What date will AS and DL announce that their partnership will end?
#151
Original Poster
Join Date: Sep 2010
Location: San Francisco Bay Area
Posts: 5,825
Come on Tilden! Show some guts and make my prediction come true!
Anderson: Why continue to bother with AS, all you are doing is sending them revenue! End it. On Thursday, preferably.
Or, as is looking more likely, they will stumble downwards for a few more months until their agreement actually ends, and then call it quits.
Anderson: Why continue to bother with AS, all you are doing is sending them revenue! End it. On Thursday, preferably.
Or, as is looking more likely, they will stumble downwards for a few more months until their agreement actually ends, and then call it quits.
#152
Suspended
Join Date: Sep 2013
Programs: DL Platinum New Name: KeepClimbingEd
Posts: 125
Come on Tilden! Show some guts and make my prediction come true!
Anderson: Why continue to bother with AS, all you are doing is sending them revenue! End it. On Thursday, preferably.
Or, as is looking more likely, they will stumble downwards for a few more months until their agreement actually ends, and then call it quits.
Anderson: Why continue to bother with AS, all you are doing is sending them revenue! End it. On Thursday, preferably.
Or, as is looking more likely, they will stumble downwards for a few more months until their agreement actually ends, and then call it quits.
#153
Join Date: Aug 2013
Location: LAS HNL
Programs: DL DM, 5.7 MM, UA 3.1 MM, MARRIOTT PLATINUM, AVIS FIRST, Amex Black Card
Posts: 4,479
How would AS make up the lost revenue? Perhaps moving more traffic over to AA.
DL knows SEA is a looser for the short term. But DL is looking years ahead. Like they are doing in NYC.
DL tried this in PDX back in the 80's and 90's. That was before the merger with NW. Times have changed.
If DL sticks with this SEA expansion, it will be a win-win for DL. Think outside the box.
#154
FlyerTalk Evangelist
Join Date: Nov 2000
Location: Atlanta, GA, USA
Programs: Frontier Gold, DL estranged 1MMer, Spirit VIP, CO/NW/UA/AA once gold/plat/comped gold now dust.
Posts: 37,908
Re: OP. Well, I think the natural order of things would be for AS to be kind of a lukewarm partner with a number of airlines similar to HA, in that it has a little fiefdom (Alaska) with some minor monopoly routes a bit like the Hawaii interislands (albeit more expensive), so partners get to sell expensive tickets to Nome and AS gets codeshare access to most of the continent.
OTOH, AS has gotten SEA/PDX centric with the Alaska monopoly routes as secondary, and DL is basically trying to muscle into the SEA hub. So that's forcing the issue, though it's unclear how many routes DL plans to add that would go head-to-head with AS routes. DL is likely stepping on future AS growth plans if adding more routes to SEA from the east and midwest.
* * *
With inspiration from this thread, I did hurry up and book my September Alaska award trip (Last year's was a bit different: JNU with a stopover in PDX). This year it's a two-fer with both ANC (2 days) and FAI (3 days) at 25K total with all-DL via MSP on both the long outbound and return (i.e. some chance at an upgrade). ANC-FAI is AS, of course. Big foliage time as well.
OTOH, AS has gotten SEA/PDX centric with the Alaska monopoly routes as secondary, and DL is basically trying to muscle into the SEA hub. So that's forcing the issue, though it's unclear how many routes DL plans to add that would go head-to-head with AS routes. DL is likely stepping on future AS growth plans if adding more routes to SEA from the east and midwest.
* * *
With inspiration from this thread, I did hurry up and book my September Alaska award trip (Last year's was a bit different: JNU with a stopover in PDX). This year it's a two-fer with both ANC (2 days) and FAI (3 days) at 25K total with all-DL via MSP on both the long outbound and return (i.e. some chance at an upgrade). ANC-FAI is AS, of course. Big foliage time as well.
