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United just took subtle shots at its rivals Delta and American
Business Insiderยท 2025-10-16 19:12
Core Insights - United Airlines is positioning itself as a premium airline, contrasting its services with those of Delta Air Lines and American Airlines, particularly focusing on the quality of its airport lounges and in-flight entertainment options [1][5][12] United Airlines - United Airlines has installed seatback screens on over 146,000 seats across 765 airplanes, emphasizing this as a key differentiator from American Airlines, which has not adopted this feature for most of its domestic fleet [2][3] - The airline's premium cabin revenue increased by approximately 6% year-over-year in the third quarter, although this growth was less than Delta's 9% [5] - United's signature interior conversion is currently at 64%, with an investment exceeding $1.6 billion [3] Delta Air Lines - Delta has acknowledged issues with overcrowding in its Sky Clubs and has implemented changes, such as raising annual lounge pass prices and restricting access for basic economy passengers [6][12] - The airline is introducing "Delta One" lounges, which will offer a more exclusive experience, with only four locations planned by 2025 [7] American Airlines - American Airlines continues to use tablet holders instead of seatback screens on most domestic flights, focusing on allowing passengers to use their own devices for entertainment [12][13] - The airline claims that over 90% of its customers prefer using their own devices, and it plans to offer free WiFi to all AAdvantage loyalty members starting next year [13] Market Performance - United Airlines' stock fell over 7% after reporting earnings that exceeded expectations but had revenue figures below analyst forecasts, yet it remains up more than 34% over the past year [14][15] - Delta's stock has increased around 6.5% over the past year, while American Airlines is down nearly 8.6% as it prepares to report its earnings [15][16]