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how much of the $54 million of efficiency gains is really kind of volume-driven versus more cost takeout driven?
I'm just wondering if you're also getting a little bit more optimistic or less optimistic on the volume side
Should we expect in kind of year over year across the board? Or is it going to be a little bit more back or front-end weighted
How do you view that And do you think it is possible to recreate those economics through partnership arrangements
what percentage of your revenue today originates west of the Mississippi -- West of St. Louis
is this a resource issue? Is it just a scheduling issue and a lack of weather issue
is there any way you can help us understand the $300 million, how much of that is volume, how much of that is price
Can you just talk about what that means kind of for 4Q, maybe beginning of next year, ASM growth
is you like, what last year, we're talking about how, you know, competitive capacity is a little more subdued in your core hubs
it sounds like Delta revenue is accelerating, but the main cabin isn't. And I'm just wondering if that more plainly just means that this is about, you know, Delta and the strategies you guys put in...
is there any reason to think that we shouldn't be at the upper end of the framework you guys have laid out
I'm wondering if you're seeing any kind of difference in domestic revenue trends in your hubs versus some of the point-to-point leisure markets?
Have you given any updated thoughts on tariffs are going to impact the order book? And what are the discussions that you're having right now around with industry or with the government around tryin...
how much of the guide for 2H is based on what you think you can control in your network versus what you're expecting peers to do on the capacity front
how should we be thinking about the impact of tariffs on new deliveries and what that might kind of do in terms of your appetite to maybe defer
are the buy ups actually getting a little bit wider right now? Or are you seeing them just kind of stay at the same absolute level
Can you help us understand kind of the balance between international and domestic as we progress through the year
the 10% growth, is there a way that you can help us understand kind of how much of that is sort of volume, how much of that is yield
are we seeing an actual acceleration in the underlying results of the business?
If you look at the priority and deferred, that 6% and 9% sort of ADV growth, I'm assuming that's where the health
I'm trying to sort of reconcile that with the idea that margins are just gonna be up a little
if we've got $1 billion worth of costs taking out that would offset the headwind and then we got 5% of revenue growth, like why isn't there more falling
Can you help us kind of think about what the productivity benefits you're getting out of that sample size
what percentage of volume you might have touched with the Network 2.0 integration to date?
could you maybe put some numbers around what kind of wage increases are you seeing out in the marketplace?
any sort of geographic commentary or level of card spending activity within the co brand would be helpful
is there any color you can give us around how the card program is performing as far as total spend or sign-ups for the card
you're going to be taking share, raising fares by something in the double digits. Like normally, you would think there'd be some sort of demand elasticity problem
can you tell us kind of what quarter we hit peak initiatives, is it Q1, Q2, Q3? Like where in the way you guys have done the math around the initiatives
I'd love to kind of narrow in on that comment around the knife edge improvement in yields with bookings for the assigned seating in January
does that not sort of advocate for the position of maybe cutting capacity a little bit more than you're estimating in the second half of the year?
it looks like you guys are lower from a demand destruction standpoint relative to peers on a year-over-year basis. How do you think about explaining that sort of gap?
whether we're starting to see some broadening of industrial activity outside of AI and data center build-outs.
what the range of possible outcomes is there from a volume and also from a yield perspective
with the coal outlook, I wonder if you can help understand kinda what's happening on the pricing side right now
can you put a finer number on kind of what the quarterly run rate should be down, assuming nothing else changed in the business
how we should be modeling sort of the average RPU in coal kind of moving forward here sequentially
can you give us some color around you know, what exactly that is giving to you in terms of buy ups or better utilization
how you're thinking about some of the changes that are being discussed around the credit card ecosystem and what that might mean for United
Can you kind of frame kind of what the levers are in there that you're thinking might actually do better than what we're seeing right now?
Can you kind of walk us through kind of where we're settling in or what's changed from stability to where we are now?
Are you thinking about using that margin to take share right now, or are you thinking about trying to protect that margin
how much of the trend improvement you are seeing in 1Q and how that extends kind of into the full year guide
any sort of broadening of industrial demand outside of anything related to sort of data center construction
how you guys are thinking about this -- tackling this issue of proving that this merger enhances competition
about the switching, sort of regulation moving away from maybe the mid tech paper precedent, how does that change your perspective on the business
I was wondering if you could maybe just talk a little bit about how those changes are being made and how that level of integration is
are you seeing any positives as freight roads are kind of being redirected or tariffs are incentivizing additional production inside of the U.S.
can you help us sort of understand kind of how much it has improved kind of either sequentially or relative to where we were sort of last year
Do you guys seen any sort of change in cross-border Mexico volumes? Either Loreto or Eagle Pass as we've been dealing with some of these tariff
can you give us a sense for where utilization is in the box pool fleet for you guys right now
whether this recent uptick in natural gas prices that we're seeing may have some benefit for you on the pricing side
I wanted to ask you about the competition issues around Amazon, we continue to hear both for investors
is something getting worse in the business that we can't see
Can you kind of give us a sense for what the second half or the exit rate margin should be? And then as far as kind of what's embedded in the domestic cost outlook, is there any sort of numbers you...
can you talk a little bit about the exit rate on cost per piece coming out of the third quarter?
can you just give us an annualized number of what that would look like for 2026? And then my question is really around the domestic side
is there any way to think about what that number would look like if you had sort of adjusted the network at the start of the year