FlyerTalk Forums - View Single Post - UA Announces Q3 2017 Financial Results 18 Oct/ Conference Call 19 Oct
Old Oct 24, 2017 | 1:12 pm
  #168  
fly18725
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Originally Posted by TPJ
PHX - really? I think WN is bigger than AA there...
AA is bigger than WN: 48% of ASMs, vs. 29%.

Originally Posted by spin88
I was not talking 1980s, nor the 1960s, or even the 1930s. I was talking the state of play when the current round of mergers took place, DL+NW in 2008, UA+CO in 2010. Delta at that time was not a major international player, and even when NW was added, DL's overseas route network trailed United+CO's by a lot.
In 2010, 44.5% of Delta's revenue was international. In 2007, is was 28%.

Originally Posted by EWR764
More likely is that Delta's margins are so strong in ATL, SLC, MSP, DTW, et al. that its growth elsewhere (LAX, SEA, RDU, BOS) can be justified to the street, allowing Delta management enough leeway to carry such expansion to maturity.
Close to 2/3rds of Delta's domestic capacity is in ATL, SLC, MSP, DTW, and CVG, which is all very strong margin. ATL alone can drive material changes in domestic PRASM.
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