Articles tagged “North America”

North America

Skift Global Forum: The Airline Storylines

In this special episode, Gordon Smith and Jay Shabat are in New York City for the Skift Global Forum. Recorded just minutes after stepping off stage, the pair debrief following…

Gordon Smith and Jay Shabat | 3 months ago

North America

Southwest Airlines’ Evolving Route Network 

Airline Weekly analysis of Cirium Diio data shows fascinating shifts in Southwest’s route network over the past decade. In this week’s episode we drill into the detail.

Gordon Smith and Jay Shabat | 3 months ago

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.

Gordon Smith and Jay Shabat | 4 months ago

North America

Inflation Frustration: Our Q2 U.S. Airline Review

All major U.S. airlines have now reported their Q2 results, which in the aggregate looked pretty good. But while Alaska, Delta, and United thrived, others encountered more difficulties dealing with…

5 months ago

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…

Gordon Smith and Jay Shabat | 5 months ago

North America

Delta Flying High, Investors Feeling Low

Uh oh. Domestic overcapacity. Fares down. Unit revenues worse than expected.

5 months ago

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…

Gordon Smith and Jay Shabat | 6 months ago

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,…

Gordon Smith and Jay Shabat | 6 months ago

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…

Gordon Smith and Jay Shabat | 7 months ago

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…

Gordon Smith and Jay Shabat | 7 months ago