Ford Motor Company (F) Goldman Sachs Communicopia + Technology Conference 2025 summary

Leadership and strategy

• New leadership is focused on digital transformation, leveraging experience from tech and media to drive innovation in software and services.

• Strong emphasis on culture change, technical talent, and mission-driven work to support the company's transition.

• Collaboration between Integrated Services and Ford Pro creates a bridge between customer-centric digital solutions and commercial strategy.

• Leadership is committed to building indispensable software and services to drive broader business growth.

• Integrated Services aims to be a center of excellence, integrating product management with design and engineering.

Software and services growth

• Over 750,000 paid software subscriptions in Ford Pro, serving a diverse customer base across fleet sizes and industries.

• New partnership with ServiceTitan integrates telematics data into trade workflows, enhancing productivity and vehicle health monitoring.

• ServiceTitan partnership enables real-time tracking, technician productivity insights, and addresses key pain points in the trades sector.

• The addressable market for these solutions is estimated in the hundreds of billions of dollars, with significant growth potential.

• Partnerships like Geotab and ServiceTitan expand both breadth (multi-make fleets) and depth (trade-specific solutions) of offerings.

Metrics and customer engagement

• Key metrics include adoption, activation, engagement, and lifetime value (LTV), with 12 million monthly active FordPass users and over 435 million BlueCruise miles driven.

• Engagement and activation are tracked through usage statistics and customer journey analytics.

• Focus on reducing churn and increasing LTV as the business shifts from transactional to daily engagement models.

• Three-year gross profit across vehicles, parts, and services is monitored to assess the impact of sticky software on the ecosystem.