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Delta One Business Class Suites: Which Planes Have Them? How Good Are They?

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In 2017, Delta Air Lines introduced its Delta One Suite, which is the carrier’s latest business class product. At the time, Delta was the first global US carrier to add a door to a business class seat (JetBlue Mint also had doors at select seats, though JetBlue didn’t operate any long haul routes at the…

Continue reading: Delta One Business Class Suites: Which Planes Have Them? How Good Are They?

Share your questions, experiences, and thoughts below.


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119 Replies
(@Mike O.)
Joined: 7 years ago

Posts: 1104

Regarding the A332s. as there are no plans to reconfigure or retrofit them as they're former Northwest aircraft from the 00s, a good trade-off would be to update the displays to a higher definition, USB ports as well as refresh the cushions and covers.


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 Joe
(@Joe)
Joined: 12 years ago

Posts: 21

"Delta One" is extremely misleading marketing, and a classic example of the halo effect. Delta (and T*m D*nn) want us to believe that the product on the A350 (which is mid now, but was pretty awesome when it debuted almost a decade ago) is what you'll get flying F/J on all its planes.


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Diamond
(@rebel)
Joined: 1 year ago

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Posts: 794

That's great that DL finished refurbishing the LATAM 359s. Now customers can more easily determine whether their flight has D1 suites. Unfortunately, having only two sub-fleets with them and fewer per aircraft the total number of D1 suites is surprisingly small especially compared to UA which has almost three times as many Polaris suites.

Total D1 suites: 2,499
TPolaris suites: 9,424


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(@James k.)
Joined: 17 years ago

Posts: 653

Just based on seat/bed comfort Lucky, how do you rate Polaris on a 777 vs D1 on a 359? Widest product for both


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Diamond
(@maxpower)
Joined: 3 years ago

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Posts: 1233

I don't believe UA calls Polaris a suite given the lack of a door?

I don't get the deal about doors... I don't really like them but I don't think UA refers to their product as a suite -- but it's certainly a more consistent product on United vs Delta.


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(@ZEPHYR)
Joined: 3 years ago

Posts: 164

I thought part of the filling from Delta to the DOT also included reconfiguring the A330-200.

I could remember reading that it will maintain similar seat count across all cabins with an updated interior.


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 E39
Diamond
(@e39)
Joined: 3 years ago

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Posts: 315

It’s awful! It’s infested with Skyteamness!


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Diamond
(@tim-dunn)
Joined: 5 years ago

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Posts: 7493

as far as the every living comment about DL's 763s vs. the competition, the DL 763s flew about 15 TATL roundtrips this past summer.
They competed largely with UA 757s (multiple shorter NYC markets such as KEF, DUB, EDI etc) and to markets like PRG where DL was the only US carrier as well as weaker markets such as to BRU and Switzerland where DL already determined product wasn't a factor.
The UA 757 has a markedly weaker business class 2X2 product as on DL's 757s which DL doesn't fly to Europe; DL's KEF service outside of NYC is on standard domestic 757s not much different than UA's MAX service which flies routes much deeper into Europe.

DL and UA are both expected to retire their business class 757s as soon as they get new premium class A321NEOs; UA the 321XLR and DL the 321NEO - which is delayed because of Safran's inability to get the product for DL certified.

Competitively, the Delta One Suites is simply a better product than what AA and UA have on their non-suite equipped aircraft. DL has an 80 aircraft headstart. Polaris is a high density business class product that simply is not as spacious as most of AA's non-suite business class seats.

the remainder of DL's 763 fleet is used on domestic routes including to Hawaii where UA uses domestic configured 777s which are the weakest widebodies in the US fleet from a product standpoint; neither AA or DL have domestic configured widebodies.

DL is still expected to place a 787 order as well as a follow-on order for more MAXs which could allow them to replace the 767 fleet (763s and 4s) earlier than planned.
DL is also considering retiring the 717s early because they are subjected to wing spar inspections every month which adds a lot of maintenance complexity.
Boeing is reportedly offering DL delivery positions for 787s and MAX8s early enough for DL to retire the 763s and 717s as early or earlier than DL planned.

DL knows the strengths and weaknesses of each fleet type and is very good at knowing how to use its fleet where it matters the most.

As much as some try to argue otherwise, the 763 is used where product doesn't matter; AA and UA simply do not have enough airplanes that have new suite products to come anywhere close to competing with the 359 and 339 fleets.


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Diamond
(@rebel)
Joined: 1 year ago

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Posts: 794

I don't get the door thing at all, but UA is adding them to their new Polaris suites/studios that are getting delivered next month and flying in early 2026. The wider Polaris seats are suites in my mind, but point well taken.

The 3x's difference in the totals blows my mind. Marketing is an amazing thing. 😉


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Diamond
(@tim-dunn)
Joined: 5 years ago

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Posts: 7493

if you ignore the UA 757s which fly a whole lot further than DL flies its 2X2 business class 757s, its domestic configured 777s, or its MAXs that fly the Atlantic.

IN other words, UA has a less consistent international product than AA or DL.

Only if you cherrypick and exclude multiple UA fleet types can you come to the conclusion that UA has a consistent international product.

and that doesn't even consider the fact that Polaris is a high density business class product which means less space for every passenger even compared to AA and DL's non-suite business class products.

and in economy, the 767 and 330 offer more space than AA or UA 777s or 787s


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 Jack
(@Jack)
Joined: 10 months ago

Posts: 1

Not sure where the “330-200s are not getting new seats ” rumor came from. They are also getting new business seats and cabin refreshes.


