Gordon and Jay open with JetBlue's latest quarterly results, unpacking what's behind the airline's struggles and what it might take to get back on course. Then they turn to Norwegian, where a strong set of numbers tells a very different story.
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01:24 JetBlue Earnings Snapshot
03:31 Why JetBlue Is Struggling
07:40 Fort Lauderdale and JFK Strategy
11:15 Spirit Bailout Tangent
14:50 JetForward Plan and Levers
18:23 Fuel Shock and Demand Strength
19:34 Break and Subscribe Plug
20:06 Norwegian Reset and Q1 Results
23:26 What’s Driving the Turnaround
24:23 Europe Capacity Cuts and Demand
28:32 Fuel Supply and Industry Mood
31:15 Wrap Up and Final Thanks