Company profile
- Industry
- Airline
- Founded
- 1925
- Headquarters
- Atlanta, United States
- Ownership
- Publicly traded
Profiles are auto-generated and infrequently updated.
The analyses
The Crisis Response · Crisis & Reinvention
Delta Blamed CrowdStrike. Its Own Crew System Ran on Hardware CrowdStrike Never Touched.
A faulty update grounded every major airline for a day. Delta took five days and ~7,000 cancellations to recover. The thing that broke wasn't CrowdStrike's bug - it was a crew-scheduling system running on IBM infrastructure that never got the update at all.
8 min
The Moat Anatomy · Moat & Competition
Delta Sells You a Lie-Flat Seat. It Profits From Your Credit Card.
Everyone says Delta's moat is the premium cabin. It isn't. The cabin is the lure; the engine is an $8.2B-a-year American Express annuity and a customer base where ~95% of revenue comes from $100K+ households.
8 min
The Moat Anatomy · Moat & Competition
Delta's moat: a hub it nearly owns and a $7.4B check from American Express
Delta earned $5B pre-tax in 2024 in an industry famous for losing money. The reason isn't service. It's a hub it nearly owns, a $7.4B check from American Express, and a cabin mix where 56% of revenue doesn't compete on price.
8 min