Agree with all of that but when you have a mega hub as cheap to operate as ATL (and as ideally situated) you better lead the pack. It’s impossible to compare apples to apples in my opinion because the market is so dynamic and each airline has its strengths. Well that’s not how capitalism works. The...
Jump to postMy assumption is that VS / DL will aim to establish some market share of the USA-India market (which I think by all accounts is expected to grow significantly over the coming years) initially via LHR (including because their financial position limits what they can actually accomplish) and then even...
Jump to postArticle in the WSJ describing the conditions at the plant in Renton at the time of assembly for the ill-fated plane with the door blow out:
https://www.wsj.com/business/airlines/d ... _lead_pos7
It's been a long time since I took accounting and math in college, so please correct me if I'm wrong. For Q4 2023, Delta reported 21.12 cents as passenger mile yield, which I am assuming is an average across all flights. In this graph, SEA has a SLA yield of ~24 cents, which I am assuming is an ave...
Jump to postSAS is also flying a 339 on BOS-CPH for the summer - lotta capacity. I'm curious whether DL/AF/KLM/VS will work with SAS to create a specific strategy or role around SAS and its hub(s) beyond connectivity to Scandinavia. SAS don’t have any A339s! Its with a 359. Apologies - I thought 359 and typed ...
Jump to postAN-124 enroute to PVD from Leipzig: https://www.flightaware.com/live/flight/ADB361F/history/20240323/1037Z/EDDP/KPVD America’s Cup yacht will be loaded tomorrow morning and the aircraft will depart to PSM for a quick tech stop, then on to Barcelona. Pretty cool - do you know of any spotter accounts...
Jump to postDelta already flies 763s on JFK-CPH and JFK-ARN seasonally; service on both are resuming the week of April 9 And SAS has announced ATL-CPH. We are a long ways from that route needing 2x daily flights. People need to temper expectations around SK joining Skyteam/JV. CPH, ARN and OSL are all much muc...
Jump to postFor this exact reason the 76L on United exists filled with Polaris and PE seats, slim on the economy seats. You make in the front of the cabin on that route specifically. For such a “premium” airline, DL really lags behind in aircraft with larger premium cabins. I really wish they invest in more J/...
Jump to postThis isn’t a zero sum game; two things can be true: 1. The JV is metal neutral and shares revenue - the impact on competitiveness and capacity is negligible. 2. Metal assignments in a JV are not random and it says something that LHR-LAX is all VS. None of us has the data to state wtih any certainty ...
Jump to postLondon Heathrow is a drag while the rest of the Europe, especially Southern Europe, is performing well. Is this Soley the downturn in business traffic since COVID or are there other issues. Seems like not that long ago Greece and Italy were heading for economic collapse, now they're the hot spot fo...
Jump to postLooks like Delta is dropping HPN-MCO and HPN-PBI. https://twitter.com/AdrianWaltz/status/1763836585638862925 Ah damn it these flights were quite convenient for me so was hoping they'd stay but was just looking at seat maps last week and it seemed iffy. They were much, much better than the ill-fated...
Jump to postDelta’s push into Boston and premium was also a factor. Delta tried to kill jetBlue quite early in the 2000s with Song but it didn’t work and they shut it down. Ha! The airline within the airline strategy. Remember Ted, a part of United? I'd wager that one of MBB made a lot of money pitching the ai...
Jump to postI wonder what the approach will be to the return; my guess is that DL would start JFK first and then ATL and then BOS. Possibly not ATL or BOS until demand is back to what it was before the current unpleasantness.
Jump to postAccording to AeroRoutes today, AF will be making another "two-off" visit from Paris to SAN again this June! The r/t will operate on 6/2 and on 6/6 on the A350-900. Presumable this is another convention similar to the last one late last year. This makes at least the 3rd time AF has flown t...
Jump to postLooks like SAS replacing A321LR with A333 daily next winter to CPH, wonder if ARN or OSL will be coming down the road as part of Skyteam Odd timing - loads on the 321LR aren't great in the winter. I think the extra capacity makes sense in the TATL summer if they're going to leverage the alliance to...
Jump to postLooks like SAS replacing A321LR with A333 daily next winter to CPH, wonder if ARN or OSL will be coming down the road as part of Skyteam Odd timing - loads on the 321LR aren't great in the winter. I think the extra capacity makes sense in the TATL summer if they're going to leverage the alliance to...
