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Old 12-30-2023, 05:39 PM
  #11  
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Originally Posted by blue vortex View Post
I agree with this analysis. The 359's are getting an 11,000 pound weight increase this month. Also, there's gonna be a 1 to 2% fuel reduction updates made to the airplane. Also, the reduction of 31 seats from the airplane will help the load carrying. What nobody can tell me is if we get a widebody order where exactly are we going to fly these planes? While the Atlantic is fairly strong, we've got that market kind of sewn up. Asia is basically making money but generally weak. All I can see happening is a few more niche cities in Europe, and maybe more frequencies to shanghai as that opens up more. I foresee a 20 airplane order of 359's maybe 10 of which are 35K. And it'll just be replacements in the 2030 to 2032 timeframe for 764s and 763s. After all, we already have orders for approximately 16 more 350s and about 18 more 339's to come. I think the hiring thread is indication that the travel market is softening a bit.
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Old 12-30-2023, 07:00 PM
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Originally Posted by blue vortex View Post
I agree with this analysis. The 359's are getting an 11,000 pound weight increase this month. Also, there's gonna be a 1 to 2% fuel reduction updates made to the airplane. Also, the reduction of 31 seats from the airplane will help the load carrying. What nobody can tell me is if we get a widebody order where exactly are we going to fly these planes? While the Atlantic is fairly strong, we've got that market kind of sewn up. Asia is basically making money but generally weak. All I can see happening is a few more niche cities in Europe, and maybe more frequencies to shanghai as that opens up more. I foresee a 20 airplane order of 359's maybe 10 of which are 35K. And it'll just be replacements in the 2030 to 2032 timeframe for 764s and 763s. After all, we already have orders for approximately 16 more 350s and about 18 more 339's to come. I think the hiring thread is indication that the travel market is softening a bit.
UA was the biggest airline to Europe last summer by seats scheduled, so we don’t even lead across the Atlantic, and one glance at our Asia/ Australia/ South America route structure shows there is definitely room for growth in those markets. Throw in 65 767s that are all 20-30 years old and 32 330s not much younger and I don’t think we are as far ahead on the WB deliveries as you seem to think we are.
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Old 12-30-2023, 08:15 PM
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Originally Posted by Gone Flying View Post
UA was the biggest airline to Europe last summer by seats scheduled, so we don’t even lead across the Atlantic, and one glance at our Asia/ Australia/ South America route structure shows there is definitely room for growth in those markets. Throw in 65 767s that are all 20-30 years old and 32 330s not much younger and I don’t think we are as far ahead on the WB deliveries as you seem to think we are.
And that's what it is....."a glance" at our age route structure. Reality is different, our Asia loads suck, I know, I fly those routes. And as far as Australia/NZ goes we have a ton of competition there. I would not be surprised if NZ fails as did Tahiti. South America is generally low yield as is India. And as being far ahead, I get your point that we are not, but my point is these will be replacement aircraft. 763's will be replaced by 330s. Some existing 330 routes will shift to 350. And they won't be coming any time soon. I don't see much growth potential internationally. My comment about being Europe sewn up wasn't the fact that we are the biggest it's just that our route structure is fully fleshed out. That would be a better way of putting it. If we expand internationally, what specific cities would we target?
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Old 12-30-2023, 08:41 PM
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Originally Posted by blue vortex View Post
And that's what it is....."a glance" at our age route structure. Reality is different, our Asia loads suck, I know, I fly those routes. And as far as Australia/NZ goes we have a ton of competition there. I would not be surprised if NZ fails as did Tahiti. South America is generally low yield as is India. And as being far ahead, I get your point that we are not, but my point is these will be replacement aircraft. 763's will be replaced by 330s. Some existing 330 routes will shift to 350. And they won't be coming any time soon. I don't see much growth potential internationally. My comment about being Europe sewn up wasn't the fact that we are the biggest it's just that our route structure is fully fleshed out. That would be a better way of putting it. If we expand internationally, what specific cities would we target?
I heard we were targeting Africa more and the Middle East, like Egypt for example… and then the whole Middle East blew up, so that’s on the back burner for a while now.
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Old 12-31-2023, 04:56 AM
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Originally Posted by 170Till5 View Post
I heard we were targeting Africa more and the Middle East, like Egypt for example… and then the whole Middle East blew up, so that’s on the back burner for a while now.
We used to fly to Cairo and Amman in addition to Tel Aviv. I suspect BOM is still on the list of future destinations as well. Our expansion of SYD and addition of AKL utilize our current WB fleet while waiting on Asia. I have confidence our network planners can find use for a dozen or more new WB.
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Old 12-31-2023, 06:20 AM
  #16  
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Originally Posted by blue vortex View Post
What nobody can tell me is if we get a widebody order where exactly are we going to fly these planes? While the Atlantic is fairly strong, we've got that market kind of sewn up. Asia is basically making money but generally weak. All I can see happening is a few more niche cities in Europe, and maybe more frequencies to shanghai as that opens up more. I foresee a 20 airplane order of 359's maybe 10 of which are 35K. And it'll just be replacements in the 2030 to 2032 timeframe for 764s and 763s. After all, we already have orders for approximately 16 more 350s and about 18 more 339's to come. I think the hiring thread is indication that the travel market is softening a bit.
Like other have said, I think an Airbus WB order in 2024 would be a 767 and A330 replacement. The 767s (some 25 years old) are due for replacement shortly, if not only for the not-competitive business class. The 330s, oldest is from 2003, so end of decade replacement is likely for them.

