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PODCAST

Airline Weekly Lounge Podcast

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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All Episodes

24:13

Is the Government Shutdown Affecting Air Travel?

Airline Weekly Lounge Podcast ·

2025/10/30

In part one of this week's show, Jay and Meghna discuss the latest developments regarding the U.S. government shutdown and its impact on air travel. In part two, their attention turns to JetBlue and its latest earnings report.Follow the Hosts: Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Jay Shabat – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Airline

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34:14

What's Driving United's Domestic Headwinds?

Airline Weekly Lounge Podcast ·

2025/10/23

In part one of this week's show, Gordon and Jay examine some of the factors creating headwinds for United in the U.S domestic market. In part two, we turn our attention to Europe and discuss a rare joint interview with the CEOs of Air France-KLM and Lufthansa Group.Follow the Hosts: Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Jay Shabat – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Airline

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24:27

Virgin Atlantic Gets a New CEO

Airline Weekly Lounge Podcast ·

2025/10/16

In part one of this week's show, we discuss a changing of the guard at Virgin Atlantic, as CEO Shai Weiss prepares to step down after seven years. In part two, we contextualize a strong set of Q3 figures from Delta.Follow the Hosts: Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Jay Shabat – ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Airline

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27:55

The Megatrends Shaping Q3 Earnings Season

Airline Weekly Lounge Podcast ·

2025/10/09

On the eve of Q3 earnings season, Gordon and Jay explore the key trends to watch as America's biggest carriers get ready to reveal their latest financials.Follow the Hosts: Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠ Jay Shabat – ⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Airline

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33:17

Hong Kong Stages Global Comeback

Airline Weekly Lounge Podcast ·

2025/10/02

In this week's show, Gordon and Jay discuss the latest developments in the Hong Kong aviation scene. From a return to profitability at Cathay Pacific to a new third runway at the city's international airport, the Asian hub is looking to reassert its dominance after a bruising few years.Follow the Hosts: Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠ Jay Shabat – ⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Airline

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20:04

U.S. and International Airlines at a Strategic...

Airline Weekly Lounge Podcast ·

2025/09/25

In this week’s Airline Weekly Lounge, Jay Shabbat and guest-host Meghna Maharishi unpack the biggest takeaways from Skift Global Forum in New York. The discussion spans airline labor challenges easing in the post-pandemic years, the impact of delayed aircraft deliveries on capacity and growth, and shifting demand patterns across the United States of America, Asia, and international markets. They also explore how network strategies are evolving, where low-cost carriers are pressing for expansion,

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32:18

Airline Leaders Descend on Washington D.C.

Airline Weekly Lounge Podcast ·

2025/09/18

In part one of this week's show, we discuss the key developments from a major U.S. aerospace summit in Washington D.C. attended by Skift airline reporter, Meghna Maharishi. In part two, Gordon and Jay explore the factors driving impressive growth in the Greek airline market.Follow the Hosts: Gordon Smith – ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ Jay Shabat – ⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠ Meghna Maharishi – LinkedIn Connect with Airline

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35:42

What’s Happening at WestJet?

Airline Weekly Lounge Podcast ·

2025/09/11

As WestJet places the biggest aircraft order in its history, we discuss the past, present, and future direction of Canada’s second-largest airline. The conversation also includes updates on the latest developments at JetBlue and British leisure carrier Jet2.Follow the Hosts: Gordon Smith – ⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠ Jay Shabat – ⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠ Connect with Airline

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29:19

Profits A'Plenty for Australian Airlines

Airline Weekly Lounge Podcast ·

2025/09/04

In part one, Gordon and Jay discuss robust financials from the Qantas Group and Virgin Australia, and explore why Air New Zealand continues to struggle. In part two, the conversation turns to China and the headwinds dragging on profitability for the country's three largest airlines. Follow the Hosts: Gordon Smith – ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ Jay Shabat – ⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠ Connect with Airline

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27:19

Can Spirit Airlines Survive?

Airline Weekly Lounge Podcast ·

2025/08/28

In part one, Jay and Meghna discuss the prospects of Spirit Airlines as it struggles to revive. In part two, the conversation turns north to Air Canada and its path ahead following a costly, peak-season flight attendant strike.Five Key Takeaways Spirit Airlines faces existential risk – with bankruptcy, liquidation, merger, or recovery as possible paths, but its ULCC model looks increasingly unsustainable in today’s market. Structural industry shifts hurt ULCCs – post-pandemic demand

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29:45

What are the World’s Busiest Airports?