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Diamond
(@rebel)
Joined: 1 year ago

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Posts: 794

How about the photo of the DL 763 business class seats? It's almost nostalgic with those funny seats and tiny screens. Finding parts for those must be challenging.


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(@Andrew)
Joined: 10 years ago

Posts: 25

Ben I'd be curious to know what your assessment is in comparing the latest D1 suites to the latest AA Flagship Suites. Who wins?


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Diamond
(@tim-dunn)
Joined: 5 years ago

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Posts: 7493

I have never said that the DL 763 has a weak business class product esp. compared with the Delta One Suites on the 359 and 339.

But the extent to which DL uses the 763 to Europe is VASTLY overblown - esp. in truly competitive markets given that DL used the 763 which has direct aisle access on multiple routes from JFK where UA used their 757s from EWR and IAD. the 763 was a competitively better product than what UA offered; that is simply a fact.
and the 763 is a better product than UA's high density domestic 777s.

nostalgic is UA's HD 777 and 757 product


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Diamond
(@maxpower)
Joined: 3 years ago

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Posts: 1233

calm down, tim.
It's the day before thanksgiving. Go steal some of your "Wife's" pies and just relax. You don't have to spend all day defending a crap and inconsistent Delta J Product. You don't even work there lol


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Diamond
(@aerob13a)
Joined: 2 years ago

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Posts: 1679

When one looks at those airlines which actually provide a seat which deserves the title of ‘Suite’, I can see no such comparison provided by any U.S. carrier, correct Ben?


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(@yoloswag420)
Joined: 2 years ago

Posts: 852

His linked article on the best business class seats answers this easily.

Adient Ascent (AA’s seat) is ranked #5. Vantage XL with Door (DL’s seat) is ranked #10.


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(@yoloswag420)
Joined: 2 years ago

Posts: 852

Ben has bumped the Polaris seat off of his list of top 10 business class seats, while the D1 seat sits at #10 still.


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Diamond
(@rebel)
Joined: 1 year ago

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Posts: 794

What year do you think Delta installed those 763 business class seats? 20 years ago? They can't be original, can they?

Sorry UA has three times the lie flat seat/beds and a similar advantage in other premium hard products like int'l Premium Plus and Economy Plus.

Total D1 suites: 2,499
TPolaris suites: 9,424

It is surprising that DL has installed so few D1 suites and that it took eight years for only 44% of its wide body fleet. UA installed higher J Polaris, Premium Plus and Economy Plus on 100% of its int'l wide body fleet in six years that included Covid. Customers have been enjoying this superior standardization for almost three years. Impressive to say the least.


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(@yoloswag420)
Joined: 2 years ago

Posts: 852

So your 3x statistic comparison is pointless because there are no Suite products on UA.

It is fair to say UA has a more consistent widebody product, but you don’t need to make up comparisons that are fake.


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Diamond
(@maxpower)
Joined: 3 years ago

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Posts: 1233

see Yoloswag's reply a comment below yours.
Yes. AA's seat (though limited in rollout currently) is a suite with a door and Ben ranks it higher.


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 Lee
(@Lee)
Joined: 4 years ago

Posts: 1091

Someone can rattle off statistics and rationale but, in the end, it's a subjective call. And, in the end, as much as I have issues with AA, I will still opt for AA when flying transcon.


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Diamond
(@samar)
Joined: 1 year ago

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Posts: 303

I've flown both Flagship Suites and D1 Suites this summer, and I thought the Flagship hard product had a more comfortable seat. I also felt more cramped in D1 (possibly due to the staggered configuration).

Soft product, DL edges out AA with the better amenity kit and food (helped that I was flying out of ICN and they offered a pretty good Korean meal).


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 Evan
(@Evan)
Joined: 2 years ago

Posts: 33

On the 763s, I'm not sure what all the fuss is about. From what I've seen, DL has positioned / positions these aircraft on secondary routes which IMO, have a very high percentage of leisure travelers. Even the leisure travelers who purchase D1 don't usually pay full fares, so I don't buy the argument of "paying top dollar for a disappointing experience". I'd like to see the fares charged for D1 one these flights...I'd bet they don't command the "top dollar".

Most people on this site are probably road warriors of some sort, so they know all the seats out there. My bet is to the average leisure traveler; the seats are fine.


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(@Plane Jane)
Joined: 3 years ago

Posts: 342

I don't think anyone considers JFK-LAX to be a leisure or secondary route market, but live your dream


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(@AeroB13a)
Joined: 2 years ago

Posts: 3850

Max, I hear what you say and thank you for pointing me towards further reading on the subject. However, as I obviously did not express myself clearly enough in my post, I would like to offer some additional clarification.
It is my opinion that there are very few airlines who offer a seat/bed combination which deserves the name “Suite”. For example, I know of SQ, AF and EY who currently offer a seat and separate bed in their ‘suites’. However, only EY actually offers the only true suite to the market (that I can think of). The Residence has a separate sitting area, bedroom and en-suite facilities. A true and literal representation of a suite.
It is my opinion that simply adding a sliding door to a seat/bed does not turn the seat into a suite. Likewise, some airlines are calling a small number of seats “First class” when in reality they are little more than premium economy seats.
I hope this helps?


