Afleveringen
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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.
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00:35 IATA Rio Highlights
03:15 OEM and Engine Anger
10:05 Capacity Crunch Upside
13:58 Demand and Fare Limits
18:45 Fuel Price vs Shortage
22:43 Break and Reset
23:36 Brazil Market Overview
26:07 Triopoly and Bankruptcies
32:06 Why No New Entrants
35:01 Regulation and Gol Long Haul
37:19 World Cup Travel Talk
38:59 Wrap and Subscribe -
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.
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00:00 Welcome and Agenda
00:35 Coffee Confessions and Naps
02:14 Bernstein Conference Setup
03:11 JetBlue Buyout Rumors
05:39 Kirby Shuts It Down
08:39 Southwest Take on Mergers
12:42 JetBlue Response and Outlook
16:07 Fuel Prices and Guidance
20:07 Break and Listener Mail
20:30 IATA AGM Rio Preview
21:37 What IATA Is and Why It Matters
25:34 Key Themes Fuel Middle East Sustainability
27:53 Questions to Ask CEOs
32:31 Aircraft Supply Crunch
36:40 Wrap Up and Subscribe -
Zijn er afleveringen die ontbreken?
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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?
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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 -
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.
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00:00 Welcome and Agenda
01:39 Singapore Earnings Snapshot
03:28 Air India Stake Drag
04:17 Why SIA Keeps Investing
07:22 Vistara Merger Complexity
08:43 Air India Headwinds
09:47 CEO Transition Stakes
11:56 SIA Wrap and Break
14:09 Iberia Turnaround Setup
15:03 Profitability Like Ryanair
16:17 From Dysfunction to Reform
20:23 Margins Then and Now
22:51 Madrid Hub and Macro Tailwinds
27:23 Latin America Strategy
32:04 More Advantages and XLR Growth
36:57 Final Thoughts and Signoff -
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?
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01:10 Q1 Earnings Snapshot02:26 Southwest Surprise Quarter03:24 Bag Fees and New Model05:05 Elliott Pressure and Next Moves07:08 Lounges and Premium Light08:22 American Falling Behind10:39 Break and Return11:16 Scott Kirby Merger Talk14:59 DC Policy Watchlist16:50 Flying Taxis in NYC20:57 Spirit Collapse Aftermath23:23 Trump China Trip Aviation Angle25:11 Wrap Up and Subscribe -
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.
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00:00 Spirit Collapse Begins
00:54 Meghna’s 3AM Breaking News
02:51 How Spirit Ran Out
06:10 Is ULCC Model Dead
09:00 Bankruptcy Missteps And Mergers
13:32 DOJ JetBlue Deal Fallout
17:59 Cost Math Writing Wall
20:34 Part Two What Happens Next
20:48 Who Fills Spirit Routes
23:19 Fares Rise And Route Gaps
25:26 What Low Cost Still Works
27:32 Mergers Partnerships After Spirit
33:34 Can A New ULCC Launch
36:42 Final Thanks And Wrap -
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. Then they turn to Norwegian, where a strong set of numbers tells a very different story.
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01:24 JetBlue Earnings Snapshot
03:31 Why JetBlue Is Struggling
07:40 Fort Lauderdale and JFK Strategy
11:15 Spirit Bailout Tangent
14:50 JetForward Plan and Levers
18:23 Fuel Shock and Demand Strength
19:34 Break and Subscribe Plug
20:06 Norwegian Reset and Q1 Results
23:26 What’s Driving the Turnaround
24:23 Europe Capacity Cuts and Demand
28:32 Fuel Supply and Industry Mood
31:15 Wrap Up and Final Thanks -
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.
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01:06 Spirit Trouble Update
03:27 Liquidation vs Survival Paths
05:05 Trump Comments and Bailout Talk
16:33 Merger Signals and Break
18:29 Back From Break Alaska Begins
19:44 Alaska Q1 Weakness and Fuel
23:12 Capacity Cuts and New Long Haul
28:12 Corporate Loyalty Bright Spots
32:27 Demand Headwinds and Closing -
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.
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00:32 United American Merger Rumor01:59 Regulatory and Fuel Context05:05 Duffy Comments and Caveats06:26 Consolidation Speculation08:32 Qantas Fuel Hedging Shock09:47 Network Shifts and Airspace13:15 More Headlines and Break14:23 Korean Air Q1 Overview15:59 Passenger Demand Drivers19:27 Cargo Boom and Other Units23:19 Asiana Merger Clarified25:29 Wrap Up and Subscribe -
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.
