Friendly Skies: 5 Key Takeaways from U.S. Earnings Season
Have you heard? America has a new president. Or actually, an old president coming back for a second round. What will the return of Donald Trump mean for the airline…
Gordon Smith is Airlines Editor at Skift and Editor at Airline Weekly. He’s been writing about the sector for more than a decade and enjoyed a front-row seat for some of the aviation industry’s biggest stories. Since joining Skift in January 2024, he has interviewed more than a dozen global airline CEOs, often helping make headlines along the way (special thanks to Michael O’Leary!). His informed insights have led to contributions for international media, including the London Evening Standard and Canada’s CBC Radio.
Skift Aviation Forum 2024: Our Hottest Topics
There's only one place to go next week to learn about the fast-growing DFW hub. JetBlue's targeted adjustments, Southwest's strategic upgrade, and more aviation essentials. Here's a preview.
Rocky Mountain Fly: Is Frontier Poised for a Comeback?
November has arrived, which this year brings such joyous events as the mild-mannered U.S. presidential election. U.S. airlines are seeing a lull in demand ahead of the tense vote. But…
Latam Poised to Prosper
As Q3 earnings season gathers momentum, South America’s Latam Airlines took some time to visit New York City. Surely, it did some sightseeing. Maybe it saw a Broadway show. But…
LATAM Airlines: Past, Present, and Future
In this special episode, Gordon Smith and Jay Shabat discuss the key takeaways from LATAM's investor day event in New York. The pair explore how the company's turbulent history has…
A New Chapter for AirAsia
A defining characteristic of the AirAsia empire has always been its corporate complexity. Now it stands to simplify by bringing AirAsia and AirAsia X together as one, while leaving aside…
United Closes the Gap on Delta
In this week's episode Gordon Smith and Jay Shabat provide an early status update on Q3 earnings season. With Delta on the back foot after the CrowdStrike chaos and Olympic…
For Delta, No Glee in Q3. But Happy Times Ahead?
It wasn’t Delta’s greatest summer. Enough went wrong (the CrowdStrike disruption, lost business during the Olympics) to spoil all that went right (strong demand, cheaper fuel). Fortunately, almost everything’s coming up roses this fall, including heavy capacity cuts by domestic rivals. Will United finally beat Delta in the margin fight? We’ll find out later this week, when Scott Kirby and company report for Q3.
Setting the Scene for Earnings Season
In this week's show, Gordon Smith and Jay Shabat explain the key elements to watch as third-quarter earnings season begins. The pair discuss all-important factors including aircraft supply shortages, oversupply…
Diamonds in the Sky: Will the Transatlantic Boom Continue?
Welcome to the final quarter of 2024. Believe it or not, airlines will begin reporting their third quarter results this week, beginning as usual with Delta on Thursday (October 10).…