Jul. 29 at 4:12 PM
The airline industry is accelerating its use of AI to revolutionize pricing—
$DAL is a prime example. In 2Q25, about 3% of its domestic ticket prices were set by AI & it's planning to scale this to 20% by YE25
Israeli startup Fetcherr provides airlines w/ an AI pricing agent that analyzes:
- Customer lifetime value
- Past purchasing behavior
- Real-time booking context
...to craft dynamic, personalized offers that go far beyond static fare charts. Think: the airline version of a Spotify recommendation engine, tailored to each passenger's value & intent
Delta President has described the tech as a “super analyst” that operates 24/7, calling the results “amazingly favorable.”
Fetcherr’s tech has shown potential for significant rev uplift, w/ testing phases demonstrating up to a +9% increase in revs & a -60% reduction in manual pricing processes. This is achieved by exploiting competitors’ rule-based systems and optimizing prices in real time.
$UAL $AAL -
$JETS