Gordon Smith

North America

What’s Going on at Southwest Airlines?

In part one, Gordon Smith and Jay Shabat discuss a fascinating week at Southwest, as the low-cost carrier navigates the challenges of a very vocal new activist investor. In part…
North America

Summer Sunshine for U.S. Airlines?

It’s shaping up to be a great summer for U.S. airlines. Strong demand. Constrained supply. Moderate fuel prices. Yet struggles are rife—from American’s distribution missteps to Southwest’s costs concerns, to…
Interviews

Captain Theresa Claiborne Interview

Captain Theresa Claiborne was the first black female pilot in the United States Air Force and joined United Airlines as its second-ever black female pilot. Last month, she retired from…
Southeast Asia

ASEAN’s Awakening 

Better late than never. East Asia’s airline markets were slow to reopen and slow to recover post-Covid. But in Southeast Asia, or more specifically the ASEAN region, a demand revival…
Low-Cost Airlines

Europe’s Walmart in the Sky

Three of the world’s most exciting, ambitious, and successful airlines reported earnings last week. Ireland’s Ryanair, Turkish Airlines, and India’s IndiGo are all playing at the top of their game,…
Low-Cost Airlines

Ryanair and U.S. Summer Trends

In part one of this Airline Weekly Lounge podcast, Gordon Smith and Jay Shabat discuss the latest earnings from low-cost giant Ryanair. In part two, our focus turns to the…
Middle East

Flying High in Dubai

Yes, information is limited. But there’s more than sufficient evidence to declare Emirates a thriving airline. In fact, it’s earning stronger profits than it ever did in the 2010s, thanks…
Middle East

Emirates Earnings and Booming Brazil

In part one of this week's Airline Weekly Lounge Podcast, Gordon Smith and Jay Shabat discuss Emirates' record-breaking results and ask how long these good times can last. In part…
North America

Spirit Airlines and a Japanese Update

Gordon Smith and Jay Shabat explore two big topics in this week's episode. In part one, we examine what Spirit Airlines' Q1 numbers mean for the future direction of the…