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Airline Weekly Lounge
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Airline Weekly Lounge episodes
- United Airlines Is Bullish. Should It Be?
United Airlines is feeling bullish after its third-quarter earnings. But does the outlook match the optimism? Gordon and Jay break down the biggest takeaways from United’s Q3 earnings call, including what CEO Scott Kirby and his leadership team revealed about the airline’s performance and what may lie ahead.
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 to the Lounge
00:30 In Flight Bread Debate
03:02 United Earnings Snapshot
06:23 Kirby vs American Airlines
08:14 Starlink and Brand Loyalty
15:04 Fuel Shock and Industry Risks
21:49 Break and Listener Mail
22:20 Alaska Airlines Margin Miss
25:33 Loyalty Deals and Aeroplan
27:58 Swipe Fees Under Scrutiny
33:39 Wrap Up and Final Thoughts
36:57 Closing Credits and Subscribe
39 min - Delta Sets the Pace for Airline Earnings Season
As Delta Air Lines kicks off Q3 earnings, Gordon and Jay unpack the numbers. Plus, could Southwest be eyeing widebody aircraft? And what's behind the latest slide in JetBlue's share price?
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
00:30 Finnair Raises Guidance
03:44 Delta Q3 Headlines
06:14 Delta Refinery Advantage
10:30 Cargo and MRO Boost
14:37 Break and Listener Plug
15:00 Premium Strategy Explained
20:04 Riyadh Route Postponed
22:02 Southwest Widebody Rumors
28:54 JetBlue Under Pressure
33:19 Forum Promo and Wrap
36 min - Delta Kicks Off Q3 Earnings Season
In part one, Gordon and Jay preview what to watch as U.S. carriers report Q3 earnings. In part two, they turn to Alaska Airlines' investor day and discuss what stood out.
Follow the Hosts:
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
00:34 Q3 Earnings Preview
03:17 Revenue Man Tailwinds
08:38 Cost Vader Headwinds
11:29 Fuel Uncertainty Outlook
12:56 Premium Cabin Boom
18:16 Skift Aviation Forum Plug
21:20 Break and Reset
21:49 Why Investor Days Matter
23:35 Alaska Rough First Half
26:40 Alaska Global Expansion Risks
30:29 Alaska Revenue Strategy Shift
33:23 Partnerships and M&A Chatter
38:07 Wrap Up and Farewell
41 min - Virgin Atlantic CEO Corneel Koster on Fuel, AI, and ATC Meltdowns
Gordon Smith sits down with Virgin Atlantic CEO Corneel Koster on the sidelines of Skift Global Forum in New York. They discuss how fuel costs are weighing on the airline and why premium demand keeps holding up, before turning to recent air traffic control meltdowns that have disrupted transatlantic operations.
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.
0:00 Introduction
1:00 Becoming CEO of Virgin Atlantic
3:00 The Iran War and a Challenging First Year
4:00 Fuel Costs Have Doubled
5:30 Transatlantic Demand and Cargo Revenue
7:00 The Premium Cabin Bet
9:00 Keeping Premium Feeling Special
10:00 The Delta Relationship
12:00 AI at Virgin Atlantic
14:00 ATC Failures and Infrastructure
16:00 Vision for Virgin Atlantic19 min - What American, Southwest and United Told Investors
Gordon is joined by Jay and Meghna to unpack the recent Morgan Stanley Laguna conference, where executives from American, Southwest and United set out where they think the market is heading.
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 Setup
00:45 Laguna Conference Themes
03:46 Demand Strong Costs Rising
08:12 Premium Push and Lounges
15:23 Airline Strategies Compared
18:25 Wrap Part One and Break
20:53 Part Two Fuel Update
22:58 Capacity Cuts Ahead
24:48 Merger Rumors Return
30:55 Regulators and Rail Parallels
36:09 Final Thanks and Subscribe
38 min - Airlines Post Record Revenues But Costs Catch Up
Gordon and Jay open with why record revenues still aren't covering a sharp rise in costs, then turn to what JetBlue's latest outlook tells the rest of the industry.
