Search found 148 matches

by dmorbust
Wed Feb 12, 2020 3:32 am
Forum: Civil Aviation
Topic: JFK T4A Expansion
Replies: 114
Views: 21595

Re: JFK T4A Expansion

https://news.delta.com/planned-expansio ... -new-gates

Planned expansion at New York-JFK’s Terminal 4 to unify Delta operations, add 16 new gates
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Looks like it's happening, just announced by Delta: https://news.delta.com/planned-expansio ... -new-gates

Planned expansion at New York-JFK’s Terminal 4 to unify Delta operations, add 16 new gates

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by dmorbust
Thu Jan 30, 2020 5:45 am
Forum: Civil Aviation
Topic: AS/AAG posts 4Q and FY2019 earnings
Replies: 60
Views: 8491

Re: AS/AAG posts 4Q and FY2019 earnings

I think the MAX 10 is probably out of the running due to the range limitations The MAX10 can comfortably cover SEA to MIA/FLL... AS has absolutely no need for any more range than that. If they do a MAX8 would cover it. You honestly think AS only plans on sticking with SEA-L48/AK/HI missions going f...

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by dmorbust
Mon Nov 25, 2019 5:45 am
Forum: Civil Aviation
Topic: LATAM counterattacks AA: LIM-MIA goes 21x weekly
Replies: 53
Views: 10757

Re: LATAM counterattacks AA: LIM-MIA goes 21x weekly

Based on comment made by Bastian and Hauenstein, it sounds like they expect the initial DELTA / LATAM codeshare will be in place early in 2020. Once the initial codeshare is in place, it will be interesting to see what feed is added by DELTA to help support LATAMs existing U.S. services. Even more ...

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by dmorbust
Wed Nov 13, 2019 7:43 pm
Forum: Civil Aviation
Topic: IAG to buy Air Europa for €1 billion
Replies: 392
Views: 74718

Re: IAG to buy Air Europa for €1 billion

Does UX not carry more total passengers through MAD than FR? Wikipedia's says so; obviously if there are better sources out there I'll take their word over Wiki. But if UX does carry more passengers than FR, then yes, it is absolutely comparable, and in any case the public interest is better served...

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by dmorbust
Thu Nov 07, 2019 4:52 pm
Forum: Civil Aviation
Topic: IAG to buy Air Europa for €1 billion
Replies: 392
Views: 74718

Re: IAG to buy Air Europa for €1 billion

Completely agree and that's most likely the way the EU will see this. The EU is a single market and given that there are no restrictions or constraints on new entrants in the Spanish market I don't see carveouts being necessary. Want to make a friendly wager? Winner gets to come back to this thread...

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by dmorbust
Thu Nov 07, 2019 3:00 am
Forum: Civil Aviation
Topic: IAG to buy Air Europa for €1 billion
Replies: 392
Views: 74718

Re: IAG to buy Air Europa for €1 billion

Thanks for sharing. No way the EU competition authorities allow this without huge carveouts that would render the deal useless to IAG. I really think this was a poor move by Hidalgo, who should have been patient to accept what seemed to have been a similar but phased deal from AF/KLM: https://www.e...

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by dmorbust
Wed Nov 06, 2019 9:33 pm
Forum: Civil Aviation
Topic: IAG to buy Air Europa for €1 billion
Replies: 392
Views: 74718

Re: IAG to buy Air Europa for €1 billion

Does UX not carry more total passengers through MAD than FR? Wikipedia's says so; obviously if there are better sources out there I'll take their word over Wiki. But if UX does carry more passengers than FR, then yes, it is absolutely comparable, and in any case the public interest is better served...

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by dmorbust
Fri Oct 25, 2019 4:30 pm
Forum: Civil Aviation
Topic: Alaska Air announces Q3 2019 results
Replies: 51
Views: 12856

Re: Alaska Air announces Q3 2019 results

EA CO AS wrote:
LAXBUR wrote:
This will really upset those trying to push the narrative Alaska is struggling and that they don’t know what they’re doing.


Especially when they realize that by the end of December AS will have paid off 75% of the $2B that was borrowed to purchase VX.


Kudos to AS. Very impressive quarter.

