Delta Kicks Off Q3 Earnings Season

In part one, Gordon and Jay preview what to watch as U.S. carriers report Q3 earnings. In part two, they turn to Alaska Airlines' investor day and discuss what stood out. Follow the Hosts: Follow the Hosts: Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Jay Shabat – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Meghna Maharishi - ⁠⁠⁠LinkedIn⁠⁠⁠ 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. 00:00 Welcome and Agenda 00:34 Q3 Earnings Preview 03:17 Revenue Man Tailwinds 08:38 Cost Vader Headwinds 11:29 Fuel Uncertainty Outlook 12:56 Premium Cabin Boom 18:16 Skift Aviation Forum Plug 21:20 Break and Reset 21:49 Why Investor Days Matter 23:35 Alaska Rough First Half 26:40 Alaska Global Expansion Risks 30:29 Alaska Revenue Strategy Shift 33:23 Partnerships and M&A Chatter 38:07 Wrap Up and Farewell

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(450)

Delta Sets the Pace for Airline Earnings Season

As Delta Air Lines kicks off Q3 earnings, Gordon and Jay unpack the numbers. Plus, could Southwest be eyeing widebody aircraft? And what's behind the latest slide in JetBlue's share price? Follow t...

15 Okt 35min

Virgin Atlantic CEO Corneel Koster on Fuel, AI, and ATC Meltdowns

Gordon Smith sits down with Virgin Atlantic CEO Corneel Koster on the sidelines of Skift Global Forum in New York. They discuss how fuel costs are weighing on the airline and why premium demand keeps ...

1 Okt 18min

What American, Southwest and United Told Investors

Gordon is joined by Jay and Meghna to unpack the recent Morgan Stanley Laguna conference, where executives from American, Southwest and United set out where they think the market is heading. Follow...

24 Sep 37min

Airlines Post Record Revenues But Costs Catch Up

Gordon and Jay open with why record revenues still aren't covering a sharp rise in costs, then turn to what JetBlue's latest outlook tells the rest of the industry. Follow the Hosts: Gordon Smith –...

17 Sep 41min

The Air Canada Anko Inherits

In part one, Gordon and Jay weigh the opportunities in front of Air Canada against the challenges that come with them. In part two, the conversation turns to China, and why the country's Big Three car...

10 Sep 38min

Why US Airlines Are Betting Big on Europe in 2027

In part one, Jay and Meghna discuss the latest transatlantic expansion announcements from United and American Airlines and what they reveal about how US carriers are rethinking their European strategi...

3 Sep 32min

Qatar Airways: Skift Global Forum Preview

In part one, Gordon and Jay discuss some of the biggest talking points at Qatar Airways, as the airline's CEO, Hamad Ali Al-Khater, prepares to join the Skift Global Forum in New York next month. In p...

27 Aug 32min