“Based on our partnership with LATAM, aligning ourselves with their connecting bank structures in South America.”

Esposito attributes strength in South America to Delta's partnership with LATAM and alignment with its connecting-bank hub structures.

“we have got a great anchor partner in Asia with Korean with Korean Air, that allows us to expand ourselves throughout the in know, through 70, 80 destinations through Asia”

Esposito describes Korean Air as Delta's anchor joint-venture partner in Asia, enabling access to 70-80 destinations through the region.

“Starting in 2028, Amazon Leo will unlock the next generation of onboard connectivity, reach, and personalization.”

Bastian says Delta will use Amazon's Leo satellite service starting 2028 to advance onboard connectivity and personalization beyond its current Wi-Fi rollout.

“And for us, we are looking forward to getting the max 10. We expect to see that in Delta colors next year.”

Bastian says Delta expects delivery of the Boeing MAX 10 next year, enabling retirement of older narrowbody aircraft (717s, 757s).

“it is not it is not the question whether Boeing and Airbus can even produce the aircraft as much as the engine produce and the lack of durability that we have seen in the quality of the new engine technology is not anywhere close to the preexisting technologies that we had previously.”

Same passage: Bastian names Airbus alongside Boeing as constrained by engine-production and durability issues limiting aircraft availability industry-wide.

“it is not it is not the question whether Boeing and Airbus can even produce the aircraft as much as the engine produce and the lack of durability that we have seen in the quality of the new engine technology is not anywhere close to the preexisting technologies that we had previously.”

Bastian says aircraft availability constraints from Boeing and Airbus, driven mainly by engine production and durability issues, are a significant structural constraint reshaping industry capacity growth.

“Some of them, such as Southwest, had fuel hedges in place, which they used. To try to take market share.”

Bastian cites Southwest's past fuel-hedging advantage as an example of a structural low-cost-carrier edge that no longer exists industry-wide, implying the advantage has eroded.

“We are not just the largest contributor. To the overall distribution of Amex product and cards as well as revenue spend, we are also their fastest growing. And they are our number 1 partner in the world, and we are theirs.”

In Q&A, Bastian elaborates that Delta is not only Amex's largest contributor to card distribution and spend but its fastest-growing partner, describing a mutually exclusive, compounding relationship.

“Our Delta American Express partnership is a clear example of the strength of our loyalty ecosystem. Card spend has grown double digits for the past 7 quarters with particular strength among our premium reserve cardholders.”

Delta frames its American Express co-brand partnership as a core loyalty-ecosystem driver, with card spend growing double digits and remuneration expected at $9 billion this year, up 10% over 2025.