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(@AeroB13a)
Joined: 2 years ago

Posts: 3850

Lee, I am curious, “I will still opt for AA when flying transcon”, your flights are from ? to ?.
This is not a trick question, as I said, I curious that’s all.


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Diamond
(@tim-dunn)
Joined: 5 years ago

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Posts: 7493

DL's current competition on JFK-LAX is predominantly AA's old and tired 321Ts and B6 Mint aircraft with the primary problem being B6 itself.

DL is by far the largest carrier in the JFK-LAX market so the 767 really isn't a hindrance.

Evan's statement is absolutely correct. the incessant trashing of DL's 767 product in business class comes from those that can't admit that DL uses them very effectively to compete in the appropriate markets and still come out in a very strong position.

in markets that matter, DL uses other aircraft including its 330s; the 339 product is still better than any product AA and UA offer on competitive routes right now.


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Diamond
(@tim-dunn)
Joined: 5 years ago

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Posts: 7493

all that is clear from this discussion is that
1. Ben loves to wind up the base - largely US based loyalists - some of which are airline employees - about once per week. It is consistently people who actually pay to fly multiple products that provide real perspective and note that most of these supposed "superiorities" of one company vs. the other don't matter in real life.

2. DL has 80 aircraft in service with Delta One Suites right now. It doesn't matter one hill of beans how great the Adient seat is if UA doesn't have any aircraft in service with it and AA has just a couple which don't even fly routes directly competitive with DL.

3. Multiple people note that seat choice is subjective; Ben and others would do themselves a lot of good if they simply put numbers behind their claims. Amount of space per seat in the cabin, width at the seat, width at the footwell etc.

4. The Delta One Suite has been in service for the better part of a decade; other seats might be better but DL has a major headstart in building a fleet with Suites; when AA and UA pass even half the number of aircraft that DL has w/ suites, then it is time to look at a comparison between existing products but the real comparison is not between AA and UA's new business class product to DL's current D1 product but between the Suite products that a passenger is most likely to be able to fly.


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Diamond
(@tim-dunn)
Joined: 5 years ago

Member
Posts: 7493

Newsflash.

UA is not a charity nor is it the arm of any government.

UA is a for profit business and its execs know that.

The sooner you can explain why UA has not been able to turn its size advantage into a profit advantage, then others can watch a real conversation taking place.

UA generated $1 billion less in net profit through the 3rd quarter - which will likely remain for the entire year - even though UA has a substantial labor cost advantage.

As hard as it is for you to grasp, the "math doesn't math" for all of the things that you brag about.


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(@Eskimo)
Joined: 9 years ago

Posts: 6304

"DL uses them very effectively" = "paying top dollar for a disappointing experience"


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(@Eskimo)
Joined: 9 years ago

Posts: 6304

Newsflash.

Tim, more profitably and inferior product is a different topic, one of which is not discussed here. You keep trying to make it the same.

But Tim and his British alter ego acts like this always.


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(@Plane Jane)
Joined: 3 years ago

Posts: 342

Top D1 domestic market by every metric = Tim Dunn "Of course Delta uses their worst D1 product on JFK-LAX and they fly it more than others which makes it better".


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Diamond
(@tim-dunn)
Joined: 5 years ago

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Posts: 7493

and they manage to generate the most revenue.

Your beef is w/ the people that DL manages to sell their product to.

You might start w/ the fact that DL gets more corporate revenue than any other US airline and perhaps any other airline in the world.

on a 6 hour flight across the US and to Hawaii - where the majority of 763s are used - the 763 is apparently a competitive product according to people that actually spend money on the route.


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Diamond
(@tim-dunn)
Joined: 5 years ago

Member
Posts: 7493

well, no, profitability and a holistic fleetwide assessment of fleet is not a different product.

UA is not a charity and clearly has weaker products whether you want to admit it or not - which you clearly are incapable of doing.

and you and Max are UA cubicle mates since you clearly see the world the same.


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(@Plane Jane)
Joined: 3 years ago

Posts: 342

"and they manage to generate the most revenue."

It's a curious and funny thing about selling the most seats. It often turns into making the most revenue.
Thanks Capt Obvious


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(@Anita Grits)
Joined: 1 year ago

Posts: 34

Oh honey, only Tim Dunn would spend the day before Thanksgiving down in some comment section defendin’ Delta’s business class like it’s the Baby Jesus in a manger, while the rest of us are busy flyin’ home or sittin’ in traffic tryna see our 'kin. Tim, sweetheart… do you even have family? Shouldn’t you be in the kitchen bakin’ pies—or better yet, tangled up with your man—instead of writin’ internet dissertations nobody asked for?


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Diamond
(@rebel)
Joined: 1 year ago

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Posts: 794

TD says, "DL has 80 aircraft in service with Delta One Suites right now."

Actually, it is 77 and I am not sure if the last two LATAM aircraft are flying yet, so 75?

TD, "The Delta One Suite has been in service for the better part of a decade."

That's the problem. DL takes too long to refurbish interiors. If UA gets 28 789s by the end of next year with the new Polaris Suites/Studios they will have as many next-gen interiors in one year as it takes DL to add in three. UA has 141 more 787s on order and will have two compatible premium interiors. Whenever DL gets the 35X (2027 ?) how many different premium interiors with they have? Four? And DL only has 6 339s & 20 35Xs on order. Yikes!


