Jacob Kakanas
speaker
73 appearances
1 recordings
1 series
first heard May 2026
last heard 26 May
Jacob Kakanas’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.
Appearances
Thanks, Sean.
It's great to be back.
Yeah, I'm a little bit of a nerd when it comes to having a look at how the aviation industry is going.
It's what I'm paid to do.
If I could stratify, we get a lot of high-frequency stuff on the supply side, so we can see a lot of the airlines are reducing their capacity.
They're trying to make the most of a higher fuel-cost environment, which generally means for consumers...
having to pay more at the ticket price.
But what we don't get good visibility on, Sean, is the demand side.
And there's rightfully some questions building on that side.
As you reference, there have been a lot of sales more recently.
We tend to look at Qantas' use of the double status credits promotion, which we know brings a lot of bookings forward.
We've had two of those in the last quarter.
So whilst we can see that the supply side's being reduced, we're at a delicate balance between how much of that's demand-related versus adjusting to the higher fuel costs that you reference.
Yeah, I think what we've seen since the outbreak of COVID and more recently with the conflict in the Middle East, that desire to do point-to-point travel for Australians, especially with the tyranny of distance that we've got, I'd argue has probably increased.
Probably the ability to bypass the Middle Eastern hubs, depending on how long disruption goes in the Middle East, but more importantly, to get to your destination as expected without disruption.
So I'd say on the appeal to the consumer, it's definitely gone up.
In terms of Qantas, it's probably their main growth avenue.
There's a lot going on in fleet renewal at the moment.
So the domestic fleet renewal is very much about steadying the base and making sure that they've got the most efficient aircraft operating domestically.
But the big prize and the big growth path for Qantas moving forward outside of just market share gains is Project Sunrise.
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