I believe this was discussed long ago… When these domestic High Density 772’s reach their last days, what might UA do to replace so much lift? I who know nothing still can’t see them putting new or newish 787-10’s in HD to replace them, right? Would they keep some of the current 772’s that are flyi...
Jump to postCranky Flier posted an article about the NYC market growth and how it's panning out thus far especially compared to PHL https://crankyflier.com/2023/03/23/american-loves-a-fortress-network-so-why-is-it-growing-new-york-city/ It would be interesting too to see how much AA's Miami Hub has eroded over...
Jump to postThat’s wrong. STL is the larger metro area between the two. Jeremy I stand corrected. 2.3 mil in KC vs 2.8 in St. Louis. However, Kansas City proper's population is about 500,000 vs St. Louis proper being 300,000. But word is KC's metro is growing and STL's is shrinking. While it is true that KC is...
Jump to postOut of curiosity, I notice that DL does not fly STL-LAX/SEA. Both MCI and STL have competition from WN. Is there just less demand for STL these days? I have no clue at all, I only see schedule changes and stuff when it gets posted here. Population wise, Kansas City is the larger city/metro area. Th...
Jump to postThank you! I always enjoy reading your reports.
Jeremy
I had dinner with the Director of Sales for Boston with Delta tonight and he said a few things I found to be interesting; -DL is studying adding BOS-BOG on an A330 (in conjunction with LATAM JV) -DL is likely going to announce an increase of frequency on BOS-GRU (as part of the JV with LATAM) -Draw...
Jump to postRegarding United - DEN is going to beat out ORD for the top spot in S23. They are gaining at least 10 more gates in the next year or so as well. DEN - 460 ORD - 435 EWR - 425 I'm not sure where those numbers came from but they are slightly off. For S23 UA ORD - 483 DEN - 458 EWR- 423 IAH - 410 UA d...
Jump to postCrankyflier has a story on how AA is betting on traditional corporate travel is changing and is pursuing a new sales strategy He also has a story on the transformation of AA network American’s Shift Toward a Fortress Network https://crankyflier.com/2023/03/14/americans-shift-toward-a-fortress-netwo...
Jump to postAC4500 wrote:DL made a lot of tweaks to their long-term domestic schedule (mostly September through November), which was just updated today.
DL operates a banked hub at ATL but at least at one time DL had very good on time rates. Outside of thunderstorms (which are very hard to plan for) and an occasional snowfall ATL doesn't have weather issues. Banked hubs work great if the on time percentage is good. People spend less time in transit...
Jump to postUPDATED UA's Schedule from the UA thread: EWR to FCO 78J, 772 (2 daily in summer, year round 1 daily), MXP 772 (year round), VCE 772 (seasonal) NAP 2x daily 76Q and 76L (seasonal) IAD to FCO 772 (seasonal) ORD to FCO 78J, MXP 788 (both seasonal) SFO to FCO 772 (seasonal) 2,625 seats per day on 10 f...
Jump to postDetroit313 wrote:Also, every single flight to Rome is on big aircraft like 777-200 and 787-9. The 2nd DFW flight is the only exception.
Now that Boeing has paused 787 deliveries, will AA have the amount of aircraft needed to fly its current NS23 international schedule? Wow American can't catch a break at all with their widebody deliveries. Although Boeing says this new pause will not have a long term impact on 787 deliveries and pr...
Jump to postBoof02671 wrote:amtravels wrote:Polot wrote:The retrofitted A321s do not have mood lighting. Just standard white LEDs.
That’s what I figured. Typical AA, penny wise and pound foolish.
Waste of money and upkeep for the airline. It’s not a disco it’s a mode of transportation
Crazy to see how much mainline capacity DL will have by end of year. More 717s back, the used 739s flying, it appears some 752 reactivations, the LATAM 359s, and then a swathe of fresh 220/321s. Fleet will verge on 1,000 by end of 2024 perhaps? Interesting to compare these numbers to 2019 projectio...
Jump to postWill the TCON A321neo completely replace the 76Ls currently flying on them? Yes, that is the game plan from my understanding, although not until well into 2024. All lie-flat transcons will become 321Ns, so that means BOS-LAX, JFK-LAX, and JFK-SFO. Not sure what will happen to routes like JFK-SAN an...
Jump to postCurious about how the network of 2023 compares to the network of the past, I went down a rabbit hole, digging in United SEC 8-K and 10-K filings. Aircraft in fleet 2011 1,256 (701 mainline, 555 regional) 2012 1,253 (702 mainline, 551 regional) 2013 1,265 (693 mainline, 572 regional) 2014 1,257 (691...
