I’m an outsider but seems you may know, are the base salaries for similar functions similar? In my experience yes, and glassdoor confirms that they're in line with one another. They very well could be in line, however Glassdoor is not a reliable source. Again, base salary is only one component of T...Jump to post
AA is offering a profit sharing deal. Let's be clear here: AA profit sharing is pathetic compared to DL's. DL paid out $1.1 billion to their 88,000 employees in 2017, which I believe equated to something to the tune of 10-12% of the average employee's salary. AA paid out $241 million over the same ...Jump to post
If everyone oin the world knows AA is lagging, why aren't their leadership doing more to close the gap? Please dont blame it on the unions. Yeah, they're bad, but AA could at least offer the same profitsharing as DL, and they also have the cash to raise wages. I'm beginning to think that their mgmt...Jump to post
Hate to tell you but AA isn't #3 and Delta isn't #1 on many of those metrics. They're worse. Then is Allegiant or Spirit #1? They have the highest margins Yesterday is was all about "winning" which no one objectively defined. Now it is all about #1, which again no one can define The entir...Jump to post
I don't disagree you in saying that there are further orders to come and likely those that are larger than what we've been seeing, but it's impossible to know the mix of aircraft that DL will put forth in future orders. So at the end of the day give us a number eh if this is a math problem? Even if...Jump to post
What about customer satisfaction? Do happy customers count? Whose customers are happiest? From a financial and operational standpoint, I think Spirit and Frontier are proving that happy customers are irrelevant. If I wanted the happiest customers I'd start up an airline that would give you a lie-fl...Jump to post
Operating margin to operating margin is very apples to apples. Net margin to net margin is very apples to apples. Bastian is bragging that his is the best run airline. The data says that WN is. WN's on time performance and flight completion would definitely say it's not the best run airline. Net ma...Jump to post
A huge part of Delta's revenue advantage is Fortress ATL. They have such a high % of flying in that one HUB UA and AA are much more spread out over numerous hubs with varying degrees of competition that Delta just does not see at ATL. Seems like I read a Forbes article that delta has a monopoly on ...Jump to post
AA is still #1 on revenue though revenue per passenger Delta is higher but United outpaces both on revenue per passenger...so not sure how Delta is "winning" Though Delta is probably highest based on revenue per employee You're accurately pointing out that Delta commands more revenue per ...Jump to post
Yep its official, AA is going under they just cant compete with DL it's over, God I remember the days on this site when there was actual informative conversation/posts, now it's basically a bunch of 15 year old arm chair financial people living in their parents basement telling us how the world rev...Jump to post
AA new aircraft are much more fuel efficient, so the price of fuel hurts them less. That's very likely true, but I'd be curious to see hard numbers that support that claim to see how pronounced the gap is. The numbers that we do have shows that Delta pays less for fuel , although yes worth pointing...Jump to post
Not remarkably older? That's just straight up denial of reality. AA has one of the youngest fleets and easily the youngest of the big 3. DL has the oldest of the big 3 and is battling with the oldest among all the US majors. AA's impending expenditures pale in comparison. Let's start with actual nu...Jump to post
No...the article is written by a DL "fanboy" he's bashed every airline but DL (as he owns stock in them.) This time it just happened to be about AA. Since he owns DL stock I give him absolute zero credibility when he is dogging AA, UA, AS, or anyone else. So because he owns DL stock his t...Jump to post
AA has $22.5 million in long-term debt that's ballooned over the past five years DL has $6.3 million in long-term debt and it's been on a significant decline over the past five years That also doesn't tell the whole story as AA's fleet age is much younger than DL's. At some point DL will have to pa...Jump to post
Adam Levine hates AA and owns Delta stock. AA buys new planes and adds to its debt so he says it’s bad, Delta buys new planes and takes on debt and says nothing bad about DL doing the same behavior as AA and praises Delta. You are way too quick to dismiss his thesis. On an RPM basis, AA is about 5%...Jump to post
Adam Levine hates AA and owns Delta stock. AA buys new planes and adds to its debt so he says it’s bad, Delta buys new planes and takes on debt and says nothing bad about DL doing the same behavior as AA and praises Delta. Let's not pretend even for a second that AA and DL are in remotely comparabl...Jump to post
A pretty scathing review of American Airline's 2Q 2018 earnings from The Motley Fool's Adam Levine-Weinberg yesterday. Not saying I agree or disagree with some of his more subjective conclusions, but he's objectively well versed on the industry: https://www.fool.com/investing/2018/07/30/american-ai...Jump to post
dtw2hyd wrote:winginit wrote:... Bezos would look at that and go "ya know, maybe I'll setup shop somewhere else"
Yes, he will go somewhere with $15 Billion offer.