Airline Weekly Lounge Podcast ·

2025/08/21

In this week's show, Gordon and Jay take a step back from the business of airlines to explore the world's busiest airports. As we discover, the global top 10 is constantly changing with a fierce battle to maintain international ranking and prestige. Follow the Hosts: Gordon Smith – ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ Jay Shabat – ⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠ Connect with Airline

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31:00

What is America's Most Profitable Airline?

Airline Weekly Lounge Podcast ·

2025/08/14

In this week's show, Gordon and Jay unpack the latest earnings season data at major U.S. carriers. From the winners to the losers and everything in between, we examine the key factors driving profitability in Q2 2025.Follow the Hosts: Gordon Smith – ⁠⁠⁠LinkedIn⁠⁠⁠ Jay Shabat – ⁠⁠⁠LinkedIn⁠⁠⁠ Connect with Airline

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29:44

What is Air France-KLM's Weakest Link?

Airline Weekly Lounge Podcast ·

2025/08/06

In part one, Gordon and Jay unpack the latest financials from the Air France-KLM Group and explore a mixed set of results. In part two, the discussion turns to a superstar performance from South America's Latam Airlines Group.Connect with Airline

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32:05

American, Alaska, Southwest: Who Came Out on Top?

Airline Weekly Lounge Podcast ·

2025/07/31

Today hosts Gordon Smith and Jay Shabat discuss the latest earnings reports from major U.S. airlines, focusing on the performance of American Airlines, Southwest Airlines, and Alaska Airlines. They analyze the factors affecting profitability, including operating margins, domestic exposure, labor costs, and market dynamics. The conversation also touches on the upcoming European airline earnings and the competitive landscape in the airline industry.Takeaways Delta and United reported strong

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33:34

United Airlines and Ryanair in an Age of Uncertainty

Airline Weekly Lounge Podcast ·

2025/07/24

Gordon and Jay discuss the latest earnings reports from United Airlines and Ryanair, exploring their financial performance, market comparisons, and the broader economic outlook. They delve into United's strategic partnerships, the United Next strategy, and the implications of tariffs on the airline industry, particularly in relation to Ryanair's operations and aircraft orders. Their conversation highlights the current state of the airline industry amidst economic uncertainties and evolving trade

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33:06

Wizz Air Abu Dhabi: What Went Wrong?

Airline Weekly Lounge Podcast ·

2025/07/17

Today, hosts Gordon Smith and Jay Shabat are joined by their colleague Meghna Maharishi to discuss Delta's latest earnings report and what it signals for the airline industry. They then delve into the surprising strategic withdrawal of Wizz Air Abu Dhabi, which Gordon revealed earlier this week on Skift. As the airline suspends operations and exits its joint venture, we explore the factors leading to this decision, including engine reliability issues, geopolitical volatility, and regulatory

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30:59

Who Wants to Join an Airline Alliance?

Airline Weekly Lounge Podcast ·

2025/07/10

In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabat discuss the latest developments in the One World Alliance, including the recent addition of Oman Air as its 15th member. They explore the implications of this expansion, the challenges of airline alliances in covering global markets, and the potential for future memberships, particularly in regions like India and Latin America. The conversation also touches on the dynamics of airline partnerships, the role of IATA in the

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23:18

The 2025 Half-Time Airline Report

Airline Weekly Lounge Podcast ·

2025/07/03

In this episode, Gordon and Jay reflect on the first half of 2025 in the airline industry, discussing key trends such as global demand, the impact of the U.S. dollar, and the ongoing consolidation within the industry. They explore how weather patterns are affecting tourism, the economic implications of tariffs, and the potential for mergers and acquisitions as airlines navigate a changing landscape. Looking ahead, they highlight the importance of monitoring oil prices and supply chain issues as the

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32:47

Paris Air Show 2025: Highs and Lows

Airline Weekly Lounge Podcast ·

2025/06/26

In part one of this week's show, Gordon and Jay discuss the major developments from this year's Paris Air Show. In part two, the conversation turns to Vietnam, as we learn more about its rapidly growing airline market. Takeaways The closure of Qatari airspace has significant implications for airline operations. The Paris Air Show showcased a mix of optimism and caution in the aviation industry. Boeing's presence at the Paris Air Show was notably diminished due to recent tragedies.

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25:58

The Resurgence of Virgin Australia

Airline Weekly Lounge Podcast ·

2025/06/19

Today Jay Shabat is joined by Meghna Maharishi to discuss the recent developments in the airline industry, focusing on Virgin Australia and its turnaround after bankruptcy. They explore the implications of Virgin's IPO, its financial health, and the impact of Qatar Airways' investment. The conversation then shifts to capacity trends for the third quarter, highlighting demand stabilization, fuel price concerns, and growth in various airports worldwide.Takeaways Virgin Australia has shown

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