『Airline Weekly Lounge Podcast』のカバーアート

Airline Weekly Lounge Podcast

Airline Weekly Lounge Podcast

著者： Skift
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 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?2025 Skift, Inc. All Rights Reserved 政治・政府 旅行記・解説 社会科学
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  • American, Alaska, Southwest: Who Came Out on Top?

    American, Alaska, Southwest: Who Came Out on Top?
    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 operating margins of 13% and 12%. American Airlines' operating margin was 8%, indicating challenges ahead. Southwest Airlines reported a disappointing 3% margin, half of last year's performance. Non-fuel costs have significantly increased for airlines, impacting profitability. Premium travel demand remains strong, benefiting airlines like Delta and United. American Airlines has a higher domestic exposure compared to its competitors. A distribution misstep has negatively affected American Airlines' performance. American Airlines faces a credit card contract disadvantage compared to Delta and United. Alaska Airlines is performing well, with a strong loyalty program and corporate travel exposure. The upcoming European airline earnings reports are highly anticipated. Connect with Airline WeeklyLinkedIn: 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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    32 分
  • United Airlines and Ryanair in an Age of Uncertainty

    United Airlines and Ryanair in an Age of Uncertainty
    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 relations. Takeaways United Airlines reported an 11.6% operating margin for Q2 2025. Despite disruptions, United's demand for premium services remains strong. United's growth strategy includes up gauging to larger aircraft. Economic uncertainties persist, but the outlook remains optimistic. Ryanair achieved a 21% operating margin, benefiting from strong travel demand. Tariff negotiations between the US and EU could impact airline operations. Ryanair's capacity is constrained due to aircraft delivery delays. The US economy shows signs of resilience despite tariff concerns. Low oil prices are beneficial for consumer spending and airline profitability. The future of US-EU trade relations remains uncertain, with potential implications for the aviation sector. Connect with Airline WeeklyLinkedIn: 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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    34 分
  • Wizz Air Abu Dhabi: What Went Wrong?

    Wizz Air Abu Dhabi: What Went Wrong?
    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 barriers. Join us as we unpack the implications for the airline industry and what this means for Wizz Air's future. Takeaways Wizz Air Abu Dhabi is halting operations and exiting its joint venture due to engine issues, geopolitical volatility, and regulatory challenges. The withdrawal follows earlier signs of market softness and service suspensions in Abu Dhabi. Wizz Air's broader network is unaffected, with refunds or rebookings for impacted bookings. The move underscores the difficulties low-cost carriers face in new, complex markets. Wizz Air's decision reflects a trend of reassessing market opportunities amid global changes. 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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    33 分
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