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Ford (F) investor relations material
Ford Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary8 Sep, 2025
Leadership and strategic vision
New leadership is focused on digital transformation, leveraging top technical talent and a mission-driven approach to drive cultural change and innovation.
Ford Pro is seen as an underappreciated asset with strong customer loyalty and growing product-market fit in software and services.
Collaboration between integrated services and Ford Pro is fostering a unified strategy, combining customer-centric innovation with financial discipline.
The partnership model is designed to bridge commercial and technical expertise, enhancing execution and value delivery.
Integrated services aims to be a center of excellence, working closely with other business units to drive product management and customer engagement.
Software, services, and partnerships
Ford Pro has over 750,000 paid software subscriptions, serving a diverse range of fleet customers and markets.
Announced a multiyear partnership with ServiceTitan to integrate telematics data, enhancing productivity and vehicle health monitoring for trade customers.
The ServiceTitan partnership is being piloted, with plans for broader deployment and demonstrations at upcoming industry events.
The addressable market for these solutions is estimated in the hundreds of billions of dollars, with significant growth potential.
Ford is open to further partnerships and acquisitions to expand its software and service offerings.
Metrics, adoption, and customer value
Key metrics include adoption, activation, engagement, and lifetime value (LTV), with 12 million monthly active FordPass users and over 435 million BlueCruise miles driven.
Software adoption rates are accelerating, with take rates for BlueCruise and Connected Services doubling at dealers and customers.
Integrated services and software are designed to drive a flywheel effect, increasing service volumes, parts sales, and customer loyalty.
Mobile service and proactive maintenance have saved customers hundreds of thousands of hours in downtime, with repair order duration improving by 20% year-over-year.
Service parts attach rate is around 35%, with ongoing investments in commercial service centers and mobile service expansion.
Beyond direct revenue, how are software partnerships measured?
Which Ford Pro features will cross over to retail?
Prioritized investments for Ford Pro software growth?
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Next Ford earnings date
Q3 202523 Oct, 2025
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The Ford Family: A Permanent Mark in Business History
The Ford family, with their name synonymous with the automobile industry, has not only shaped the course of American history but also continues to make waves in various sectors globally. Their mark stretches from the invention of the assembly line by Henry Ford to the present-day status as one of the largest and most well-known family-owned businesses in the world.
Frequently asked questions
A pioneer in the automobile industry
Ford Motor Company, founded in 1903, is one of the world's leading automotive manufacturers with a reputation for innovation and quality. With a strong presence in both domestic and international markets, the company has been able to generate significant revenue through various business segments.
Ford’s primary revenue stream
Automotive manufacturing is the primary revenue stream for Ford. The company has a wide range of products, including cars, trucks, SUVs, and commercial vehicles. Ford is also one of the leaders in the electric and hybrid vehicle market, with popular models such as the Mustang Mach-E and the F-150 Lightning. The company has a global manufacturing footprint and produces vehicles in countries such as the United States, China, and Germany. Other public companies in the automotive manufacturing industry include General Motors, Toyota, and Volkswagen.
Offering financial services
Ford's financial services division has become a growing revenue stream for the company. With a focus on providing financing, leasing, and insurance services for its vehicles, Ford has been able to attract a large customer base. The company has also invested heavily in research and development, which has allowed it to stay ahead of its competitors. Ford Credit, the company's financial services arm, has been providing financing options to customers for over 60 years.
Tapping into the growing mobility market
Ford's mobility solutions division has become an emerging revenue driver for the company. With a focus on providing transportation solutions, including ride-sharing and autonomous vehicles, Ford has been able to tap into the growing mobility market. The company has also partnered with other companies to create end-to-end mobility solutions, which has helped it gain market share. Ford has launched several mobility projects, including the Chariot shuttle service and the self-driving car project, Argo AI.
Interesting facts about Ford
Henry Ford, the company's founder, was the first person to use an assembly line in automotive manufacturing, revolutionizing the industry.
The Ford F-Series pickup truck has been the best-selling vehicle in the United States for over 40 years.
Ford has a long history of involvement in motorsports, including the iconic Ford GT40, which won the 24 Hours of Le Mans four times in a row from 1966 to 1969.
Further reading: The Ford Family: A Permanent Mark in Business History
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