Delta Air Lines 2Q15 Earnings Call
Date: July 15, 2015
Time: 10:00 AM EDT

Live feed:
https://event.on24.com/eventRegistra...epage=register

Transcript:
If you sign up at seekingalpha.com you'll be able to access the transcript of the call once they've got it put up which last time was by 4pm.

Thoughts before, during and after?

You've got this one, I have a 10 something report tomorrow. I'll be checking when I get to the hotel. Most of the details should be the same as the 7/2 investor update. The commentary from the Q&A will be priceless I'm sure.

http://www.sec.gov/Archives/edgar/da...7/delta_8k.htm

http://www.sec.gov/Archives/edgar/da..._8k-ex9901.htm

I fully expect "We don't comment regarding ongoing contract negotiations with our pilots".

That replaces "We have always had a close working relationship with our pilots, pilot risk has been taken off the table".

I would be surprised if they say anything about the EMB's either. Maybe "Nothing has been approved, next question".

Delta Profit Soars, Helped by Lower Fuel Costs - WSJ

Profits Double in 2Q

Fuel hedging ***.

At least it's over.

Best 2Q ever. 3Q will also be record breaking.


GOL.

Happy with the JV and looking for more partners = less wide body jobs


3.5% reduction in Q4 international flying


"Disappointed but will continue to work together" in regards due to the failed TA

Disappointed in the pilots turning down the ta. Pilots have industry leading contract and are important. Paraphrase.

We run the absolute best operation in the world.

$ 411 million set aside for PS during 2Q