Latest news with #JayShabat
Skift
5 days ago
- Business
- Skift
United Airlines and Ryanair in an Age of Uncertainty
In this week's show, Gordon Smith and Jay Shabat criss-cross the Atlantic to review the latest earnings from United Airlines and low-cost giant Ryanair. 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. The conversation then turns to Ryanair's operations and aircraft orders. The conversation highlights the current state of the airline industry amidst economic uncertainties and evolving trade relations. Listen to This Podcast Apple Podcasts | Spotify | YouTube | RSS 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. 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.
Skift
17-07-2025
- Business
- Skift
Wizz Air Abu Dhabi: What Went Wrong?
In this week's show, Gordon Smith is joined by Jay Shabat and Meghna Maharishi to discuss the key takeaways from Delta's Q2 financials. The conversation then shifts to Wizz Air exiting its Abu Dhabi joint venture and the wider impact on the ULCC's business. Gordon Smith and Jay Shabat are joined by colleague Meghna Maharishi to discuss Delta's latest earnings and what they could signal for the wider airline industry. They then delve into the collapse of Wizz Air Abu Dhabi, which Gordon discussed earlier this week on Skift. As the airline suspends operations and exits its UAE 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. Listen to This Podcast Apple Podcasts | Spotify | YouTube | RSS Takeaways
Skift
10-07-2025
- Business
- Skift
Who Wants to Join an Airline Alliance?
In this week's show, Gordon and Jay look at the oneworld alliance and its latest member, Oman Air. Then they ask the big question: are airline alliances worth it? In this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabat discuss the latest developments in the One World Alliance, including the recent addition of Oman Air as its 15th member. They explore the implications of this expansion, the challenges of airline alliances in covering global markets, and the potential for future memberships, particularly in regions like India and Latin America. The conversation also touches on the dynamics of airline partnerships, the role of IATA in the industry, and the current state of air traffic demand globally. Listen to This Podcast Apple Podcasts | Spotify | YouTube | RSS Takeaways
Skift
19-06-2025
- Business
- Skift
The Resurgence of Virgin Australia
Virgin Australia is headed to an IPO. How did that happen? Our hosts get under the story in this week's episode. Today Jay Shabat is joined by Meghna Maharishi to discuss the recent developments in the airline industry, focusing on Virgin Australia and its turnaround after bankruptcy. They explore the implications of Virgin's IPO, its financial health, and the impact of Qatar Airways' investment. The conversation then shifts to capacity trends for the third quarter, highlighting demand stabilization, fuel price concerns, and growth in various airports worldwide. Listen to This Podcast Apple Podcasts | Spotify | YouTube | RSS Takeaways
Skift
05-06-2025
- Business
- Skift
Making Sense of the JetBlue and United Partnership
We sort the speculation from the facts, contextualize the JetBlue-United deal, and ask what it really means for the carriers and the wider industry. For this episode of the Airline Weekly Lounge, hosts Gordon Smith and Jay Shabat delve into the recently announced partnership between JetBlue and United Airlines. They discuss the implications of this collaboration, the financial struggles faced by JetBlue, and the potential benefits for both airlines. The conversation also touches on regulatory considerations and industry reaction. Listen to This Podcast Apple Podcasts | Spotify | YouTube | RSS Takeaways
