Last fall, Delta executives first revealed the company had begun using AI on a small sliver of its bookings; at the time, AI tools were only involved with about 1% of the airline's network, leaders shared on Delta's November 2024 investor day presentation.

Delta topped Wall Street expectations for the quarter and reinstated full-year guidance. The company is feeling much more upbeat about the quarters to come than it was three months ago, propelling the stock higher.