Delta Air Lines held an investor day this week where CEO Ed Bastian said business was “gangbusters.” That’s what Wall Street wanted to hear but it appears also true for a company that sees significant delta ahead, and is actively working to grow high-margin tertiary businesses. Edward Russell and Jay Shabat discuss. Plus, the operational distress in the northeastern U.S. this week.
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Delta Sees ‘Gangbusters’ Recovery, Downplays Industry Concerns

Delta Pins New Hopes on Gen Z and Millennials, Not Business Travelers

United’s New York Distress Shows how Weather Can Royally Mess Up an Airline’s Operations

Diversifying Delta's Business

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In part one of today's episode, Gordon Smith and Jay Shabat discuss Emirates' record-breaking results and ask how long these good times can last. In part two, we turn our attention to Brazil and find out how two of the country's biggest airlines are performing. 
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Emirates Earnings and Booming Brazil

Gordon Smith and Jay Shabat explore two big topics in this week's episode. In part one, we examine what Spirit Airlines' Q1 numbers mean for the future direction of the carrier. In part two, we turn our sights across the Pacific to Japan.

Spirit Airlines and Japan

In this week's episode, Gordon Smith and Jay Shabat take a deep-dive into the latest earnings from carriers across the European continent. From airline supergroups to more niche Nordic players, we make sense of the big numbers and ask what they could mean for the coming summer season.

Euro-Things

With earnings season well underway, Gordon Smith and Jay Shabat examine the key trends and finer details from JetBlue and Volaris - two of the largest low-cost carriers in the Americas.

JetBlue and Volaris

Fresh out of United's Q1 earnings call, Gordon Smith and Jay Shabat discuss the headline numbers and critical trends facing the U.S. carrier.

Diversifying Delta's Business

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