A350-1000 and other Fleet News

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Quote: The recent UAL route announcement highlights a major issue with us. We do not have a fleet of range capable aircraft to meet competion or take advanatage of new opportunities. UAL will fly to more destinations in Australia and New Zealland than we do to all of Asia. We have decided to put all of our eggs in the ICN basket and let another airline using their aircraft and CREWS to fly OUR passengers to their final destination.Look back we have cancelled more Asian destinations then we presently fly into this is unacceptable and must change if we truly want to compete in the Asain market.
Too bad there isn’t an airline out there they could purchase with a fully developed pacific route structure with 15-16 major destinations, for both pax and cargo, along with 80 years of operating history, with both 5th freedom and domestic rights in a major pacific nation, plus all the slots to use them effectively.

As they say in Minnesota, that’d be a heckuva deal.
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Quote: Too bad there isn’t an airline out there they could purchase with a fully developed pacific route structure with 15-16 major destinations, for both pax and cargo, along with 80 years of operating history, with both 5th freedom and domestic rights in a major pacific nation, plus all the slots to use them effectively.

As they say in Minnesota, that’d be a heckuva deal.
Theres no money in cargo…..or Asia, evidentially.
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Quote: Too bad there isn’t an airline out there they could purchase with a fully developed pacific route structure with 15-16 major destinations, for both pax and cargo, along with 80 years of operating history, with both 5th freedom and domestic rights in a major pacific nation, plus all the slots to use them effectively.

As they say in Minnesota, that’d be a heckuva deal.
Nawww. That would only work if that airline had an order for a new aircraft type that would operate those routes more efficiently.
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Quote: Nawww. That would only work if that airline had an order for a new aircraft type that would operate those routes more efficiently.
Relax if there was a better way of doing things, we would already have thought of it 😎
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Quote: Nawww. That would only work if that airline had an order for a new aircraft type that would operate those routes more efficiently.
To be fair, the 787 program was an unmitigated disaster for the first few years. Not getting them at the time ended up being a very wise decision.
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Quote: You're falsely inferring that having a larger WB fleet is the reason they are slightly behind us. Yet their international yields avg 24%, compared to 19% domestic. Its the more profitable arm of their business. For comparison, our domestic & intl yield are both about 21%. Our net passenger revenues were almost equal, we just made 1.2 B more in domestic, they made 1B more in international.

Revenue from flying passengers in 1Q
  • UA = 10.2B
  • DL = 10.4B
Just because they can be successful with lots of WBs, doesn't mean we would. And just because we can't sustain 200 WBs, doesn't mean they can't. Their hubs are in the highest O/D markets, and can fill up WB planes better than us.
Doesn't the company keep touting our excellent domestic network that feeds our hubs to then fly the passengers to international hubs? Why can't we use our profitable domestic network to feed new international flights? Someone asked at a pilot meeting why doesn't Delta serve India (the largest population in the WORLD) as our competitors do. The answer was, "Ed has said he wants us to serve India. We don't have the airplane to do that, we're looking at planes, the A350-1000 would be nice but we don't have them." WTF... did someone not notice that India was a big country?

I really have to wonder why we don't serve India. It's the largest population on the planet, and the United States has the highest Indian population of any country other than India. Seems like something is missing there.

Quote: The real Delta differnece has been our "other" revenue streams, like AMEX, MRO, etc. Without this revenue, we wouldn't have made a profit soley flying passengers.
I would argue that top level management is using those incomes to avoid having to compete in the airline business. Leaning on those profits as it were, to avoid working hard to improve profits in the "flying airplanes" side of the business.
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Quote: Doesn't the company keep touting our excellent domestic network that feeds our hubs to then fly the passengers to international hubs? Why can't we use our profitable domestic network to feed new international flights? Someone asked at a pilot meeting why doesn't Delta serve India (the largest population in the WORLD) as our competitors do. The answer was, "Ed has said he wants us to serve India. We don't have the airplane to do that, we're looking at planes, the A350-1000 would be nice but we don't have them." WTF... did someone not notice that India was a big country?

I really have to wonder why we don't serve India. It's the largest population on the planet, and the United States has the highest Indian population of any country other than India. Seems like something is missing there.

I would argue that top level management is using those incomes to avoid having to compete in the airline business. Leaning on those profits as it were, to avoid working hard to improve profits in the "flying airplanes" side of the business.
Look at the no operation areas in jepps and look at where India is.
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Quote: Look at the no operation areas in jepps and look at where India is.
Also look at their GDP.
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Quote: Theres no money in cargo…..or Asia, evidentially.
There was no money in the cargo operation NWA was running and they were winding it down before the merger. Asia the last 3 years has been a giant suck hole and Delta made the right call not laying crews over in China. Talk to a UPS pilot about those layovers, locked in your room for up to 5 days with a guard. Three inedible meals left at your door each day. Trying to shuttle from ICN was not competitive. Hopefully we will see a expansion with things opening up!
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Quote: Also look at their GDP.
Also look at Emirates/Qatar/Flydubai route structure. Jumping into India would be jumping into a bloody price war. We will eventually serve India again but we need to have a strong network plan along with a strong partner(s)
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