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by dmorbust
Fri Oct 25, 2019 4:28 pm
Forum: Civil Aviation
Topic: Q3 2019 US Carrier Financial Performance
Replies: 15
Views: 3308

Re: Q3 2019 US Carrier Financial Performance

They don't lower costs to meet revenues - the expectation for pattern bargaining for wages and work rules at DL/UA/AA doesn't allow it. AA employees expect DL/UA wages even though productivity is lower. If Parker had a meeting and said 'We can't pay you DL/UA wages because we don't make DL/UA profi...

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by dmorbust
Thu Oct 10, 2019 7:40 pm
Forum: Civil Aviation
Topic: Delta 3Q2019 earnings released
Replies: 96
Views: 14457

Re: Delta 3Q2019 earnings released

BOS led all hubs in Q3 for revenue growth (up 24%) with margins up 5 points. Coastal hubs had 10% revenue growth while core hubs grew 6%. I'm assuming they are including all their JV flying also. Certainly not on their own metals. Their domestic market share is at most 2/3 of B6 at this point. And ...

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by dmorbust
Thu Oct 10, 2019 2:10 pm
Forum: Civil Aviation
Topic: Delta 3Q2019 earnings released
Replies: 96
Views: 14457

Re: Delta 3Q2019 earnings released

Ed Bastian in opening remarks of the Q3 results call just said that DL is the largest carrier in the world both by revenue and profit. I guess they have officially surpassed AA by the former metric. I already knew DL was largest by market cap and was very close to overtaking AA by revenue, but inter...

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by dmorbust
Sat Oct 05, 2019 4:04 am
Forum: Non-Aviation
Topic: Updated: US increases EU aircraft tariffs to 15%
Replies: 167
Views: 4880

Re: Updated: US to Impose Tariffs on EU Goods After WTO’s Airbus Ruling

https://www.reuters.com/article/us-wto- ... SKBN1WJ1YS
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Does anyone have insight if Airbus will help US customers like Delta and United foot the extra bill, or are the US airlines stuck paying a full extra 10%?

https://www.reuters.com/article/us-wto- ... SKBN1WJ1YS

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by dmorbust
Sat Oct 05, 2019 2:57 am
Forum: Civil Aviation
Topic: US imposing 10% levy on Airbus planes
Replies: 2
Views: 1375

US imposing 10% levy on Airbus planes

Does anyone have insight if Airbus will help US customers like Delta and United foot the extra bill, or are the US airlines stuck paying a full extra 10%? https://www.reuters.com/article/us-wto-aircraft-airlines/u-s-airlines-grapple-with-unfair-tax-that-adds-to-aircraft-supply-disruption-idUSKBN1WJ1YS

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by dmorbust
Sat Oct 05, 2019 2:25 am
Forum: Civil Aviation
Topic: Breeze - News and Discussion Thread
Replies: 889
Views: 169227

Re: Will Moxy Become "Breeze"?

Interesting update: https://www.cntraveler.com/story/all-of-the-details-we-have-on-david-neelemans-new-domestic-airline How does this pass for journalism? "Possible city pairs include Seattle to Jacksonville or Hartford, or Austin to Boston, which Ozores says are “thinner routes that don’t hav...

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by dmorbust
Wed Oct 02, 2019 1:59 pm
Forum: Civil Aviation
Topic: Delta buying 20% of LATAM
Replies: 867
Views: 127686

Re: Delta buying 20% of LATAM

I think what hasn't been noted is how this DL + LATAM play will eventually be huge for DL further cementing its position in the NYC market, and could be the final straw that breaks AA at JFK. Any corporate accounts in NY that stuck with AA thanks to South American needs could now defect to DL. Same ...

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by dmorbust
Wed Oct 02, 2019 1:42 pm
Forum: Civil Aviation
Topic: Delta buying 20% of LATAM
Replies: 867
Views: 127686

Re: Delta buying 20% of LATAM

basically, I believe DL is in the drivers seat. They and LATAM will soon begin to execute their planned partnership. I think it will catch Anet and more importantly, AA off guard. No one at ANET and AA knows exactly what is about to unfold. But DL is not gonna hold back. They spent a lot of money t...

