Here’s our model update. Subscribers have access to the seven-page version.
- Business picked up nicely – look at the second page
- This reflects a growing industry confidence in a bounce in travel demand
- Note the MAX spike started to show up at 44 for 2021 YTD compared to 31 in all of 2020
- This reflects in the numbers for Southwest Airlines
Co-Founder AirInsight. My previous life includes stints at Shell South Africa, CIC Research, and PA Consulting. Got bitten by the aviation bug and ended up an Avgeek. Then the data bug got me, making me a curious Avgeek seeking data-driven logic. Also, I appreciate conversations with smart people from whom I learn so much. Summary: I am very fortunate to work with and converse with great people.