The U.S. Air Travel Recovery Flatlines

The U.S. Air Travel Recovery Flatlines

If one thing's clear from the airlines that have reported third-quarter results it's that the U.S. domestic travel recovery has plateaued. That's not necessarily bad, passenger numbers are above 2019 levels, but the industry's higher cost structure could make a low-growth environment challenging. Edward Russell and Jay Shabat discuss. Plus, the latest from Routes World in Istanbul. Reading List American Airlines Had a Rough Quarter, but Points to 2024 Tailwinds United Faces Higher Costs – and What Else We Learned on the Earnings Call Air France-KLM’s SAS Takeover: Do Copenhagen, Oslo, and Stockholm Hubs Stay? Fast-Growing Istanbul Airport Wants More Budget Airline Competition AirAsia, Chastened from Pandemic Losses, Takes Disciplined Approach to Growth Royal Jordanian, Wizz Air Weigh Costs of Israel-Hamas War

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Setting the Scene for Earnings Season

Setting the Scene for Earnings Season

Presented by American Airlines In this week's show, Gordon Smith and Jay Shabat explain the key elements to watch as third-quarter earnings season begins. The pair discuss all-important factors includ...

11 Loka 202432min

Southwest and its New Plan

Southwest and its New Plan

Presented by American Airlines In this week’s episode, Jay Shabat and Meghna Maharishi discuss Southwest's latest turnaround plan. They also look at the current state of the transatlantic market conne...

4 Loka 202426min

El Al Comes Out on Top

El Al Comes Out on Top

Presented by American Airlines In this week's episode, Gordon Smith and Jay Shabat discuss the final results from Airline Weekly's Earnings Scoreboard for Q2 2024. From household names to niche region...

27 Syys 202427min

Skift Global Forum: The Airline Storylines

Skift Global Forum: The Airline Storylines

Presented by American Airlines In this special episode, Gordon Smith and Jay Shabat are in New York City for the Skift Global Forum. Recorded just minutes after stepping off stage, the pair debrief fo...

20 Syys 202427min

Southwest's Evolving Network

Southwest's Evolving Network

Presented by American Airlines In part one, Gordon Smith and Jay Shabat examine the huge changes taking place across Southwest Airlines' network and reveal the big winners and losers as the LCC's rout...

13 Syys 202433min

Qantas in Focus

Qantas in Focus

Presented by American Airlines In part one, Gordon Smith and Jay Shabat take a closer look at Qantas and ask how major new projects could change its business. In part two, we turn our attention to Col...

6 Syys 202431min

Busiest Global Airports: The Q4 2024 Preview

Busiest Global Airports: The Q4 2024 Preview

Presented by American Airlines In this week’s show, Gordon Smith and Jay Shabat examine the global airport capacity data for the coming quarter. Of the 100 busiest airports worldwide, we reveal the li...

30 Elo 202425min

Our Air Canada Check-In

Our Air Canada Check-In

Presented by American Airlines In part one, Gordon Smith and Jay Shabat discuss the latest developments at Air Canada and find out what its international expansion plans could mean for future profitab...

23 Elo 202431min

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