Originally Posted by
LarkSFO
OK, so 5/1/2014 was an inaccurate prediction on my part...
But how much longer will AS put up with this crap from their 'partner', DL?
AS is hitting on all cylinders, with great recent (financial) results. Revenue from DL is dropping, and AS is apparently able to survive without it.
From the AS earnings conference:
"
Delta's growth in Seattle impacts us in two ways. The largest is the negative impact on unit revenues from the increased seats in the market that I just talked about. We've seen that for several quarters now and we'll continue to see it for the foreseeable future and as a result, we expect our unit revenue performance will lag the industry. The second is the decline in local and connecting codeshare revenue, which was about $16 million during the quarter. There is good news, however, on this front.
We were able to replace 90% of that lost revenue through our own distribution channels and generating higher codeshare and interline revenues from other airlines, including American and United. Overall, total codeshare and interline revenues were actually up $11 million or 6%."
Partners compete all the time. If AS thinks Doug Parker will be their BFF, they should think again.
David