome to London: Your Luggage Is Missing (online.wsj.com)
LHR has terrible reputation among business travelers. It is loosing out to CDG, FRA, MUC and AMS as the connecting airport of choice New competition is emerging for the Kangeroo route with DXB, and its like becoming great alternative options for travel.
Analysis of:
Google Takes A Step Toward A Local Sales Force (searchengineland.com)
• Google needs sales force to reach over 25 million US hyper-local businesses because self-provisioning has failed for the 1 millionth year in a row • Collecting data in this new program is not a sales force and will be a trail of tears • This program will have no success in developing...
Analysis of:
A dreadful summer to fly (www.oregonlive.com)
All airlines should be benefitting from the record airfares and tight capacity. For once the airlines have the market in sync for supply side control. BUT, there are clouds on the horizon are coming from different sources, chiefly: 1. Labor unrest due to heavy givebacks from the Unions which they now...
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