Airline Weekly Lounge

Presented by American Airlines

In part one, Gordon Smith and Jay Shabat take a closer look at Qantas and ask how major new projects could change its business. In part two, we turn our attention to Colombian national carrier Avianca and put its latest earnings in context.

Episode Summary:

Qantas performance: Qantas reported a 9% operating margin for the first half of 2023, stronger than 2019 levels. Domestic demand remains robust due to the vast distances in Australia and limited rail/road alternatives.

Domestic market competition: Qantas faces limited competition domestically, with Rex Airlines...

Presented by American Airlines

In this week’s show, Gordon Smith and Jay Shabat examine the global airport capacity data for the coming quarter. Of the 100 busiest airports worldwide, we reveal the likely winners and losers for Q4 and ask what these capacity trends tell us about the industry’s broader direction of travel.

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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 profitability. In part two, we examine the latest Q2 earnings from global carriers and discover who is leading the pack.

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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, we turn our attention to Azul to learn how the Brazilian firm fared in the second quarter.

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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 developments at European supergroup IAG, as it withdraws from a planned acquisition of Air Europa. This episode is presented by American Airlines.

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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 role and 20 years at the airline.

Vasu sat with Skift Founder and CEO Rafat Ali as well as Airlines Reporter Meghna Maharishi, and offered some expert analysis about the current state of the airlines, including the overall slow down of the industry after years of growth during the pandemic recovery.

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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 it the world's most ambitious airline.

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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, for a special edition of the Airline Weekly Lounge.  

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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 attention to Hong Kong and examine the factors behind its slow aviation recovery after the pandemic.

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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 twists and turns at Southwest Airlines as the company continues to fend off an activist investor.