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Diamond
(@tim-dunn)
Joined: 5 years ago

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Posts: 7493

of course you can argue 75 vs. 80 while ignoring that the Delta One Suite has been better than United Polaris for the entire time it has been in service.

and DL will have 80 D1 Suites equipped aircraft by the end of the year or early 2026; they still have 359s to be delivered and the remainder of the ex-Latam 350s will re-enter service.

Unlike UA, DL operates its international fleet w/o a need to present a supposedly consistent product - the way most global airlines do. EK is one of a number of airline that has widebodies that don't have direct aisle business class

and UA's fleet is not consistent no matter how much you want to argue otherwise. 757s are part of UA's international fleet. And AA and DL both use their internationally configured widebodies to compete against UA's HD 777s in domestic configuration.

UA has scrores of aircraft that will have to be retired; CF just wrote an article about the supposed engine parts shortage that UA has.

and, no, DL has no more 339s on order.

When Airbus and Boeing can't deliver new aircraft, get back w/ us - but as usual you brag about all the wrong things while unable to see or respond to the big picture.


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Diamond
(@tim-dunn)
Joined: 5 years ago

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Posts: 7493

Grits,
do tell me you aren't American and getting ready to celebrate THX or have anything better to do w/ your time regardless of your nationality given that you bothered to respond.

I'm not defending anything other than the truth which a number of people that participate in the comments section of this site are deathly afraid of


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(@Anita Grits)
Joined: 1 year ago

Posts: 34

Sugar, let me remind you: I am American as sweet tea and Sunday potluck, don’t let this salon chair fool you. I’m just sittin’ here gettin’ my wigs washed, fluffed, and prayed over. Meanwhile, you’re over there quiverin’ at the truth, ’cause you know you’re the only one in this whole comment section defendin’ an airline like it’s your long-lost cousin. And honestly, baby… I’m just surprised you’ve got the time. Day before Thanksgiving and all—aren’t you and your man usually off ‘tag-teamin’ your holiday traditions’ at that little… steam-filled establishment y’all like so much?


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Diamond
(@rebel)
Joined: 1 year ago

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Posts: 794

TD says, "UA has scrores (sic) of aircraft that will have to be retired."

As does DL. The difference is UA has 7x the wide bodies and 2x the narrow bodies on order at the head of a long backlog line. UA also probably got favorable pricing during Covid.

UA: 1,060 aircraft, (229 WB), 186 WB/482 NB on order (15.5 average fleet age)
DA: 992 aircraft, (178 WB), 26 WB/237 NB on order (14.9 average fleet age)

UA: Polaris suites: 9,424, more PP and nearly twice as many EP seats on int'l WBs.
DL: TTL D1 suites: 2,499

This is probably why UA has surpassed DL in CF & FCF even with the elevated growth Capex over the last two or three years.


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(@AeroB13a)
Joined: 2 years ago

Posts: 3850

Esk, CORRECTION if you please …. I am not British old sock and take exception to being called such by a nobody like you. Ok?
I am a very blue blooded Englishman. Furthermore, to be “Alter” one would have to be small. Please be assured that I could never be described as being small. In point of fact my height prevented me from flying ’fast movers’ for the Royal Air Force.
As for your pathetic jibes about Tim and egos, etc, clearly you have nothing holding your ears apart which could be described as a brain cell, therefore, you can only fallback on the words of others in you conversations.
One has to pity you Esk, clearly your raison d'être is to be nothing more than a second rate proletariat troll. Right bro?


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Diamond
(@tim-dunn)
Joined: 5 years ago

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Posts: 7493

and trailed in profits and the gap is not closing.


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Diamond
(@rebel)
Joined: 1 year ago

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Posts: 794

UA has surpassed DL on an OCF & FCF basis over the past two or three years even with its elevated growth Capex.

Op Cash Flow/Free CF(Capex) since 1/1/24
UA: 15.7/6.1(9.6)
DL: 14.1/5.4(8.7)

UA added 115 net aircraft to DL's 34 net a/c increase since 1/1/24. Amazing.


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Diamond
(@rebel)
Joined: 1 year ago

Member
Posts: 794

Cash is king and UA passed DL in OCF, FCF & Capex over the last two or three years.

Op Cash Flow/Free CF(Capex) since 1/1/24
UA: 15.7/6.1(9.6)
DL: 14.1/5.4(8.7)

UA added 115 net aircraft to DL's 34 net a/c increase since 1/1/24. Amazing.


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 Gva
(@Gva)
Joined: 2 years ago

Posts: 114

Delta is overhyped. Flew long haul with them from Shanghai to Detroit and found the restrooms a complete mess. Never again


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(@AeroB13a)
Joined: 2 years ago

Posts: 3850

To settle the argument about which U.S. airline is better …. In The World Rankings ….

DELTA: Twenty Second.
UNITED: Fifty One.
AMERICAN: Eighty Third.

Even RwandAir, EasyJet and Ryanair beat AMERICAN. While Azerbaijan Airlines, Eurowings and IndiGo topped UNITED. ALSO Air Canada and Saudia kept DELTA down.


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Diamond
(@rebel)
Joined: 1 year ago

Member
Posts: 794

Aero, "Even RwandAir, EasyJet and Ryanair beat AMERICAN. While Azerbaijan Airlines, Eurowings and IndiGo topped UNITED. ALSO Air Canada and Saudia kept DELTA down."

Which shows how absurd such rankings are, obviously.


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(@A Chinese)
Joined: 8 years ago

Posts: 108

Lufthansa got five stars once in 2017 because they PROMISED Allegris and looks like you still believe in the rankings.


