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Company Insight & Account Signals โ€” Confidential

Alaska Air Group

A pursuit brief for the ITG Group & Aryaka team: reading the changes, signals, and timing that open a door to sell network connectivity (SD-WAN / SASE) and security services into Alaska Airlines.
Target: Alaska Air Group (NYSE: ALK) Alaska Airlines ยท Hawaiian Airlines ยท Horizon Air Prepared for ITG Group ร— Aryaka
Prepared July 17, 2026 ยท Sources current as of Q4 FY2025 reporting ยท All data from public sources
$14.2B
FY2025 revenue
โ–ฒ 21% YoY
140+
Destinations across N. America, Asia & Pacific
30,000+ employees
2
Major IT outages in 2025 (Jul & Oct)
~49K pax stranded in Oct
$1.4โ€“1.5B
2026 capex guidance
Fleet to 475 aircraft by 2030

โ—Ž The opening: why Alaska is a live pursuit right now

Three forces are converging at the same moment, and each one maps directly to what Aryaka and ITG sell.

The one-sentence thesis: Alaska is actively re-platforming its network and IT estate โ€” after two public outages exposed a fragile, single-point-of-failure infrastructure, while simultaneously stitching together two airlines' networks and cutting over to a single reservations system in spring 2026. That is precisely the window in which a managed SD-WAN / SASE and security partner gets invited in.

Pain

๐Ÿ”ป Proven infrastructure fragility

Two nationwide-impacting IT failures in 2025. The October event was a hardware failure at the primary data center โ€” a textbook redundancy and resilience gap that Aryaka's distributed, cloud-delivered network architecture is built to eliminate.

Trigger

๐Ÿ› ๏ธ Active modernization mandate

Alaska engaged Accenture to audit and overhaul its IT estate โ€” migrating operational and back-office systems to the cloud for "redundancy and scalability." A modernization program in flight is the ideal moment to insert connectivity and security services.

Complexity

๐Ÿ”— Two networks becoming one

Post-merger, Alaska + Hawaiian must unify connectivity across 140+ destinations, corporate sites, hubs, and cloud. A spring 2026 single-reservations-system cutover raises the stakes on secure, reliable, well-managed WAN.

Capacity

๐Ÿ’ฐ Willingness & ability to spend

$14.2B revenue (+21%), $1.4โ€“1.5B 2026 capex, and the largest fleet order in company history. This is a well-capitalized buyer with executive attention squarely on IT reliability.

๐ŸŒ Network, connectivity & IT signals โ€” Aryaka core

The signals most directly tied to SD-WAN, SASE, and managed connectivity.

๐Ÿ›ก๏ธ Security posture & risk signals

The reliability and security exposure that opens the door to security services.

๐Ÿ“ˆ Business & M&A change signals

The corporate context creating budget, urgency, and IT complexity.

โœˆ๏ธ Hawaiian merger โ€” integration in full swing

Acquisition closed Sept 2024; single operating certificate achieved Oct 29, 2025 (~13 months). Distinct brands retained, but operations, systems, and networks are actively being unified. Synergy capture reported on track for a fourth consecutive quarter.

๐Ÿ’ต FY2025 financials โ€” growth with margin pressure

Revenue $14.2B (+21%); net income $100M; adjusted EPS $2.44 (down from $4.87 in 2024 โ€” merger & disruption costs). 2026 adjusted EPS guided $3.50โ€“$6.50. Reliability problems are directly hitting the P&L and brand.

๐Ÿ›ฉ๏ธ Largest fleet order in company history

105 Boeing 737-10 + 5 787s; fleet expanding to 475 aircraft by 2030. Growth means more connected endpoints, stations, and operational tech to network and secure.

๐ŸŒ Hawaiian joins oneworld (spring 2026)

Deeper alliance and partner integration expands external system connectivity and data-sharing โ€” more interconnects to secure and manage.

๐Ÿ‘ฅ Org changes & decision-maker map

Tech leadership is in transition post-merger โ€” a fragmented, evolving structure that creates both a mapping challenge and an opening. Verify current titles before outreach (leadership has shifted).

Name / RoleRelevance to the pursuitPriority
Ben Minicucci
CEO, Alaska Air Group
Publicly championing IT innovation, resilience, and AI; owns the reliability narrative post-outages. Executive sponsor for any infrastructure transformation. Air cover
Shane Tackett
President & CFO
Controls the $1.4โ€“1.5B capex purse; ROI & risk-reduction economics land here. Frame outage cost avoidance + opex predictability of managed network. Economic buyer
VP, Information Technology Services
(Vikram Baskaran, verify)
Day-to-day owner of IT operations and infrastructure โ€” closest functional owner of WAN/connectivity and the outage remediation program. Technical buyer
CISO / Enterprise Information Security lead
(role in flux โ€” confirm current holder)
Owner of security services conversation โ€” zero-trust, SASE security, identity. Signals of security-leadership hiring/turnover suggest a team being (re)built. Security buyer
VP, Digital Experience
(Natalie Bowman, verify)
Owns customer-facing digital platforms exposed to account-takeover risk (Mileage Plan). Relevant for SASE security & app performance. Influencer
Accenture engagement team
(modernization partner)
Currently auditing Alaska's IT. Either a channel/partner to align with or an incumbent to navigate. Understand their scope before positioning. Partner/gatekeeper

Org read: The former CIO (Charu Jain) has moved into a merchandising/innovation role, and IT leadership now sits across VP-level functions rather than a single CIO seat. A post-merger, in-transition tech org is harder to map โ€” but it also means no entrenched single decision-maker has fully locked down the network/security agenda yet. Move while the structure is still forming.

๐Ÿ—“๏ธ Timing map โ€” anchor the urgency

SEP 2024

Hawaiian acquisition closes

Two airlines' IT estates begin converging.

JUL 2025

First major IT outage (~3 hrs)

Early warning of infrastructure fragility.

OCT 24, 2025

Nationwide ground stop โ€” data-center hardware failure

360+ cancellations, ~49K stranded. Accenture engaged; "diagnose entire IT infrastructure."

OCT 29, 2025

Single operating certificate granted

Operations unified under one FAA certificate.

2026โ€“2030

Fleet & network expansion to 475 aircraft

Sustained growth in connected endpoints and sites to network and secure.

๐ŸŽฏ Talk track โ€” how ITG & Aryaka enter the conversation

Four plays, sequenced from lowest-friction entry to full engagement. Map each to a specific buyer above.

1 Lead with resilience, not a product

Open on the outages: "Two nationwide ground stops in a year traced to infrastructure fragility. We help remove single points of failure with a managed, redundant network." Offer a no-cost network & security resilience assessment.

โ†’ SD-WAN / managed network ยท CFO + VP IT
2 Ride the cloud-migration wave

Position Aryaka as the connectivity + security fabric that makes Alaska's Accenture-led cloud migration fast and secure โ€” complementary, not competitive. Align to their program timeline, not against it.

โ†’ SASE / cloud connectivity ยท VP IT + Accenture
3 Unify two networks into one

Frame the merger: rather than stitching Alaska + Hawaiian WANs together, standardize on one managed global network across 140+ destinations โ€” simpler, cheaper, more secure, cutover-ready.

โ†’ Managed global WAN ยท VP IT + CFO
4 Layer in security services

Follow with zero-trust, SASE security, and identity โ€” anchored on merger-period attack-surface growth and customer account-takeover (Mileage Plan) exposure.

โ†’ Managed security / zero-trust ยท CISO + Digital

๐Ÿ“Ž Sources