Airline Weekly Lounge

Skift

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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20 episodes
Updated Thursday

Episodes20

Newest first

Airshow Highs and Earnings Season Realities
In part one, Gordon and Jay discuss the highlights from last week's Farnborough International Airshow, reviewing the big deals and longer term impact of the event. In part two, the conversation turns to earnings season, with a Q2 round-up from the main U.S. carriers.
Thursday · 42 min
Why 2026 Is Aviation's Most Volatile Year Since COVID
The airline industry is navigating its most unpredictable period since the pandemic, with fuel prices, geopolitical tensions, premium travel demand, and aircraft shortages reshaping the competitive landscape. Gordon Smith and Jay Shabat break down the data behind the headlines, explaining why airlines remain profitable despite rising costs and unprecedented volatility.
July 23 · 1 hr 1 min
How Many Planes Does the World Need?
Ahead of the Farnborough Airshow, for this special episode Gordon Smith and Meghna Maharishi are joined by Darren Hulst, Boeing's VP of Commercial Marketing. The conversation centers on the planemaker's latest Commercial Market Outlook, an annual report which asks how many aircraft the world will need in the decades to come.
July 18 · 26 min
Can a "New Class of BNPL" Become a Strategic Loyalty Play?
ClarityPay recently partnered with JetBlue to introduce a new pay-later program that combines embedded financing, loyalty, and personalization to drive incremental revenue.
July 16 · 17 min
How Much is EasyJet Worth?
An approach from U.S. private equity firm Castlelake has reopened the question of what EasyJet is actually worth. Gordon and Jay run through the latest takeover chatter before setting the scene for Delta's Q2 earnings.
July 9 · 43 min
Does SAS Really Need 40 A330neos?
In part one, Gordon and Jay discuss SAS Scandinavian Airlines' new widebody order and ask whether the carrier can justify that many additional planes. In part two, the focus turns to Air New Zealand, where management has just published an updated turnaround plan.
July 2 · 37 min
Is Las Vegas Out of Luck?
Las Vegas air traffic is down 6%. Gordon and Jay work through what's behind it, then turn to a U.S. market headed firmly the other way.
June 25 · 37 min
What's the Most Profitable Airline in the World?
Jay joins Gordon and Meghna to sort the winners from the losers. Before that, we report back from the IATA AGM in Brazil, with the trends that mattered and essential insights from the conference floor.
June 18 · 35 min
The IATA AGM Debrief
Gordon joins Jay from Rio as the IATA AGM wraps. The two then turn to Brazil itself: one of the world's largest aviation markets, and one of its most consolidated — a combination that shapes everything from pricing to who gets to compete.
June 11 · 40 min
Inside the Minds of America's Airline CEOs
Gordon and Jay decode the most revealing CEO commentary from the Bernstein investor conference — what executives signaled about capacity, consolidation, and the months ahead. Then they look forward to the IATA AGM, one of the aviation industry's biggest gatherings, and what to watch for.
June 4 · 38 min
EasyJet's Tricky Quarter and Atlanta's Crown
A rough quarter for easyJet has the numbers telling a stark story. In part one, Gordon and Jay dig into a -27% operating margin and the missteps, market pressures, and industry dynamics behind it. In part two, they answer a deceptively simple question: why does Atlanta — not New York, London, or Dubai — top the global rankings for passenger traffic? Presented by WEX. Follow the Hosts: Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Jay Shabat – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Meghna Maharishi - ⁠⁠⁠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. 00:00 Welcome and agenda 00:44 EasyJet origins and brand 02:32 Winter losses and margins 04:35 Core markets and bases 08:46 Italy slots and competition 16:20 Summer demand outlook 19:57 EasyJet Holidays growth 23:48 Loyalty plans and wrap 24:37 Atlanta busiest airport intro 27:03 Five reasons Atlanta wins 38:43 Airport design and future 41:45 Closing and IATA AGM plug
May 28 · 45 min
The Airline Europe Wrote Off — and Shouldn't Have
Gordon and Jay unpack how Iberia engineered one of the most dramatic financial turnarounds in modern airline history. Plus: Singapore Airlines posts a solid start to the year, but its Air India stake is shaping up to be a costly bet.
May 21 · 39 min
The Profit Gap Splitting U.S. Airlines
Gordon sits down with Skift airlines reporter Meghna Maharishi to break down a revealing Q1 earnings season for U.S. carriers — separating the standouts from the strugglers. Plus: the latest merger chatter swirling around the industry, and could a major Boeing order follow President Trump's visit to China?
May 15 · 27 min
Spirit Airlines: The Post-Mortem
Spirit Airlines is the first major U.S. carrier to go out of business in more than two decades. In this special edition, Gordon is joined by Jay and Meghna to unpack what went wrong — from blocked mergers to shifting consumer demand — and what Spirit's collapse means for the future of low-cost flying in America.
May 7 · 38 min
What's Going Wrong at JetBlue?
Gordon and Jay open with JetBlue's latest quarterly results, unpacking what's behind the airline's struggles and what it might take to get back on course.
April 30 · 33 min
Will Washington Save Spirit Airlines?
Could the U.S. Government shore up Spirit Airlines? Gordon and Jay break down the latest industry chatter about the troubled carrier's future, including fresh commentary from President Trump. Then they shift gears to unpack Alaska Air Group's newest earnings report and what it signals about the carrier's post-Hawaiian merger trajectory.
April 23 · 35 min
Could United Really Merge with American Airlines?
Will two of America's biggest airlines become one? Gordon and Jay dig into whether a United-American mega-merger is actually on the table and ask what further consolidation would mean for the industry. Plus: Qantas cuts capacity and Korean Air's latest financials.
April 16 · 27 min
Delta Confronts the Oil Price Crisis
Delta’s latest results are in and the fuel price challenge is front and center. Gordon, Jay, and Meghna dive into what the numbers say about the airline’s strategy and resilience. In part two, the conversation turns to Southwest and the next chapter of its transformation story.
April 9 · 41 min
Who Will Lead IATA Next?
Gordon and Jay unpack major leadership moves shaping the industry, from Willie Walsh’s shift to IndiGo to Michael Rousseau’s departure from Air Canada. Later, they dive into fuel prices and what’s ahead for Alaska Airlines.
April 2 · 40 min
An Aviation Crisis – with a Twist
In part one, Gordon and Jay unpack a whirlwind few days for the global airline industry, including fresh insights on jet fuel prices. In part two, the conversation turns to intriguing developments at Filipino low-cost carrier Cebu Pacific.
March 26 · 28 min

Airline Weekly Lounge

Airshow Highs and Earnings Season Realities

Why 2026 Is Aviation's Most Volatile Year Since COVID

How Many Planes Does the World Need?

Can a "New Class of BNPL" Become a Strategic Loyalty Play?

How Much is EasyJet Worth?

Does SAS Really Need 40 A330neos?

Is Las Vegas Out of Luck?

What's the Most Profitable Airline in the World?

The IATA AGM Debrief

Inside the Minds of America's Airline CEOs

EasyJet's Tricky Quarter and Atlanta's Crown

The Airline Europe Wrote Off — and Shouldn't Have

The Profit Gap Splitting U.S. Airlines

Spirit Airlines: The Post-Mortem

What's Going Wrong at JetBlue?

Will Washington Save Spirit Airlines?

Could United Really Merge with American Airlines?

Delta Confronts the Oil Price Crisis

Who Will Lead IATA Next?

An Aviation Crisis – with a Twist