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(@AeroB13a)
Joined: 2 years ago

Posts: 3850

Oh ‘nita honey, only a southern states black woman impersonator would spend the day before Thanksgiving down in some comment section harassing Mr Dunn. Please be advised that I have it on good authority that Mr Dunn, is not discussing Delta’s business class like it’s the Baby Jesus in a manger. The rest of the American ladies might be busy flyin’ home or sittin’ in traffic tryna see their 'kin, while you pollute this website by bumping your gums. Mr Tim, is definitely not your sweetheart and yes, I do believe that he does have family, do you? Shouldn’t you be in the kitchen bakin’ pies—or better yet, tangled up with your man—instead of writin’ internet dissertations nobody asked for?

One is not amused by your trolling ’nita …. Xxxx


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Diamond
(@tim-dunn)
Joined: 5 years ago

Member
Posts: 7493

UA hoards cash because it doesn't have the lines of credit that DL and WN have.

when covid hit, DL and WN both had $10 billion in lines of credit which they were able to draw down.

DL and WN have far more unencumbered aircraft - and value - than UA -as well.

but you believe whatever data that helps you keep your nose pointed to the air.

DL generates the most profitability among US airlines and has the highest market cap while WN has the best balance sheet - which puts UA in 2nd place - at best - in any financial metrics that matter.

and for the 77000th time, UA only has a FCF advantage because of the number of underpaid employees it has.
thank you for touting FCF so that I can tout UA's cost advantage that comes off the backs of its frontlineemployes and not cubicle dwellers like yourself.


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(@AeroB13a)
Joined: 2 years ago

Posts: 3850

Another good click-bait article Ben, we are certainly winding up the natives and adding to your click count, yes?


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(@AeroB13a)
Joined: 2 years ago

Posts: 3850

I leave the natives with another spanner in their works ….

Top 10 U.S. Airlines Ranked By The Daily Telegraph.

No: 10. Spirit Airlines.
Tenth place is arguably too high for an airline that makes EasyJet look like Emirates!

No: 9. Frontier Airlines.
Frontier’s slogan – “Low Fares Done Right” – will not fly under any kind of scrutiny, but at least this budget airline does a better job than Spirit.

No: 8. Hawaiian Airlines.
Compared to the Big Four, Hawaiian still has a modest route map, but when it’s flying to paradise, does it really matter?

No: 7. JetBlue Airlines.
It has expanded its “Mint” class premium cabins with lay flat sleeper pods (aka “Apart-mints”) represent seriously good value, particularly on its bargain routes to the East Coast from Gatwick and Heathrow.

No: 6. Delta Airlines. (Note: not Air Lines)
Arguably the most overrated of the Big Four, Delta separates opinion almost as much as it separates the word “airlines”. The Atlanta-based operator frequently ranks highly in terms of reliability and service (with some nice recent touches including free inflight texting) but is often criticised for being too expensive …. (Sorry Tim)

No: 5. Southwest Airlines.
The golden child of budget airlines, Southwest remains America’s largest low-cost carrier, with an impressive 17.3 per cent market share. Exclusively flying Boeing 737 jets.

No: 4. Alaska Airlines.
The Seattle-based carrier has long since outgrown the regional confines of its name, reaching right across the US and deep into Latin America, while building a reputation as the most family-friendly airline in the skies. 

No: 3. American Airlines.
Its reach is mind-boggling, serving 224 domestic airports across 50 states and 350 international destinations in more than 50 countries. 

No: 2. United Airlines.
United flies to more than 225 US cities, operating 4,000 domestic flights a day. It also boasts an outstanding international network, from Greenland to Mongolia, including 75 destinations serviced by no other US airline.

No: 1. JSX.
The model of a semi-private air carrier is ingenious. You book a seat on a 30-seater private jet, flying out of a small hangar in a big hub like New York, Dallas or Los Angeles, checking in 20 minutes prior to departure.  JSX already operates 140 jets a day between 28 destinations, with the business taking off at a velocity that has the big boys seriously worried.


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 Gva
(@Gva)
Joined: 2 years ago

Posts: 114

Ben, you should default sort comments by Most Helpful to prevent spam at the top.


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Diamond
(@rebel)
Joined: 1 year ago

Member
Posts: 794

Cash reserves and cash flow are completely different, and in addition to the cash flow advantage UA now amazingly has $2B less net debt.

Interestingly, UA & DL's OCF, FCF & Capex were almost identical over the last five years, but UA has started pulling away a bit over the past two or three years even with much faster growing fleet. FCF will likely take a dip next year if all the 787s and 80+ NBs are actually delivered, but UA is hitting on all cylinders.

The product is also improving steadily. The United Next refurb is 70% done and StarLink is finishing on the 70/76 Seaters and just starting to be installed on mainline. StarLink is a game changer.


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(@5Millionmiles)
Joined: 2 years ago

Posts: 46

The point is that rankings are hypotheses to be tested. I care less about rankings and use them as a guide: try the product and see if you like it. After all, tastes do differ and some prefer some features over others. I no longer fly Delta 767….as mentioned in the piece here…..top dollar for totally antiquated rubbish on 767 business class. Let’s not even mention food and service. DL is like DL UK, aka Virgin Atlantic…great on the ground and with clubs, not so much in the air.