Jump to posttjerome wrote:DL launching BOS-HNL seasonally Nov 21-Apr 30. 767-300.
https://news.delta.com/delta-deepens-le ... -and-miami
I'll be honest, never would've expected this one.
So far, market responded favorably - as of now up 6% on the day.
Stock performance since beginning of 2018 is not good and so far there doesn't appear to be a trendline to recover to peak - stock would need more than double to get back to peak.
Austrian Airlines will commence flights to Vienna on July 1, GDS are showing the following schedule: OS 091 X24 VIE BOS E 1040 1350 0 01JUL24 08JUL24 76W 9:10 OS 092 X24 BOS E VIE 1710 0725+1 0 01JUL24 08JUL24 76W 8:15 She returns! This was going to start right last the pandemic started heating up ...
Jump to postI got you boss that it is standard (thanks for the heads up), but that was not really my statement. JFK has an AM Paris flight, and LHR has some AM flights from NYC/BOS. Why not get BOS/CDG some AM love? So to your point, you think AF333 is chock full of superhuman New Englanders headed to early mo...
Jump to postWonder if BOS will see something new for S24.. they didnt seem to get much attention back in the September announcement. It's a matter of time until DL launches BOS-BCN. The market is definitely bigger than 3x LV A332. I could also see BOS-MAD. Yes IB operates it daily in the summer but the route c...
Jump to postHopefully, the next one AF/DL adds to CDG is an Eastbound daytime flight. AF333 seems dreadful timing-wise. Why? it's been that way for years. It's the archetypal red-eye, leave early evening, arrive early more, available for meetings in Paris by around 8, or to the various connections out of CDG b...
Jump to postYes I seen the new delta A321neo, it was called JetBlue mint 2.0. I swear every time I see delta come out with a cabin upgrade, it’s just a copy and paste from JetBlue. For the many advantages delta has, innovation isn’t one of them. Want to know what delta will do in 3-5 years? See what JetBlue is...
Jump to postNot sure it belongs here but what is happening to USA-FCO? Several routes seem to have stopped after Jan 8 or 9 (presumably until the summer season). This includes both DL/AZ from BOS and UA/AZ from IAD. It seems like at the moment only JFK, EWR, ATL, and MIA have a daily flight to FCO, along with ...
Jump to postMy opinion of this whole mess of an attempted merger is that JetBlue dodged a bullet thanks to the ruling against approving their merger with Spirit. JetBlue was getting ready to strap on billions in debt if the merger went through. Also, combining Spirit's ULCC ops with JetBlue's semi-LCC ops was ...
Jump to postI am surprised that it went this way. Very interesting implications for the industry.
Jump to postIMO....up-gauging can also be seen as a strategic, offensive/defensive play against an emerging, typically lower-cost model foray into the international arena. The Alaska's and jetBlue's of the industry, with each their own future international ambitions, will now have "more Delta" per ro...
Jump to postWhile probably not affecting today's decisions, Delta through most of its history has been a pretty conservative company. In recent times, both Bastian and Anderson have been conservative about capex and fleet acquisition, preferring to keep older aircraft longer than most. That goes back to NW day...
Jump to postThe 5:30 flight would be in danger of violating the LHR curfew. On top of that, virtually no O&D passenger wants to arrive in London at 5AM. As a business traveler, you want to land, hit the arrivals lounge and head to the office. You don’t need a 5:30PM departure to do that. BA’s earliest depar...
Jump to postDelta paid an average of US$86--90 mm for each A339 including the remaining 15 or 16 still to be delivered on the current order book. That has been a very wise use of Capex. They got a large, modern, fuel efficient transatlantic 'shutle' aircraft for CDG, LHR and AMS operations but yet flexible eno...
Jump to postThe Reuters article is interesting in that it speculates about a wide body order and that the order will specifically include the 35K. The wording is odd - Airbus (AIR.PA) is nearing an order from Delta Air Lines (DAL.N) for dozens of wide-body jets including extra A350-1000 aircraft, industry sourc...
Jump to posti think this has been planned for a while now. Unfortunately, we will not be spared of a Joanna CEO tenure. Hayes had his contract extended until September 2025, so no this was not planned. Regardless of what one may think of his tenure as a CEO, I wish him the best for him healthwise. . I have no ...
