Q2 2026 U.S. airlines’ earnings – New M.O. summary
Second-quarter earnings reinforced the growing divide between the four largest U.S. airlines. Delta Air Lines and...
Travel loyalty – the great convergence, part 2
What have you done for me lately? On May 1, 1981, American Airlines invited a select group of frequent flyers...
Turn and face the change
TMCs and the art of reinvention. A guest post in The Beat by Kevin O'Malley. New M.O.'s Kevin O'Malley has a guest...
Banking on travel: The great convergence, part 1
Over the past two years, managed travel has attracted significant investment from companies that once operated largely...
Kevin O’Malley on the Corporate Insights Podcast
Kevin O'Malley recently joined Will Pinnell, Senior Vice President of the Americas at HRS, on the Corporate Insights...
Trust: whose interests are at the heart of decision making today?
Over the past year, I have found myself involved in more conversations about trust than at any point in my career.
Q1 2026 U.S. airlines’ earnings – New M.O. summary
Overview First quarter 2026 results showed a more mixed start to the year across the U.S. airline sector, with a...
When price moves, so does trust
A CBS News story this week on a lawsuit against JetBlue raises a familiar and uncomfortable question. The allegation...
Michael Qualantone on Look-to-Book Costs
New M.O.'s Michael Qualantone has a letter published in The Beat today, responding to a recent panel discussion where...
Not During Crises (NDC)
The recent snowstorm in the U.S. Northeast was a reminder of how quickly large-scale disruption can test the travel...
Full Year and Q4 2025 U.S. airlines’ earnings summary
Overview Full-year and Q4 2025 earnings reinforced a familiar hierarchy across the U.S. airline sector. Delta Air...
GUEST: Swimming With the Current – Michael Qualantone On United’s Course Correction
Salmon swim upstream to spawn. They expend incredible energy. Many don't survive the journey. It's a powerful metaphor...
NDC gets a course correction
Thirteen years into NDC, it's fair to ask: why hasn't the managed business travel industry made more progress? From...
When traveler loyalty goes too far
When suppliers prioritize personal perks over corporate relevance, business travel programs pay the price. It’s time to restore balance.
Q3 2025 U.S. airlines’ earnings – New M.O. summary
Here's New M.O.'s in-depth summary and analysis of the 3rd quarter 2025 reports from the major US carriers most...
Disruption, but for who?
United Airlines Ventures has officially invested in Blockskye. While rumors swirled for months, this public...
New M.O.’s feedback on 2Q 2025 airline earnings
We’ve seen some interesting commentary around second-quarter airline earnings, so we took a closer look at the recent...
Be careful what you wish for…
You might have seen the post from The Beat on July 14th entitled "Airlines To Agencies: Less Looking, More Booking On...
BTN: The Airline Moonshot: A Mission Without a Shared Vision
JFK united us around a shared vision and reached the moon in 8 years. The airline industry couldn’t align on booking...
The 6 core tenets of managed travel
Every effective managed travel program shares the same set of strategic imperatives, regardless of size, sector, or...