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by dmorbust
Tue Oct 01, 2019 8:56 am
Forum: Civil Aviation
Topic: Boston Aviation Thread - 2019
Replies: 2702
Views: 424437

Re: Boston Aviation Thread - 2019

So AA and its IAG partners now have 5 daily flights to LHR with all larger aircraft than VS/DL + year round flights to Madrid, Barcelona, Paris, Dublin and Shannon. So covers more major business market than DL and its partners + have the most capacity and flights to LHR. Not bad for an airline that...

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by dmorbust
Sat Sep 28, 2019 1:34 pm
Forum: Civil Aviation
Topic: Delta buying 20% of LATAM
Replies: 867
Views: 127686

Re: Delta buying 20% of LATAM

Will Delta try to form a JV with LATAM? This will be more than that, LATM will become part of the Delta Alliance. I do agree that this price doesn't include the 359s yet to be delivered but I think a fair reading is it does include the four 359s currently with LATM (plus the $350m to leave OneWorld...

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by dmorbust
Fri Sep 27, 2019 3:26 pm
Forum: Civil Aviation
Topic: Delta buying 20% of LATAM
Replies: 867
Views: 127686

Re: Delta buying 20% of LATAM

Some ones which seem to be a real possibility: DL DTW-LIM. The feed will be a lot stronger than before, and LIM is one of DL's stronger South American bases right now. Plus, they could probably use a 757 on the route too considering UA uses a 757 on EWR-LIM. LATAM LIM-ATL LATAM GRU-AMS. With a JV w...

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by dmorbust
Fri Sep 27, 2019 2:40 pm
Forum: Civil Aviation
Topic: Delta buying 20% of LATAM
Replies: 867
Views: 127686

Re: Delta buying 20% of LATAM

Statement from AA: "Further, this change in partnership is not expected to have a significant financial impact to American, as the current relationship provided less than $20 million of incremental revenue to American, and the proposed joint business without Chile would have provided limited u...

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by dmorbust
Fri Sep 27, 2019 2:30 pm
Forum: Civil Aviation
Topic: Delta buying 20% of LATAM
Replies: 867
Views: 127686

Re: Delta buying 20% of LATAM

I think Gol will actually end up in a better position once AA decides to partner with them. AA to Brazil is larger than DL to Brazil, so that's more feed for Gol and a bigger more dominant Brazilian partner. after this deal is finalized, there will be a new pecking order between the two markets of ...

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by dmorbust
Fri Sep 27, 2019 1:30 pm
Forum: Civil Aviation
Topic: Delta buying 20% of LATAM
Replies: 867
Views: 127686

Re: Delta buying 20% of LATAM

Does anyone know why the Chilean Supreme Court blocked AA's proposed JV with LA? Prior to this AA was expecting the proposed JV to be worth hundreds of millions of dollar yearly. After the decision AA revised the number to $20 Million annually. DL like AA will wants a JV with LA and we know JV's ar...

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by dmorbust
Fri Sep 27, 2019 1:25 pm
Forum: Civil Aviation
Topic: Delta buying 20% of LATAM
Replies: 867
Views: 127686

Re: Delta buying 20% of LATAM

Just to clarify is the 2 A350 arriving in 2020 in addition to Delta own aircraft slated for delivery next yr? Anybody else listening in on Delta's conference call today? https://ir.delta.com/events-and-presentations/events-calendar/event-details/2019/Delta-Air-Lines-Conference-Call/default.aspx Yes...

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by dmorbust
Fri Sep 27, 2019 1:13 pm
Forum: Civil Aviation
Topic: Delta buying 20% of LATAM
Replies: 867
Views: 127686

Re: Delta buying 20% of LATAM

Does anyone know why the Chilean Supreme Court blocked AA's proposed JV with LA? Prior to this AA was expecting the proposed JV to be worth hundreds of millions of dollar yearly. After the decision AA revised the number to $20 Million annually. DL like AA will wants a JV with LA and we know JV's ar...

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by dmorbust
Fri Sep 27, 2019 1:10 pm
Forum: Civil Aviation
Topic: Delta buying 20% of LATAM
Replies: 867
Views: 127686

Re: Delta buying 20% of LATAM

Anybody else listening in on Delta's conference call today? https://ir.delta.com/events-and-presentations/events-calendar/event-details/2019/Delta-Air-Lines-Conference-Call/default.aspx Yes, key bits of info: LATAM plans to remain unaligned - this makes sense because they will continue to leverage ...

