Jay Shabat

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,…

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…

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…

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…

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,…

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…

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…

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…

It was once a champion. Now it’s in critical condition. Spirit Airlines is losing dangerous amounts of money, prompting concerns about its future. The airline itself says it’s a long…

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…