Four times a year we get a chance to hear from the three major public cruise companies, and their CEOs, during their quarterly earnings reports. This provides us with a good picture on what’s happening with each company’s business, and what advisors might expect from the lines in the short and medium term.

This week host Rebecca Tobin invited on cruise editor Andrea Zelinski to talk us through the analyst calls from two out of the three companies, and we’ll add in a little of our own analysis and reporting, plus some of the discussion at the Seatrade Cruise Global Conference. We’re talking about the general outlook, the return of the first-time cruiser, whether cruisers are choosing Europe this summer, and the word that some people at Seatrade were trying not to say.

This conversation was recorded on May 12 and has been edited for length and clarity.

Episode sponsor:

This episode is sponsored by Windstar Cruises.

Related reports:

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Royal Caribbean expects a return to profitability before 2022 is over

Norwegian Cruise Line Holdings investor relations

Royal Caribbean Group investor relations

They're back: Most cruise ships are now in service

Signs point to a strong return of first-time cruisers

New Zealand is reopening to cruise ships

At Seatrade, cruise execs stress environmental plans

Correction: An initial upload of this Folo episode incorrectly gave the date on which the conversation was recorded. It is May 12, not April 12.

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