Diversifying Delta's Business

Diversifying Delta's Business

Delta Air Lines held an investor day this week where CEO Ed Bastian said business was “gangbusters.” That’s what Wall Street wanted to hear but it appears also true for a company that sees significant delta ahead, and is actively working to grow high-margin tertiary businesses. Edward Russell and Jay Shabat discuss. Plus, the operational distress in the northeastern U.S. this week. Reading List Delta Sees ‘Gangbusters’ Recovery, Downplays Industry Concerns Delta Pins New Hopes on Gen Z and Millennials, Not Business Travelers United’s New York Distress Shows how Weather Can Royally Mess Up an Airline’s Operations

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Profits A'Plenty for Australian Airlines

Profits A'Plenty for Australian Airlines

In part one, Gordon and Jay discuss robust financials from the Qantas Group and Virgin Australia, and explore why Air New Zealand continues to struggle. In part two, the conversation turns to China ...

4 Sep 202529min

Can Spirit Airlines Survive?

Can Spirit Airlines Survive?

In part one, Jay and Meghna discuss the prospects of Spirit Airlines as it struggles to revive. In part two, the conversation turns north to Air Canada and its path ahead following a costly, peak-seas...

28 Aug 202527min

What are the World’s Busiest Airports?

What are the World’s Busiest Airports?

In this week's show, Gordon and Jay take a step back from the business of airlines to explore the world's busiest airports. As we discover, the global top 10 is constantly changing with a fierce battl...

21 Aug 202529min

What is America's Most Profitable Airline?

What is America's Most Profitable Airline?

In this week's show, Gordon and Jay unpack the latest earnings season data at major U.S. carriers. From the winners to the losers and everything in between, we examine the key factors driving profitab...

14 Aug 202531min

What is Air France-KLM's Weakest Link?

What is Air France-KLM's Weakest Link?

In part one, Gordon and Jay unpack the latest financials from the Air France-KLM Group and explore a mixed set of results. In part two, the discussion turns to a superstar performance from South Ameri...

6 Aug 202530min

American, Alaska, Southwest: Who Came Out on Top?

American, Alaska, Southwest: Who Came Out on Top?

Today hosts Gordon Smith and Jay Shabat discuss the latest earnings reports from major U.S. airlines, focusing on the performance of American Airlines, Southwest Airlines, and Alaska Airlines. They an...

31 Juli 202532min

United Airlines and Ryanair in an Age of Uncertainty

United Airlines and Ryanair in an Age of Uncertainty

Gordon and Jay discuss the latest earnings reports from United Airlines and Ryanair, exploring their financial performance, market comparisons, and the broader economic outlook. They delve into United...

24 Juli 202533min

Wizz Air Abu Dhabi: What Went Wrong?

Wizz Air Abu Dhabi: What Went Wrong?

Today, hosts Gordon Smith and Jay Shabat are joined by their colleague Meghna Maharishi to discuss Delta's latest earnings report and what it signals for the airline industry. They then delve into the...

17 Juli 202533min

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