Airline Weekly Lounge Episode 40: Emirates Strikes Back

Airline Weekly Lounge Episode 40: Emirates Strikes Back

Emirates last week posted an operating margin nearing 10% for its fiscal year. That’s significantly better than the 7% the year before and a whole lot better than the 5%, 4%, and 3% posted in the years prior to that. Is the airline permanently out of its funk? Turkish Airlines meanwhile is struggling in the face of serious revenue declines brought on by fears of terrorism, among other things. To make matters worse, costs are rising too, which is particularly nasty when combined with low revenues. Still, Turkish remains undeterred if its 19% capacity growth rate is any indication. By the way, is such growth sustainable? Plus we check in on two very sick airlines, Gol and Air Berlin. And Frontier posted a mediocre Q4 in what was otherwise a terrific year.

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Episoder(437)

How Many Planes Does the World Need?

How Many Planes Does the World Need?

Ahead of the Farnborough Airshow, for this special episode Gordon Smith and Meghna Maharishi are joined by Darren Hulst, Boeing's VP of Commercial Marketing. The conversation centers on the planemaker...

18 Jul 26min

Can a "New Class of BNPL" Become a Strategic Loyalty Play?

Can a "New Class of BNPL" Become a Strategic Loyalty Play?

ClarityPay recently partnered with JetBlue to introduce a new pay-later program that combines embedded financing, loyalty, and personalization to drive incremental revenue. Learn more about Clarity...

16 Jul 17min

 How Much is EasyJet Worth?

How Much is EasyJet Worth?

An approach from U.S. private equity firm Castlelake has reopened the question of what EasyJet is actually worth. Gordon and Jay run through the latest takeover chatter before setting the scene for De...

9 Jul 43min

Does SAS Really Need 40 A330neos?

Does SAS Really Need 40 A330neos?

Does SAS Really Need 40 A330neos? In part one, Gordon and Jay discuss SAS Scandinavian Airlines' new widebody order and ask whether the carrier can justify that many additional planes. In part two,...

2 Jul 37min

Is Las Vegas Out of Luck?

Is Las Vegas Out of Luck?

Las Vegas air traffic is down 6%. Gordon and Jay work through what's behind it, then turn to a U.S. market headed firmly the other way. Follow the Hosts:  Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Lin...

25 Jun 37min

What's the Most Profitable Airline in the World?

What's the Most Profitable Airline in the World?

The latest Airline Weekly global earnings scoreboard is in and the airline on top may not be the one you'd expect. Jay joins Gordon and Meghna to sort the winners from the losers. Before that, we re...

18 Jun 35min

The IATA AGM Debrief

The IATA AGM Debrief

Gordon joins Jay from Rio as the IATA AGM wraps. The two then turn to Brazil itself: one of the world's largest aviation markets, and one of its most consolidated — a combination that shapes everythin...

11 Jun 40min

Inside the Minds of America's Airline CEOs

Inside the Minds of America's Airline CEOs

Gordon and Jay decode the most revealing CEO commentary from the Bernstein investor conference — what executives signaled about capacity, consolidation, and the months ahead. Then they look forward to...

4 Jun 38min

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