Schedule data, in the open.
Where airline schedule data is headed, why the industry's tooling is ripe for a reset, and notes from building SSIM Toolkit.
Farnborough 2026: the order wave — and the schedule that has to absorb it
The Farnborough International Airshow (20–24 July 2026) will book billions in new aircraft orders. Those orders land on a backlog already stretching a decade — which means the real work happens later, in the schedule.
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Softer demand, fuller planes: reading IATA's mid-2026 numbers
In May 2026 global air travel demand actually fell year-on-year — yet load factors hit a record for the month. That apparent contradiction says a lot about how tight, and how regional, the 2026 network has become.
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Where aviation's software dollars go in 2026 — and the foundation underneath them
Airlines and airports are set to spend around $46B on IT, with AI everywhere. Almost none of it targets the schedule-data layer every operation runs on. For investors, that gap is the interesting part.
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Advanced Air Mobility is coming to the schedule
eVTOL aircraft are moving from concept to the airshow flight line. When electric air taxis start operating at scale, they'll bring a scheduling problem that looks familiar — just faster, denser, and newer.
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SAF and the permanent fuel premium: what ReFuelEU is changing in 2026
Europe's SAF mandate is ramping, sustainable fuel still costs three to four times conventional jet fuel, and supply sits at a handful of airports. That combination is quietly reshaping network economics — and adding another airport-level dataset to the schedule.
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An investor's map of aviation schedule tooling
A foundational layer, a durable standard, a recurring need — and almost everyone still building it in-house. Here's the investor's-eye view of schedule-data tooling: the buyers, the wedge, the moats, and the honest risks.
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Offers, orders, and the schedule underneath: airline retailing in 2026
The industry is slowly replacing the PNR/e-ticket/EMD trio with NDC offers and ONE Order. It's a real modernization of how flights are sold — but it doesn't change what everything is sold on top of: the schedule.
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The 2026 capacity squeeze: fuller planes, thinner margins, and the pressure on schedule data
Airlines are flying at record load factors on a ~3.9% net margin while new aircraft stay scarce. When every seat counts this much, the schedule is where efficiency is won or lost.
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Why now: the 2026 forces converging on schedule data
Capacity discipline, a decade-long fleet backlog, a permanent fuel premium, and a slow distribution overhaul are all landing at once. Each, independently, raises the value of getting schedule data right.
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Rotations and tails: how a schedule becomes an aircraft's day
A schedule is a list of flights; an operation is a set of aircraft each flying a connected sequence. Turning one into the other — building rotations and checking they're physically possible — is where the schedule meets reality.
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What a schedule-data platform is worth: the economics of a foundational tool
Recurring need, near-zero marginal cost, high switching cost, and a position under the whole stack. The unit economics of a foundational schedule-data tool are quietly attractive — here's the shape of them.
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The airline software stack — and where schedule data sits in it
Airline technology is a layered stack, from passenger apps at the top to the data that everything runs on at the bottom. Schedule data is that bottom layer — and it's the least-invested-in part of the whole thing.
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