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(@ImmortalSynn)
Joined: 7 years ago

Posts: 958

"I don't get the door thing at all"

Same. I've also never even HEARD OF someone booking into or away from an airline, based on whether its business seats have doors or not, much less done it, or witnessed it.

Though reading this blog, you'd think "doors" was airlines' top priority, and a matter of national security. 😉


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(@99 Luft Stanzas)
Joined: 1 year ago

Posts: 112

A redditification that's not needed and will degrade the site


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 Gva
(@Gva)
Joined: 2 years ago

Posts: 114

Nah, it’s needed.


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(@Anita Grits)
Joined: 1 year ago

Posts: 34

Oh aerob13a, sweetheart… bless your little imported heart. I can hear the faux–Queen’s English strugglin’ through that keyboard. Now listen, baby: Anita does not ‘harass’ — Anita corrects. If Mr. Dunn is out here preachin’ Delta gospel on the day before Thanksgiving, I’m allowed to offer a lil’ reality check between salon appointments.
And as for me bein’ a ‘southern states Black woman impersonator’ — sugar, I’m as Southern as buttered biscuits and as real as the humidity that ruins everyone’s hair but mine. Don’t get it twisted.
You ‘have it on good authority’? Baby, the only authority you have is whatever Google Translate gives you when you’re tryin’ to spell ‘y’all’ correctly. Mr. Tim can have all the family he wants — I’m just wonderin’ why he spends more time defendin’ airlines than spendin’ time with ’em.
And pies? Oh I bake, honey. Mine even have flavor, bless God. As for my man, trust me… he ain’t complainin’. Holiday traditions keep us very busy — none of which require me vanishin’ from the internet to soothe your delicate British sensibilities.
Not amused? Oh sugar, you were entertained enough to write me a full essay. Anita stays booked, busy, and in your thoughts. Now run along and steep yourself a nice cup of relevance. Xoxo


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(@AeroB13a)
Joined: 2 years ago

Posts: 3850

99, “Redditification”, really? Canadian English is becoming as silly as American adulteration of the English language …. 🙂


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(@AeroB13a)
Joined: 2 years ago

Posts: 3850

rebel, lol, I am sure that there are those in Azerbaijan who might well disagree with your opinion …. 🙂


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Diamond
(@maxpower)
Joined: 3 years ago

Member
Posts: 1233

Rebel,
it is rather impressive how little TD understands about cash of any kind, it seems.

Timmy, generating the most Free Cash Flow over the last few years means UA has already passed Delta.


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Diamond
(@tim-dunn)
Joined: 5 years ago

Member
Posts: 7493

only in the confines of the tiny cubicle you two share


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Diamond
(@maxpower)
Joined: 3 years ago

Member
Posts: 1233

look at you hitting the refresh over and over waiting for me 😉

You should go take a finance class. Yes, Tim. Free Cash Flow generation means a lot more today than the accounting decisions either airline made 20 years ago that are reflected in the income statement.

It's rather mind-boggling how ignorant you are for a guy that claims to write financial analysis


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Diamond
(@ua-nyc)
Joined: 5 years ago

Member
Posts: 1137

Wow, Lil Timmy’s taint must be raw from the financial spanking rebel is giving him


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Diamond
(@bradstpete)
Joined: 5 years ago

Member
Posts: 611

Gurl ! Bless !


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(@Plane Jane)
Joined: 3 years ago

Posts: 342

it's hard to take you seriously the way your registered profile turns off all the time to make way for Tim...


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(@Plane Jane)
Joined: 3 years ago

Posts: 342

the A359 D1 "suite" is also the same old 763 seat spruced up a bit... with a door


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(@Eskimo)
Joined: 9 years ago

Posts: 6304

Wait, I thought we realized years ago Timmy has no idea how finances and accounting work IRL or how each chapter is related. It's like he read a few odd sample chapters and thinks he's smarter than a CFA and a CPA, because he listens to earnings call and can read 10-K because it's in English.

So we know he fluff his knowledge, already proven that.

It's more fun to see him update his fluff backed by new quarterly numbers or some bogus interpretation from one single barely related data as an entire narrative of every player in the industry.

Creating an alter ego across the Atlantic that agrees with you doesn't make you less wrong or fluffy.


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Diamond
(@tim-dunn)
Joined: 5 years ago

Member
Posts: 7493

no, Max, it is amazing how hard you and your cubicle mates work to avoiding admitting that UA's profits so far this year trail DL's - which is an indication of how poorly UA is run compared to DL.

and, you still can't admit that UA's cash flow is as good as it is because of how poorly paid UA employees that actually serve customers and because Boeing can't deliver the products that UA committed to buying from Boeing.
it's stunning how ignorant you are about basic corporate functions.

you'd almost think that UA's whole HDQ went to Trump's school of revisionist reality on Jan 21.


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Diamond
(@maxpower)
Joined: 3 years ago

Member
Posts: 1233

reply to facts, dumbass 😉


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Diamond
(@timtamtrak)
Joined: 5 years ago

Member
Posts: 754

It most certainly is Delta Air Lines and not Delta Airlines. They are incorporated as Delta Air Lines.


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(@Eskimo)
Joined: 10 months ago

Posts: 55

QUEUE THE TIMOTHY DUNN FANATICS IN THE COMMENTS!!!!!!!!


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(@Eskimo)
Joined: 10 months ago

Posts: 55

False. "Delta Air Lines Incorporated" is the legally incorporated name. Google it.


