Discover
Airline Weekly Lounge Podcast

Airline Weekly Lounge Podcast
Author: Skift
Subscribed: 556Played: 11,561Subscribe
Share
© 2025 Skift, Inc. All Rights Reserved
Description
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?
379 Episodes
Reverse
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabbat discuss insights from the Skift India Forum, focusing on interviews with Campbell Wilson, CEO of Air India, and Peter Elbers, CEO of Indigo Airlines. They explore the transformation of Air India under Tata's ownership, the competitive landscape of the Indian airline market, and the impressive growth of Indigo. The conversation also highlights Pegasus Airlines in Turkey, discussing its profitability and expansion plans. The hosts emphasize the dynamic nature of the airline industry in India and Turkey, showcasing the potential for continued growth and innovation.
Takeaways
Air India is undergoing a significant transformation under Tata's ownership.
Indigo Airlines is a major player in the Indian aviation market.
Pegasus Airlines has shown remarkable profitability post-pandemic.
The Indian airline market is experiencing unprecedented growth.
Air India's ambitious fleet expansion includes 500 new aircraft orders.
Indigo's focus on competitive pricing is key to its success.
Pegasus Airlines benefits from Turkey's favorable tourism conditions.
Cultural integration is a challenge for Air India post-merger.
The demand for air travel in India is driven by first-time flyers.
Supply chain issues are expected to persist in the airline industry.
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.
In this week’s episode, Gordon and Jay delve into the Caribbean airline market, highlighting key players like American Airlines and the emerging low-cost carrier Aerojet from the Dominican Republic. They discuss the competitive landscape, including JetBlue's dominance in the New York to Santo Domingo route. The conversation then shifts to Lufthansa, examining its recent financial struggles, the impact of Germany's economic challenges, and the delays in acquiring new aircraft. The hosts speculate on the future of Lufthansa as it attempts to improve profitability and navigate a complex airline environment.
Takeaways
The Caribbean airline market is dynamic and competitive.
American Airlines is the largest player in the Caribbean.
JetBlue is a significant competitor in the New York to Santo Domingo route.
Aerojet is a new low-cost carrier from the Dominican Republic.
Lufthansa's mainline lost money in 2024 despite strong demand.
Germany's economic struggles have impacted Lufthansa's performance.
Lufthansa has faced delays in acquiring next-generation aircraft.
The Allegrius rollout is crucial for Lufthansa's future success.
2025 is viewed as a transition year for Lufthansa.
The Caribbean market has potential for growth despite challenges.
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.
In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabbitt delve into the latest earnings season results for airlines globally. They discuss the impact of fluctuating fuel prices, analyze the performance of various airlines in Q4, and highlight the winners and losers in the industry. The conversation also covers the broader economic context affecting airline profitability and provides insights into future trends and expectations for the airline industry.
Takeaways
Fuel prices are trending down, which could benefit airlines.
Thai Airways has made a remarkable turnaround, achieving high margins.
Demand for air travel remains strong, especially in premium segments.
US airlines like Delta and United are performing well due to premium demand.
Air France and KLM are facing challenges despite some recovery in demand.
Aeromexico's bankruptcy has led to a successful turnaround.
The economic landscape is shifting, impacting airline performance.
Airlines are adjusting their strategies in response to market conditions.
The upcoming JP Morgan investor event will provide insights into US airlines.
Future trends indicate a focus on profitability and operational 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.
In this episode of the Airline Weekly Lounge, host Gordon Smith, along with guests Jay Shabbat and Meghna Maharishi, discuss the significant strategic changes at Southwest Airlines. The conversation covers the airline's decision to implement bag fees, the introduction of a basic economy fare, and the overall impact of these changes on the brand and customer loyalty. The discussion also touches on the competitive landscape of the airline industry, market reactions, and potential implications for mergers and acquisitions. The episode concludes with reflections on the historical context of these changes and what they mean for the future of Southwest Airlines.
Takeaways
Southwest Airlines is undergoing a radical strategic change.
The elimination of the free bag policy marks a significant shift.
Elliott Management's influence is evident in Southwest's new policies.
The introduction of a basic economy fare aligns Southwest with industry norms.
Market reactions to Southwest's changes have been mixed but generally positive.
The airline industry is becoming more price-sensitive post-pandemic.
Changes may lead to increased revenue for Southwest.
M&A activity in the airline industry could be influenced by Southwest's changes.
Historical decisions have shaped the current landscape for Southwest Airlines.
Customer loyalty may be tested with the new policies.
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.
In this week's episode, Gordon and Jay discuss the latest financial results and operational strategies of British Airways and Qantas. They delve into British Airways' impressive earnings, particularly in the North Atlantic market, and the implications of potential Heathrow expansion. The conversation then shifts to Qantas, highlighting its strong domestic performance and the challenges it faces in international markets, including competition and currency fluctuations. The episode concludes with insights into Qantas' ambitious Project Sunrise, aiming for nonstop flights to major cities by 2027.
Takeaways
British Airways reported strong earnings, particularly in Q4.
