Airline Weekly Lounge Episode 102: U.S. Airlines Sing the Blues

Airline Weekly Lounge Episode 102: U.S. Airlines Sing the Blues

Author: Skift July 31, 2018 Duration: 37:08
So far all U.S. carriers have reported shrinking year-over-year profits in the second quarter. But nobody’s margin decline was worse than that of JetBlue, which posted a 9% operating margin, down from 19% the year before. Allegiant had the best margin of the bunch, narrowly besting Southwest and Delta, both of which had shining quarters. American’s quarter was marred by its mishandling of basic economy, plus it wasn’t helped by its domestic-heavy network. Alaska has been lacking the right product to take advantage of booming premium demand in the transcon market. Spirit, while still quite profitable, is learning to live in a world where big carriers now pay attention to it. Hawaiian couldn’t have been happy with its nine-point margin decline. Speaking of happy—that might describe United, which showed surprising resilience in Q2.

Step inside the Airline Weekly Lounge, a podcast from Skift where the editors behind the industry publication gather for a deeper, more conversational look at the world of commercial flight. This isn't just a recap of headlines; it's a focused exploration of the complex forces shaping how airlines operate, compete, and ultimately survive. Each episode digs into the week's most intriguing developments, from fleet strategies and route networks to labor dynamics and the evolving culture of travel, always with a keen eye on the bottom line. The central, driving question remains: how do carriers actually turn a profit in this famously volatile business? You'll hear analysis that connects financial results to real-world operations, discussing everything from premium cabin innovations and loyalty program economics to airport politics and environmental pressures. The tone is informed and accessible, peeling back the layers on both major global network carriers and regional players. For anyone curious about the business realities behind their boarding pass, this podcast offers a regular dose of context and clarity, revealing the intricate balance of economics, service, and strategy that keeps the industry aloft. Join the editors in the lounge for a perspective that goes beyond the news cycle.
Author: Language: English Episodes: 423

Airline Weekly Lounge
Podcast Episodes
Our Round-the-World Airline Adventure [not-audio_url] [/not-audio_url]

Duration: 37:26
In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabat take listeners on a global tour of the airline industry's Q1 earnings results. They discuss the contrasting fortunes of airlines across Euro…
U.S. Airlines’ Earnings Season Recap: What the Future Holds [not-audio_url] [/not-audio_url]

Duration: 23:57
In this episode of the Airline Weekly Lounge, Jay and Meghna discuss the recent Q1 earnings reports from major airlines, highlighting the mixed results and economic concerns affecting the industry. They delve into the ch…
Korean Air's Financial Flight Path [not-audio_url] [/not-audio_url]

Duration: 36:10
In this episode, Gordon and Jay delve into the latest financials from Korean Air, highlighting their Q1 earnings, the integration with Asiana Airlines, and the dynamics of the cargo business amidst global trade uncertain…
Delta's Q1 Earnings: Our Key Takeaways [not-audio_url] [/not-audio_url]

Duration: 29:13
In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabat discuss Delta Airlines' recent earnings report, highlighting a solid operating margin and the impact of tariffs and economic uncertainty on…
Making Sense of Market Turmoil [not-audio_url] [/not-audio_url]

Duration: 30:18
In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabbat discuss significant CEO departures in the airline industry, particularly focusing on Spirit Airlines and AirBaltic. They analyze the implic…
Riyadh Air CEO on Building an Airline from Scratch [not-audio_url] [/not-audio_url]

Duration: 26:27
In this episode of the Airline Weekly Lounge, host Gordon Smith speaks with Tony Douglas, CEO of Riyadh Air, about the launch of the new national carrier for Saudi Arabia. They discuss the airline's ambitious plans, incl…
The Dynamic Growth of Air India and Indigo Airlines [not-audio_url] [/not-audio_url]

Duration: 39:47
In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabbat discuss insights from the Skift India Forum, focusing on interviews with Campbell Wilson, CEO of Air India, and Peter Elbers, CEO of Indigo…
The Kings of the Caribbean [not-audio_url] [/not-audio_url]

Duration: 34:48
In this week’s episode, Gordon and Jay delve into the Caribbean airline market, highlighting key players like American Airlines and the emerging low-cost carrier Aerojet from the Dominican Republic. They discuss the comp…
The World's Most Profitable Airlines [not-audio_url] [/not-audio_url]

Duration: 31:35
In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabbitt delve into the latest earnings season results for airlines globally. They discuss the impact of fluctuating fuel prices, analyze the perfo…
The Day Southwest Airlines Changed Forever [not-audio_url] [/not-audio_url]

Duration: 25:54
In this episode of the Airline Weekly Lounge, host Gordon Smith, along with guests Jay Shabbat and Meghna Maharishi, discuss the significant strategic changes at Southwest Airlines. The conversation covers the airline's…