Skift Airline Weekly Lounge

  • Author: Vários
  • Narrator: Vários
  • Publisher: Podcast
  • Duration: 183:27:09
  • More information

Informações:

Synopsis

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

Episodes

  • India's Airlines Go Shopping in Paris

    23/06/2023 Duration: 25min

    Indian airlines IndiGo and Air India grabbed headlines with orders at the Paris Airshow this week. Can the country support all of their planned growth? Edward Russell and Jay Shabat discuss. Plus, the recovery for Alaska Airlines. Reading List IndiGo’s Giant Airbus Order Will Test Its and India’s International Aviation Ambitions Air India Seals $34 Billion in Aircraft Orders With Airbus and Boeing Alaska Airlines CEO: No Small Cities Face Axe – Yet

  • The Brains Behind Air Canada's Network

    16/06/2023 Duration: 23min

    Air Canada is flying double-daily high-density Boeing 777s — its equivalent of an Airbus A380 as Mark Galardo put it — to Athens this summer to meet some of the best travel demand it has ever seen. Galardo, the airline's executive vice president for revenue and network planning, joined host Edward Russell in the Lounge to chat about summer demand, Air Canada's recovery, and the evolving Canadian domestic market. Reading List Air Canada Is off to a Good Start Airline Execs Dismiss Slowdown Fears, Say It is ‘Best Recession’ Industry Ever Faced

  • Takeaways From the IATA Annual Meeting

    09/06/2023 Duration: 27min

    The mood in Istanbul at the IATA Annual General Meeting was definitely jubilant this year. Despite all the challenges airlines face — and, frankly, when do they not face challenges? — attendees celebrated strong demand, cheaper fuel, and other tailwinds. Will the good times continue? Edward Russell, fresh off the plane back, and Jay Shabat discuss. Plus, the industry's sustainability challenge and IndiGo's international plans.

  • Summer Air Travel Record Forecast

    02/06/2023 Duration: 22min

    U.S. airports saw roughly 300,000 more travelers than in 2019 over the Memorial Day weekend holiday, a sign of a busy summer to come. Are airlines ready? Edward Russell and Jay Shabat discuss. Plus, Delta is hit with a greenwashing lawsuit.

  • The Return of Icelandair

    26/05/2023 Duration: 20min

    Icelandair had a rough few years before and during Covid. But the airline believes it has turned the financial corner, and forecasts its best results in seven years. Edward Russell and Jay Shabat discuss. Plus, Turkish Airlines’ big plans for Anadolujet. Reading List Icelandair Rides High Yields to Profits Turkish Airlines to Spin Off Low-Cost Carrier Anadolujet

  • Air Canada Off to a Good Start

    22/05/2023 Duration: 24min

    Air Canada lost money in the first quarter of 2023. But that's no surprise. Wintertime losses are common for the carrier. But the red ink was minimal, setting it up for a strong year. Plus, a discussion about San Francisco's struggling airline market. Jay Shabat is joined by Madhu Unnikrishnan to discuss Air Canada's Q1 earnings and what's going at SFO. Reading List Air Canada Posts a Loss Despite Strong Travel Demand Airlines Face Capacity Scarcity Amid Aircraft and Engine Shortage Chart: Air Hockey Fight

  • Ryanair Makes Up With Boeing

    12/05/2023 Duration: 27min

    Ryanair gave Boeing a boost, and let bygones be bygones, by ordering up to 300 new 737 Maxes. It’s the European discounter’s largest-ever order. Edward Russell and Jay Shabat discuss the deal. Plus, Air France-KLM and IAG’s first-quarter results. Reading List Ryanair Looks East With New Boeing 737 Maxes From Its Largest Order Ever Air France-KLM Eyes Expansion in Booming South America With Potential TAP Deal Iberia Leads Europe’s IAG to Winter Profits

