Ford Mtr Co Del · NYSE:F
Ford Mtr Co Del — Ford Motor Company — Fireside Chat Hosted by Wolfe Research (November 2020)
18 slides from Ford Mtr Co Del's conference presentation, Nov 17, 2020
Slide 1: All-Electric E-Transit
All-Electric E-Transit TED CANNIS General Manager, North American Commercial Business LYNN ANTIPAS TYSON Executive Director, Investor Relations Fireside Chat With Wolfe Research November 17, 2020
Slide 2: Drive Growth, Improve Execution, Speed Transformation
Drive Growth, Improve Execution, Speed Transformation Turnaround Automotive • Improve quality • Reduce costs • Accelerate restructuring of underperforming businesses • Modernize and simplify Growth Levers – Disrupt Ourselves • Allocate more capital, resources and talent to strongest businesses and v
Slide 3: Building a Foundation for Long-Term Success in Full-Battery Electrics
Play To BUILDING Our Strengths A FOUNDATION FOR LONG-TERM SUCCESS Leverage Scale And Technology IN FULL-BATTERY ELECTRICS Build Iconic Brands, Amplify Attributes Business Model Innovation 3
Slide 4: We Are The Backbone Of Work
We Are The BACKBONE Of Work 4
Slide 5: Nearly 45% U.S. Market Share
Nearly 45% U.S. Market Share 1 Vans - Best-Selling Commercial Van Brand For 41 Years 2 F-Series - Best-Selling Pickup For 43 Years3 5
Slide 6: Commercial Customer Needs
Commercial Customer Needs Right Tool For Lowest Total Employee Maximum Employee Corporate The Job / Get Cost Of Health And Uptime Productivity Sustainability The Job Done Ownership Well-Being Six Core Commercial Customer Needs Span Across Trucks And Vans SECRET 6
Slide 7: Majority Of Transits Are Upfitted
Majority Of Transits Are Upfitted 7 7
Slide 8: Commercial Customers Buy The Battery Range They Need
Commercial Customers Buy The Battery Range They Need 8
Slide 9: Scheduled Maintenance Costs Estimated To Be 40% Less
Scheduled Maintenance Costs Estimated To Be 40% Less 4 On Average, It Costs About Half As Much To Drive An Electric Vehicle 5 9
Slide 10: Customized Charging Solutions
Customized Charging Solutions HOME DEPOT PUBLIC CHARGING Maximizing Customers’ Utilization Time – Including Charge Warnings And Reminders 10
Slide 11: Purpose-Built Driver Assist Technologies
Purpose-Built Driver Assist Technologies Available Pro Power Onboard Connectivity Versatility Human-Centered Serviceability Design 11
Slide 12: Global Van BEV Industry Growing To 1.1M By 2030
Global Van BEV Industry Growing To 1.1M By 2030 6 CAGR Of Over 50% 6 12
Slide 13: Growing The Value Of The Ecosystem Beyond The Vehicle
Growing The Value Of The Ecosystem Beyond The Vehicle Vehicle Broader Vehicle Ecosystem VAN UPFITTING SALES & PARTS & CONNECTED CHARGING FINANCING SERVICE SERVICES • Transit – best-selling cargo van in the world ; over 10M produced 7 • Expansive network of dedicated upfitters • 645 Commercial Vehicl
Slide 14: Connected Products And Services
Connected Products And Services Ford Commercial Solutions SECRET 14
Slide 15: Electric and Connected
Electric and Connected New Features Available For Transit Business Customers 8 SECRET 15 15
Slide 16: The All-Electric Ford E-Transit
The All-Electric Ford E-Transit 16
Slide 17: Q&A
Q&A 17
Slide 18: Product Notes
Product Notes 1 Based on 2019CY registrations of Commercial Vehicles Classes 1-7 (excludes cars, midsize pickups, SUVs, minivans and full-size pickups registered to a non-business) 2 Based on the total U.S. reported sales (1979-2019 CY). Includes Ford E-Series, formerly called Econoline, van and cha
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