A pretty scathing review of American Airline's 2Q 2018 earnings from The Motley Fool's Adam Levine-Weinberg yesterday. Not saying I agree or disagree with some of his more subjective conclusions, but he's objectively well versed on the industry: https://www.fool.com/investing/2018/07/30/american-air...Jump to post
Are you saying even if GA/Atlanta offers $10B incentives Amazon will not open HQ2 there based on some perception based on Delta incentives? The answer is No. What I'm saying is that even if GA/ATL offers $10B in incentives Amazon will think long and hard about whether they want to have a head offic...Jump to post
ATL is still in the running for Amazon's HQ2 correct? If so you could see that being another driver - to go through with revoking the tax break for Delta would slam the door shut in terms of Atlanta being a possible Amazon HQ2 pick. Delta's $40 Million tax credit is a loose change compared to HQ2 i...Jump to post
Pure politics based on the results of last week's gubernatorial primary runoff election. thats how the world spins, just like it was pure politics when Cagle put the tax in place. Good for Delta. ATL is still in the running for Amazon's HQ2 correct? If so you could see that being another driver - t...Jump to post
AS might benefit more because the SEA and PDX hubs reach an area of the country where AA is weak and DL and, to a lesser extent, UA have better coverage. Better integration with AA might make AS more competitive for passengers on itineraries like EUG-ORD or BNA-GEG. I think we need to drill that do...Jump to post
What would be the financial upside for HA or AS? Note that there are hefty fees for joining an Alliance and I would argue that both extract targeted value from OW carriers already without being in the alliance.
To answer the question, 0%
US carriers fulfill the product and service requirement expected of them predominantly by the US market, and your average American traveler cares about safety, price, and schedule, often in that order. Per J.D. Power's 2017 North American Airline Customer Satisfaction Report , they're doing a pretty...Jump to post
An objectively stellar result, and all the more impressive given they're achieving these results while maintaining exceptional customer survey and operational performance scores when compared to most of their competitors.Jump to post
NameOmitted wrote:Is there a reasonable way of guessing at what point India or China will develop to the point where no US airline had a chance at that title?
Maybe the US Management and Mr Kirby might wish to address the "Quality" of the product UA offers, rather than race to become the biggest, offering poor levels of service! Maybe he could aim to kindle the race to become the Best! The appropriate metrics in that case would be revenue premi...Jump to post
Would make perfect sense to co-locate UAs JV partners under one roof...NH, NZ, AC, LH, OS, LX along with UA international and even some domestic flights would probably do a good job of filling a 9 or 10 gate terminal. Naturally, it's exactly what DL are doing with their 2023 Sky Way at LAX project ...Jump to post
Frankly, I have little doubt that UA will "get" a T-9. I'm more interested in how many alliance partners come under that roof. The desire for more space is more about regaining some semblance of parity with facilities (particularly in regard to partner proximity) than about massive, organ...Jump to post
That's a bit surprising, as I'd always been of the impression that Brazil was going to be the problem child as far as approvals go. Will be as interesting to see the DOT's response to gauge whether or not this new administration really will translate into a more airline-friendly view on ATI approvals.Jump to post
Why compete with AF? Isn't their JV metal neutral? Brand presence to better leverage POS preferences - not unlike what DL and VS have been doing with metal swaps in hubs served by both carriers. Unlikely, unless DL changes its position on European flights from LAX. DL tried DL and Virgin on LHR fli...Jump to post
AAvgeek744 wrote:winginit wrote:ANA787 wrote:PDX-CDG anyone?
