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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Jay Shabat – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Meghna Maharishi - ⁠⁠⁠LinkedIn⁠⁠⁠

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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