Airline Weekly Lounge
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    25th

    on Aviation

  • Favorites

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  • Typical duration

    34 min

    per episode

Based on Podcast App listening data

Airline Weekly Lounge episodes

  • 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

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    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 Atlantic


    19 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

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    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

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    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/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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    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/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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    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

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    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

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    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
  • Turkish Airlines' Turbulent Quarter

    In part one, Gordon and Jay discuss a mixed set of Q2 results for Turkish Airlines. In part two, the conversation turns to Allegiant Air, with the U.S. carrier now taking Sun Country under its wing.


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    Jay Shabat – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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    00:00 Welcome and agenda

    00:54 Turkish earnings overview

    02:47 Why margins fell

    05:16 Middle East disruptions

    07:12 Gulf competition returns

    08:56 Cargo boosts revenue

    11:18 Q3 outlook and seasonality

    12:46 Air Europa stake update

    16:23 Wrap Turkish and break

    17:17 Allegiant merger context

    18:10 Best US margins

    19:41 Product and distribution shifts

    22:01 Demand and Florida focus

    24:12 Fuel flexibility model

    25:21 Pilot retention challenge

    26:52 Forum announcements and close

    28:31 Final subscribe reminders

    30 min
  • Swiss Shines But Lufthansa Lags

    Swiss out-earned the entire Lufthansa Group network division it belongs to last quarter, while the core Lufthansa brand slid back into an operating loss. Gordon and Jay work through how a fuel bill undid a solid demand quarter, and why Swiss keeps outperforming its much larger sibling.


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    Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 

    Jay Shabat – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

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    00:00 Welcome and Setup

    01:05 Q2 Headline Numbers

    02:45 The 60 40 Airline

    06:38 Ritter on Strikes and Costs

    10:12 Turnaround Strategy Levers

    15:22 Fleet Retirements and TAP Angle

    18:44 Part Two Break

    19:08 Group Airlines and TAP Debate

    23:06 Austrian Brussels Eurowings Check

    25:25 airBaltic Stake Watch

    26:42 Europe Big Three Scorecard

    29:30 Gulf Hub Traffic Shifts

    31:30 Events and Closing Thanks

    34 min
  • 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.


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    Meghna Maharishi - ⁠⁠⁠LinkedIn⁠⁠⁠


    00:00 Welcome and Agenda

    01:21 Farnborough Show Context

    04:34 Biggest Orders and Lessors

    07:45 Airline Deals Roundup

    12:33 What Success Looks Like

    14:38 Next Gen Aircraft Talk

    18:16 Emirates and Airbus Plans

    21:58 United A321XLR Cabin Tour

    24:05 Q2 Earnings Pivot

    24:42 US Margins Ranking

    29:14 Industry Pricing Power

    32:03 American Airlines Deep Dive

    41:00 Wrap Up and Sign Off

    43 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:…

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