I'd guess we'd see DL metal into CDG from LAX before PDX.
Why compete with AF? Isn't their JV metal neutral?
DL recently fixed SEA-ORD. I would have to presume LAX-ORD nonstop would be high on their list now that they have more gates. Again, while they do have more physical gates, that doesn't necessarily equate to expansion capacity as they're now sharing their T2/T3/TBIT gates with VS, EI, AM and WS. Ad...Jump to post
Yeesh. Even more capacity in a marketplace that's arguably well saturated and struggling with tragic yield declines. Also curious as to how this announcement might impact AA/QF's JV re-submission. If I'm the DOT, I'm wondering how an AA/QF JV would be at all incrementally beneficial given AA/QF pit...Jump to post
Yeesh. Even more capacity in a marketplace that's arguably well saturated and struggling with tragic yield declines. Also curious as to how this announcement might impact AA/QF's JV re-submission. If I'm the DOT, I'm wondering how an AA/QF JV would be at all incrementally beneficial given AA/QF pitc...Jump to post
While Qantas and Emirates will no longer revenue share to LHR Again, how do we know this to be true? (and again, apologies if that's been clearly stated and I've missed it). Just because there's no longer overlapping metal doesn't necessarily mean that revenue associated with the Australia to Londo...Jump to post
Hawaii is a bloodbath. Why would they want to enter the market. I don't see much upside other than just to say they fly to Hawaii. Yields between the islands and the mainland are actually in excellent shape right now and are dishing out hefty profits - the market has recovered significantly and the...Jump to post
We will have to wait for the ACCC submissions to get a proper idea of what they are seeking but it is clear that the partnership will no longer include revenue sharing and hence no longer be metal neutral which is a huge, huge step back from what is currently in place. Apologies if I'm missing some...Jump to post
QF and EK will still be great partners. So: 1. QF to Europe via DXB with EK. 2. QF to LHR via SIN on own. 3. QF to LHR via PER on own. How so? EK is not distributing QF passengers beyond DXB. This seems like a run-of-the-mill codeshare arrangement. Spin it as you wish, the special deal between QF i...Jump to post
Flighty wrote:Taking care of employees is not the CEO's goal. Taking care of shareholders is the CEO's main goal.
DL's investment in new facilities at LAX is specifically so that it can grow now and not 7 to 10 years from now. LAWA knows that and they are very much interested and committed to seeing DL grow. We know full well that DL's growth has significant competitive implications for the LAX market and that...Jump to post
The environmental impact review has just been approved, IIRC. TBIT gates are rarely exclusive for any carrierl but DL does have incentives to add international flights. DL said before that they have the potential to have over 30 gates at LAX which would give it the largest all-mainline capable gate...Jump to post
DFW-MEL with the 789 would certainly be a nice compliment to DFW-SYD on the A380 in Dallas. 2 brilliant aircraft! Are we sure DFW would stay an A380? Could just as easily see 789s doing both. I imagine either outcome is possible and tethered to the outcome of the inevitable AA/QF JV re-filing given...Jump to post
I'll second the notion that fifth freedom flying currently carried out on DL metal over TYO won't be carried over to ICN. You've got in ICN one of if not the best connecting hub in North Asia with a robust partner network in KE. Really no reason for DL to fly the routes via fifth freedom versus leve...Jump to post
Fascinating, but I'll believe it when I see it. Such an ULH (and all of this feels reminiscent of SQ's SIN-JFK nonstop) is in my mind only viable so long as the global economy strengthens in a meaningful manner and oil remains below ~$80/barrel, neither of which are guaranteed. The SQ flights weren...Jump to post