Delta misses Revenue Numbers b/c International (article)

[redflyer65]

Looks like Delta is struggling with the European and Asian revenue. Who would have thought the domestic market would have been stronger? I guess I should have seen this coming with the previous Lufthansa statements. Will the other big 2 have similar problems?

http://www.foxbusiness.com/industries/2014/07/02/delta-air-revenue-measure-misses-forecast-in-june/

 

[Noserider76]

I was surprised to see DL have a YOY capacity increase of 23.5% in Latin America.

 

[BILL LUMBERG]

Red,

It's like the article said.....more seats on the routes. We have kept our growth flat. No fault of Delta. Nothing to see here.

 

[redflyer65]

Normally I might agree Bill. But when you project 5-7% revenue growth and then come in light, it could be a big issue.

 

[General Lee]

Uhhhhh, DL also said 6 of the top 10 EVER most profitable one day profits in the company history occurred last month. 6 out of 10. Yes, the PRASM only increased 4.5% last month compared to the year before, instead of the forecast 5-7%. At least they gave a reason, and one that will fix itself after the World Cup is over.


Bye Bye---General Lee

 

[Scoot 11]

Looks like Delta is struggling with the European and Asian revenue. Who would have thought the domestic market would have been stronger? I guess I should have seen this coming with the previous Lufthansa statements. Will the other big 2 have similar problems?

http://www.foxbusiness.com/industries/2014/07/02/delta-air-revenue-measure-misses-forecast-in-june/

Looks like SW will be joining the failing "international" numbers then eh red?

 

[BILL LUMBERG]

Leave them alone Scoot....like VNAV and international flying and yields...SWA are the experts.

Stand down.

 

[redflyer65]

Bill,

You know the main difference, right? Delta has a history of adding too much capacity and then flying those planes that aren't making the yield....well, until bankruptcy.

Southwest has never done that. If it doesn't make money, we change the schedule and use that capacity to make money. Huge difference. Same with the new Southwest international service Scoot.

Experts in Vnav and International? Hardly. Consecutive years of profits/yields? I'd say our record is pretty strong.

 

[FlyinGuy]

Would you guys put your peter's away and quit your sword fighting?


Holy moly!! I know this is FI, but geezzz......

That is why I like talking to the HAL guys. At least they actually have something good and reasonable to say!!!

 

[BILL LUMBERG]

Red gets the shakes when he can't post on a Delta thread. It's fun watching him try to make sense.