David Neeleman is a well-known and highly respected CEO and founder of Breeze Airways, a US startup airline. With a career spanning over 35 years, Neeleman has been involved in the founding of five airlines, starting with Morris Air in 1984, which was later acquired by Southwest Airlines. He also played a key role in the establishment of Canadian low-cost carrier (LCC) WestJet in the late 1990s before launching and leading New York-based JetBlue Airways. In 2008, he founded Azul Brazilian Airlines in Brazil before turning his attention back to the US and launching Breeze Airways in 2021. Currently, Breeze Airways operates a network of over 70 cities and 280 routes. In May, Neeleman sat down for an exclusive podcast interview to discuss the current state of the US aviation industry and share his insights on various topics.
The State of US Airlines
When asked about the current state of US airlines, Neeleman describes it as a divide between the “haves” and “have-nots. ” He notes that the COVID-19 pandemic has brought about significant changes in the industry, with major carriers like Delta, United, American, and Alaska performing well compared to their state before the pandemic. Neeleman emphasizes the need for airlines to distinguish themselves and offer something unique to stand out in the highly competitive market.
The Rise of ULCCs and the Impact of COVID-19
Neeleman also discusses the rise of ultra-low-cost carriers (ULCCs) such as Spirit, Frontier, and Allegiant, who believed that adding more seats to their aircraft and expanding their routes would make them unbeatable. However, he points out that the pandemic has caused a divergence in the industry, with the major carriers seeing a significant increase in seats due to the decrease in demand for ULCCs.
Breeze Airways’ Fleet and Delivery Schedule
Breeze Airways currently operates with a fleet of Embraer E-jets and plans to add 90 Airbus A220-300s to its fleet. When asked about the delivery schedule, Neeleman admits that it has been a challenge due to ongoing supply chain issues. However, he remains confident that the airline will receive its deliveries, albeit slightly delayed. Neeleman also highlights the issue of engine availability and expresses his gratitude for the support from Pratt & Whitney.
The US Air Traffic Management System
Neeleman shares his views on the US air traffic management system, emphasizing the importance of avoiding congested airports and airspace. He expresses his optimism for the future, mentioning his meetings with US Transportation Secretary Sean Duffy, who has a plan to modernize the system and address personnel issues.
Aviation Sustainability and Carbon-Neutral Goals
Discussing the topic of aviation sustainability and the carbon net-zero 2050 goal, Neeleman believes that most efforts in this area have been a facade.