Delta Air Lines Inc To Host Investor Day Summary - Thomson StreetEvents

Delta Air Lines Inc To Host Investor Day Summary

Delta Air Lines Inc To Host Investor Day Summary - Thomson StreetEvents
Delta Air Lines Inc To Host Investor Day Summary
Published Nov 20, 2024
28 pages (16121 words) — Published Nov 20, 2024
Price US$ 54.00  |  Buy this Report Now

About This Report

  
Abstract:

Edited Brief of DAL.N corporate analyst meeting

  
Brief Excerpt:

...A. And we told you that by the time we got to '24 that we expected our earnings per share to be $7 a share or more. B. We're going to come in -- the CrowdStrike adjusted at about $6.50 this year, but pretty darn close to what we thought we'd do. C. The other thing that's interesting during this period of time is that we've generated between 40% to 50% of overall industry profits despite only having 20% of the market share in the industry. D. We're still -- we're about 20% of the market share, but we had 30% of the profitability. E. We're sitting today at 114% index versus the industry. F. When we started this journey back 15 years ago, we were about 104%. G. So we've gained 10 points of overall revenue premium to the industry over the course of this journey. H. Delta's 26 points higher than our main network competitors on net promoter score. I. Approximately 1% of the entire US GDP going on the Delta American Express card, very, very powerful. J. Households with earnings of $100,000 or...

  
Report Type:

Brief

Source:
Thomson StreetEvents
Company:
Delta Air Lines Inc
Ticker
DAL.N
Time
1:00pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Duane Pfennigwerth - Evercore ISI - Analyst : Thanks. It's Duane Pfennigwerth from Evercore ISI. Thanks for hosting the event today. Maybe start with Glen. Just with respect to 2025 plans, obviously, there's a lot of optimism around a better domestic backdrop for some good reasons. But I wonder which you think will be the biggest driver next year. Is it more about kind of domestic optimism or international? And maybe you could weigh in on that both from a margin and a unit revenue growth perspective.

Question: Duane Pfennigwerth - Evercore ISI - Analyst : Thanks. And maybe just for a follow-up, with respect to the strength of the brand and the adjacent travel categories, is there a specific category -- whether it's hotels or whether it's cruise, is there a specific category where you see the biggest opportunity to bring other brands along?

Table Of Contents

Delta Air Lines Inc at JPMorgan Industrials Conference Summary – 2025-03-11 – US$ 54.00 – Edited Brief of DAL.N presentation 11-Mar-25 11:30am GMT

Delta Air Lines Inc at JPMorgan Industrials Conference Transcript – 2025-03-11 – US$ 54.00 – Edited Transcript of DAL.N presentation 11-Mar-25 11:30am GMT

Delta Air Lines Inc Q4 2024 Earnings Call Summary – 2025-01-10 – US$ 54.00 – Edited Brief of DAL.N earnings conference call or presentation 10-Jan-25 3:00pm GMT

Delta Air Lines Inc Q4 2024 Earnings Call Transcript – 2025-01-10 – US$ 54.00 – Edited Transcript of DAL.N earnings conference call or presentation 10-Jan-25 3:00pm GMT

Day Transcript – 2024-11-20 – US$ 54.00 – Edited Transcript of DAL.N corporate analyst meeting</ 20-Nov-24 1:00pm GMT

Delta Air Lines Inc Q3 2024 Earnings Call Summary – 2024-10-10 – US$ 54.00 – Edited Brief of DAL.N earnings conference call or presentation 10-Oct-24 2:00pm GMT

Delta Air Lines Inc Q3 2024 Earnings Call Transcript – 2024-10-10 – US$ 54.00 – Edited Transcript of DAL.N earnings conference call or presentation 10-Oct-24 2:00pm GMT

Delta Air Lines Inc at Morgan Stanley Laguna Conference Transcript – 2024-09-12 – US$ 54.00 – Edited Transcript of DAL.N presentation 12-Sep-24 2:00pm GMT

Delta Air Lines Inc Q2 2024 Earnings Call Summary – 2024-07-11 – US$ 54.00 – Edited Brief of DAL.N earnings conference call or presentation 11-Jul-24 2:00pm GMT

Delta Air Lines Inc Q2 2024 Earnings Call Transcript – 2024-07-11 – US$ 54.00 – Edited Transcript of DAL.N earnings conference call or presentation 11-Jul-24 2:00pm GMT

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Cite this Report

  
MLA:
Thomson StreetEvents. "Delta Air Lines Inc To Host Investor Day Summary" Nov 20, 2024. Alacra Store. May 05, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Delta-Air-Lines-Inc-To-Host-Investor-Day-B16162187>
  
APA:
Thomson StreetEvents. (2024). Delta Air Lines Inc To Host Investor Day Summary Nov 20, 2024. New York, NY: Alacra Store. Retrieved May 05, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Delta-Air-Lines-Inc-To-Host-Investor-Day-B16162187>
  
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