Jump to postJust curious, what is DLs daily count of flights now at MSP? Just based off the DEC 2022 operations report from the MAC, delta averaged 320 daily operations in that month. Which coincidentally is the same number of departures that are scheduled at peak in July 2023 (albeit with a higher proportion ...
Jump to postsunking737 wrote:SCX, NWA/DAL have been battling for 40 years now...
Still waiting for MSP and DTW and the Midwest in general to get built back. My airport is down to 1 738 to ATL and 2 E75 to MSP. Very paltry compared to 6 UA flights and 8 AA flights. Heck some days Allegiant runs more flights than DL at CID CID-MSP returns to 3x daily this summer. But let’s be rea...
Jump to postStill waiting for MSP and DTW and the Midwest in general to get built back. My airport is down to 1 738 to ATL and 2 E75 to MSP. Very paltry compared to 6 UA flights and 8 AA flights. Heck some days Allegiant runs more flights than DL at CID CID-MSP returns to 3x daily this summer. But let’s be rea...
Jump to postAnd why would you group the 753 in with the 767? They are totally different aircraft that serve completely different purposes. Jeremy There are some pretty good reasons to discuss 753 replacements with 767 replacements, actually: - 753s are unlikely to make it much past this decade -- if age doesn'...
Jump to postThere will need to be a 787-8/9 order in there somewhere. Do enlighten me on what the 787 can do as a direct replacement for the 767 and its current use cases that the A330neo cannot. Delta's current 40 a330neo order seams to only cover the 40 a330ceos they currently have. That's means DL is yet to...
Jump to postTheir primary rebuild focus right now is primarily on Boston and Seattle I believe. Mix of pilot shortages & not enough aircraft has hurt them (poor choices made in early Covid) and is preventing that. We really won’t see anything outside these hubs until 2025 at the earliest most likely. That’...
Jump to postMeh. Tides turn. Those 757s and 767s aren't getting any younger for Delta, in particular (with no real replacement lined up for the 757 especially). In a few years, it'll be AA's "older" 788s and the A321XLRs that allow them to do these small markets while Delta won't have the "old&q...
Jump to postCorrect. And as for GVA, Winter is often "high season" at least for intra-europe. A literaly sh*t-ton of skiers. Not sure its the same for the North American crowd, as the rockies are closer. But with the prices I've heard of out of Colorado lately, coming to GVA might actually be cheaper...
Jump to postAs an AA semi-loyalist, this does make me a tad jealous in an era when AA is retrenching back to partner hubs. DL and UA are really leading the way on TATL. AA doesn't have the equipment to server small-medium cities in Europe. They retired all their 757 and 767. The smallest plane they have is a 7...
Jump to postIn a separate thread, as vin2basketball and FSDan have done in the past, I've manually tabulated Delta's scheduled departures for a random day this coming summer (June 23rd) by hub and aircraft type: Thread: https://www.airliners.net/forum/viewtopic.php?f=3&t=1481375&p=23665549#p23665549 Ba...
Jump to postAs has been done by fsDan and vin2basketball for past summers (for all the U.S./Canadian majors) and I did for UA (posted in the UA Network Thread) I've also manually tabulated Delta flights for a random day this coming summer (June 23rd) by hub and aircraft type. In the body of this thread are dat...
Jump to postHawaiian Air reported $50.2mil Q4 loss and annual loss $240.1mil https://newsroom.hawaiianairlines.com/releases/hawaiian-holdings-reports-2022-fourth-quarter-and-full-year-financial-results While upbeat about overall leisure demand they did call out slowness in the Japanese market returning along w...
Jump to postNoted section: He said that before the Covid-19 pandemic, the airport was close to inking a public-private partnership with an unnamed airline to fund a revamp of Terminal 1. “We were seriously considering having a third party come in and actually develop that Terminal 1 expansion program,” he said...
Jump to postI wonder what they really see here? 2x DAL-LAX, 2x DAL-LGA, and an additional DAL-ATL... that is hardly newsworthy. I'm skeptical that the LAX and LGA adds last very long. I suppose DL's presence in the Dallas-Los Angeles market is token as it is with 2x DFW-LAX, so doubling the frequency is an imp...
Jump to postIt looks like Delta is increasing their service from Dallas - Love Field. I love the competition! https://news.delta.com/delta-gets-bigger-texas-new-routes-dallas-love-field-open-one-stop-access-125-us-destinations The announcement also includes additional service to AUS as well. Exciting to see DL...
