Is Southwest Airlines Losing its Magic?

Is Southwest Airlines Losing its Magic?

In this week's episode, Gordon Smith is joined by Airline Weekly's Jay Shabat and Skift airlines reporter Meghna Maharishi. Part one is focused on the big picture trends as U.S. earnings season draws to a close. In part two, the trio discuss the first involuntary layoffs in Southwest history and assess their wider impact on the airline. Read the latest issue of Airline Weekly. Takeaways The US airline industry saw a collective operating profit margin of 9% in Q4. Southwest Airlines announced layoffs affecting 15% of its corporate workforce. Premium travel and international routes are driving growth for major carriers. JetBlue faced challenges with disappointing earnings despite strategic changes. Fuel prices significantly influenced airline earnings in Q4. Corporate travel demand is rebounding, benefiting major airlines. Southwest's layoffs mark a significant shift in its corporate culture. The performance of low-cost carriers varied, with some showing signs of recovery. Spirit Airlines' bankruptcy raises concerns for the low-cost segment. The airline industry is navigating a complex landscape of cost inflation and demand recovery. Chapters 00:00 Q4 Earnings Overview 13:02 Southwest Airlines Layoffs Discussion Connect with Airline Weekly LinkedIn: https://www.linkedin.com/company/airline-weekly/ X: https://x.com/Airline_Weekly/ Facebook: https://www.facebook.com/airlineweekly/ Instagram: https://www.instagram.com/skiftnews/ WhatsApp: https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/ Subscribe to @SkiftNews and never miss an update from the airline and travel industries.

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What American, Southwest and United Told Investors

What American, Southwest and United Told Investors

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. Follow...

24 Syys 37min

 Airlines Post Record Revenues But Costs Catch Up

Airlines Post Record Revenues But Costs Catch Up

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. Follow the Hosts: Gordon Smith –...

17 Syys 41min

The Air Canada Anko Inherits

The Air Canada Anko Inherits

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 car...

10 Syys 38min

Why US Airlines Are Betting Big on Europe in 2027

Why US Airlines Are Betting Big on Europe in 2027

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 strategi...

3 Syys 32min

Qatar Airways: Skift Global Forum Preview

Qatar Airways: Skift Global Forum Preview

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 p...

27 Elo 32min

Skift Global Forum 2026: Aviation Preview

Skift Global Forum 2026: Aviation Preview

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 bef...

20 Elo 39min

Turkish Airlines' Turbulent Quarter

Turkish Airlines' Turbulent Quarter

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. ...

13 Elo 29min

Swiss Shines But Lufthansa Lags

Swiss Shines But Lufthansa Lags

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 un...

6 Elo 33min

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