#155
Original Poster
Join Date: Sep 2010
Location: San Francisco Bay Area
Posts: 5,825
Double EQM's for AS for all ex-SLC flights: http://www.alaskaair.com/www2/Promo/...%7C&pid=AS1403
Earn Double Elite-Qualifying Miles Between Salt Lake City and:
Boise (BOI)
San Diego (SAN)
Las Vegas (LAS)
San Francisco (SFO)
Los Angeles (LAX)
San Jose (SJC)
Portland (PDX)
Seattle (SEA)
And SEA-DTW:
To earn Double Elite-Qualifying Miles, simply register your Mileage Plan number below by July 15, 2014*, and travel between September 4, 2014, and October 31, 2014.
http://www.alaskaair.com/www2/Promo/...%7C&pid=AS1405
Earn Double Elite-Qualifying Miles Between Salt Lake City and:
Boise (BOI)
San Diego (SAN)
Las Vegas (LAS)
San Francisco (SFO)
Los Angeles (LAX)
San Jose (SJC)
Portland (PDX)
Seattle (SEA)
And SEA-DTW:
To earn Double Elite-Qualifying Miles, simply register your Mileage Plan number below by July 15, 2014*, and travel between September 4, 2014, and October 31, 2014.
http://www.alaskaair.com/www2/Promo/...%7C&pid=AS1405
#156
Original Poster
Join Date: Sep 2010
Location: San Francisco Bay Area
Posts: 5,825
USA Today coverage
"Battle for Seattle: Delta, Alaska Air add even more flights"
http://www.usatoday.com/story/todayi...ights/9662717/
http://www.usatoday.com/story/todayi...ights/9662717/
#157
Original Poster
Join Date: Sep 2010
Location: San Francisco Bay Area
Posts: 5,825
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.
Targeted Delta Promotion For Washington Residents
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.
Targeted Delta Promotion For Washington Residents
#159
Original Poster
Join Date: Sep 2010
Location: San Francisco Bay Area
Posts: 5,825
#160
Join Date: Jun 2005
Location: Huntsville, AL
Programs: DL DM 1.929MM, Hilton Lifetime Diamond, IHG Platinum, Avis CHM, Marriott Titanium (lifetime gold)
Posts: 7,850
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.
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.
"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
#161
Join Date: Jan 2008
Location: SJC/YUL
Programs: DL PM, Marriott Gold
Posts: 3,869
#162
Join Date: Feb 2006
Location: Verdi, NV, SFO & Olympic (aka Squaw )Valley.
Programs: Ikon Pass Full + AS Gold + Marriott Titanium + Hilton Gold. Recovering UA Plat. LT lounge AA+DL+UA
Posts: 3,815
#163
Original Poster
Join Date: Sep 2010
Location: San Francisco Bay Area
Posts: 5,825
Which is why I wonder how it benefits them both financially to:
- Attack your partner at their home base (DL)
- Attack your partner at a hub (AS @ SLC)
- Offer promotions to encourage your flyers to not fly your partner (AS)
- Offer multiple lucrative promotions to encourage flyers in your partners FF plan to join yours (DL)
- Greatly increase capacity, which has to deflate prices, on new routes your partner is flying (AS)
- etc.
- etc.
- etc.
#164
Original Poster
Join Date: Sep 2010
Location: San Francisco Bay Area
Posts: 5,825
http://www.flyertalk.com/forum/delta...it-rows-2.html
The drumbeat is getting louder...
(I was a little off with my 5/1/14 prediction! @:-))
At this point, I guess I would agree with those who say 'the minute the current contract ends'.
The drumbeat is getting louder...
(I was a little off with my 5/1/14 prediction! @:-))
At this point, I guess I would agree with those who say 'the minute the current contract ends'.
#165
Join Date: Jul 2014
Posts: 385
It Is Dead
Your guess: The date that is is announced that DL and AS will no longer partner.
The partnership itself may take a few months longer to wind down.
My guess: May 1, 2014
http://www.delta.com/content/www/en_...-airlines.html
http://www.alaskaair.com/content/mil...ers/delta.aspx
The partnership itself may take a few months longer to wind down.
My guess: May 1, 2014
http://www.delta.com/content/www/en_...-airlines.html
http://www.alaskaair.com/content/mil...ers/delta.aspx