  • Alan Joyce's Legacy at Qantas

    05/05/2023 Duration: 27min

    Alan Joyce took over Qantas Airways just as the Great Recession descended in 2008. He set about turning around its money-losing longhaul business, forging new international ties, and cementing Qantas' dominance of the Australian domestic market. Edward Russell and Jay Shabat discuss Joyce's legacy and the challenges that confront incoming CEO Vanessa Hudson. Plus, Lufthansa's somewhat concerning first-quarter results. Reading List New Qantas CEO Must Build on Predecessor’s Legacy Qantas Picks Finance Chief Vanessa Hudson as First Female CEO Lufthansa Sees Record Summer Revenue Thanks to Capacity Limits

  • JetBlue and New York's Problems

    28/04/2023 Duration: 25min

    JetBlue has a New York problem. The city that made the airline could hold it back this summer if the Federal Aviation Administration’s air traffic control staffing issues are as bad as forecast. Edward Russell and Jay Shabat discuss. Plus, WestJet pursues a new, least bad strategy. Reading List Q&A With WestJet CEO Alexis von Hoensbroech JetBlue Sounds Alarm on New York Flight Delays This Summer Delta, United, JetBlue, American to Cut New York Flights This Summer to Reduce Delays

  • United and Alaska Airlines Navigate Uncertainty

    23/04/2023 Duration: 30min

    Airline Weekly’s Jay Shabat is joined by former Airline Weekly Editor Madhu Unnikrishnan to discuss United Airlines’ and Alaska Airlines’ first quarter earnings reports from earlier this week.  The conversation starts with United’s challenges in January and February, and notes investors will tolerate it if they have a strong March and the rest of the year. United is working to rectify its problems in Florida and has a lot of aircraft coming along in the next few years to put somewhere. The company has also benefited from a trend in premium leisure travel, which has helped fill the seats in the premium cabins. The three big U.S. carriers – United, Delta, and American – are doing well compared to the domestic carriers. They have the advantage of the demand being strong, and a lot of foreign carriers cutting capacity during the pandemic. Next, they discuss Alaska Airlines and mention that the company reported negative 4.6 operating margin for the first quarter, which is not good compared to their positive 2.5% o

  • First Quarter U.S. Airline Earnings Preview

    14/04/2023 Duration: 26min

    Delta Air Lines kicked off the first-quarter earnings season this week. Edward Russell and Jay Shabat discuss what they expect. Plus, can American Airlines catch up to the pack? Reading List Delta Margin Recovery to Near Pre-Pandemic Levels in Second Quarter American Airlines Expects a Good First Quarter, the Second Is an Open Question American, Still Less Profitable than Delta and United, Attempts to Catch Up

  • Let's Hear It For Delta's Atlanta Airport Powerhouse

    07/04/2023 Duration: 23min

    Atlanta retained its title as the world’s busiest airport last year, shocker we know. But more interesting is the rise of the Denver and Istanbul airports — to third and seventh busiest, respectively — that were not even in the top 10 in 2019. Edward Russell and Jay Shabat discuss, plus the unfortunate shortage of air traffic controllers in the New York-area this summer. Reading List What’s the World’s Busiest Airport? Atlanta, Yet Again Delta, United, JetBlue, American to Cut New York Flights This Summer to Reduce Delays American and United Cut Spring Flights Due to Pilot Shortage, Aircraft Delays

  • Lufthansa Nears ITA Airways Deal

    31/03/2023 Duration: 24min

    Lufthansa is closer than ever to a deal for Italy's state-owned carrier, Alita..., oops, ITA Airways. But can Lufthansa turn loss-making ITA into a gem? That remains to be seen. Edward Russell and Jay Shabat discuss, plus the Istanbul Airport's impressive growth. Reading List Lufthansa Still Keen on ITA Airways Deal But Wants Price Discounted Over Heavy Losses Can Consolidation Lift Lufthansa? Istanbul Airport Lands EasyJet, Wizz Air Among 15 New Airlines Helping Drive Growth

