Azul S.A. (NYSE:AZUL) Q2 2021 Earnings Conference Call August 12, 2021 11:00 AM ET Company Participants Thais Haberli - IR Manager David Neeleman - Founder & Chairman John Rodgerson - CEO Alex Malfitani - CFO Abhi Shah - CRO Conference Call Participants Hillary Cacanando - Deutsche Bank Savi Syth - Raymond James Dan McKenzie - Seaport Global Operator Hello, everyone, and welcome to Azul's Second Quarter 2021 Results Conference Call. My name is Simone and I'll be your operator for today. This event is being ...

Azul S.A. (NYSE:AZUL) Q1 2021 Earnings Conference Call May 6, 2021 10:00 AM ET Company Participants Thais Haberli – Investor Relations Manager David Neeleman – Founder and Chairman John Rodgerson – Chief Executive Officer Abhi Shah – Chief Revenue Officer Alex Malfitani – Chief Financial Officer Conference Call Participants Savi Syth – Raymond James Josh Milberg – Morgan Stanley Stephen Trent – Citi Mike Linenberg – Deutsche Bank Dan McKenzie – Seaport Global Khalil Lima – Reach Capital Victor Mizusaki – Br ...

Azul S.A. (NYSE:AZUL) Q4 2020 Earnings Conference Call March 4, 2021 10:00 AM ET Company Participants Thais Haberli - Investor Relations David Neeleman - Founder and Chairman John Rodgerson - Chief Executive Officer Alex Malfitani - Chief Financial Officer Abhi Shah - Chief Revenue Officer Conference Call Participants Mike Linenberg - Deutsche Bank Savi Syth - Raymond James Dan McKenzie - Seaport Global Stephen Trent - Citi Josh Milberg - Morgan Stanley Stefan Styk - Bank of America Murilo Freiberger - Bank ...

Azul S.A. (NYSE:AZUL) Q3 2020 Earnings Conference Call November 16, 2020 10:00 AM ET Company Participants David Neeleman - Founder and Chairman John Rodgerson - Chief Executive Officer Abhi Shah - Chief Revenue Officer Conference Call Participants Savi Syth - Raymond James Mike Linenberg - Deutsche Bank Dan McKenzie - Seaport Global Pablo Monsivais - Barclays Operator Hello everyone, and welcome to Azul's Third Quarter 2020 Results Conference Call. My name is Beatrice, and I’ll be your operator for today. T ...

Company Overview and Strategy - Azul is a leading airline in Brazil, holding the 1 position in destinations served, market share in 83% of its markets, and domestic departures[9] - The company's business model is built upon a foundation of over US$1.3 billion of invested capital[14] - Azul's strategy includes a diversified fleet, a large network with multiple hubs, unparalleled network connectivity, and renowned customer service[15, 17] - The airline focuses on serving all of Brazil, with only 37% of its domestic ASKs from/to cities in the triangle compared to over 90% for competitors[260] Financial Performance and Market Opportunity - In 2019, Azul achieved an operating margin of 17.8% and an EBITDA margin of 31.7%[11] - Brazil's domestic passenger count was 126 million in 2022[12] - Azul Cargo has a 27% market share in Brazil[281] COVID-19 Response and Recovery - Azul implemented a management plan with over R$7 billion in cash savings and deferrals until December 2021[293] - The company achieved a 21% lease liability reduction through renegotiations with leasing partners[299] - By September 2020, Azul planned to serve 88 destinations with 404 daily flights[310]