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Airline Weekly Lounge Podcast

Latest episodes

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Aug 16, 2024 • 33min

Jet2's Secret Sauce

Presented by American AirlinesIn part one, Gordon Smith and Jay Shabat examine the fascinating story behind British leisure carrier Jet2, and explain why it's an airline worth watching. In part two, we turn our attention to Azul to learn how the Brazilian firm fared in the second quarter.Connect with Skift Airline WeeklyLinkedIn: https://www.linkedin.com/company/airline-weekly/X: https://x.com/Airline_Weekly/Facebook: https://www.facebook.com/airlineweekly/Instagram: https://www.instagram.com/skiftnews/WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/Subscribe to @SkiftNews and never miss an update from the travel industry.
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Aug 9, 2024 • 34min

The Q2 2024 Earnings Scoreboard

A deep dive into the second quarter earnings reveals Alaska Airlines boasting an impressive 16% operating margin. The contrasting financial fates of JetBlue, Hawaiian Airlines, and Spirit Airlines showcase the challenges within the U.S. market. Meanwhile, IAG's decision to pull out of the Air Europa deal sheds light on the European aviation landscape. The podcast also discusses strategic adjustments airlines are making to enhance services amid economic uncertainty and highlights the industry's resilience against fluctuating oil prices.
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10 snips
Aug 7, 2024 • 46min

Former American Airlines Chief Commercial Officer Vasu Raja on Aviation's Current Inflection Point

In this discussion, Vasu Raja, the former Chief Commercial Officer at American Airlines with 20 years of industry insight, shares his views on the aviation sector's current challenges. He talks about the shift towards leisure travel post-pandemic and the need for airlines to adapt to changing consumer behaviors. Raja dives into airline pricing transparency and its impact on customer experiences. The evolution of loyalty programs also gets examined, emphasizing connections beyond traditional rewards, while optimism around innovation and sustainability in aviation is highlighted.
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Aug 2, 2024 • 36min

How Was Q2 for JetBlue?

In part one, Gordon Smith and Jay Shabat discuss the latest earnings from JetBlue and examine the U.S. carrier's turnaround plan. In part two, we turn our attention to IndiGo and discover what makes it the world's most ambitious airline.Connect with Skift Airline WeeklyLinkedIn: https://www.linkedin.com/company/airline-weekly/X: https://x.com/Airline_Weekly/Facebook: https://www.facebook.com/airlineweekly/Instagram: https://www.instagram.com/skiftnews/WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/Subscribe to @SkiftNews and never miss an update from the travel industry.
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Jul 26, 2024 • 39min

The Ben Smith Interview

As the 2024 Olympics get underway in Paris, we speak with the CEO of the Air France-KLM Group, Ben Smith. He’s in conversation with Skift’s Editor-in-Chief Sarah Kopit and Head of Research Seth Borko, for a special edition of the Airline Weekly Lounge.  Connect with Skift Airline WeeklyLinkedIn: https://www.linkedin.com/company/airline-weekly/X: https://x.com/Airline_Weekly/Facebook: https://www.facebook.com/airlineweekly/Instagram: https://www.instagram.com/skiftnews/WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/Subscribe to @SkiftNews and never miss an update from the travel industry.
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Jul 19, 2024 • 31min

Hong Kong's Slow Climb

In part one, Gordon Smith and Jay Shabat discuss Q2 results from Delta Air Lines and Norwegian, looking for clues as to what the future could hold for other operators. In part two, we turn our attention to Hong Kong and examine the factors behind its slow aviation recovery after the pandemic.Connect with Skift Airline WeeklyLinkedIn: https://www.linkedin.com/company/airline-weekly/X: https://x.com/Airline_Weekly/Facebook: https://www.facebook.com/airlineweekly/Instagram: https://www.instagram.com/skiftnews/WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/Subscribe to @SkiftNews and never miss an update from the travel industry.
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Jul 12, 2024 • 32min

Qantas: From Perth to Paris

In part one, Gordon Smith and Jay Shabat discuss Qantas' latest ultra long-haul endeavor and ask what it tells us about the carrier's wider commercial strategy. In part two, we examine the latest twists and turns at Southwest Airlines as the company continues to fend off an activist investor. 
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Jul 4, 2024 • 35min

Air France's Olympic Headache

In part one, Gordon Smith and Jay Shabat examine why this summer's Olympic and Paralympic Games in Paris are likely to be a financial drag on Air France. In part two, we turn our attention to U.S. airlines and ask what the second half of 2024 could hold for some of the country's biggest carriers.Key Points: Air France and the Olympics Impact Olympic Disruption: Air France expects a revenue hit of €160-€180 million ($175-$200 million) for Q3 due to international markets avoiding Paris during the Olympics. KLM Insights: KLM CEO noted a decline in Paris-bound passengers, with potential shifts to Amsterdam as an alternative hub. Airline Challenges with Major Events: Airlines, including Air France, generally find large events like the Olympics disruptive and not as profitable, contrary to what might be expected. Long-term Benefits: Infrastructure improvements (e.g., Orly Airport upgrades) may benefit Air France KLM long-term, despite short-term disruptions. Key Points: Outlook for US Airlines in H2 2024 Cost Increases: U.S. airlines face significantly higher operating compared to pre-pandemic levels, with labor costs in particular rising faster than revenues. Delta’s Position: Delta is expected to perform well, driven by strong premium demand and international routes, though it still faces higher costs. Spirit Airlines’ Struggles: Spirit has increased capacity and revenue but suffers from a disproportionate rise in costs, especially labor, leading to financial difficulties. Growth and Efficiency: To combat rising costs, airlines aim to grow capacity and improve efficiency, although supply constraints (e.g., aircraft availability) pose challenges. Premium Demand: A trend towards more premium offerings in both long-haul and short-haul markets is evident, with airlines betting on sustained demand for higher-margin products. For more airline insights, visit and subscribe to Airline Weekly.
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Jun 28, 2024 • 31min

More Headwinds for Southwest Airlines

Southwest Airlines faces challenges with revenue outlook, internal issues, delays in new aircraft, and changing booking patterns. A European airline reduces costs post-COVID, while Abra and Volute play key roles in a merger. Regional trends in North America, Latin America, and Europe are analyzed for industry consolidation.
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Jun 21, 2024 • 34min

Why is Korean Air so Profitable?

In part one, Gordon Smith and Jay Shabat discuss the factors delivering consistently strong results for Korean Air. In part two, we reveal the global airlines that were the most and least profitable in the first quarter of 2024. Get more airline news at http://airlineweekly.skift.com

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