Jump to postDaCubbyBearBar wrote:I was hoping that SC would return to Hawai'i this summer of '23 but that is looking like it isn't going to happen... dang it
I can 100% guarantee that OGG-SLC could be year round if (and i dont know if it could) the A321neo could make it. Tbh, Delta is begging for ATL-OGG to work, but the real hole is SLC-OGG. SLC has a huge + beyond population that continues & will always feed Hawaii. I dont think people realize how...
Jump to postIn an internal note, AA published a projected fleet update for 2023. Plans to receive: 4 787-8 first half of 2023 2 A321neo in 2023 17 737MAX-8 in 2023 Will also reactivate 9 737-800s from storage This seems low for an airline of AA’s size and with demand booming. Is this different from what’s prev...
Jump to postDTW-SJU has always struggled. In the 1990s, NW flew DC-10s DTW-SJU for cruise traffic, but it lasted just a few years. Neither EA nor AA flew DTW-SJU nonstop when they had hubs in SJU, although EA did fly an L-1011 DTW-MIA-SJU year round in the 1970s. It’s just not a big market (72 PDEW in Q2). Eve...
Jump to postIf colocation with one’s JV partners isn’t a competitive advantage, then why are UA and AA spending billions at ORD to create that very thing? DL got it for free. If they don’t exploit it, they’re stupid. UA and AA have massive hubs at ORD where they connect millions every year, DL doesn’t. ORD for...
Jump to postThe only thing DL's missing from ORD is LAX, and I'm not sure yet why DL hasn't thrown 3 or 4 daily A220s on the route and called it a day. It might get a heavy response from AA and UA, but certainly no more competitive than other routes DL's jumped into over the last decade or so (LAX-DEN, LGA/BOS...
Jump to postThe only thing DL's missing from ORD is LAX, and I'm not sure yet why DL hasn't thrown 3 or 4 daily A220s on the route and called it a day. It might get a heavy response from AA and UA, but certainly no more competitive than other routes DL's jumped into over the last decade or so (LAX-DEN, LGA/BOS-...
Jump to postThe struggle between PHL and JFK is really getting real and you can’t just simply say that PHL serves mainly leisure and JFK more business routes. The dynamics are all over the place and the latest move with Athens illustrates that even more. For example, Venice and Athens are pretty similar routes...
Jump to postIs someone with accounting knowledge able do a comparison now that all the majors have reported? It’s difficult to do a good analysis cause each airline reports differently. Jeremy They all report using the same accounting standards. They have slightly different non-GAAP adjustments for special ite...
Jump to postI think DL should re-launch JFK-HND, they used to fly this route but discontinued. People around NYC metropolitan are prefer nonstop flight to connect with other global cities like Tokyo. One stop via DTW/MSP/ATL will make DL less competitive to attract the Skyteam FF. We could expect the corporate...
Jump to postIs someone with accounting knowledge able do a comparison now that all the majors have reported? It’s difficult to do a good analysis cause each airline reports differently.
Jeremy
So, net income for the 4th quarter was $827 million for AA and $828 for Delta. Identical. Identical revenue, but AA had to fly a lot more flights to get to that level.... Sent from my SM-G981U using Tapatalk This is not revenue. This is profit. Their profit for the 4th quarter was identical. UA’s p...
Jump to postWith earnings season here, below are projected Q4 earnings (in millions) for airlines. Delta is expected to report first, on Friday 1/13. AAL - $376.9 ALK - $121.7 ALGT - $14.4 DAL - $859.2 HA - (-$35.5) JBLU - $71.2 LUV - $368.1 SAVE - $4.3 SNCY - $5.8 UAL - $693.0 ULCC - $39.2 I dont know how muc...
Jump to postAAs debt was almost entirely fleet replacement and Covid war chest, both necessary. Also that debt was financed at historically low rates. So in a lot of ways there debt was much better than what DL & UA are likely looking at going forward. They definitely got lucky from a interest rate timing ...
Jump to postIs debt a bad thing? You need debt to replace your fleet entirely like AA did. UA and DL still have to replace hundreds of aging 767 and 757. AA has none. DL and UA are outperforming AA with their older fleets. Correlation? Not necessarily, but there’s clearly different management approaches that h...
Jump to postHuh? Minneapolis-St Paul has a level of service offerings that 95% of airports, if they were people, would kill to have. I'd say, looking at service relative to MSA size, MSP is ok but not amazing. SEA has way, way, way more service (especially int'l) and the MSA is only a bit larger. DEN and CLT b...
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