In this Airline Weekly Lounge episode, Jeremy Kressmann speaks with Massimo Morin, Global Head of Travel at AWS, and Basudeb Chatterjee, Vice President of AI Strategy and Commercial Transformation at Pariveda Solutions, about why airline technology modernization has become increasingly urgent and how AI is accelerating innovation.

Gordon Smith and Jay Shabat break down third-quarter earnings from the biggest U.S. airlines, examining record revenues, rising fuel costs, and diverging financial performance.

United Airlines is feeling bullish after its third-quarter earnings. But does the outlook match the optimism? Gordon and Jay break down the biggest takeaways from United’s Q3 earnings call, including what CEO Scott Kirby and his leadership team revealed about the airline’s performance and what may lie ahead.

As Delta Air Lines kicks off Q3 earnings, Gordon and Jay unpack the numbers. Plus, could Southwest be eyeing widebody aircraft? And what's behind the latest slide in JetBlue's share price?

In part one, Gordon and Jay preview what to watch as U.S. carriers report Q3 earnings. In part two, they turn to Alaska Airlines' investor day and discuss what stood out.

Gordon Smith sits down with Virgin Atlantic CEO Corneel Koster on the sidelines of Skift Global Forum in New York. They discuss how fuel costs are weighing on the airline and why premium demand keeps holding up, before turning to recent air traffic control meltdowns that have disrupted transatlantic operations.

Gordon is joined by Jay and Meghna to unpack the recent Morgan Stanley Laguna conference, where executives from American, Southwest and United set out where they think the market is heading.

Gordon and Jay open with why record revenues still aren't covering a sharp rise in costs, then turn to what JetBlue's latest outlook tells the rest of the industry.

In part one, Gordon and Jay weigh the opportunities in front of Air Canada against the challenges that come with them. In part two, the conversation turns to China, and why the country's Big Three carriers had such a rough second quarter.

In part one, Jay and Meghna discuss the latest transatlantic expansion announcements from United and American Airlines and what they reveal about how US carriers are rethinking their European strategies. In part two, the conversation turns to the A321XLR, the narrow body aircraft making these new routes possible, and whether its heavy reliance on premium demand is a strength or a risk.

In part one, Gordon and Jay discuss some of the biggest talking points at Qatar Airways, as the airline's CEO, Hamad Ali Al-Khater, prepares to join the Skift Global Forum in New York next month. In part two, the conversation focuses on impressive Q2 profitability at Kuwait's Jazeera Airways.

In this week's show, Gordon and Jay discuss two industry giants that are due to speak at the Skift Global Forum 2026 in New York between September 22-24. The conversation kicks off with Air Canada before turning to Virgin Atlantic. For the latest agenda and to book your ticket, visit live.skift.com

In part one, Gordon and Jay discuss a mixed set of Q2 results for Turkish Airlines. In part two, the conversation turns to Allegiant Air, with the U.S. carrier now taking Sun Country under its wing.

Swiss out-earned the entire Lufthansa Group network division it belongs to last quarter, while the core Lufthansa brand slid back into an operating loss. Gordon and Jay work through how a fuel bill undid a solid demand quarter, and why Swiss keeps outperforming its much larger sibling

In part one, Gordon and Jay discuss the highlights from last week's Farnborough International Airshow, reviewing the big deals and longer term impact of the event. In part two, the conversation turns to earnings season, with a Q2 round-up from the main U.S. carriers.

The airline industry is navigating its most unpredictable period since the pandemic, with fuel prices, geopolitical tensions, premium travel demand, and aircraft shortages reshaping the competitive landscape. Gordon Smith and Jay Shabat break down the data behind the headlines, explaining why airlines remain profitable despite rising costs and unprecedented volatility.

Ahead of the Farnborough Airshow, for this special episode Gordon Smith and Meghna Maharishi are joined by Darren Hulst, Boeing's VP of Commercial Marketing. The conversation centers on the planemaker's latest Commercial Market Outlook, an annual report which asks how many aircraft the world will need in the decades to come.

ClarityPay recently partnered with JetBlue to introduce a new pay-later program that combines embedded financing, loyalty, and personalization to drive incremental revenue.

An approach from U.S. private equity firm Castlelake has reopened the question of what EasyJet is actually worth. Gordon and Jay run through the latest takeover chatter before setting the scene for Delta's Q2 earnings.

In part one, Gordon and Jay discuss SAS Scandinavian Airlines' new widebody order and ask whether the carrier can justify that many additional planes. In part two, the focus turns to Air New Zealand, where management has just published an updated turnaround plan.

Las Vegas air traffic is down 6%. Gordon and Jay work through what's behind it, then turn to a U.S. market headed firmly the other way.

Jay joins Gordon and Meghna to sort the winners from the losers. Before that, we report back from the IATA AGM in Brazil, with the trends that mattered and essential insights from the conference floor.

Gordon joins Jay from Rio as the IATA AGM wraps. The two then turn to Brazil itself: one of the world's largest aviation markets, and one of its most consolidated — a combination that shapes everything from pricing to who gets to compete.

Gordon and Jay decode the most revealing CEO commentary from the Bernstein investor conference — what executives signaled about capacity, consolidation, and the months ahead. Then they look forward to the IATA AGM, one of the aviation industry's biggest gatherings, and what to watch for.