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00:59 Delta Q1 Headline Numbers
01:54 Fuel Spike and Q2 Outlook
03:29 Earnings Call Tone
04:07 Premium Demand Holds
05:29 Main Cabin Inflection
06:48 Why Demand Stays Strong
11:12 High Fuel Means Consolidation
13:04 JetBlue Merger Speculation
17:42 Oil Volatility and 2008 Parallels
20:22 Premium Segmentation Tease
21:18 Delta Premium Basics
21:54 Tech Ops Profit Engine
22:27 Cargo Refinery Upside
23:14 Premium Seats Strategy
24:26 Post Pandemic Cost Reality
25:34 Wrap Part One
26:12 Listener Reminders Break
26:36 Idea Awards Spotlight
29:25 How To Enter Awards
31:35 Southwest 2.0 Pitch
33:23 Culture And Activist Push
35:34 Passenger Reactions Mixed
37:21 Middle Market Risk
39:44 Final Thanks Signoff -
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.
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02:26 JetBlue Seeks a Partner
04:42 Willie Walsh to IndiGo
08:25 IATA Succession Talk
11:11 Air India Leadership Rumors
12:00 Air Canada CEO Steps Down
18:50 What Are IDEA Awards
19:37 Who Can Enter
20:09 Airline Categories Explained
21:19 Quiz And Sample Forms
23:29 Back To Lounge News
23:53 Fuel Price Reality Check
24:49 Alaska Warns Bigger Loss
26:22 Mexico And Hawaii Demand Dip
28:41 Alaska Expands To Europe
30:33 Widebody Risk Debate
31:10 Why Buy Hawaiian
34:12 Seattle Long Haul Competition
37:35 Integration And Outlook
39:21 Wrap Up And Subscribe -
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.
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01:17 Fuel Price Crisis Update
04:57 Other Industry Headlines
05:31 Earnings Season Preview
09:18 Demand Strong Despite Costs
11:30 Listener Mail and Break
11:53 Skift Idea Awards Spotlight
16:53 Back From Break and Setup
17:25 Cebu Pacific Overview
20:43 Profitability and Challenges
21:39 Fuel Shock and Fare Hikes
26:23 Wrap Up and Subscribe -
Fuel accounts for roughly 20–30% of an airline’s operating costs—so when prices surge, the impact can be immediate and significant. In this week’s show, Gordon and Jay break down how U.S. airlines are navigating this historic spike and explore what it could mean for supply and demand.
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Approximate Time Stamps
00:36 Fuel Crisis Reality Check
01:59 JP Morgan Conference Setup
04:19 March Bad Luck Streak
05:23 Jet Fuel Spike Numbers
07:09 Fares Rising Demand Strong
09:49 Pulled Forward Bookings
13:43 Q1 Earnings and Weather
16:28 New Revenue Levers
18:03 Legacy vs LCC Pricing
19:33 Subscribe and Break Tease
20:17 IDEA Awards Introduction
21:08 Impact Over Scale
21:56 Finding Your Category
23:06 Quiz and Sample Forms
23:40 How to Submit
24:46 Awards Wrap and Next Topic
25:16 Why JP Morgan Matters
27:20 Delta Refinery Explained
31:25 American vs United O'Hare
35:19 Fuel Shock and Recession Risk
37:32 Volatility Is the New Normal -
Jay Shabat is joined by Meghna Maharishi and Skift's Head of Research Seth Borko for a crossover Airline Weekly Lounge that hits two pressure points at once: a sudden jet fuel spike and the growing airport disruptions from the current US government shutdown.
First, Seth breaks down what the fuel surge could mean for US carriers, using airline SEC disclosures to translate price moves into real dollars, and why the pain can vary by region even when the shock is global.
Then Meghna walks through what travelers are feeling on the ground as TSA agents miss paychecks, security lines balloon at several airports during spring break, and Global Entry remains suspended, creating additional bottlenecks for international arrivals. The team closes with what to watch next, including signals expected from airline leaders at the upcoming JPMorgan Industrials conference.
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In a week when the world's busiest international airline ground to a halt and Gulf hubs faced aerial attack, Gordon and Jay explore the impact of the Iran war on the aviation industry. In part two, we take a closer look at the latest earnings from Qantas and Virgin Australia.
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In part one, Gordon and Jay review the latest numbers from Singapore Airlines and explain why context is key when determining success. In part two, we preview the annual results from British Airways and Iberia's parent company, IAG.
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Delta and United are dominating airline profits while American falls behind, and Frontier struggles to recover.
Jay Shabat and Meghna Maharishi break down airline earnings, American’s leadership pressure, and Frontier’s turnaround strategy.
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In part one of this week's show, Gordon and Jay crunch the latest financials from Icelandair and discuss how it plans to become sustainably profitable. In part two, the conversation turns to global airports, as we reveal the major hubs with the biggest shifts in capacity for Q2.
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In this week's show, Gordon and Jay discuss the latest results from Japan's two mega-airline groups. With inbound visitor numbers soaring, but domestic air travel down, we analyze the key financial and operational metrics separating ANA from JAL.
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In part one of this week's show, Gordon and Jay discuss the latest quarterly earnings from American Airlines and JetBlue. In part two, the discussion turns to Ryanair, with a deep dive into its financials and 2026 strategy.
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