Ford Mtr Co Del · NYSE:F

Ford Mtr Co Del — Ford Motor Company — J.P. Morgan Auto Conference 2023

10 slides from Ford Mtr Co Del's conference presentation, Aug 10, 2023

  1. Slide 1: J.P. Morgan Auto Conference

    J.P. Morgan Auto Conference Navin Kumar, Ford Pro CFO August 10, 2023

  2. Slide 2: Software, Charging, Service, Financing, Vehicles

    Software Charging Service Financing Vehicles 2

  3. Slide 3: >40% market share U.S. Class 1-7

    #1 U.S. >40% market share U.S. Class 1-7 full-size truck and van market* #1 Europe ~15% share Europe commercial vehicle market* * Commercial share claims are for Q2 2023 3

  4. Slide 4: Pro

    Ford Wholesale Units (000) Revenue ($B) Pro 285 338 321 358 337 365 $10.3 $12.7 $12.0 $13.9 $13.2 $15.6 Integrated vehicle hardware, software, service, charging and financing solutions that increase commercial customer productivity Q1 2022 Q2 2022 Q3 2022 Q4 2022 Q1 2023 Q2 2023 Q1 2022 Q2 2022 Q3 2

  5. Slide 5: We expect to more than double our 2022 EBIT

    We expect to more than 3.2B $ 8.0B ~$ double our 2022 2023 EBIT 5

  6. Slide 6: Ford Pro Key Metrics

    Ford Pro Key Metrics 2022 2026 Growth 2030 Ford Pro vehicle installed base (UIO) ~12M >13% Connected vehicle mix ~30% ~2x Paid software attach rate ~12% ~3x Aftersales parts attach rate 34% >50% 6

  7. Slide 7: Revenue TAM Opportunity

    Revenue TAM Revenue TAMOpportunity Opportunity* Present (2022) Future unlock with next generation product Service parts & Charging Connected productivity Connected Vehicles subscriptions + ADAS insurance Future services Commercial Maintenance and Charging Fleet and Carrier model Limitless vehicles s

  8. Slide 8: Customer relationships and Product

    3. 1. Physical Customer service relationships network 4. 2. Integrated Product software portfolio platform 8

  9. Slide 9: Gord

    Gord

  10. Slide 10: Cautionary Note On Forward-Looking Statements

    Cautionary Note On Forward-Looking Statements Statements included or incorporated by reference herein may constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based on expectations, forecasts, and assumptio

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