Our Round-the-World Airline Adventure

Our Round-the-World Airline Adventure

In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabat take listeners on a global tour of the airline industry's Q1 earnings results. They discuss the contrasting fortunes of airlines across Europe, North America, Latin America, and Asia, highlighting optimism amidst challenges, mixed results, and shifts in consumer behavior. The conversation emphasizes the impact of oil prices, demand trends, and the overall uncertainty in the airline market as they look ahead to the summer season and beyond. Takeaways Lufthansa and Air France are optimistic despite negative Q1 results. First quarter is typically weak for European airlines. Oil prices dropping significantly is beneficial for airlines. Demand for premium travel remains strong. JetBlue and Frontier faced significant challenges in Q1. Sun Country Airlines reported a strong operating margin. Mexican low-cost carriers are struggling due to changing consumer behavior. Latam Airlines raised their profit guidance amidst a challenging environment. Japanese airlines are performing well but face uncertainty from trade issues. The airline industry is characterized by uncertainty moving forward. Connect with Airline Weekly LinkedIn: ⁠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 airline and travel industries.

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The Airline Europe Wrote Off — and Shouldn't Have

The Airline Europe Wrote Off — and Shouldn't Have

Gordon and Jay unpack how Iberia engineered one of the most dramatic financial turnarounds in modern airline history. Plus: Singapore Airlines posts a solid start to the year, but its Air India stake ...

21 Touko 39min

The Profit Gap Splitting U.S. Airlines

The Profit Gap Splitting U.S. Airlines

Gordon sits down with Skift airlines reporter Meghna Maharishi to break down a revealing Q1 earnings season for U.S. carriers — separating the standouts from the strugglers. Plus: the latest merger ch...

15 Touko 27min

Spirit Airlines: The Post-Mortem

Spirit Airlines: The Post-Mortem

Spirit Airlines is the first major U.S. carrier to go out of business in more than two decades. In this special edition, Gordon is joined by Jay and Meghna to unpack what went wrong — from blocked mer...

7 Touko 38min

What's Going Wrong at JetBlue?

What's Going Wrong at JetBlue?

Gordon and Jay open with JetBlue's latest quarterly results, unpacking what's behind the airline's struggles and what it might take to get back on course. Then they turn to Norwegian, where a strong s...

30 Huhti 33min

Will Washington Save Spirit Airlines?

Will Washington Save Spirit Airlines?

Could the U.S. Government shore up Spirit Airlines? Gordon and Jay break down the latest industry chatter about the troubled carrier's future, including fresh commentary from President Trump. Then the...

23 Huhti 35min

Could United Really Merge with American Airlines?

Could United Really Merge with American Airlines?

Will two of America's biggest airlines become one? Gordon and Jay dig into whether a United-American mega-merger is actually on the table and ask what further consolidation would mean for the industry...

16 Huhti 27min

Delta Confronts the Oil Price Crisis

Delta Confronts the Oil Price Crisis

Delta’s latest results are in and the fuel price challenge is front and center. Gordon, Jay, and Meghna dive into what the numbers say about the airline’s strategy and resilience. In part two, the con...

9 Huhti 41min

Who Will Lead IATA Next?

Who Will Lead IATA Next?

Gordon and Jay unpack major leadership moves shaping the industry, from Willie Walsh’s shift to IndiGo to Michael Rousseau’s departure from Air Canada. Later, they dive into fuel prices and what’s ahe...

2 Huhti 40min

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