Airline Weekly Lounge
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?
Episodes
October 15, 2026 • 35 mins
As Delta Air Lines kicks off Q3 earnings, Gordon and Jay unpack the numbers. Plus, could Southwest be eyeing widebody aircraft? And what's behind the latest slide in JetBlue's share price?
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October 8, 2026 • 40 mins
In part one, Gordon and Jay preview what to watch as U.S. carriers report Q3 earnings. In part two, they turn to Alaska Airlines' investor day and discuss what stood out.
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October 1, 2026 • 18 mins
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.
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September 24, 2026 • 37 mins
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.
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September 17, 2026 • 41 mins
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.
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September 10, 2026 • 38 mins
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.
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September 3, 2026 • 32 mins
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.
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August 27, 2026 • 32 mins
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.
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August 20, 2026 • 39 mins
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
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August 13, 2026 • 29 mins
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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August 6, 2026 • 33 mins
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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July 30, 2026 • 42 mins
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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July 23, 2026 • 61 mins
The airline industry is navigating its most unpredictable period since the pandemic, with fuel prices, geopolitical tensions, premium travel demand, and aircraft shortages reshaping the competitive landscape. Gordon Smith and Jay Shabat break down the data behind the headlines, explaining why airlines remain profitable despite rising costs and unprecedented volatility.
They also explore the winners and losers across global aviatio...
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July 18, 2026 • 26 mins
Ahead of the Farnborough Airshow, for this special episode Gordon Smith and Meghna Maharishi are joined by Darren Hulst, Boeing's VP of Commercial Marketing. The conversation centers on the planemaker's latest Commercial Market Outlook, an annual report which asks how many aircraft the world will need in the decades to come.
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July 16, 2026 • 17 mins
ClarityPay recently partnered with JetBlue to introduce a new pay-later program that combines embedded financing, loyalty, and personalization to drive incremental revenue.
Learn more about ClarityPay here: claritypay.com/travel
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July 9, 2026 • 43 mins
An approach from U.S. private equity firm Castlelake has reopened the question of what EasyJet is actually worth. Gordon and Jay run through the latest takeover chatter before setting the scene for Delta's Q2 earnings.
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July 2, 2026 • 37 mins
Does SAS Really Need 40 A330neos?
In part one, Gordon and Jay discuss SAS Scandinavian Airlines' new widebody order and ask whether the carrier can justify that many additional planes.
In part two, the focus turns to Air New Zealand, where management has just published an updated turnaround plan.
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June 25, 2026 • 37 mins
Las Vegas air traffic is down 6%. Gordon and Jay work through what's behind it, then turn to a U.S. market headed firmly the other way.
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June 18, 2026 • 35 mins
The latest Airline Weekly global earnings scoreboard is in and the airline on top may not be the one you'd expect.
Jay joins Gordon and Meghna to sort the winners from the losers. Before that, we report back from the IATA AGM in Brazil, with the trends that mattered and essential insights from the conference floor.
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June 11, 2026 • 40 mins
Gordon joins Jay from Rio as the IATA AGM wraps. The two then turn to Brazil itself: one of the world's largest aviation markets, and one of its most consolidated — a combination that shapes everything from pricing to who gets to compete.
Presented by WEX.
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