4 • 4K Ratings
🗓️ 28 October 2025
⏱️ 6 minutes
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| 0:00.0 | Hey listeners, it's October 28th. I'm Jacob Passy for the Wall Street Journal. And this is |
| 0:09.2 | What's News and Earnings. Our look at the big themes there's standing out this earnings season. |
| 0:14.9 | This year, the airline industry has been on less than solid ground. Many Americans were skipping |
| 0:20.2 | vacations because of concerns about the state of the economy. |
| 0:23.6 | This quarter though, things are beginning to look up and airlines are getting ready for the holiday travel season. |
| 0:28.6 | Plus, they're implementing new pricing models, allowing them to charge more for airfare. |
| 0:34.6 | So which carriers are poised for liftoff? We're joined by Wall Street Journal reporter |
| 0:39.4 | Dean Seale, who's been tracking airlines for us. |
| 0:48.9 | So, Dean, how has travel demand been shaping up lately? Are people still postponing their travel plans like they were earlier in the year? |
| 0:56.8 | No, so demand has actually definitely been on an upswing right now. You're right that earlier this year, there was a few different things that impacted demand and that definitely weighed on airline revenues. |
| 1:05.8 | We had the fatal crash in January, and that was cited by a lot of airlines as impacting their volumes. |
| 1:12.5 | And then in April, we had President Trump's tariff campaign that also weighed on consumer |
| 1:17.9 | confidence and in turn fell on travel demand. |
| 1:21.1 | But most of the airlines are saying now that demand is picked up. |
| 1:23.7 | It started to happen later in the summer. |
| 1:26.0 | Some carriers are saying in July, others saw it more in August, September, |
| 1:28.3 | but it's definitely been on a resurgence right now, and we're seeing that carrying into the holiday season. |
| 1:33.3 | And so what's the outlook for international travel these days? |
| 1:36.3 | So international travel is actually doing really well, and part of that is we're seeing more premium seats being sold, |
| 1:43.3 | and premium seats tend to be correlated |
| 1:45.4 | with an increase in international travel because people are taking longer trips they're going to |
| 1:49.8 | want some maybe extra leg room or they might be carrying extra baggage with them. So as we're seeing |
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