Four times a year we get a chance to hear from the three major public cruise companies, and their CEOs, during their quarterly earnings reports. This provides us with a good picture on what’s happening with each company’s business, and what advisors might expect from the lines in the short and medium term.

This week host Rebecca Tobin invited on cruise editor Andrea Zelinski to talk us through the analyst calls from two out of the three companies, and we’ll add in a little of our own analysis and reporting, plus some of the discussion at the Seatrade Cruise Global Conference. We’re talking about the general outlook, the return of the first-time cruiser, whether cruisers are choosing Europe this summer, and the word that some people at Seatrade were trying not to say. 

This conversation was recorded on May 12 and has been edited for length and clarity.

Episode sponsor:

This episode is sponsored by Windstar Cruises.

Related reports:

Suppliers rush to staff up and train as ire builds over call wait times

NCL reports positive momentum on Q1 call 

Royal Caribbean expects a return to profitability before 2022 is over

Norwegian Cruise Line Holdings investor relations

Royal Caribbean Group investor relations

They're back: Most cruise ships are now in service

Signs point to a strong return of first-time cruisers

New Zealand is reopening to cruise ships 

At Seatrade, cruise execs stress environmental plans

Correction: An initial upload of this Folo episode incorrectly gave the date on which the conversation was recorded. It is May 12, not April 12. 

Four times a year we get a chance to hear from the three major public cruise companies, and their CEOs, during their quarterly earnings reports. This provides us with a good picture on what&rsquo;s happening with each company&rsquo;s business, and what advisors might expect from the lines in the short and medium term.
This week host <a href="https://www.travelweekly.com/rebecca-tobin">Rebecca Tobin</a> invited on cruise editor <a href="https://www.travelweekly.com/andrea-zelinski">Andrea Zelinski</a> to talk us through the analyst calls from two out of the three companies, and we&rsquo;ll add in a little of our own analysis and reporting, plus some of the discussion at the Seatrade Cruise Global Conference. We&rsquo;re talking about the general outlook, the return of the first-time cruiser, whether cruisers are choosing Europe this summer, and the word that some people at Seatrade were trying not to say. This conversation was recorded on May 12 and has been edited for length and clarity.
Episode sponsor:
This episode is sponsored by <a href="https://www.windstarcruises.com">Windstar Cruises</a>.
Related reports:
<a href="https://www.travelweekly.com/Travel-News/Travel-Agent-Issues/Suppliers-rush-to-staff-up-train-as-ire-builds-on-call-wait-times">Suppliers rush to staff up and train as ire builds over call wait times</a>
<a href="https://www.travelweekly.com/Cruise-Travel/Norwegian-Cruise-Line-Holdings-reports-positive-momentum">NCL reports positive momentum on Q1 call </a>
<a href="https://www.travelweekly.com/Cruise-Travel/Royal-Caribbean-Group-earnings-report-first-quarter">Royal Caribbean expects a return to profitability before 2022 is over</a>
Norwegian Cruise Line Holdings <a href="https://www.nclhltd.com/investors">investor relations</a>
Royal Caribbean Group <a href="https://www.rclinvestor.com/">investor relations</a>
<a href="https://www.travelweekly.com/Cruise-Travel/Most-cruise-lines-are-nearly-at-full-capacity-again">They're back: Most cruise ships are now in service</a>
<a href="https://www.travelweekly.com/Cruise-Travel/Insights/Signs-point-to-a-stronger-return-of-first-time-cruisers">Signs point to a strong return of first-time cruisers</a>
<a href="https://www.travelweekly.com/Cruise-Travel/New-Zealand-is-reopening-to-cruise-ships">New Zealand is reopening to cruise ships </a>
<a href="https://www.travelweekly.com/Cruise-Travel/Seatrade-cruising-environmental-plans">At Seatrade, cruise execs stress environmental plans</a>
Correction: An initial upload of this Folo episode incorrectly gave the date on which the conversation was recorded. It is May 12, not April 12.

Travel Weekly's team of reporters, editors and contributors explore ideas, share experiences and provide insight into what they’ve uncovered while reporting on some of the biggest trends in travel.

Travel Weekly's team of reporters, editors and contributors explore ideas, share experiences and provide insight into what they&rsquo;ve uncovered while reporting on some of the biggest trends in travel.

Hosted by Rebecca Tobin, managing editor of Travel Weekly

The Folo by Travel Weekly

Travel Weekly's team of reporters, editors and contributors take a deep dive into the biggest travel story of the week. 

In each episode, we invite invite our team of journalists and their trusted sources to delve into major travel trends that industry insiders, or just travelers, want to know about.  

You may be wondering: Why the Folo? Well, a folo -- f o l o -- is a journalism term, a kind of shorthand that basically means to follow a breaking news story with more in depth reporting and analysis. And at the Folo podcast, that's what we do. 

Hosted by Travel Weekly managing editor Rebecca Tobin.

Travel Weekly's team of reporters, editors and contributors take a deep dive into the biggest travel story of the week.&nbsp;
In each episode, we invite invite our team of journalists and their trusted sources to delve into major travel trends that industry insiders, or just travelers, want to know about. &nbsp;
You may be wondering: Why the Folo? Well, a folo -- f o l o -- is a journalism term, a kind of shorthand that basically means to follow a breaking news story with more in depth reporting and analysis. And at the Folo podcast, that's what we do.&nbsp;
Hosted by Travel Weekly managing editor Rebecca Tobin.

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