Add in some A350-1000 to get the very long range like India and maybe some unique places like Nairobi/Singapore/HKG. CAI/AMM/IST were all destinations back when, maybe they make sense again.

I don't see much medium sized cities China like United is doing, as US/China relations are a bit chilly and we don't even serve the big cities very well.
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Old 12-31-2023, 06:35 AM
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Originally Posted by iaflyer View Post

Add in some A350-1000 to get the very long range like India and maybe some unique places like Nairobi/Singapore/HKG. CAI/AMM/IST were all destinations back when, maybe they make sense again.
Can say unequvically, ALL those destination are cool. Did ALL(*) of them and had great fun since they wern't daily departures. That dictated 2-3 day layovers. Took my wife(kids/their girlfriends) to most of them and several times to some(CAI/AMM/IST). I hope Delta re-engages. I prefer NR on our metal.

* Never got to Nairobi but had 2 on my schedule the 1st month they were to start up service.
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Old 12-31-2023, 06:47 AM
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Originally Posted by blue vortex View Post
And that's what it is....."a glance" at our age route structure. Reality is different, our Asia loads suck, I know, I fly those routes. And as far as Australia/NZ goes we have a ton of competition there. I would not be surprised if NZ fails as did Tahiti. South America is generally low yield as is India. And as being far ahead, I get your point that we are not, but my point is these will be replacement aircraft. 763's will be replaced by 330s. Some existing 330 routes will shift to 350. And they won't be coming any time soon. I don't see much growth potential internationally. My comment about being Europe sewn up wasn't the fact that we are the biggest it's just that our route structure is fully fleshed out. That would be a better way of putting it. If we expand internationally, what specific cities would we target?
im not a network planner and I know we have people that make those decisions, but UA has been very bullish on their international. SK has stated they are making money on just about every international route they fly as of a few months ago. I’m not saying we need to order 200 growth WBs tomorrow, but there is definitely potential.

what makes you think PPT is a failure? If it was why did they bring it back? Honestly with our Air France connections we should be doing great on that route.

if NZ fails that’s on us, UA and AA have both successfully expanded NZ service in the past year or 2. UA now flies to Christchurch as well as Auckland.

it looks like UA currently has 20 year round intercontinental destinations out of SFO. I’m sure we could fly at least half that profitability out of LAX (the largest O&D market in the world) easily. (I count 7 for us currently out of LAX, UA also has 7 year round destinations out of LAX in addition to their SFO flying.)

AA has been very profitable in their SA flying, and now we have a partner in LATAM, I’m sure we could make money on more routes.
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Old 12-31-2023, 06:58 AM
  #19  
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Originally Posted by Gunfighter View Post
We used to fly to Cairo and Amman in addition to Tel Aviv. I suspect BOM is still on the list of future destinations as well. Our expansion of SYD and addition of AKL utilize our current WB fleet while waiting on Asia. I have confidence our network planners can find use for a dozen or more new WB.
BOM, perhaps DEL as well and maybe we'll stick our thumb in AA's eye and steal their proposed SEA-BLR if the tech traffic can support it. There have been unsubstantiated rumors of MEL. Plus the company has stated their intention to make ICN our "Asian AMS". Filling that out includes LAX and JFK which have both been mentioned directly (I know I know) and also SLC with the right a/c whatever that winds up being. I dont think CAI and AMM require the performance of an A350 at least not in terms of range from NYC which is where I assume we would relaunch those services from again. This mgt team isn't a fan of a lot of CAPEX for new wide bodies so if they are making the investment to the extent that negotations have taken an entire year to hammer out, they must have plans for these jets. TPE kind of popped out of nowhere so perhaps they are keeping their eyes on market opportunities on our metal. That said, Im expecting to be somewhat underwhelmed by this order but something is better than nothing.
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Old 12-31-2023, 07:00 AM
  #20  
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Originally Posted by Buck Rogers View Post
Can say unequvically, ALL those destination are cool. Did ALL(*) of them and had great fun since they wern't daily departures. That dictated 2-3 day layovers. Took my wife(kids/their girlfriends) to most of them and several times to some(CAI/AMM/IST). I hope Delta re-engages. I prefer NR on our metal.

* Never got to Nairobi but had 2 on my schedule the 1st month they were to start up service.
I never did the AMM, that was pretty senior. But I had some great trips to all the other places NYC ERB flew to. I remember when Nairobi cancelled, I think they even had a crew in Nairobi ready for the return flight. Had we kept the 2008/9 schedule, I probably would of stayed on the ER until I could of upgraded on it. The trips were that good!

I think I didn't get to AGP, GEO, KBP, OTP, LYS but hit all the others.
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