Airline Weekly Lounge Episode 53: Korean Competitive Crunch

Airline Weekly Lounge Episode 53: Korean Competitive Crunch

Korean carriers Asiana and Korean Air are being squeezed between rapid growth from Chinese carriers and new capacity coming out of Japan. But nonetheless, the two Korean carriers posted some of the most improved earnings among widebody carriers worldwide. Japan Airlines and All Nippon, meanwhile, both regressed in their year-over-year earnings despite a strengthening yen and lower fuel costs. Dismal demand is the culprit. In South America, LATAM is wrestling with the economic breakdown in Brazil as well as pressures to the global cargo market. Jet Airways posted its fifth consecutive profitable quarter. Cebu Pacific continues to take the world by storm. Air Berlin continues to struggle. And Garuda posted one of the worst declines in year-over-year Q2 profits. And lastly, is Delta making the right bet with its newly unveiled Delta One suite?

Episoder(424)

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Is the Government Shutdown Affecting Air Travel?

Is the Government Shutdown Affecting Air Travel?

In part one of this week's show, Jay and Meghna discuss the latest developments regarding the U.S. government shutdown and its impact on air travel. In part two, their attention turns to JetBlue and i...

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What's Driving United's Domestic Headwinds?

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In part one of this week's show, Gordon and Jay examine some of the factors creating headwinds for United in the U.S domestic market. In part two, we turn our attention to Europe and discuss a rare jo...

23 Okt 202534min

Virgin Atlantic Gets a New CEO

Virgin Atlantic Gets a New CEO

In part one of this week's show, we discuss a changing of the guard at Virgin Atlantic, as CEO Shai Weiss prepares to step down after seven years. In part two, we contextualize a strong set of Q3 figu...

16 Okt 202524min

The Megatrends Shaping Q3 Earnings Season

The Megatrends Shaping Q3 Earnings Season

On the eve of Q3 earnings season, Gordon and Jay explore the key trends to watch as America's biggest carriers get ready to reveal their latest financials. Follow the Hosts: Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠...

9 Okt 202527min

Hong Kong Stages Global Comeback

Hong Kong Stages Global Comeback

In this week's show, Gordon and Jay discuss the latest developments in the Hong Kong aviation scene. From a return to profitability at Cathay Pacific to a new third runway at the city's international ...

2 Okt 202533min

U.S. and International Airlines at a Strategic Crossroads

U.S. and International Airlines at a Strategic Crossroads

In this week’s Airline Weekly Lounge, Jay Shabbat and guest-host Meghna Maharishi unpack the biggest takeaways from Skift Global Forum in New York. The discussion spans airline labor challenges easi...

25 Sep 202520min

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