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]

Azul S.A. (NYSE:AZUL) Q2 2020 Earnings Conference Call August 13, 2020 11:00 AM ET Company Participants Andrea Bottcher - Investor Relations Manager David Neeleman - Founder & Chairman John Rodgerson - Chief Executive Officer Abhi Shah - Chief Revenue Officer Alex Malfitani - Chief Financial Officer Conference Call Participants Josh Milberg - Morgan Stanley Savi Syth - Raymond James Victor Misuzaki - Bradesco BBI Mike Linenberg - Deutsche Bank Stephen Trent - Citibank Pablo Monsivais - Barclays Operator Hel ...

Azul S.A. (NYSE:AZUL) Q1 2020 Earnings Conference Call May 14, 2020 11:00 AM ET Company Participants Andrea Bottcher - Investor Relations Manager David Neeleman - Founder & Chairman John Rodgerson - Chief Executive Officer Alex Malfitani - Chief Financial Officer Abhi Shah - Chief Revenue Officer Conference Call Participants Savi Syth - Raymond James Josh Milberg - Morgan Stanley Matthew Wisniewski - Barclays Mike Linenberg - Deutsche Bank Pablo Monsivais - Barclays Stephen Trent - Citi Victor Misuzaki - Br ...

Table of Contents As submitted to the Securities and Exchange Commission on April 30, 2020. UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR For the fiscal year ended December 31, 2019 ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition peri ...

Azul S.A. (NYSE:AZUL) Q4 2019 Results Conference Call March 12, 2020 11:00 AM ET CompanyParticipants Andrea Bottcher - Investor Relations David Neeleman - Chairman John Rodgerson - Chief Executive Officer Abhi Shah - Chief Revenue Officer Alex Malfitani - Chief Financial Officer and Investor Relations Officer Conference Call Participants Sava Syth - Raymond James Mike Linenberg - Deutsche Bank Rogerio Araujo - UBS Stephen Trent - Citi Gavin McKeown - Amundi Victor Mizusaki - Bradesco BBI Josh Milberg - Mo ...

Azul S.A. (NYSE:AZUL) Q3 2019 Earnings Conference Call November 7, 2019 1:00 PM ET Company Participants Andrea Bottcher - Investor Relations Manager David Neeleman - Founder & Chairman John Rodgerson - Chief Executive Officer Alex Malfitani - Chief Financial Officer Abhi Shah - Chief Revenue Officer Conference Call Participants Savi Syth - Raymond James Mike Linenberg - Deutsche Bank Dan McKenzie - Buckingham Research Andressa Varotto - UBS Brian Roberts - Citi Josh Milberg - Morgan Stanley Pablo Monsivais ...