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Airline Weekly Lounge Podcast
Skift
387 episodes
5 days ago
The editors of Airline Weekly discuss the most interesting developments within the commercial airline industry. In keeping with Airline Weekly’s style, conversation generally centers on one question: How do you make money in this industry? 
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All content for Airline Weekly Lounge Podcast is the property of Skift and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The editors of Airline Weekly discuss the most interesting developments within the commercial airline industry. In keeping with Airline Weekly’s style, conversation generally centers on one question: How do you make money in this industry? 
Show more...
Business News
Places & Travel,
Society & Culture,
News,
Leisure,
Aviation
Episodes (20/387)
Airline Weekly Lounge Podcast
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 profitability in Q2 2025. Follow the Hosts: Gordon Smith – ⁠⁠⁠LinkedIn⁠⁠⁠ Jay Shabat – ⁠⁠⁠LinkedIn⁠⁠⁠ Connect with Airline Weekly LinkedIn: ⁠⁠https://www.linkedin.com/company/airline-weekly/⁠⁠ X: ⁠⁠https://x.com/Airline_Weekly/⁠⁠ Facebook: ⁠⁠https://www.facebook.com/airlineweekly/⁠⁠ Instagram: ⁠⁠https://www.instagram.com/skiftnews/⁠⁠ WhatsApp: ⁠⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠⁠ Subscribe to ⁠⁠@SkiftNews⁠⁠ and never miss an update from the airline and travel industries.
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5 days ago
31 minutes

Airline Weekly Lounge Podcast
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 America's Latam Airlines Group. Connect with Airline Weekly LinkedIn: ⁠https://www.linkedin.com/company/airline-weekly/⁠ X: ⁠https://x.com/Airline_Weekly/⁠ Facebook: ⁠https://www.facebook.com/airlineweekly/⁠ Instagram: ⁠https://www.instagram.com/skiftnews/⁠ WhatsApp: ⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠ Subscribe to ⁠@SkiftNews⁠ and never miss an update from the airline and travel industries.
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1 week ago
29 minutes

Airline Weekly Lounge Podcast
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 analyze the factors affecting profitability, including operating margins, domestic exposure, labor costs, and market dynamics. The conversation also touches on the upcoming European airline earnings and the competitive landscape in the airline industry. Takeaways Delta and United reported strong operating margins of 13% and 12%. American Airlines' operating margin was 8%, indicating challenges ahead. Southwest Airlines reported a disappointing 3% margin, half of last year's performance. Non-fuel costs have significantly increased for airlines, impacting profitability. Premium travel demand remains strong, benefiting airlines like Delta and United. American Airlines has a higher domestic exposure compared to its competitors. A distribution misstep has negatively affected American Airlines' performance. American Airlines faces a credit card contract disadvantage compared to Delta and United. Alaska Airlines is performing well, with a strong loyalty program and corporate travel exposure. The upcoming European airline earnings reports are highly anticipated. Connect with Airline WeeklyLinkedIn: https://www.linkedin.com/company/airline-weekly/X: https://x.com/Airline_Weekly/Facebook: https://www.facebook.com/airlineweekly/Instagram: https://www.instagram.com/skiftnews/WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/Subscribe to @SkiftNews and never miss an update from the airline and travel industries.
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2 weeks ago
32 minutes

Airline Weekly Lounge Podcast
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's strategic partnerships, the United Next strategy, and the implications of tariffs on the airline industry, particularly in relation to Ryanair's operations and aircraft orders. Their conversation highlights the current state of the airline industry amidst economic uncertainties and evolving trade relations. Takeaways United Airlines reported an 11.6% operating margin for Q2 2025. Despite disruptions, United's demand for premium services remains strong. United's growth strategy includes up gauging to larger aircraft. Economic uncertainties persist, but the outlook remains optimistic. Ryanair achieved a 21% operating margin, benefiting from strong travel demand. Tariff negotiations between the US and EU could impact airline operations. Ryanair's capacity is constrained due to aircraft delivery delays. The US economy shows signs of resilience despite tariff concerns. Low oil prices are beneficial for consumer spending and airline profitability. The future of US-EU trade relations remains uncertain, with potential implications for the aviation sector. Connect with Airline WeeklyLinkedIn: https://www.linkedin.com/company/airline-weekly/X: https://x.com/Airline_Weekly/Facebook: https://www.facebook.com/airlineweekly/Instagram: https://www.instagram.com/skiftnews/WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/Subscribe to @SkiftNews and never miss an update from the airline and travel industries.
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3 weeks ago
33 minutes

