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 ...

Financial Highlights - Net revenue increased by 25% year-over-year, with a 0.8 percentage point increase in operating margin[14] - EBITDA reached R$935.8 million, a 24.4% increase year-over-year[14] - Operating income increased by 31% year-over-year to R$559.3 million[14] - Net income, adjusted for foreign currency, increased by 57% to R$441 million[14] Cargo and Loyalty Program Growth - Cargo revenue increased by 42% year-over-year[15, 17] - Cargo volume share increased from 12% to 22% year-over-year[15] - E-commerce represented 19% of cargo revenue[15] - Gross billings for TudoAzul, the loyalty program, increased by 40% year-over-year[15, 17] Network and Fleet - The company serves 114 destinations, including 104 domestic and 10 international[12] - The company operates 910 daily flights[12] - The company has 237 routes[12] - The company has routes leadership position of 84%[12] Liquidity and Outlook - Cash balance is R$4,367 million[18] - Net Debt/EBITDA is 3.3, or 3.0 adjusting for new leases[18] - ASK (Available Seat Kilometers) growth is expected to be approximately 20% for the full year 2019[22]

Azul S.A. (NYSE:AZUL) Q2 2019 Results Conference Call August 8, 2019 12:30 PM ET Company Participants Andrea Bottcher – 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 Mike Linenberg – Deutsche Bank Rogério Araújo – UBS Lucas Barbosa – Morgan Stanley Daniel McKenzie – Buckingham Research Marcos Barreto – Citi Mike Linenber ...