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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Even Emirates Can't Rest on its Laurels

Even Emirates Can't Rest on its Laurels

In part one, Gordon and Jay reflect on the latest financial insights from Emirates, and examine the challenges that could lie ahead for the Dubai-based giant. In part two, the conversation turns to a ...

13 Nov 202538min

What Makes Ryanair So Darn Profitable?

What Makes Ryanair So Darn Profitable?

In part one, Gordon and Jay break down Ryanair’s latest earnings and uncover what keeps Europe’s biggest low-cost airline flying high. In part two, they share key takeaways from the CEOs of Etihad and...

6 Nov 202529min

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...

30 Okt 202524min

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

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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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