Airline Weekly Lounge Podcast
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 surprising strategic withdrawal of Wizz Air Abu Dhabi, which Gordon revealed earlier this week on Skift. As the airline suspends operations and exits its joint venture, we explore the factors leading to this decision, including engine reliability issues, geopolitical volatility, and regulatory barriers. Join us as we unpack the implications for the airline industry and what this means for Wizz Air's future. Takeaways Wizz Air Abu Dhabi is halting operations and exiting its joint venture due to engine issues, geopolitical volatility, and regulatory challenges. The withdrawal follows earlier signs of market softness and service suspensions in Abu Dhabi. Wizz Air's broader network is unaffected, with refunds or rebookings for impacted bookings. The move underscores the difficulties low-cost carriers face in new, complex markets. Wizz Air's decision reflects a trend of reassessing market opportunities amid global changes. Connect with Airline Weekly LinkedIn: ⁠https://www.linkedin.com/company/airline-weekly/⁠ X: ⁠https://x.com/Airline_Weekly/ ⁠Facebook: ⁠https://www.facebook.com/airlineweekly/⁠ Instagram: ⁠https://www.instagram.com/skiftnews/⁠ WhatsApp: ⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠ Subscribe to ⁠@SkiftNews⁠ and never miss an update from the airline and travel industries.
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1 month ago
33 minutes

Airline Weekly Lounge Podcast
Who Wants to Join an Airline Alliance?
In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabat discuss the latest developments in the One World Alliance, including the recent addition of Oman Air as its 15th member. They explore the implications of this expansion, the challenges of airline alliances in covering global markets, and the potential for future memberships, particularly in regions like India and Latin America. The conversation also touches on the dynamics of airline partnerships, the role of IATA in the industry, and the current state of air traffic demand globally. Takeaways Oman Air has joined the One World Alliance as its 15th member. The One World Alliance aims to strengthen its presence in the Middle East. There is a debate on the depth versus breadth of airline alliances. One World lacks representation in Sub-Saharan Africa and South America. Indigo Airlines is not prioritizing alliance membership currently. Hawaiian Airlines is expected to join One World by 2026. Airline alliances primarily benefit loyal customers by providing access to global networks. Southwest Airlines has joined IATA but remains independent from alliances. The airline industry is experiencing robust growth post-COVID. The domestic US market is currently shrinking, contrasting with global growth. Connect with Airline WeeklyLinkedIn: https://www.linkedin.com/company/airline-weekly/X: https://x.com/Airline_Weekly/Facebook: https://www.facebook.com/airlineweekly/Instagram: https://www.instagram.com/skiftnews/WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/Subscribe to @SkiftNews and never miss an update from the airline and travel industries.
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1 month ago
30 minutes

Airline Weekly Lounge Podcast
The 2025 Half-Time Airline Report
In this episode, Gordon and Jay reflect on the first half of 2025 in the airline industry, discussing key trends such as global demand, the impact of the U.S. dollar, and the ongoing consolidation within the industry. They explore how weather patterns are affecting tourism, the economic implications of tariffs, and the potential for mergers and acquisitions as airlines navigate a changing landscape. Looking ahead, they highlight the importance of monitoring oil prices and supply chain issues as the industry moves into the second half of the year. Takeaways The first half of 2025 saw strong global demand for air travel. Weather conditions are impacting tourism patterns in Europe. The U.S. dollar's decline has significant implications for airlines. Tariffs have created uncertainty but the overall impact was modest. Consolidation discussions are prevalent in the airline industry. Airlines are exploring mergers and partnerships to strengthen their positions. The integration of Air India and Astara is a notable example of consolidation. The performance of the U.S. dollar affects international travel demand. Oil prices and supply chain issues will be critical in the second half of 2025. The airline industry is always subject to unexpected changes and challenges. Connect with Airline WeeklyLinkedIn: https://www.linkedin.com/company/airline-weekly/X: https://x.com/Airline_Weekly/Facebook: https://www.facebook.com/airlineweekly/Instagram: https://www.instagram.com/skiftnews/WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/Subscribe to @SkiftNews and never miss an update from the airline and travel industries.
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1 month ago
23 minutes

