Delta Sees No Pushback on Higher Fares, CEO Says

Delta Air Lines CEO Ed Bastian characterizes the current AI adoption phase as an early investment period focused on efficiency rather than immediate revenue growth, noting that significant returns will likely require new business models. The airline maintains strong holiday travel demand despite fare increases, while simultaneously advancing its long-term in-flight Wi-Fi strategy through an Amazon Kuiper partnership and monitoring AI agent interactions on a case-by-case basis. Although Delta has offset current fuel costs, Bastian warns that geopolitical tensions could drive jet fuel prices higher within the next year, posing financial risks to smaller carriers.