The Thick of Fourth Quarter Airline Earnings

The Thick of Fourth Quarter Airline Earnings

It's a busy earnings week with American, Southwest, Alaska, and JetBlue all reporting. Edward Russell and Jay Shabat preview what they're listening for ahead of the airline calls on Thursday, January 26. Plus, EasyJet's strong December quarter revenues suggest their network shift to southern Europe is working. Reading List American Airlines Sees First Full Year of Profitability Since 2019 Southwest Airlines Vows to Return to Recovery Plan by March After Meltdown Alaska Airlines’ Exposure to Tech Sector Hits Carrier’s Bottom Line JetBlue Boasts 50 Percent Jump in TrueBlue Loyalty Enrollment in 2022 EasyJet Financials Lifted by High Demand and Ancillary Revenues

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U.S. Earnings Season: Half-Time Report

U.S. Earnings Season: Half-Time Report

In part one of this week's show, Gordon and Jay discuss the latest quarterly earnings from American Airlines and JetBlue. In part two, the discussion turns to Ryanair, with a deep dive into its financ...

29 Jan 36min

New from Skift: Executive Conversations Shaping the Travel Industry

New from Skift: Executive Conversations Shaping the Travel Industry

We’re sharing a preview of a new podcast from Skift called Skift Take Sessions. Skift Take Sessions is a weekly, journalist-led podcast built from the most important conversations shaping the global ...

26 Jan 2min

Delta vs United: Premium Boom, Economy Squeeze

Delta vs United: Premium Boom, Economy Squeeze

It is earnings season, and this week on the Airline Weekly Lounge, Jay Shabat and Meghna Maharishi break down Q4 2025 results from United and Delta, recorded on Wednesday, January 21, 2026. They comp...

22 Jan 21min

Allegiant–Sun Country Merger: What’s Really at Stake?

Allegiant–Sun Country Merger: What’s Really at Stake?

In this special edition of the Airline Weekly Lounge, Gordon is joined by Jay and Meghna to discuss Allegiant's plan to acquire Sun Country Airlines for $1.5 Billion. Fresh off the phone with Allegian...

12 Jan 34min

Inside the Ethiopian Airlines Playbook

Inside the Ethiopian Airlines Playbook

Ethiopian Airlines is one of African aviation's outstanding success stories. We explore how the carrier grew profitably, built global reach, and what its strategy means for the future of the sector. I...

8 Jan 42min

The David Neeleman Interview

The David Neeleman Interview

Recorded on-stage at our recent Skift Aviation Forum, Gordon sits down with aviation legend David Neeleman. In this fast-paced discussion, few topics are left on the table, as we hear Neeleman's views...

1 Jan 25min

The Joanna Geraghty Interview

The Joanna Geraghty Interview

Recorded on-stage at our recent Skift Aviation Forum, Gordon is in conversation with JetBlue CEO, Joanna Geraghty. We hear why the deck is stacked against smaller carriers in the U.S., and why she thi...

25 Dec 202524min

Is Breeze in a Squeeze?

Is Breeze in a Squeeze?

As Breeze Airways enters its fifth year of flying, Gordon and Jay discuss the challenges and opportunities for the David Neeleman-backed U.S. carrier. In part two, our attention turns to 2026, with a ...

18 Dec 202541min

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