Ford Mtr Co Del · NYSE:F
Ford Mtr Co Del — Ford Motor Company — Corporate Update (November 2018)
22 slides from Ford Mtr Co Del's corporate update, Nov 15, 2018
Slide 1: Ford AV Miami Experience
XXM | EXPERIENCE Gord Mv
Slide 2: We are building a self-driving services platform
WE ARE BUILDING A SELF-DRIVING SERVICES PLATFORM IN PARTNERSHIP WITH CITIES AROUND THE WORLD
Slide 3: Self-driving services can alleviate transportation pain points in cities
SELF-DRIVING SERVICES CAN ALLEVIATE MANY OF THE TRANSPORTATION PAIN POINTS THAT PEOPLE AND BUSINESSES FACE IN CITIES TODAY
Slide 4: Ride hailing pain points today
RIDE HAILING PAIN POINTS TODAY INCONSISTENT UNRELIABLE INCONSISTENT LOCATION SAFETY + COST EXPERIENCE ETA DRIVER BEHAVIOR ACCURACY SECURITY
Slide 5: Delivery pain points today
DELIVERY PAIN POINTS TODAY HIGH INSURANCE FLUCTUATING DRIVER UNDER-UTILIZED MAINTENANCE RATES FUEL PRICES COST VEHICLE ASSET COSTS
Slide 6: We're addressing these customer pain points
WE’RE ADDRESSING THESE CUSTOMER PAIN POINTS AFFORDABLE, FULL-SERVICE TRANSPORTATION SOLUTIONS FORD AV + LLC THAT FREE PEOPLE AND BUSINESSES TO ACHIEVE THEIR FULLEST POTENTIAL
Slide 7: The current discussion
THE CURRENT DISCUSSION VEHICLE SELF-DRIVING SYSTEM WHAT IT MEANS CAPABLE SELF-DRIVING TECHNOLOGY BUILDING BLOCKS
Slide 8: Go to market approach
GO TO MARKET APPROACH SUPPLY OPERATIONS DEMAND VEHICLE SELF-DRIVING FLEET VEHICLE ORCHESTRATION CUSTOMER SERVICES SYSTEM MANAGEMENT WHAT IT MEANS SCALE VEHICLE CAPABLE EFFICIENT OPTIMIZED DIVERSE ENHANCED PLATFORM SELF-DRIVING VEHICLE DISPATCH, ROUTING SOURCES OF USER TECHNOLOGY SERVICES + PAYMENT D
Slide 9: Ford AV key differentiators
FORD AV KEY DIFFERENTIATORS PURPOSE-BUILT PARTNER-DRIVEN VEHICLES DEMAND ARGO’S SELF-DRIVING ENHANCED SYSTEM USER EXPERIENCE DESIGNED FOR CITY MAXIMUM UPTIME RELATIONSHIPS
Slide 10: Ford will launch its first purpose-built vehicles
PURPOSE-BUILT VEHICLES FORD WILL LAUNCH ITS FIRST + Purpose-built AV for Flexible to serve scale launch in 2021 multiple use cases COMMERCIAL GRADE AV IN 2021 Commercial durability Integrated for safety
Slide 11: Argo's self-driving system
ARGO’S SELF-DRIVING SYSTEM + Building for Scale City Specific CAPABLE SELF-DRIVING TECHNOLOGY Systems Integration Naturalistic Driving
Slide 12: Designed for maximum uptime
DESIGNED FOR MAXIMUM UPTIME BEV vs. HEV + Hybrid Electric Optimal Terminal Location UTILIZATION DRIVES PROFITABILITY Vehicle Durability Efficient Routing + Dispatch
Slide 13: Diverse demand creation through partnerships
PARTNER-DRIVEN DEMAND DIVERSE DEMAND CREATION THROUGH PARTNERSHIPS
Slide 14: Enhanced user experience creating businesses
ENHANCED USER EXPERIENCE CREATING BUSINESSES + USER TESTING = ENHANCED AV EXPERIENCE
Slide 15: Collaborating with cities to solve their unique needs
LONG STANDING CITY RELATIONSHIPS COLLABORATING WITH CITIES TO SOLVE THEIR UNIQUE NEEDS
Slide 16: $332 billion and growing
TOTAL ADDRESSABLE MARKET BY 2026 $332 $130B $202B BILLION Last Mile Goods Delivery Ride Hail AND GROWING Source: Frost and Sullivan; Morgan Stanley
Slide 17: Growing scale - city by city
GROWING SCALE - CITY BY CITY MIAMI D.C. PLANNED SERVICE AREAS PLANNING UNDERWAY LOCAL SCALE DRIVES PROFITS PHASE 1 PHASE 2 PHASE 3 PHASE 4
Slide 18: Continuous learning + scale
CONTINUOUS LEARNING + SCALE MORE CITIES MORE PARTNERS MIAMI SMALL DELIVERY/ PEOPLE CREATING COMPETITIVE BROADER FLEET BETTER SCALED BROADER SERVICES OPERATING OPERATING SERVICE + AREA AREA BETTER PRODUCTS PRODUCTS ADVANTAGE DATA LEARNING MORE DATA LEARNING
Slide 19: Every mile is changing economics
CHANGING ECONOMICS $ / Mile Today With Ford AV ~$2.50 Customer pays for ride hail or delivery EVERY MILE ~$1.00 IS Ford AV Profit DIGITAL CONTENT TRANSPORTATION SERVICES PROFITABLE Ford AV Costs PARTNER FEE VEHICLE + SDS DEPRECIATION + FINANCING FUEL OTHER FLEET MANAGEMENT SG&A
Slide 20: Scale production deployment by 2021
SCALE PRODUCTION DEPLOYMENT BY 2021 2018 Partnership Platform 2019 - 2020 • Expand business model and user experience pilots with strategic partners Partnership Platform 2021 • Diversify partner network including small business Launch Cities 1 & 2 Scale Launch Cities • Establish terminal operations
Slide 21: Ford AV Miami Experience
XXM | EXPERIENCE Gord Mv
Slide 22: Cautionary note on forward-looking statements
CAUTIONARY NOTE ON FORWARD-LOOKING STATEMENTS Statements included or incorporated by reference herein may constitute “forward-looking • Ford’s vehicles could be affected by defects that result in delays in new model launches, statements” within the meaning of the Private Securities Litigation Reform
Ford Motor Company — Corporate Update (November 2018) on 6ix