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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Meghna Maharishi - ⁠⁠⁠LinkedIn⁠⁠⁠

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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