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Originally Posted by Gooner
(Post 3989788)
I might be an idiot but having read the article it says:
SWA : 18 DAL : 15 AA : 9 UA : 5 AS : 1 11 gates unassigned or rotating. New big Skyclub in A. All sounds pretty promising. |
Originally Posted by Ripinpeace
(Post 3989787)
26 is the initial buildout of B, the full build-out is 40 gates after the EIS study is complete.
After the EIS and 40 build out, WN and DL will both gain another 5-6 gates each while the remaining go to common use. Delta will have 15 gates plus adjacent access to 8 common use/international gates in the main concourse while concourse B will only have 3 common use gates. All in all, we will have similar gate capacity and we have the advantage of 2 clubs, international capacity, no nearby hubs, partners, more flexible fleet to meet certain routes, and much deeper pockets. WN will have to de-prioritize HOU and DAL to focus on AUS (which they’re right to do so, but I believe Delta will squash them there the second we obtain all our new gates when the playing field becomes even). I’m very happy about all the news from the recent lease agreement. DEC 2019
DAL is up 15% AAL is down 11% Just for comparison look at SEA. DEC 2019
DAL is flat Source is DOT BTS i think it’s going to be more of a fight then DL thinks. Steam rolling will not necessarily occur and WN is more of a fight than you think. No doubt a fight is brewing and it will be interesting to see how it plays out. Bias aside, I think this could go either way long term. Likely two strong players but for the time being WN has the upper hand and can play that to their advantage in the meantime. Rip I just hope you get your base. |
Originally Posted by Teaeffpee
(Post 3989885)
Market share in AUS
DEC 2019
DAL is up 15% AAL is down 11% Just for comparison look at SEA. DEC 2019
DAL is flat Source is DOT BTS i think it’s going to be more of a fight then DL thinks. Steam rolling will not necessarily occur and WN is more of a fight than you think. No doubt a fight is brewing and it will be interesting to see how it plays out. Bias aside, I think this could go either way long term. Likely two strong players but for the time being WN has the upper hand and can play that to their advantage in the meantime. Rip I just hope you get your base. |
I just find it somewhat surprising that WN is going all in on a 3rd TX hub/focus city. It seems like there'd be a fair amount of redundancies when you factor in their total TX presence. Not saying they'd ever bail on AUS entirely since the AUS/SAT corridor seems to be booming, but maybe they plan to draw down a bit in DAL/HOU to provide some balance?
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Originally Posted by tennisguru
(Post 3989996)
I just find it somewhat surprising that WN is going all in on a 3rd TX hub/focus city. It seems like there'd be a fair amount of redundancies when you factor in their total TX presence. Not saying they'd ever bail on AUS entirely since the AUS/SAT corridor seems to be booming, but maybe they plan to draw down a bit in DAL/HOU to provide some balance?
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Originally Posted by tennisguru
(Post 3989996)
I just find it somewhat surprising that WN is going all in on a 3rd TX hub/focus city. It seems like there'd be a fair amount of redundancies when you factor in their total TX presence. Not saying they'd ever bail on AUS entirely since the AUS/SAT corridor seems to be booming, but maybe they plan to draw down a bit in DAL/HOU to provide some balance?
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Originally Posted by Smokey23
(Post 3989999)
You can't get a widebody into/out of KDAL or KHOU.
If they think they can compete with us on the WB level (or any level for that matter) they are gonna be sorely surprised. We've been in the WB game a long time. SWA will have to come up with a D1 or Polaris type cabin and commensurate service. SWA is a long, long long ways from that. Unless of course they are going to cattle car the WBs and fly them between AUS and BWI. Or something like that. I do think it will be a little battle there in AUS, I'm surprised we only got 15 gates, after dropping 225M in to that airport for renovations (mostly for us though and our customers). SWA is not the juggernaut the fan bois think it is. When you compare product to DAL or UAL they are woefully behind the standard. |
Originally Posted by 4fans
(Post 3989781)
Which airports does Delta have 15+ gates in that is not a pilot base? Honest question.
MCO - 70s are all ours plus we use the 80s and 90s a lot MIA/FLL probably 25 gates combined RDU- seems like we have at least 10 there but probably 15 CVG- we have most the B concourse, at least 15 gates there. DCA/IAD combined is probably up there. |
Originally Posted by Ripinpeace
(Post 3989799)
…unless network can commit to a fleet sooner rather than later (crew resources says this is the primary deterrent).
Pilot domiciles have nothing to do with “mission” or proximity to other domiciles, or the total size of an airport for us. While that last factor can be correlated, it’s absolutely not causal, and the first two are completely irrelevant. DL marketing is very good. We see that every 2-14. Flexibility is their key to air power and revenue. The ability to change any given flight to a different pilot category AC based not only on the exact short, medium and long term revenue CASM/RASM/Segment cost plus other factors, of all the flights not only in question, but also several flights upstream and several downstream of each single AUS flight, mean they LOVE that flexibility and are loathe to give it up. With having redundant AC on any given flight, marketing likes the flexibility to swap any airframe out every month based on complex up and downstream calculations. New domiciles can save some money over time by reducing credit and saving hotel costs, etc. However, get it wrong (or just not perfectly right) and you’ve generated credit and crew inefficiencies. New bases also have an up front cost to them with increased training churn, paid moves, etc. Standing the wrong one up (or any one too soon) and you save nothing and lose money for the effort. FA’s on the other hand can much more easily justify a base because a FA group in a base can crew anything with a moments notice. Not so for pilots. I do think we will see a BOS NB base eventually. AUS is absolutely possible as well but it’s not guaranteed until and unless marketing likes what they see long term for one particular AC over mostly redundant other AC both up and down line and gives the green light to make that very costly commitment. |
Originally Posted by gloopy
(Post 3990394)
With having redundant AC on any given flight, marketing likes the flexibility to swap any airframe out every month based on complex up and downstream calculations. New domiciles can save some money over time by reducing credit and saving hotel costs, etc. However, get it wrong (or just not perfectly right) and you’ve generated credit and crew inefficiencies. New bases also have an up front cost to them with increased training churn, paid moves, etc. Standing the wrong one up (or any one too soon) and you save nothing and lose money for the effort.
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