Airline Weekly Lounge Episode 104: Better, But Not Good

Airline Weekly Lounge Episode 104: Better, But Not Good

Revenues and margins improved for Cathay Pacific in the first half of 2018, and the second half is usually better for Cathay. Still, will it be enough to lift the Hong Kong carrier out of its malaise? Fuel costs dented Singapore Airlines’ Q2 results, which were similarly mediocre to Cathay’s. VietJet’s soaring growth is helping it control unit costs and deliver solid profits. Also delivering solid profits was Cebu Pacific, however, those profits came amid a huge margin decline. Turkish Airlines is now existing amid a currency crisis, but it’s weathering it surprisingly well. Ethiopian Airlines is making money and has plans to make more. Icelandair is feeling the chill of too much capacity in Reykjavik. And JetBlue is charting new territory in charging for bags.

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Episoder(441)

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 Aug 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 Aug 33min

Airshow Highs and Earnings Season Realities

Airshow Highs and Earnings Season Realities

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 ...

30 Jul 42min

Why 2026 Is Aviation's Most Volatile Year Since COVID

Why 2026 Is Aviation's Most Volatile Year Since COVID

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 la...

23 Jul 1h 1min

How Many Planes Does the World Need?

How Many Planes Does the World Need?

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...

18 Jul 26min

Can a "New Class of BNPL" Become a Strategic Loyalty Play?

Can a "New Class of BNPL" Become a Strategic Loyalty Play?

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 Clarity...

16 Jul 17min

 How Much is EasyJet Worth?

How Much is EasyJet Worth?

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 De...

9 Jul 43min

Does SAS Really Need 40 A330neos?

Does SAS Really Need 40 A330neos?

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,...

2 Jul 37min

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