Breeze CEO sees concrete growth opportunities in Brazil
David Neeleman, a well-known figure in the aviation industry and current CEO of Breeze Airways, recently shared his insights on the state of aviation in the United States and Latin America, as well as the challenges and opportunities facing airlines. Speaking on the “Window Seat” podcast by Aviation Week, Neeleman discussed key topics such as the supply chain and air traffic management with Aaron Karp, senior editor of Routes and Air Transport World.
Neeleman described a divided U.S. market. He noted that major legacy carriers like Delta, United, and American are performing well post-pandemic. In contrast, low-cost carriers such as Spirit and Frontier are struggling to compete with the larger operators. The increase in capacity by the major airlines and the introduction of basic fares have eroded the cost advantage traditionally held by ultra-low-cost carriers (ULCCs).
On the topic of aircraft delivery delays—a persistent issue in the industry—Neeleman acknowledged that supply chain challenges remain, even four years after the global health crisis began. He mentioned that while deliveries are delayed by two to six weeks, Breeze Airways is adapting to the situation. He emphasized the importance of maintaining strong relationships with suppliers, particularly in regard to aircraft engines, which are critical to operations.
International expansion and focus on South America
When asked about Breeze’s international expansion plans, Neeleman explained that the airline already operates international charter flights but is working toward establishing scheduled services. He noted that Breeze is currently reviewing manuals and collaborating with the Federal Aviation Administration (FAA) to obtain the necessary certification for international operations, which are expected to begin in the upcoming winter season.
Regarding the South American market, Neeleman praised Azul Linhas Aéreas—a carrier he co-founded—and highlighted similarities between Breeze and Azul in their operating models. He pointed to the significant growth potential in Brazil, where the proportion of people who travel by air remains relatively low compared to other countries in the region. Azul, with its extensive network serving 150 cities in Brazil, exemplifies the potential of Brazilian aviation.
Financial outlook for Breeze Airways
Toward the end of the conversation, Neeleman addressed Breeze’s financial situation. He noted that while the airline was not profitable in the fourth quarter of last year, expectations for the second quarter of 2025 are optimistic. He stressed the importance of achieving profitability and expressed confidence in Breeze’s market position. Neeleman concluded by stating, “We’re in a very strong position, and as markets mature, we expect to achieve profitability.”
Breeze Airways, known for its focus on underserved routes and connecting secondary markets in the United States, operates a fleet that includes Embraer E-Jets and Airbus A220 aircraft. The airline’s strategy centers on providing an enhanced travel experience at competitive fares—a model Neeleman has successfully implemented in his previous airline ventures. The industry is closely watching how Breeze navigates current sector challenges and executes its expansion plans.
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