Delta Wants To Be 797 Launch Customer
#16
Suspended
Join Date: Aug 2017
Programs: Rapid Rewards, AAdvantage, SkyMiles
Posts: 2,931
Not the biggest Boeing fan at the moment but until the 797 comes out there is definitely a whole in many airline's networks, including Delta, that can't be filled correctly by the current aircraft on the market. It can't come soon enough.
#17
Join Date: Oct 2008
Programs: SPG PLT, HH Gold
Posts: 202
Wouldn't the 797 make a lot of sense in capacity controlled airports such as JFK and LGA. There's not much room to grow there expect adding larger planes to existing routes, no? Also, airlines are currently looking for a lot of help from politicians (as we saw with the recent Qatar deal) and buying form Boeing certainly wouldn't hurt them in this regard.
#18
Join Date: Feb 2017
Programs: DL DM, UA Gold, Alaska MVP, Bonvoy (lol) Ambassador
Posts: 2,994
Wouldn't the 797 make a lot of sense in capacity controlled airports such as JFK and LGA. There's not much room to grow there expect adding larger planes to existing routes, no? Also, airlines are currently looking for a lot of help from politicians (as we saw with the recent Qatar deal) and buying form Boeing certainly wouldn't hurt them in this regard.
#19
Join Date: Feb 2017
Programs: DL DM, UA Gold, Alaska MVP, Bonvoy (lol) Ambassador
Posts: 2,994
*edit: I'll add ex-JFK and DTW as those to Western Europe flight length is pretty short. But even there (esp. JFK), Delta often mixes their portfolio between 76x, A33x, and even 77x because the demand is there. From ATL, MSP, and SEA, the A33x works okay except for a few thinner routes on the margin.
Last edited by ethernal; Feb 14, 2018 at 6:23 am
#20
Suspended
Original Poster
Join Date: Jul 2010
Location: Orlando, FL Area
Programs: Delta SkySponge ExtraAbsorbent, SPG Gold
Posts: 29,988
JFK maybe, certainly not at LGA. LGA has the 1500 mile flight limitations that would limit the value of a larger plane and also has runway limitations (7000 ft). Tons of tiny RJ fly into LGA; there is plenty of room to up-gauge if required without going to a 767-sized plane.
#21
Join Date: Feb 2017
Programs: DL DM, UA Gold, Alaska MVP, Bonvoy (lol) Ambassador
Posts: 2,994
Still, point is that LGA is clearly not that slot constrained given the number of RJs that fly into LGA. LGA Is a commuter airport, so flight frequency matters. From Delta's core hub I'd rather have a A321 running hourly than a 797 running every 90 minutes. Which is what you see.. Delta keeps a near hourly LGA cadence and uses planes to match that capacity A321 vs A320 vs 737 depending on the time of day and day of week). Agree that there may be a few instances where a 797-type plane would work, but it would be the exception and not the rule.
#22
FlyerTalk Evangelist
Join Date: Jun 2001
Programs: DL 1 million, AA 1 mil, HH lapsed Diamond, Marriott Plat
Posts: 28,190
Wouldn't the 797 make a lot of sense in capacity controlled airports such as JFK and LGA. There's not much room to grow there expect adding larger planes to existing routes, no? Also, airlines are currently looking for a lot of help from politicians (as we saw with the recent Qatar deal) and buying form Boeing certainly wouldn't hurt them in this regard.
http://www.nycaviation.com/2014/10/l...75-years/36431
As ethernal notes, there's plenty of room for Delta (on average) to upgauge at LGA. However, that doesn't help a route that already has a 757/321/739. It doesn't help routes where demand/avg price demands frequency. It doesn't help routes with a low price elasticity of demand where trying to fill extra seats (say, CR9 to 319) crashes average yields. Maybe Delta can upgauge a few routes that don't suffer this problem to free up frequencies for high demand routes - and maybe not. They have the data.
#23
Join Date: Sep 2015
Posts: 863
JFK maybe, certainly not at LGA. LGA has the 1500 mile flight limitations that would limit the value of a larger plane and also has runway limitations (7000 ft). Tons of tiny RJ fly into LGA; there is plenty of room to up-gauge if required without going to a 767-sized plane.
#24
Join Date: Apr 2011
Posts: 3,394
Boeing has missed out on the last couple of DL orders, but there are some good reasons that DL went with Airbus. Even if we take the political arguments out.
The wide-body order that DL went with the A350's were because Airbus could meet DL's production schedule. Boeing even acknowledged it by trying to offer some 777's as an interim replacement for the 747's. Hence the order when to AB.
The narrow-body order, the A320 family is just more comfortable than the 739, even though DL has a ton of those as well...there are entire threads to hating the 739. The A321 is wider than the 739 so regardless of how the 739 is configured the Airbus can offer more seat width.