Airline Weekly Lounge Podcast
Paris Air Show 2025: Highs and Lows
In part one of this week's show, Gordon and Jay discuss the major developments from this year's Paris Air Show. In part two, the conversation turns to Vietnam, as we learn more about its rapidly growing airline market. Takeaways The closure of Qatari airspace has significant implications for airline operations. The Paris Air Show showcased a mix of optimism and caution in the aviation industry. Boeing's presence at the Paris Air Show was notably diminished due to recent tragedies. Embraer is facing challenges in the US market due to pilot scope clauses. Vietjet is aggressively expanding its fleet to accommodate growing demand in Vietnam. Vietnam's aviation market is on track for record traffic in 2025. New airport infrastructure is being developed in Vietnam to support growth. The competition among airlines in Vietnam is intensifying with new entrants. Foreign investment in Vietnam's aviation sector is increasing, particularly from Asian carriers. The future of new airlines in Vietnam will depend on their ability to secure aircraft in a tight market. Connect with Airline WeeklyLinkedIn: https://www.linkedin.com/company/airline-weekly/X: https://x.com/Airline_Weekly/Facebook: https://www.facebook.com/airlineweekly/Instagram: https://www.instagram.com/skiftnews/WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/Subscribe to @SkiftNews and never miss an update from the airline and travel industries.
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1 month ago
32 minutes

Airline Weekly Lounge Podcast
The Resurgence of Virgin Australia
Today Jay Shabat is joined by Meghna Maharishi to discuss the recent developments in the airline industry, focusing on Virgin Australia and its turnaround after bankruptcy. They explore the implications of Virgin's IPO, its financial health, and the impact of Qatar Airways' investment. The conversation then shifts to capacity trends for the third quarter, highlighting demand stabilization, fuel price concerns, and growth in various airports worldwide. Takeaways Virgin Australia has shown significant improvement post-bankruptcy. The airline's IPO has raised questions about its valuation. Qatar Airways' investment may open international opportunities for Virgin. Travel demand in Australia remains strong despite economic uncertainties. Capacity trends indicate a stabilization in airline demand. Fuel prices are a growing concern for the airline industry. Chicago's airport is experiencing notable growth in capacity. Charlotte airport is seeing a decline in seat availability. Vietnam is the fastest growing market in terms of airline capacity. The airline industry is facing challenges from economic factors and competition. Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/X: https://x.com/Airline_Weekly/Facebook: https://www.facebook.com/airlineweekly/Instagram: https://www.instagram.com/skiftnews/WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/Subscribe to @SkiftNews and never miss an update from the airline and travel industries.
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2 months ago
25 minutes

Airline Weekly Lounge Podcast
Grounded Ambitions: Can Spirit and Wizz Soar Again?
In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabat tackle the challenges faced by Wizz Air and Spirit Airlines. They discuss Wizz Air's struggles with engine issues, market exits, and future growth opportunities, particularly in Eastern Europe. The conversation shifts to Spirit Airlines, highlighting its financial difficulties, rising costs, and leadership changes.  Takeaways Wizz Air is facing significant operational challenges due to engine issues. Spirit Airlines reported a negative 29% operating margin in Q1 2025. Non-fuel costs for Spirit Airlines have increased by 70% since 2019. Wizz Air's market strategy is under scrutiny as they exit certain markets. Indigo Partners may adjust aircraft orders in response to Wizz Air's struggles. Florida remains a key market for low-cost carriers like Spirit Airlines. Leadership changes at Spirit Airlines may influence future strategies. Wizz Air's growth opportunities lie in Eastern Europe and Ukraine. The airline industry is experiencing a combination of bad luck and operational challenges. Both airlines need to find ways to reduce costs and improve profitability. Connect with Airline WeeklyLinkedIn: https://www.linkedin.com/company/airline-weekly/X: https://x.com/Airline_Weekly/Facebook: https://www.facebook.com/airlineweekly/Instagram: https://www.instagram.com/skiftnews/WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/Subscribe to @SkiftNews and never miss an update from the airline and travel industries.
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2 months ago
36 minutes