Jump to postTurning their nose up at the XLR is an interesting one though. Maybe their waiting to see how the likes of EI, IB, QF ect fair out first ? Pure guess though. The networks - and competition of - EI, IB and QF for 321XLR use - aren't relevant to Delta. UA is. Maybe, as Polot writes, UA will have bet ...
Jump to postBOS—NYC (and NYC-DC) lose traffic to the Acela.
Jump to postThe fundamental question I ask is which carriers have a cost problem and which ones have a revenue problem? That's not a question easily answered. Just looking on the revenue side, do you want to look at: PRASM TRASM all-inclusive of ancillary fees (which at ULCCs can be quite significant) inclusiv...
Jump to post190 seats in MAX 8? is this a full eco configuration for Discover? From the LH PR: The Boeing 737-8 MAX is the further development and 4th generation of the world's most widespread commercial aircraft. The aircraft will have 190 seats in Business and Economy Class AA has 172 seats in their Max 8s I...
Jump to postLooks like VS will be increasing frequencies to BOS next summer. BOS-LHR will go double daily in S24 and will use a mix of A339 and A35X equipment. https://aviationweek.com/air-transport/airports-networks/virgin-atlantic-add-frequencies-boston-new-york-summer-2024 And just recently there was specul...
Jump to postJFK-VCE year round is very interesting for skiing in the Dolomites. Glad to see more routes firming up as year round.
Jump to postI want to say I saw something about a short winter suspension or cutting back to just a few times a week in Feb? Doesn’t appear to be permanent, and another reliable source indicates they’re adding flights next summer: https://x.com/spd_travels/status/1728657885423718650?s=46&t=sPkgLL5_QS_3phDS...
Jump to postThey don't really need it. They have 2 huge hubs in Europe that serve that purpose: CDG&AMS. Granted, if you're originating in a secondary city you need to double connect but that is true for every airline/alliance with very few exceptions (e.g. RDU). There is also Saudia, a SKyteam member, tha...
Jump to postI wonder if either TK or QR’s loads would be higher if they code shared with DL, only because DL would offer more feeder flights from more unique locations. At the same time, it would seem that DL has a hole when it comes to code share connections out of BOS to SE Europe (Turkey), the MIddle East a...
Jump to postSimple answer would be that of the Big Three (American, United, and Delta), Delta's the only one not to have an ORD hub (Concourse L in Terminal 3 used to be their ORD hub for a time in the 1980s and 1990s, but they closed it because it was too costly to operate and they were at too much of a disad...
Jump to postDelta retired the following widebodies during the pandemic. 10 777-200LR 8 777-200ER 9 767-300ER I stand corrected. Those 777s have largely been replaced by the A350-900s while the retired 763s have been replaced with A330neos. I remember routes like LAX-SYD and ATL-JNB on the 777, but what else sa...
Jump to postThe current ATL-HND leaves around the same time anyway (though it is scheduled for later next summer). Even though the departure time for this new ICN is early, it still catches all the Eastern seaboard connections (from the Northeast to Florida) anyway (arriving into ATL between 0800 and 0900). Th...
Jump to postThings in the Middle East are not slowing down desire by Delta and El Al to proceed with codesharing. They are asking the DOT for expedited review and approval. Plans are to codeshare on a ton of markets.I would have envisaged a more limited relationship (at least to start) DOT-OST-2023-0170 https:...
Jump to postI'm surprised how well Boston is served. I didn't think Philly and Boston have that much business connections. Same with Denver unless it's ski season. Seems like this list is based off of seats offered so BOS does have four airlines flying from PHL. I guess my point was how many seats are availabl...
Jump to postMeridiana was also flying that route at some point. United also announced from Newark before covid hit.
Jump to postI just wonder, what would SeekingAlpha have to gain from lying? Couldn't they get in big trouble by posting knowingly false information on the Internet? I would not think they would post an article that is knowingly false. Incorrect analysis is not the same as lying no matter how poor the quality o...
Jump to postRemembering that this is a blog post, not a news source is important. When I read a section entitled "If the carrier is performing poorly in Seattle, why doesn’t it greatly pull back its network there?" and the first reason is "Delta is a proud company..." it's an indication tha...
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