Jay Shabat

North America

An Overdue Air Canada Check-In

Despite being one of the world’s most mature network carriers, Air Canada is still finding fresh expansion opportunities as part of a distinctive three-base strategy.

Europe

What is Jet2’s Secret Sauce?

Jet Who? Jet2. You’ve heard of Ryanair. You’ve heard of EasyJet. But have you heard of the largest U.K. tour operator?

Alaska Airlines

The Q2 2024 Earnings Scoreboard

Alaska Airlines shines in Q2, leading US carriers as IAG’s steady profits highlight global airline shifts.

North America

How Was Q2 for JetBlue?

In part one, Gordon Smith and Jay Shabat discuss the latest earnings from JetBlue and examine the U.S. carrier's turnaround plan. In part two, we turn our attention to IndiGo…
Asia-Pacific

Hong Kong’s Slow Climb 

In part one of this week's podcast, Gordon Smith and Jay Shabat discuss Q2 results from Delta Air Lines and Norwegian, looking for clues as to what the future could…
Asia-Pacific

Qantas: From Perth to Paris

In part one of this week's podcast, Gordon Smith and Jay Shabat discuss Qantas' latest ultra long-haul endeavor and ask what it tells us about the carrier's wider commercial strategy.…
Air France

Air France’s Olympic Headache

Gordon Smith and Jay Shabat examine why this summer’s Olympic and Paralympic Games in Paris are likely to be a financial drag on Air France.

North America

More Headwinds for Southwest Airlines 

In part one, Gordon Smith and Jay Shabat discuss why Southwest has cut its revenue outlook so drastically for the current quarter. In part two, we take stock for our…
Asia-Pacific

Why is Korean Air so Profitable? 

In part one, Gordon Smith and Jay Shabat discuss the factors delivering consistently strong results for Korean Air. In part two, we reveal the global airlines that were the most…
North America

Southwest Battles Summer Storm Elliott

Suddenly, Southwest Airlines is under attack, not by a competitor, but by an activist investor demanding big changes. Elliott Management, best known for a years-long bond battle with Argentina’s government,…