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 Tom
(@Tom)
Joined: 3 years ago

Posts: 13

I’m an LAX based Diamond Medallion with like ~50k MQD, 1K (by the bare minimum of like 28xxx PQP), and ExPlat (again kinda minimum of like 225k LP right now), so I feel qualified to comment here. My company pays for business/first.

The Delta A350 suites are uncomfortable. I haven’t gotten one with the mattress topper and cloth seats yet, but it’s generally a bad seat for lounging, and has sharp spots for sleeping. The “leather” is a bad choice and I don’t like the feeling that I’m laying down on the floor in a coffin.

The DL One lounge is exceptional—I’m waiting for them to devalue it. No way it’ll last.

I compare that seat to the JAL A350-1000 and it’s night and day.

The bummer is that Delta seems to think these Thompson XL seats are world leading, so I don’t see much opportunity to improve.

The 767 seats are uncomfortable enough that I almost consider AA’s A321neo recliners to be more comfortable for a non-redeye.

The 757 DL One seat is actually my choice for being most comfortable and adjustable.

A330 (not) suites are also fine, but I don’t get them much.

Dirty secret is that Delta has noticeably worse legroom in First Class on all their domestic seats. Their A321neos with the partitions are such a disaster with a choice of form over function. Hard cushions, the oven debacle, tight legroom, and those infernal center dividers make no sense. Maybe it would work with 40” pitch.

Delta is headed in the wrong direction.

I’ll take the AA business seats, even the weird ones that rock around over Delta’s seats.

I could go on forever, whine about how tight the United Polaris seats are, how bad their catering is and how awful their boarding is (literally the only reason I go for 1K is to avoid lining up like cattle on a paid first class seat.) Overall United feels like Amtrak.

I get that there are two AA’s: the version where you’re connecting through DFW and CLT on a late 28 minute impossible connection and the one where you’re on a premium nonstop that’s on time. I stick to the latter and generally have a good time. If they matched Delta and United’s wine on long haul there would be no downside.


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Diamond
(@tim-dunn)
Joined: 5 years ago

Member
Posts: 7493

DL made $1.45 billion in profits on its international system in 2024.
The entire rest of the industry made $833 million in profits in 2024.

AA lost $106 million while UA made just $915 million which is breathtaking low given how much larger their international network is than DL's.

apparently, business class seat differences don't amount to near as much as some people want to believe.

oh, and AA's domestic system contributed $1.37 billion in profits, DL was at $2.3 billion and $2.2 billion for UA so those that want to argue that airlines just shift profits between domestic and global regions doesn't hold water.


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 1990
(@1990)
Joined: 12 months ago

Posts: 4944

GO TIM! GO!! WE BEREAVE IN YEWW!!!


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 Gva
(@Gva)
Joined: 2 years ago

Posts: 114

I forgot to mention the A330 I flew on to Detroit was absolutely filthy, as if they turned it around without any cleaning whatsoever


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 Gva
(@Gva)
Joined: 2 years ago

Posts: 114

They being Delta


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(@Eskimo)
Joined: 10 months ago

Posts: 55

Timmy - comment??


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(@Jessica)
Joined: 10 months ago

Posts: 184

Plus AA fly to INDIA too. One flight there and the whole thing reeks of pissy and poopy seat cushions.


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(@Eskimo)
Joined: 10 months ago

Posts: 55

Quiet MiniMax!


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(@Darryl Macklem)
Joined: 10 months ago

Posts: 159

Let's all compare IQs - I think I know WHO will come out the HIGHEST (ME!)


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(@Jessica)
Joined: 10 months ago

Posts: 184

Delta doesn't fly A330s to DTW


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 Gva
(@Gva)
Joined: 2 years ago

Posts: 114

They did when I last flew them.


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(@Jessica)
Joined: 10 months ago

Posts: 184

Not anymore. When was this?


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Diamond
(@ua-nyc)
Joined: 5 years ago

Member
Posts: 1137

Tim - at what age did you realize your testicles were undescended? Asking for the community.


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(@Darryl Macklem)
Joined: 10 months ago

Posts: 159

Darryl Stewart's favorite line. Wonderful to see he is well remembered (and loved!) in the community!


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(@Darryl Macklem)
Joined: 10 months ago

Posts: 159

NASTY CASE OF UNDESCENDED TESTICLES!!!


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 Gva
(@Gva)
Joined: 2 years ago

Posts: 114

Pre-Covid


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(@Jessica)
Joined: 10 months ago

Posts: 184

Makes sense. Delta has moved the A330 fleet to their SEA/ATL hubs and focusing the A350 on DTW. Stimulation of the Detroit GDP is critical as it is becoming the fastest growing tech hub in the world - Silicon Valley of the North. Really interesting to see what is going on especially when you consider the expansion of DTW, increasing the terminal space by 3x by 2034!


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(@yoloswag420)
Joined: 2 years ago

Posts: 852

This is the first I've heard of any tech hub happening in Detroit lol


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 1990
(@1990)
Joined: 12 months ago

Posts: 4944

I’d like to see this so-called ‘hill of beans’ you speak of, sir. ‘Beans, beans.. the magical fruit…’


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 1990
(@1990)
Joined: 12 months ago

Posts: 4944

Delta’s a359 DeltaOne Suites with the door are my personal favorite, followed by 339 without door, and 764 without door, in that order. Personally, I find it to be a superior hard-product to United’s Polaris (787, 777) and American’s Flagship Business (787, 777), when comparing US-based carriers. JetBlue’s TATL new Mint is the only thing that comes close (also has a door); I haven’t tried it yet, but American’s new Flagship Suite is supposedly similar. I just hope all these airlines continue to upgrade their premium hard product. Consistency matters.