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by dmorbust
Fri Sep 27, 2019 1:05 pm
Forum: Civil Aviation
Topic: Delta buying 20% of LATAM
Replies: 867
Views: 127686

Re: Delta buying 20% of LATAM

I work with flight dispatch for Gol Linhas Aéreas. I'm really afraid what's next for G3. Suddenly, without Delta, we're no match for Latam and Azul. I don't envision AF-KLM coming for the rescue. Gol is bleeding... We already had the Max issue and now this... Is there any siver lining? I think Gol ...

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by dmorbust
Thu Sep 26, 2019 11:48 pm
Forum: Civil Aviation
Topic: Delta buying 20% of LATAM
Replies: 867
Views: 127686

Re: Delta buying 20% of LATAM

The purchase price includes four 350s with LATM now and another 10 coming over the next four years. They get a seat on the board, blow out OneWorld in South America and Delta continues to take major steps to become its own alliance with equity stakes with partners around the world given their insan...

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by dmorbust
Thu Sep 26, 2019 11:38 pm
Forum: Civil Aviation
Topic: Delta buying 20% of LATAM
Replies: 867
Views: 127686

Re: Delta buying 20% of LATAM

I wonder how the $1.9 billion was arrived at? That seems a little expensive at first glance. It's about a 74 percent premium compared to the today's closing price. LATAM's current market cap is US$5.46 billion.[/quote] DL paid a huge premium, and I believe that $1.9 billion does not include the $35...

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by dmorbust
Thu Sep 26, 2019 10:43 pm
Forum: Civil Aviation
Topic: Delta buying 20% of LATAM
Replies: 867
Views: 127686

Re: Delta buying 20% of LATAM

Can we start listing some potential new JV routes? This should make DL's decision to resume JFK-BOG actually work this time, and I could also see DL add LAX-BOG. LATAM will send their own metal to ATL - I see ATL as the real winner here getting a lot more service to South America -and DL may add JFK...

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by dmorbust
Thu Sep 26, 2019 9:31 pm
Forum: Civil Aviation
Topic: Delta buying 20% of LATAM
Replies: 867
Views: 127686

Re: Delta buying 20% of LATAM

My mind is still blown. When I first read this I thought it was a very belated April Fool's joke. This has got to be the biggest coup in partnerships/alliances in a very long time.

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by dmorbust
Thu Sep 26, 2019 9:29 pm
Forum: Civil Aviation
Topic: Delta buying 20% of LATAM
Replies: 867
Views: 127686

Re: Delta buying 20% of LATAM

Why is everyone freaking out? Doubt LATAM leaves OneWorld. According to the article they will be leaving LATAM: https://www.cnbc.com/2019/09/26/delta-is-buying-20percent-of-latam-latin-americas-largest-airline.html LATAM will be leaving the OneWorld alliance, but it was not immediately clear whethe...

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by dmorbust
Thu Sep 26, 2019 9:25 pm
Forum: Civil Aviation
Topic: Delta buying 20% of LATAM
Replies: 867
Views: 127686

Re: Delta buying 20% of LATAM

https://news.delta.com/delta-and-latam- ... t-americas
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Holy moly this is a big coup. Delta paid quite a premium considering Latam's market cap before this, but wow what a move.
Press release out from DL: https://news.delta.com/delta-and-latam- ... t-americas

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by dmorbust
Tue Apr 30, 2019 10:17 pm
Forum: Civil Aviation
Topic: Avianca majority shareholder breaches United loan conditions
Replies: 26
Views: 5477

Re: Avianca majority shareholder breaches United loan conditions

SonaSounds wrote:
Unlikely UA will act on this but interesting none the less.


I agree, if they wanted to they would have done so prior to us learning about the situation in the media. But just curious - why wouldn't United want to seize control of Avianca? Colombia allows foreign airline ownership.

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by dmorbust
Fri Apr 26, 2019 3:11 pm
Forum: Civil Aviation
Topic: AA Q1 2019 Results
Replies: 54
Views: 8350

Re: AA Q1 2019 Results

Delta completely owns 3 cities (ATL, DTW, MSP) and faces minimal competition in all 3. These cities all generate a healthy amount of corporate travel, and Delta charges high prices and can get those fares. Furthermore, many markets in the southeast /midwest where Delta flies are completely devoid o...

