Airline Weekly Lounge Episode 61: Worse, But Still Good

Airline Weekly Lounge Episode 61: Worse, But Still Good

Rising labor costs at Delta dented its fourth quarter results significantly—but not enough to prevent the airline from posting a terrific profit for 2016. And the big story within the story is that revenues have stopped falling. All in all, Delta remains bullish, which is a nice way to kick off earnings season. Also in this episode, we consider a rumored Etihad-Lufthansa merger. One airline that certainly doesn’t need a merger is Volaris, but how worried should it be about U.S.-Mexico relations? And in India, Go Air, Indigo and now SpiceJet all have placed fairly big aircraft orders. Are they too ambitious? And is Jet Airways, which doesn’t have as many aircraft on order, being too cautious?

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Episoder(439)

Airshow Highs and Earnings Season Realities

Airshow Highs and Earnings Season Realities

In part one, Gordon and Jay discuss the highlights from last week's Farnborough International Airshow, reviewing the big deals and longer term impact of the event. In part two, the conversation turns ...

30 Jul 42min

Why 2026 Is Aviation's Most Volatile Year Since COVID

Why 2026 Is Aviation's Most Volatile Year Since COVID

The airline industry is navigating its most unpredictable period since the pandemic, with fuel prices, geopolitical tensions, premium travel demand, and aircraft shortages reshaping the competitive la...

23 Jul 1h 1min

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

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