DL went with the C-Series because neither Boeing or Airbus make a comparable plane (I know that AB has now basically bought the C-Series) And DL got a heck of a deal, but nothing that Boeing and Airbus haven't done with new planes.
DL is one of the largest airlines in the world, and Boeing is one of 2 companies that make wide-body planes. There may be some hurt feelings but that probably won't stop DL from making a Boeing Order when the need/price match up, and it won't stop Boeing from making an aggressive offer to DL anytime they go out for RFP.
If Boeing makes the best 757 replacement, DL will be right there to buy the 797. Just because they may not like each other at the top doesn't mean that DL's money doesn't spend or Boeing's planes don't fly.
The wide-body order that DL went with the A350's were because Airbus could meet DL's production schedule. Boeing even acknowledged it by trying to offer some 777's as an interim replacement for the 747's. Hence the order when to AB.
The narrow-body order, the A320 family is just more comfortable than the 739, even though DL has a ton of those as well...there are entire threads to hating the 739. The A321 is wider than the 739 so regardless of how the 739 is configured the Airbus can offer more seat width.
DL went with the C-Series because neither Boeing or Airbus make a comparable plane (I know that AB has now basically bought the C-Series) And DL got a heck of a deal, but nothing that Boeing and Airbus haven't done with new planes.
DL is one of the largest airlines in the world, and Boeing is one of 2 companies that make wide-body planes. There may be some hurt feelings but that probably won't stop DL from making a Boeing Order when the need/price match up, and it won't stop Boeing from making an aggressive offer to DL anytime they go out for RFP.
If Boeing makes the best 757 replacement, DL will be right there to buy the 797. Just because they may not like each other at the top doesn't mean that DL's money doesn't spend or Boeing's planes don't fly.
#26
Join Date: Nov 2013
Location: PHX, SEA
Programs: Avis President's Club, Global Entry, Hilton/Marriott Gold. No more DL/AA status.
Posts: 4,422
Speaking of seat comfort, another article mentioned it being 2-3-2 like the 767 is... I just hope that it's truly deployed that way. Boeing claimed 2-4-2 for the Dreamliner and everyone did the math and said "Oh look, 3-3-3 fits!"
#27
Join Date: Mar 2015
Location: Austin, TX - AUS
Programs: AA Platinum, Hilton, Hyatt, IHG, Marriott
Posts: 1,625
I don't think current Delta management will order the 797 since they have made clear they prefer Airbus. I agree with the OP on Delta mentioning Boeing as a negotiation technique to keep Airbus honest on price. Delta may also want to push Airbus into launching a competitor to the 797.
#28
Join Date: Jan 2013
Location: midwest
Programs: DL PM, Marriott Gold
Posts: 920
Delta just recently took delivery of several 'opportunistically priced' A333ceo aircraft. I suspect that part of the reason that the A330neo hasn't sold all that well is that many of the frames that the NEO would replace still have a lot of useful life left, not just for DL but for many customers. I haven't seen news that Delta is deferring their 25 frame order for the A330neo, either. I know they pushed some of the A350s back a few years.
It is interesting that IAG has continued to order A332s for Level. Must be some very nice pricing on those, and no real incentive for a ULCC to buy too much plane with the A330-8neo.
It is interesting that IAG has continued to order A332s for Level. Must be some very nice pricing on those, and no real incentive for a ULCC to buy too much plane with the A330-8neo.
#29
Join Date: Apr 2011
Posts: 3,394
I don't think current Delta management will order the 797 since they have made clear they prefer Airbus. I agree with the OP on Delta mentioning Boeing as a negotiation technique to keep Airbus honest on price. Delta may also want to push Airbus into launching a competitor to the 797.
I think it's a bit premature to say that DL is now going to be just Airbus. You may be correct and DL goes straight Airbus from here on, but I don't believe so, especially if Boeing creates a true MOM 757/767 replacement.
#30
Join Date: Feb 2017
Programs: DL DM, UA Gold, Alaska MVP, Bonvoy (lol) Ambassador
Posts: 2,994
People are ridiculous. The notion that Delta is never going to buy a Boeing plane because of a couple of supposed spats doesn't understand the industry whatsoever.
- Delta runs the third-largest MRO in the world with over a hundred third party customers. This helps them achieve both direct profit as well as indirect profit (increasing scale of MX ops reduces internal MX costs which can have high fixed costs related to spare parts inventory, etc). They have no intention to stop servicing Boeing jets - which means they will still want to own a mix of them in their fleets.
- Any airline that runs a complex global route network like Delta would be disadvantaged from running a single airplane because even within-class Airbus and Boeing planes have different pros and cons
- Negotiating power matters. While the benefits of a single plane outweighs the loss of negotiating power for, e.g., Southwest, the fact is that Delta is still going to run a complex mixed fleet - so they lose the benefits of a single airliner without a commiserate increase in negotiating power.