Airline Weekly Lounge Podcast
Making Sense of the JetBlue and United Partnership
For this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabat delve into the recent partnership between JetBlue and United Airlines. They discuss the implications of this collaboration, the financial struggles faced by JetBlue, and the potential benefits for both airlines. The conversation also touches on regulatory considerations, industry reactions, and the future of airline mergers. With insights into loyalty programs and advertising strategies, the hosts provide a comprehensive overview of the current state of the airline industry. Read or preview the latest issue of Airline Weekly here: https://airlineweekly.skift.com/issues/ Takeaways The JetBlue and United partnership is not a merger but a modest collaboration. United aims to regain access to JFK airport through this partnership. JetBlue is focusing on strengthening its loyalty program to recover financially. The airline industry is experiencing significant pressure to consolidate. Regulatory scrutiny remains a concern for any potential airline mergers. JetBlue's financial struggles have intensified since the pandemic. United's advertising platform could become a significant revenue source. The partnership allows JetBlue to offer more international destinations to its members. American Airlines is feeling competitive pressure from the JetBlue-United alliance. The future of airline mergers is uncertain amid changing regulatory environments. Connect with Airline WeeklyLinkedIn: https://www.linkedin.com/company/airline-weekly/X: https://x.com/Airline_Weekly/Facebook: https://www.facebook.com/airlineweekly/Instagram: https://www.instagram.com/skiftnews/WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/Subscribe to @SkiftNews and never miss an update from the airline and travel industries.
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2 months ago
24 minutes

Airline Weekly Lounge Podcast
IATA's Willie Walsh Talks Tariffs, Air Traffic Control and Oil Prices
In this special edition of the Airline Weekly Lounge, Gordon Smith shares highlights from a recent interview with Willie Walsh, Director General of IATA and former CEO of IAG. From Trump's tariffs to Russian airspace, and oil prices to sustainable aviation, you can't afford to miss this wide-reaching discussion with one of the industry's biggest names. Connect with Airline WeeklyLinkedIn: https://www.linkedin.com/company/airline-weekly/X: https://x.com/Airline_Weekly/Facebook: https://www.facebook.com/airlineweekly/Instagram: https://www.instagram.com/skiftnews/WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/Subscribe to @SkiftNews and never miss an update from the airline and travel industries.
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2 months ago
26 minutes

Airline Weekly Lounge Podcast
Ryanair's Rosy Summer Ahead
In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabat delve into the latest financial results of Ryanair, discussing its operational strategies, challenges, and future outlook. They also explore the significant aircraft orders placed by Qatar Airways, analyzing the implications of these deals in the context of the current aviation market and geopolitical factors. The conversation highlights the contrasting business models of low-cost carriers in Europe and the U.S., as well as the resilience of airlines in navigating economic uncertainties. Takeaways Ryanair's latest financial results show a negative operating margin due to seasonal factors. Michael O'Leary's quotes reflect his candid approach to airline management and market dynamics. Ryanair's summer outlook appears positive, with strong forward bookings and constrained supply. Fuel prices are down, but Ryanair is heavily hedged against fluctuations. Qatar Airways has placed a significant order for Boeing aircraft, indicating strong growth plans. The geopolitical landscape influences Qatar Airways' financial strategies and operational decisions. Ryanair's cost structure is significantly lower than that of US low-cost carriers like Southwest. Boeing is facing challenges in meeting the high demand for aircraft, particularly the 787. Qatar Airways is preparing for potential geopolitical disruptions with financial buffers in their budget. The competitive landscape for aircraft orders is intense, with multiple manufacturers vying for contracts. Connect with Airline WeeklyLinkedIn: https://www.linkedin.com/company/airline-weekly/X: https://x.com/Airline_Weekly/Facebook: https://www.facebook.com/airlineweekly/Instagram: https://www.instagram.com/skiftnews/WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/Subscribe to @SkiftNews and never miss an update from the airline and travel industries.
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2 months ago
33 minutes