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(@AeroB13a)
Joined: 2 years ago

Posts: 3850

It is reported on the right side of the pond, that the US transport secretary has urged Americans to be more respectful for Thanksgiving. Isn't it high time that some who post herein reflected upon their manners too?


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 1990
(@1990)
Joined: 12 months ago

Posts: 4944

AeroB13a, as our President said: “Quiet, piggy.”


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 1990
(@1990)
Joined: 12 months ago

Posts: 4944

Plane Jane, “live your dream”…LOL.


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 1990
(@1990)
Joined: 12 months ago

Posts: 4944

Plane Jane: Huh, I never thought of it that way, but, I suppose it is basically the 763 ‘space,’ but with far more privacy and better entertainment, so, …really nothing like it. Listen, I wish they’d’ve gone with that JAL did on their a35K, but we can have everything can we?


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 1990
(@1990)
Joined: 12 months ago

Posts: 4944

Max, these pies sound delicious! Yum!


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 1990
(@1990)
Joined: 12 months ago

Posts: 4944

Sounds like their cleaning team in Geneva messed up; then again, maybe your expectations were too high, coming from Switzerland to an Atlanta-based carrier…


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 1990
(@1990)
Joined: 12 months ago

Posts: 4944

Aero, after all, didn’t they ‘land’ in Kazakhstan after the Russians shot them down?


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 1990
(@1990)
Joined: 12 months ago

Posts: 4944

Can we please do more of the ‘Newsflash’ comments. ‘Thank you for your attention to this matter.’ Also, please wear a suit.


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(@Eskimo)
Joined: 9 years ago

Posts: 6304

Fake Eskimo - comment??


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(@Eskimo)
Joined: 9 years ago

Posts: 6304

QUEUE THE fake eskimo FANATICS IN THE COMMENTS!!!!!!!!


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(@Eskimo)
Joined: 9 years ago

Posts: 6304

False. "Fake Eskimo" is the legally incorporated name. Google it.


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(@Eskimo)
Joined: 9 years ago

Posts: 6304

Quiet FakeEskimo!


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(@This comes to mind)
Joined: 1 year ago

Posts: 567
(@AeroB13a)
Joined: 2 years ago

Posts: 3850

1990 …. lol, is that comment a declaration of war old bean? …. 🙂


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(@AeroB13a)
Joined: 2 years ago

Posts: 3850

Tim, thank you for pointing out the obvious misuse of the English language by some illiterate Delta Airlines employee.

An ‘Air Line’ is actually a hose or metal tube in which compressed air is conveyed from a compressor to a remote work station.

Therefore, Delta will always be an “Airline” and not an air hose or tide.


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(@AeroB13a)
Joined: 2 years ago

Posts: 3850

Tim, thank you for pointing out the obvious misuse of the English language by some illiterate Delta Airlines employee.

An ‘Air Line’ is actually a hose or metal tube in which compressed air is conveyed from a compressor to a remote work station.

Therefore, Delta will always be an “Airline” and not an air hose or tide.


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(@AeroB13a)
Joined: 2 years ago

Posts: 3850

Again, the post above has popped-up in the wrong response area, apologies.


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(@AeroB13a)
Joined: 2 years ago

Posts: 3850

Again, the post above has popped-up in the wrong response area, apologies.


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(@AeroB13a)
Joined: 2 years ago

Posts: 3850

Plain Jane, one simply loves living inside your empty skull, it is so peaceful except when toe gramophone record gets stuck and you repeat the same old, same old.


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Diamond
(@tim-dunn)
Joined: 5 years ago

Member
Posts: 7493

it is most notable that the usual subjects can't be bothered to address the clear data that shows that
1. If having a Suite matters, then it has clearly given DL a profit advantage
since AA and UA had no Suite products in 2024 and UA still doesn't while AA has a couple planes w/ it, tops
or
2. If it doesn't matter and the 767 products don't matter, then clearly other factors do and DL has nailed them


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Diamond
(@timtamtrak)
Joined: 5 years ago

Member
Posts: 754

Air Line historically and colloquially refers to a passenger or cargo transport company engaged in moving those commodities from place to place using aircraft. Since most air transport terminology was originally taken from that of ocean shipping - terms like “port” and “starboard” - one could argue that the colloquial use is just as valid as the perfect grammatical use. One would not say that APL (American President Lines) is not a valid name for that ocean shipping company because they are not engaged in the business of moving presidents from place to place. Thus, “Blank Air Lines” can still refer to a company engaged in moving things and people from place to place via air transport, referring to the routes from place to place as “lines” much like a bus.

There are hundreds of examples of companies that have incorporated themselves or have dba names using grammatically incorrect or outdated terminology. At the end of the day, referring to a company by other than its preferred or legal name or nickname is simply disingenuous.


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(@AeroB13a)
Joined: 2 years ago

Posts: 3850

Good morning Ben …. 🙂


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 Ella
(@Ella)
Joined: 10 years ago

Posts: 115

I flew the A339 with doors a few weeks ago. I’m not a large person in any dimension, but those seats are tight! Side sleeping was difficult, and getting in and out of position nearly impossible. A nice non-stop, but the hard and soft product were disappointing. I’ll skip Delta One going forward.


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