Delta Air Lines

“you'd have to have technology, product, services that were somehow better than United and somehow better than Delta to even start”

United frames Delta as the other brand-loyal legacy airline, implying an entrenched two-carrier structure that is hard for others to break into.

“And we're honored that Delta, a new GE NX customer, selected us to power and service their new fleet of 30 Boeing 787s.”

Delta became a new GEnx customer, ordering engines and services for 30 Boeing 787s as it expands its wide-body fleet.

“the kind of BTN rankings about how well we are to do business is we're #2 just behind Delta”

Southwest cites BTN corporate-travel rankings placing it #2 behind Delta, positioning Delta as the corporate-travel leader.

“We fly 6,000 flights a day. So a couple of new routes aren't that big of an issue for us. But I guess I feel complemented when other airlines feel like they're worried about us getting ahead and have to fly routes you're going to lose money for them.”

Asked about Delta's new Los Angeles-Hong Kong and Chicago O'Hare routes, United's CEO downplayed the competitive threat and implied such expansion moves by rivals are often money-losing.

“But what I'd say is I do respect Delta. In fact, on a conceptual level, much of what we've been trying to do for the last 15 years at the airlines I've been at is win brand loyal customers. And I think they were one of the first airlines maybe the first in the U.S. to really prove that winning brand loyal airlines was the winning formula -- winning brand loyal customers was the winning formula for airlines.”

United's CEO frames Delta as the only other airline pursuing the same brand-loyal, revenue-diverse strategy, expecting the two carriers' margins to converge near each other while both pull further ahead of the rest of the industry.

“and I think we work really closely with our partner Delta in those airports where we have you know, either we don't have a lounge or we do have lounges together to try and move traffic around a little bit.”

American Express described close coordination with co-brand partner Delta Air Lines on shared and adjacent airport lounge access to manage overcrowding.

“Think MTU, think Pratt, think Delta, those are the shops that continue to drive output to drive material into the shop, into shrink the in-shop turn time that I referenced earlier.”

Delta, via Delta TechOps, is named among RTX's key GTF engine MRO shop network partners, alongside MTU and Pratt's own shops, driving output and reducing in-shop turnaround time.

“we went live with our Delta SkyMiles partnership”

Uber launched its previously announced loyalty partnership with Delta Air Lines' SkyMiles program.

“The difference is an airline like United, Delta is the same, we tend to add service, add route frequency because that's good for customers. We don't chase load factor.”

United's CEO groups Delta with United as disciplined network carriers that add service and frequency rather than chase load factor, an implicit favorable comparison versus lower-quality-capacity competitors.

“Delta had very strong commentary about the Co-Brand card growth and their expectation for 2025 that, that growth will be at least as good.”

Delta's co-brand card partnership with American Express continues to grow strongly, with Delta expecting at least similar growth in 2025; Amex's remuneration to Delta is expected to keep increasing as Card Member spending rises.

“Our in-flight connectivity business signed an expanded contract with Delta Airlines to provide in-flight connectivity for future new deliveries of select A350 and A321neo aircraft.”

EchoStar's Hughes unit expanded its in-flight connectivity contract with Delta, a positive read-through for continued aviation demand for Hughes' multi-orbit connectivity technology.

“United has made -- the executives have made some comments about trying to catch up to Delta in terms of profit and including getting some more customers and more up-for-grab markets like L.A.”

A media questioner noted United is publicly targeting profit catch-up with Delta and pursuing more customers in contested markets like L.A.

“Remuneration from American Express grew 10% to over $2 billion, led by 12% spend growth on strong acquisitions.”

Delta's co-brand card remuneration from American Express grew 10% to over $2 billion on 12% spend growth, a positive read-through for Amex co-brand economics.

“announcing a game-changing partnership with Amazon Leo, to bring the next generation of satellite connectivity to our aircraft”