Airline Weekly Lounge Podcast
Can Singapore Airlines Do It Again?
In this week's show, Gordon Smith and Jay Shabat preview the latest financial results from Singapore Airlines, traditionally one of the world's most profitable long-haul operators. The pair also discuss highlights from an airline leadership conference and the latest Q1 earnings from global carriers. Connect with Airline WeeklyLinkedIn: https://www.linkedin.com/company/airline-weekly/X: https://x.com/Airline_Weekly/Facebook: https://www.facebook.com/airlineweekly/Instagram: https://www.instagram.com/skiftnews/WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/Subscribe to @SkiftNews and never miss an update from the airline and travel industries.
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3 months ago
35 minutes

Airline Weekly Lounge Podcast
Our Round-the-World Airline Adventure
In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabat take listeners on a global tour of the airline industry's Q1 earnings results. They discuss the contrasting fortunes of airlines across Europe, North America, Latin America, and Asia, highlighting optimism amidst challenges, mixed results, and shifts in consumer behavior. The conversation emphasizes the impact of oil prices, demand trends, and the overall uncertainty in the airline market as they look ahead to the summer season and beyond. Takeaways Lufthansa and Air France are optimistic despite negative Q1 results. First quarter is typically weak for European airlines. Oil prices dropping significantly is beneficial for airlines. Demand for premium travel remains strong. JetBlue and Frontier faced significant challenges in Q1. Sun Country Airlines reported a strong operating margin. Mexican low-cost carriers are struggling due to changing consumer behavior. Latam Airlines raised their profit guidance amidst a challenging environment. Japanese airlines are performing well but face uncertainty from trade issues. The airline industry is characterized by uncertainty moving forward. Connect with Airline Weekly LinkedIn: ⁠https://www.linkedin.com/company/airline-weekly/⁠X: ⁠https://x.com/Airline_Weekly/⁠ Facebook: ⁠https://www.facebook.com/airlineweekly/⁠ Instagram: ⁠https://www.instagram.com/skiftnews/⁠ WhatsApp: ⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠ Subscribe to ⁠@SkiftNews⁠ and never miss an update from the airline and travel industries.
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3 months ago
37 minutes

Airline Weekly Lounge Podcast
U.S. Airlines’ Earnings Season Recap: What the Future Holds
In this episode of the Airline Weekly Lounge, Jay and Meghna discuss the recent Q1 earnings reports from major airlines, highlighting the mixed results and economic concerns affecting the industry. They delve into the challenges faced by American Airlines compared to its rivals, the importance of premium travel, and the potential impact of economic policies on consumer spending. The conversation then shifts to innovations in aviation, including flying cars and supersonic jets, exploring the skepticism surrounding these technologies and the regulatory hurdles they face. Takeaways American Airlines reported losses while Delta and United made profits. Economic concerns are affecting domestic travel demand. Premium travel remains strong despite economic uncertainty. Flying cars and supersonic jets are generating significant investment. Regulatory hurdles pose challenges for aviation innovations. Airlines are bracing for potential economic downturns. Consumer spending patterns may shift due to economic policies. The importance of international travel networks is highlighted. Airlines are seeing softness in leisure travel markets. The future of aviation may include air taxis and autonomous flying. Connect with Airline WeeklyLinkedIn: https://www.linkedin.com/company/airline-weekly/X: https://x.com/Airline_Weekly/Facebook: https://www.facebook.com/airlineweekly/Instagram: https://www.instagram.com/skiftnews/WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/Subscribe to @SkiftNews and never miss an update from the airline and travel industries.
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3 months ago
23 minutes

Airline Weekly Lounge Podcast
Korean Air's Financial Flight Path
In this episode, Gordon and Jay delve into the latest financials from Korean Air, highlighting their Q1 earnings, the integration with Asiana Airlines, and the dynamics of the cargo business amidst global trade uncertainties. They also discuss the challenges faced by Chinese airlines, including their financial struggles and the impact of international relations on aircraft orders and operations. The conversation provides insights into the evolving landscape of the aviation industry in Asia. Go deeper with the cover story of the latest issue of Airline Weekly. Takeaways Korean Air reported a nine percent operating margin for Q1 2025. Demand for passenger travel remains strong, particularly within Asia. Korean Air's cargo business is significant, but faces challenges from tariffs. The integration with Asiana Airlines is ongoing and complex. Chinese airlines collectively lost nearly a billion dollars in 2024. China Southern Airlines was the only major Chinese carrier to report a profit. Domestic travel in China has been a bright spot for the airline industry. Boeing's reliance on the Chinese market is diminishing due to geopolitical tensions. Chinese airlines are increasingly dependent on Western parts for their fleets. Korean Air is introducing a premium economy product to enhance revenue efficiency. Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries.
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3 months ago
35 minutes