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by dmorbust
Tue Nov 06, 2018 2:51 am
Forum: Civil Aviation
Topic: Alitalia Will Fly to Washington D.C. From Rome Beginning In Summer 2019
Replies: 28
Views: 6174

Re: Alitalia Will Fly to Washington D.C. From Rome Beginning In Summer 2019

Does anybody know exactly what the restrictions AF/KL put on AZ in TATL flying? I was under the impression that AZ was restricted in how many flights it could add. Further to that question, does anybody know when the JV between DL and AZ runs out? I was under the impression that AZ is not included ...

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by dmorbust
Mon Nov 05, 2018 5:52 pm
Forum: Civil Aviation
Topic: DL goes double daily mainline on DTW-JAX
Replies: 67
Views: 6345

Re: DL goes double daily mainline on DTW-JAX

Dominant Carrier Market Share by Largest Hub, Seats, 2018 ATL (DL): 78% DTW (DL): 73% MSP (DL): 71% DFW (AA): 84% CLT (AA): 90% MIA (AA): 68% IAH (UA): 77% EWR (UA): 65% IAD (UA): 63% So yes, DL has market share power and influence in their core hubs... just like AA and UA. This conveniently ignore...

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by dmorbust
Wed Oct 31, 2018 10:46 pm
Forum: Civil Aviation
Topic: Delta Takes Delivery Of First Airbus A220-100
Replies: 82
Views: 19995

Re: Delta Takes Delivery Of First Airbus A220-100

Can someone post a photo of the lavatory....I can't seem to find it https://airwaysmag.com/wp-content/uploads/2018/10/IMG_8687.jpg I swear I saw a picture of a DL A220 Lav with a window in it. I wish I could find that picture. For your viewing pleasure: https://www.flickr.com/photos/deltanewshub/44...

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by dmorbust
Tue Oct 30, 2018 3:58 am
Forum: Non-Aviation
Topic: Former Delta President Jim Whitehurst to get possible BIG paycheck!
Replies: 8
Views: 1903

Re: Former Delta President Jim Whitehurst to get possible BIG paycheck!

Good for him. I have a ton of respect for him and wish he was still at Delta in some way. Jim, Ed and Glen would be a hell of a management team. Fantastic. Congrats to Jim and his family. This has nothing to do with airlines except for the fact that he won’t be flying commercial any more. yes and n...

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by dmorbust
Mon Oct 29, 2018 7:38 pm
Forum: Civil Aviation
Topic: Delta Takes Delivery Of First Airbus A220-100
Replies: 82
Views: 19995

Re: Delta Takes Delivery Of First Airbus A220-100

https://news.delta.com/photos-delta-s-n ... -travelers
Looks great! The lavatory has a window and looks very bright!
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Photos direct from Delta here: https://news.delta.com/photos-delta-s-n ... -travelers
Looks great! The lavatory has a window and looks very bright!

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by dmorbust
Fri Oct 26, 2018 10:32 pm
Forum: Civil Aviation
Topic: AA post Q3 2018 earnings
Replies: 101
Views: 17726

Re: AA post Q3 2018 earnings

So will DL surpass AA this year as the largest airline in the world in terms of revenue?
How about passenger numbers?

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by dmorbust
Tue Oct 16, 2018 3:52 am
Forum: Civil Aviation
Topic: Dallas says it has a plan to resolve Southwest-Delta fight for Love Field gates
Replies: 351
Views: 33856

Re: Dallas says it has a plan to resolve Southwest-Delta fight for Love Field gates

Anybody able to read the full article here: https://www.law360.com/texas/articles/1092300/southwest-must-lease-out-gates-at-love-field-delta-insists ? Delta Air Lines Inc. has urged a Texas federal judge to not let Southwest Airlines Co. duck its purported contractual obligations to make accommodati...

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by dmorbust
Sat Oct 06, 2018 9:55 pm
Forum: Civil Aviation
Topic: $10 Billion JFK Airport Renovation
Replies: 122
Views: 20605

Re: $10 Billion JFK Airport Renovation

Looking at the present renderings, I guess all of the parking garages are gone to make room for a "central park"? Still trying to understand a two main ring roads. If you go to the video on the governor’s website - https://youtu.be/1QzA0iDP8dk - and go to the 16:28 mark, there is a graphi...