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
00:50 Why Costs Matter Now
02:37 Six Inflation Buckets
03:01 Fuel and Labor Pressures
05:00 Aircraft and Maintenance Crunch
06:22 Airport Infrastructure Inflation
08:47 Premium Service Costs
09:49 Borrowing Costs Rising
11:32 How Airlines Fight Inflation
14:19 Capacity Cuts and Pricing Power
18:15 Demand and Supply Behind Fare Hikes
21:01 OEMs and Next Aircraft Programs
22:23 Forum Plug and News Notes
23:32 Back From Break Global Forum
26:36 JetBlue Investor Update Numbers
31:14 Fort Lauderdale Strategy Post Spirit
34:34 Losses Bankruptcy Talk and Options
36:11 Merger Prospects United Southwest American
38:19 JetBlue Right of Reply Context
40:34 Wrap Up and Subscribe
42 min - The Air Canada Anko Inherits
In part one, Gordon and Jay weigh the opportunities in front of Air Canada against the challenges that come with them. In part two, the conversation turns to China, and why the country's Big Three carriers had such a rough second quarter.
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
01:38 Air Canada turnaround history
04:27 New CEO and headwinds
08:32 Competitive landscape and Aeroplan
14:25 Sixth freedom strategy explained
16:42 New aircraft and route growth
21:49 Forum plug and break
23:03 China big three losses
24:20 Why fares can’t rise
27:04 Fleet politics and economy
28:48 International bright spots
34:25 Wrap up and next week
39 min - Why US Airlines Are Betting Big on Europe in 2027
In part one, Jay and Meghna discuss the latest transatlantic expansion announcements from United and American Airlines and what they reveal about how US carriers are rethinking their European strategies. In part two, the conversation turns to the A321XLR, the narrow body aircraft making these new routes possible, and whether its heavy reliance on premium demand is a strength or a risk.
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
02:05 United Europe expansion
04:52 American routes and Philly hub
09:37 Why transatlantic is shifting
11:19 Partners and new entrants
15:29 Delta moves and break
16:39 A321XLR overview
17:58 Who ordered the XLR
19:57 Delta skips the XLR
25:35 Economics and range limits
30:36 Wrap up and subscribe
33 min - Qatar Airways: Skift Global Forum Preview
In part one, Gordon and Jay discuss some of the biggest talking points at Qatar Airways, as the airline's CEO, Hamad Ali Al-Khater, prepares to join the Skift Global Forum in New York next month. In part two, the conversation focuses on impressive Q2 profitability at Kuwait's Jazeera Airways.
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 SGF Preview
01:06 Qatar CEO Transition
02:55 Qatar Financial Snapshot
05:34 Gulf Conflict Impacts
08:25 Sponsorships and Fleet Orders
12:47 Cabin Innovation and QSuite
15:37 Premium Economy Question
16:47 Skift Global Forum Details
18:14 Middle East Pivot
18:42 Jazeera Airways Surprise Profits
21:01 Why Jazeera Is Winning
25:07 Resilience and Kuwait Airways
30:08 Airline Weekly Return
31:06 Wrap Up and Subscribe
33 min - Skift Global Forum 2026: Aviation Preview
In this week's show, Gordon and Jay discuss two industry giants that are due to speak at the Skift Global Forum 2026 in New York between September 22-24. The conversation kicks off with Air Canada before turning to Virgin Atlantic. For the latest agenda and to book your ticket, visit live.skift.com
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 Forum Preview
00:52 Skift Global Forum Lineup
02:25 Air Canada Earnings Snapshot
04:44 Aeroplan Stake Sale
12:16 Questions for Mark Galardo
17:38 Break and Return
18:33 Virgin Atlantic New CEO
24:38 Virgin Profitability Challenges
31:07 Routes and Leisure Focus
36:57 Events and Closing Notes
40 min
About Airline Weekly Lounge
From the publisher's feed
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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