  • The Different Ways Aviation Is Booming in India and Saudi Arabia

    24/03/2023 Duration: 24min

    Big changes are underway in Saudi Arabia and India, with both poised for rapid growth in airline traffic. Each, however, is taking a distinct approach with respect to protecting their domestic airlines. Airline Weekly’s Jay Shabat discusses with Skift’s Asia editor Peden Doma Bhatia.  Related Stories How India Is Preparing for Its Goal of 1 Billion Airline Passengers What You Need to Know About Saudi Arabia’s Bet on a New National Airline Skift India Daily: A Billion Air Travelers Expected by 2040 — How Adani Airports Is Preparing Middle East Set to Be One of the Fastest-Growing Airline Markets

  • What U.S. Airline Leaders Say About the Next Phase of Recovery

    18/03/2023 Duration: 19min

    U.S. airlines presented at a major investor event in New York last week. What did they say? Airline Weekly's Jay Shabat discusses with special guest Brian Sumers of The Airline Observer. Plus, a look at an airline in the Philippines with a very unique business model... and a very unique aircraft configuration.  Related Stories: Rival CEOs at JetBlue, United and American Rally Together to Challenge Justice Department To Hear CEO Ed Bastian, It’s Delta’s World, We Just Live In It

  • JetBlue-Spirit Merger Goes to Court

    10/03/2023 Duration: 23min

    It’s official: The U.S. Justice Department just sued to block JetBlue and Spirit from merging. Will it win? That’s anyone’s guess, but JetBlue CEO Robin Hayes said he plans to fight the regulator. Edward Russell and Jay Shabat discuss. Plus, the latest results from Azul and Thai Airways. Reading List U.S. Sues to Block JetBlue and Spirit Merger JetBlue Prepares for a Fight With Justice Department if Spirit Merger Blocked Azul Escapes Potential Bankruptcy With Aircraft Lessor Agreements

  • How the Ukraine War Changed Aviation

    03/03/2023 Duration: 23min

    Airlines face wide-ranging fallout from Russia's invasion of Ukraine a year ago in February. The biggest is the airspace closure, but the war has also triggered a surge in global energy prices while western sanctions are pressuring Russian airlines. Edward Russell and Jay Shabat discuss. Plus, why you need an accounting degree and years of experience to decipher AirAsia-parent Capital A's numbers. Reading List Airlines Adapt Amid Russia's Ukraine War AirAsia Looks to China to Drive Budget Airline’s Recovery

  • Singapore and Copa Wow With Strong Results

    24/02/2023 Duration: 21min

    Singapore Airlines and Copa Airlines were two champions of the December quarter with standout financial results. What set them apart from the pack? Edward Russell and Jay Shabat discuss on the Airline Weekly Lounge. Reading List Singapore Airlines Looks Beyond Strong Profits to Big Things From Air India Deal Copa’s Stars Aligned in Fourth Quarter

  • Spirit Airlines' Earnings Woes

    10/02/2023 Duration: 23min

    Spirit Airlines lags other U.S. airlines in financial performance. In fact, it lost money last year while most of its peers produced profits. Can it fix its cost problems and restore order? Edward Russell and Jay Shabat discuss on the latest Airline Weekly Lounge. Plus, is Azul in trouble? Reading List Spirit Airlines Struggles to Control Costs as It Awaits Fate of JetBlue Merger Brazil’s Azul Eyes Potential Restructuring Chile’s JetSmart Enters Fray as Potential Spoiler to Viva Air-Avianca Merger

  • So Long to the Boeing 747: Mini Episode

    03/02/2023 Duration: 07min

    A goodbye to the Boeing 747, the Queen of the Skies. The planemaker delivered the last off the line of the iconic jumbo jet to Atlas Air on Tuesday. Reading List Skyfaring: A Journey with a Pilot by Mark Vanhoenacker Atlas Air celebrates the final 747 delivery with a tribute to the Queen (Flightradar24)

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