Airline Weekly Lounge Podcast
Delta's Q1 Earnings: Our Key Takeaways
In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabat discuss Delta Airlines' recent earnings report, highlighting a solid operating margin and the impact of tariffs and economic uncertainty on the airline industry. They explore the strength of Delta's loyalty program and the demographic trends influencing travel demand, particularly among baby boomers. The conversation also touches on the competitive landscape with United Airlines and the broader implications of fluctuating oil prices on airline profitability. Go deeper with the cover story of the latest issue of Airline Weekly. Takeaways Delta reported a 4.6% operating margin for Q1. Demand for premium travel is holding strong despite economic concerns. Corporate travel has seen a decline compared to previous years. Tariffs are creating uncertainty in the airline industry. Delta's loyalty program is a significant revenue driver. Baby boomers are a key demographic for transatlantic travel. Delta's balance sheet is improving, providing stability. Lower oil prices could mitigate future distress for airlines. United Airlines is facing competition from low-cost carriers. The overall economic outlook remains uncertain for airlines. Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries.
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4 months ago
28 minutes

Airline Weekly Lounge Podcast
Making Sense of Market Turmoil
In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabbat discuss significant CEO departures in the airline industry, particularly focusing on Spirit Airlines and AirBaltic. They analyze the implications of these changes amidst economic uncertainty, including the impact of tariffs and fluctuating oil prices on airline operations and travel demand. The conversation shifts to the Canadian airline market, exploring how recent economic developments and tariffs are affecting travel patterns and airline strategies in Canada. Takeaways Martin Gauss has been dismissed as CEO of AirBaltic after 13 years. Spirit Airlines faces challenges post-bankruptcy with leadership changes. Economic uncertainty is impacting corporate and leisure travel demand. Oil prices dropping could benefit airlines amidst economic turmoil. Air Canada is seeing a 10% decline in US bookings from Canada. Tariffs on US imports are significantly affecting the Canadian economy. Porter Airlines is increasing US capacity despite market challenges. The merger of Republic Airways and Mesa Airlines is a notable industry development. Airlines may need to adjust capacity in response to market conditions. The future of airline profitability remains uncertain amidst fluctuating demand. Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries.
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4 months ago
30 minutes

Airline Weekly Lounge Podcast
Riyadh Air CEO on Building an Airline from Scratch
In this episode of the Airline Weekly Lounge, host Gordon Smith speaks with Tony Douglas, CEO of Riyadh Air, about the launch of the new national carrier for Saudi Arabia. They discuss the airline's ambitious plans, including achieving an Air Operator Certificate, the importance of digital transformation in enhancing guest experience, and the strategic partnerships being formed with other airlines. Tony shares insights into the fleet development, including orders for Boeing and Airbus aircraft, and the significance of loyalty programs in building customer engagement. The conversation highlights the exciting future of Riyadh Air as it prepares to take to the skies. Takeaways Riyadh Air aims to connect over 100 cities in five years. The airline has no legacy, allowing for innovative digital solutions. Achieving the AOC is a rigorous process ensuring compliance and capability. Digital transformation is key to enhancing guest experience. Hyper-personalization will cater to individual traveler preferences. Partnerships with established airlines are crucial for growth. Loyalty programs will be a foundation for customer engagement. The airline is actively seeking extra wide-body aircraft. Flexibility in aircraft orders allows for adjustments as needed. The future of Riyadh Air looks promising with ambitious growth plans. Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries.
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4 months ago
26 minutes

Airline Weekly Lounge Podcast
The editors of Airline Weekly discuss the most interesting developments within the commercial airline industry. In keeping with Airline Weekly’s style, conversation generally centers on one question: How do you make money in this industry?