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

Jaksot(422)

Euro-Things

Euro-Things

In this week's episode, Gordon Smith and Jay Shabat take a deep-dive into the latest earnings from carriers across the European continent. From airline supergroups to more niche Nordic players, we mak...

3 Touko 202432min

JetBlue and Volaris

JetBlue and Volaris

With earnings season well underway, Gordon Smith and Jay Shabat examine the key trends and finer details from JetBlue and Volaris - two of the largest low-cost carriers in the Americas.

26 Huhti 202433min

United's Fascinating First Quarter

United's Fascinating First Quarter

Fresh out of United's Q1 earnings call, Gordon Smith and Jay Shabat discuss the headline numbers and critical trends facing the U.S. carrier.

19 Huhti 202433min

Why Delta's Flying High

Why Delta's Flying High

In this week's episode, Gordon Smith and Jay Shabat dig into Delta's latest earnings report to find out what's making the U.S. carrier one of the industry's biggest success stories.

12 Huhti 202431min

Low-Cost, Long-Haul Challenges

Low-Cost, Long-Haul Challenges

In this week's episode, Gordon Smith is joined by Ashab Rizvi from Skift Research to discuss the key findings from a new report into the low-cost, long-haul airline sector.

5 Huhti 202429min

The Michael O'Leary Interview

The Michael O'Leary Interview

In this special edition of the Airline Weekly Lounge, we sit down with Ryanair Group CEO Michael O'Leary. No subject is off the table as we discuss everything from social media to Southwest's business...

29 Maalis 202433min

High Flyers and Terminal Declines

High Flyers and Terminal Declines

Gordon Smith and Jay Shabat discuss the global airports that look set to be the big winners and losers in the coming quarter.

22 Maalis 202427min

The Lufthansa Problem

The Lufthansa Problem

Gordon Smith and Jay Shabat discuss the latest developments from the Lufthansa Group and explain why the German flag carrier is trailing competitors. We also review the key aviation highlights from th...

15 Maalis 202431min

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