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by dmorbust
Thu Oct 04, 2018 10:23 pm
Forum: Civil Aviation
Topic: $10 Billion JFK Airport Renovation
Replies: 122
Views: 20605

Re: B6 selected to rebuilt T6/T7 at JFK

Worth noting that the T1 group has been chosen to rebuild T1-3 in a single, larger terminal that will connect with T-4. I believe Delta and IAT also had a proposal to redevelop that space, but the LH/JAL/AF/KAL group won out. There's also a plan for the final extension of T-4A in the new renderings...

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by dmorbust
Thu Oct 04, 2018 6:55 pm
Forum: Civil Aviation
Topic: $10 Billion JFK Airport Renovation
Replies: 122
Views: 20605

Re: B6 selected to rebuilt T6/T7 at JFK

Worth noting that the T1 group has been chosen to rebuild T1-3 in a single, larger terminal that will connect with T-4. I believe Delta and IAT also had a proposal to redevelop that space, but the LH/JAL/AF/KAL group won out. There's also a plan for the final extension of T-4A in the new renderings...

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by dmorbust
Tue Sep 04, 2018 9:50 pm
Forum: Civil Aviation
Topic: Why Delta outearns UA & AA - dominating its largest hubs - market share data by US network hubs
Replies: 88
Views: 9966

Re: Why Delta outearns UA & AA - dominating its largest hubs - market share data by US network hubs

Kind of shocking that ATL can manage 39 million non-Delta passengers. Then again, I guess it benefits from being the largest CSA with only 1 major airport As has been noted a few times above, I messed up ATL's numbers. Delta actually has almost 80% market share at ATL, having carried over 83 millio...

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by dmorbust
Tue Sep 04, 2018 8:19 pm
Forum: Civil Aviation
Topic: Why Delta outearns UA & AA - dominating its largest hubs - market share data by US network hubs
Replies: 88
Views: 9966

Re: Why Delta outearns UA & AA - dominating its largest hubs - market share data by US network hubs

I do not understand what you have done here. 65/104*100 = 62.5, not 73. Is the 65 figure correct? Should that be 75M instead? That would be nearer to 73%. Apologies, I see I did not include DL's connection carriers like Endeavor. In that case, DL's dominance at ATL is even greater at close to 80% m...

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by dmorbust
Tue Sep 04, 2018 7:21 pm
Forum: Civil Aviation
Topic: Why Delta outearns UA & AA - dominating its largest hubs - market share data by US network hubs
Replies: 88
Views: 9966

Re: Why Delta outearns UA & AA - dominating its largest hubs - market share data by US network hubs

I believe most of DL's outperformance can be explained by the fact that they enjoy over 70% market share and no alternative airport competition at each of their four biggest hubs. No, that's not it. ATL, DTW and MSP (all going back pre-merger) get the majority of traffic as connections. 'Dominating...

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by dmorbust
Tue Sep 04, 2018 7:16 pm
Forum: Civil Aviation
Topic: Why Delta outearns UA & AA - dominating its largest hubs - market share data by US network hubs
Replies: 88
Views: 9966

Re: Why Delta outearns UA & AA - dominating its largest hubs - market share data by US network hubs

DL: ⋅ ATL - 73% - 65M out of 104M I do not understand what you have done here. 65/104*100 = 62.5, not 73. Is the 65 figure correct? Should that be 75M instead? That would be nearer to 73%. Apologies, I see I did not include DL's connection carriers like Endeavor. In that case, DL's domina...

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by dmorbust
Tue Sep 04, 2018 7:05 pm
Forum: Civil Aviation
Topic: Why Delta outearns UA & AA - dominating its largest hubs - market share data by US network hubs
Replies: 88
Views: 9966

Re: Why Delta outearns UA & AA - dominating its largest hubs - market share data by US network hubs

I do not understand what you have done here. 65/104*100 = 62.5, not 73. Is the 65 figure correct? Should that be 75M instead? That would be nearer to 73%. Same question here. Also of note, these shares are onboard traffic, not O&D share which would be more meaningful if the goal is to reflect h...

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