The North Atlantic market is crucial for British Airways' success.
30% of short-haul passengers on British Airways connect to long-haul flights.
Heathrow's expansion is a contentious issue for airlines.
BA Holidays has become a significant profit center for British Airways.
Qantas reported a solid 12% operating margin in its latest results.
The domestic market is a stronghold for Qantas, unlike many other airlines.
Jetstar, Qantas' low-cost carrier, is experiencing tremendous demand.
Qantas' international operations face increasing competition.
Project Sunrise aims for nonstop flights to New York and London by 2027.
Chapters
00:00 Introduction to British Airways and Qantas
00:56 British Airways Earnings Report Highlights
04:02 North Atlantic Market Dynamics
09:00 British Airways' Short-Haul Network and European Operations
12:02 Heathrow Expansion Debate
16:57 BA Holidays and Profitability
21:57 Transition to Qantas Discussion
24:48 Qantas Financial Performance Overview
30:13 Qantas Domestic Market Strength
35:13 Qantas International Operations and Competition
40:03 Project Sunrise and Future Ambitions
45:03 Conclusion and Future Outlook
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.
This week hosts Gordon Smith and Jay Shabat discuss the upcoming Skift India Forum, focusing on major airline players like Air India and Indigo. They explore Singapore Airlines' strategic investment in Air India and the implications of fleet expansions for Indigo. The conversation shifts to insights from the U.S. airline industry, highlighting trends in consolidation and the future of low-cost carriers. The hosts provide a comprehensive overview of the evolving landscape of the airline industry, emphasizing the significance of market dynamics and strategic partnerships.
The CEOs of both Air India and Indigo will be on stage at Skift India Forum. Learn more here: https://live.skift.com/skift-india-forum/
Key Takeaways
Air India and Indigo are pivotal players in the Indian aviation market.
Singapore Airlines has a significant stake in the newly merged Air India.
Indigo is expanding its fleet with new 787 Dreamliners.
The U.S. airline industry is experiencing a consolidation trend.
Low-cost carriers face challenges but may adapt their business models.
Air India aims to improve its brand image post-merger with Vistara.
The airline industry remains capital and labor-intensive with inherent risks.
Corporate travel demand is rebounding, benefiting airlines.
JetBlue is actively seeking partnerships to enhance its loyalty program.
Chapters
00:00 Previewing the Skift India Forum
02:08 The Significance of Air India and Indigo
07:43 Singapore Airlines' Investment in Air India
10:36 Indigo's Fleet Expansion Plans
15:57 Insights from the US Airline Industry
26:01 Consolidation Trends in US Airlines
44:58 Future of Low-Cost Carriers
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.
In this week's episode, Gordon Smith is joined by Airline Weekly's Jay Shabat and Skift airlines reporter Meghna Maharishi. Part one is focused on the big picture trends as U.S. earnings season draws to a close. In part two, the trio discuss the first involuntary layoffs in Southwest history and assess their wider impact on the airline.
Read the latest issue of Airline Weekly.
Takeaways
The US airline industry saw a collective operating profit margin of 9% in Q4.
Southwest Airlines announced layoffs affecting 15% of its corporate workforce.
Premium travel and international routes are driving growth for major carriers.
JetBlue faced challenges with disappointing earnings despite strategic changes.
Fuel prices significantly influenced airline earnings in Q4.
Corporate travel demand is rebounding, benefiting major airlines.
Southwest's layoffs mark a significant shift in its corporate culture.
The performance of low-cost carriers varied, with some showing signs of recovery.
Spirit Airlines' bankruptcy raises concerns for the low-cost segment.
The airline industry is navigating a complex landscape of cost inflation and demand recovery.
Chapters
00:00 Q4 Earnings Overview
13:02 Southwest Airlines Layoffs Discussion
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.
In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabat delve into the current state of Japan Airlines and British Airways. They explore Japan Airlines' historical performance, recent financial trends, and the challenges it faces in a competitive market. The discussion then shifts to British Airways' recent changes to its loyalty program, which have sparked significant public reaction. The hosts analyze the implications of these changes and the competitive landscape between British Airways and Virgin Atlantic, concluding with insights into the future of both airlines.
Read the latest issue of Airline Weekly.
Takeaways
Japan Airlines has experienced a decline in operating margins over the years.
The airline's profitability peaked in 2012, making it the most profitable airline globally at that time.
The Hawaii-Japan market was a significant revenue source for JAL, which has diminished post-pandemic.
North America has become a strong market for Japan Airlines, contributing to its recent performance.
British Airways is transitioning to a revenue-based loyalty program, moving away from distance-based rewards.
The announcement of BA's loyalty changes has led to public uproar and dissatisfaction among frequent flyers.
Virgin Atlantic is capitalizing on the dissatisfaction with BA's loyalty program changes.
The competitive landscape between British Airways and Virgin Atlantic is intensifying due to these changes.
JAL is showing signs of potential recovery, with hopes for improved margins in the future.
The airline industry is evolving, with more airlines likely to adopt revenue-based loyalty systems.
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.
Comments