NYTimes
09 Oct 2026, 13:28 UTC · 1h ago
Airlines Are Upgrading Wi-Fi. Not All Are Using Elon Musk's Service.
Impact · against what's priced in
The public disagreement between Elon Musk and Delta's leadership over Wi-Fi providers is noise that does not alter the company's fundamental valuation. It has no material impact on Delta's ability to hit its FY2026 EPS guidance or its structural premium-cabin pricing power.
- DAL+0.00
Doesn't touch the price's assumptions
- In context
A dispute over the choice of an internet provider does not affect the company's guided EPS of $6.50-$7.50 or its premium-cabin pricing power.
What DAL's price assumes · Aug 27
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