Airbus-Delta Wide-Body Deal Could Be Big Win Over Boeing

The transcript discusses Delta's significant order of up to 50 widebody jets from Airbus, marking a major win for Airbus in the US market. Traditionally a Boeing customer, Delta's choice highlights Airbus' strategic success. The discussion covers the competitive landscape between Airbus and Boeing, particularly focusing on the A350 and 787 models. Factors such as market dynamics, order slots, and pricing strategies are explored. The conversation also touches on the secrecy surrounding actual aircraft pricing and the discounts major airlines like Delta receive.

What is the significance of Delta's order for Airbus?

• It marks Airbus's first entry into the US market.

• It signifies a new partnership between Airbus and Boeing.

• It is a major win for Airbus in the US with a flagship carrier.

• It is the largest order Airbus has ever received.

Why is winning a flagship carrier like Delta important for Airbus?

• It helps Airbus establish a monopoly in the US market.

• It enables Airbus to increase prices for other customers.

• It allows Airbus to discontinue its A330 NEO program.

• It boosts Airbus's reputation globally and secures more orders.

How does the coexistence of A350 and A330 NEO benefit Airbus?

• It enables Airbus to phase out older models faster.

• It reduces production costs significantly.

• It allows Airbus to offer a wider range of aircraft sizes.

• It prevents internal competition between the two models.

What factor might have influenced Delta's decision to choose Airbus over Boeing?

• Boeing's aircraft were more expensive.

• Delta had a long-standing partnership with Airbus.

• Airbus offered a new model not available from Boeing.

• Boeing's 787 was sold out, limiting availability.

Why is the actual price paid by Delta for the Airbus jets considered a secret?

• The price is still under negotiation.

• Airbus does not disclose any pricing information.

• The list prices are just estimates and not actual transaction prices.

• Delta requested confidentiality in their contract.