Past The Inflection Point?

Past The Inflection Point?

This week Edward Russell and Madhu Unnikrishnan chew over why optimism reigns among airline CEOs, who believe the third quarter was the inflection point, and now the recovery will be more real. CEOs say, of course, warn that no one knows how Covid-19 will play out, but they're bullish on next year. Next, Madhu and Ned discuss delivery delays at Boeing and whether Airbus will face similar problems when it ramps up production over the next couple of years.

Avsnitt(423)

Our Air Canada Check-In

Our Air Canada Check-In

Presented by American Airlines In part one, Gordon Smith and Jay Shabat discuss the latest developments at Air Canada and find out what its international expansion plans could mean for future profitab...

23 Aug 202431min

Jet2's Secret Sauce

Jet2's Secret Sauce

Presented by American Airlines In part one, Gordon Smith and Jay Shabat examine the fascinating story behind British leisure carrier Jet2, and explain why it's an airline worth watching. In part two, ...

16 Aug 202433min

The Q2 2024 Earnings Scoreboard

The Q2 2024 Earnings Scoreboard

Presented by American Airlines In part one, Gordon Smith and Jay Shabat reveal which U.S. airlines had the best and worst second quarters of 2024. In part two, we turn our attention to the latest deve...

9 Aug 202434min

Former American Airlines Chief Commercial Officer Vasu Raja on Aviation's Current Inflection Point

Former American Airlines Chief Commercial Officer Vasu Raja on Aviation's Current Inflection Point

Today we’re bringing you a bonus episode featuring an exclusive interview with former American Airlines Chief Commercial Officer Vasu Raja, who left American earlier this year after two years in the r...

7 Aug 202446min

How Was Q2 for JetBlue?

How Was Q2 for JetBlue?

In part one, Gordon Smith and Jay Shabat discuss the latest earnings from JetBlue and examine the U.S. carrier's turnaround plan. In part two, we turn our attention to IndiGo and discover what makes i...

2 Aug 202435min

The Ben Smith Interview

The Ben Smith Interview

As the 2024 Olympics get underway in Paris, we speak with the CEO of the Air France-KLM Group, Ben Smith. He’s in conversation with Skift’s Editor-in-Chief Sarah Kopit and Head of Research Seth Borko,...

26 Juli 202439min

Hong Kong's Slow Climb

Hong Kong's Slow Climb

In part one, Gordon Smith and Jay Shabat discuss Q2 results from Delta Air Lines and Norwegian, looking for clues as to what the future could hold for other operators. In part two, we turn our attenti...

19 Juli 202431min

Qantas: From Perth to Paris

Qantas: From Perth to Paris

In part one, Gordon Smith and Jay Shabat discuss Qantas' latest ultra long-haul endeavor and ask what it tells us about the carrier's wider commercial strategy. In part two, we examine the latest twis...

12 Juli 202432min

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