But if it keeps up, what about our leverage for a fast deal??

Auto-accept / 23M7 is a cost issue for the company, not an operational issue. Our leverage comes from cost, which isn’t going away regardless of how well they restore the operation or how many pilots they hire.

The quick deal was dead from the beginning. Gumm isn’t ready to concede to the fact that the costs will be permanently baked into other areas of the contract. This will be a full, drawn out, contentious section 6 cycle (as usual).

The latency difference between GEO and LEO matters in very specific scenarios:

• competitive gaming
• real-time trading
• video calls where 600ms round-trip becomes noticeable.

But a domestic passenger on a 4 hour ATL-LAX isn't going to feel the difference between 35ms and 650ms when they're watching Netflix or in a Slack thread.

The practical reality is that the typical Delta passenger wants to answer emails, scroll Instagram, maybe stream something on a shorter flight, and video call from the ground before pushback. ViaSat 3's capacity upgrade over ViaSat 2 is massive. We're talking a generational leap in throughput and for those use cases it's essentially indistinguishable from Starlink.

If what keeps up? A single weekend that wasn't a disaster? One with holiday pay mind you.

I don't know why we're extrapolating so much.

Every application is more responsive with lower latency, including basic web browsing. You’re also continuing to ignore the fact that total bandwidth to the aircraft is much greater under Starlink, which matters quite a bit when 100+ people are sharing the same bandwidth.

AA announced that they’re going with Starlink today, further solidifying its position as the industry standard. Unless we get lucky and everything falls into place perfectly with Amazon LEO, it will become a repeat of the Surface debacle. Delta will eventually tuck its tail between its legs and adopt the standard, but only after years of offering customers an inferior product. In the meantime, Kirby is positioning to swipe as much of our business as possible.

I don’t think I’m mistaken, but.. everyone was using the Microsoft Surface, not just Delta.

Trip is exactly right. 90+% of pax will not choose an airline over WiFi speeds that don’t have visible advantages- as there is none with texting, streaming, emails, etc.. just deadheaded today and was able to watch YouTube flawlessly. ViaSat to improve drastically with F2 and F3 coming online soon.

Any passenger base that was choosing a carrier for wifi needs did it 5 years ago when Delta had ViaSat on nearly its entire fleet, for free. While, United and American had paid-for garbage wifi (and will continue to have for 2-3 years) as United only has it on 50 mainline jets and AA hasn’t even started. United and AA having Starlink is blown way out of proportion- neither is anywhere near offering fleet wide wifi.

Leo will not only have better speeds than Starlink, but act as an engagement medium and deeply integrates throughout the entire airline with Amazon Game Studios, Prime Video, and Amazon Prime all being apart of the bucket. Btw, the gap between United and Delta is actively growing. With $2.6B from Berkshire, $15B in market cap diff, United falling behind relative to DL in 2025 to 2026 Q1 performance, and that gap to widen immensely as United is the worst positioned for this oil rise and Delta being the best positioned. United is getting slammed with oil rise cost (no refinery), labor group costs (after five years of poor labor treatment), weak Chase revenue relative to AMEX to weather oil rise, no MRO, and weaker JV ties, and just lost the TATL title to Delta (again) for 2026. Mind you, Delta just won best consumer confidence award last week in addition to the plethora of other objective awards Delta has over UA/AA/WN.

Why are we still trying to sell the refinery then? And why are there no takers? What are the exit costs/environmental compliance costs that make it unfavorable in the long term?

(I already know the answers to all these, just asking if you do, post your source.)

That was before this year- you need to post your source that they’re currently trying to sell then. Any airline would kill to own a refinery atm. Delta made a contingency plan with the refinery and will now out earn the rest of the industry (again and more-so than last year) by having it. You keeping up to date with current events? Yet, another Delta win by diversification of assets and revenue. Always fun to watch Delta make an unpopular decision and it print cash over the competition years later. Ever stop to think maybe that’s why Delta is different? I think Berkshire can see why Delta is different, but a handful of angry forum pilots can’t.

I’m going to be a lot more grateful for my PS check come EOY, when UA and everyone else receives none. Feel free to surrender the refinery portion of your PS check, or for that matter MRO, JV’s, AMEX since it seems to upset some people. Ya’ll just want Starlink and 737 routes to Mongolia right, so we can be real winners?

Thought so. Check your sources.

Ill check the 10K filing too [mod edit] :) Sorry in advance if Delta makes 60% or more of industry profits again in 2026. I know that must weigh on you