UAL 2Q 2014 Results/Discussion/News → Results Announced July 24th, 2014 ←
 

Continued from http://www.flyertalk.com/forum/unite...-news-etc.html.

Delta May 2014
 

This is a WOW!

Love the last sentence in the article. "With traffic rising faster than capacity, the average flight was more full — 86.5 percent, up from 84.8 percent a year earlier."

Delta Air Lines reports 7 percent increase in key revenue figure as passenger traffic rises

http://finance.yahoo.com/news/delta-...164803264.html

My flight from ORD to BRU this week is like the Marie Celeste. tons of space. Even my flight from LHR to SFO peak week Aug is wide open. I've not seen space as seen this year in a while. Perhaps UA can't shrink capacity fast enough to keep up with falling demand.

It will be interesting to see if United updates it current guidence (they don't give monthly PRASM numbers at this point). UAL's current PRASM guidance for 2Q is +1-3%. Delta hit 6% in April, and now 7% in May. Both with substantial traffic and capacity increases (which makes the numbers even more impressive) while UAL's has been nearly flat in capacity.

If UAL hits the midpoint of its guidence if will be badly under-performing Delta once again.

I wonder how much of this is the "don't sell seats cheap, wait to sell them for more later" RM plan. The impact it has had on me is UAL loosing a lot of traffic to OALs, flights I then see empty seats on later... :D

Everything I've been on lately has been empty. Just went to/from Brazil, wide open in both cabins both directions. They 5500 odd departures every day, so my flying will hardly be a sample, but I am hearing a lot of internal dialog about empty flights

The latest plan (instead of actually improving the product) is to adjust the schedule banks to create shorter connections in DEN & IAH. They believe that less high revenue flyers are flying them due to the longer connection times at those airports, so they are adjusting the banks to create better connecting times.

All I see is the potential increased outflow of pissed off misconnecting passengers

You've got to be kidding me. The only way I was willing to connect on UA last year was by scheduling long connection times.

I agree with this. Especially, since weather hits UA the hardest (according to UA in their latest press statements). I guess will find out on Thurs (I think that is when they will release the latest data).

UAL stock sure went up today (Tues). Perhaps they know something? ;)

I wish I were kidding. Sadly, I book the same as you, I will not book anything less than 2hrs of a connection on United.

UA would fly an RJ for SFO-LHR if the plane would make it.

I am surprised at the increase in capacity at DL.

Where are this many new ASM's coming from? New aircraft? ATA / WN?

Looks like they have been able to react quickly to increased demand.

Simple, IATA said they were bullish on the North American airline market earlier this week.

The stock market is pathetic right now, everything is all sensational and reactionary. Everybody who is not in the investing business are much better off just putting money in several low fee ETFs [SP500, emerging markets, small/mid cap, international, etc] and just let the institutional investors take care of it for us.

Earlier this year, I wanted to short TWTR about a month after their IPO and was told [by Optionshouse] I had to wait 60 days after the IPO date before I can establish short positions :confused:

They are replacing many CRJs with 717s. A lot of CR2 routes are being upgauged to CR7/9 and the CR7/9 routes are being upgauged to MD80/Airbus/717.

They are also getting a lot of new planes [739s now then A321s in 2016]. Delta is expanding fast domestically, but relatively flat internationally [UA is doing the opposite].

If you look at DL's hub departures by equipment type, almost 78% of ATL departures are mainline, none of UA's hubs come even close to that figure and for comparable hubs, DL has considerably more mainline departures except for LAX.

That's insane. If anything, it's the reverse. People who know what's going on with United will book away from shorter connection times, especially with UX involved, because of the long odds of on-time performance, especially in the back half of the day.

I'm a little confused... what is UA doing internationally on the expanding fast front? They've got a few new planes this year they're deploying on some very specialized routes, but they retired their 10 762s, and they are starting to retire 763's.