Ford Mtr Co Del · NYSE:F
Ford Mtr Co Del — Ford Motor Company — Morgan Stanley Auto 2.0 Conference 2021
16 slides from Ford Mtr Co Del's conference presentation, Jan 11, 2021
Slide 1: Morgan Stanley Auto 2.0 Conference
Morgan Stanley Auto 2.0 Conference Ted Cannis General Manager, North American Commercial Business January 11, 2021
Slide 2: The Plan
The Plan We Must: Turn around automotive operations, compete like a challenger Treat customers like family Create must-have products and services Simplify everything Modernize everywhere Care for each other We Will: Capitalize on our strengths Disrupt ourselves Partner for expertise and efficiency L
Slide 3: 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 vehicle fra
Slide 4: Lead The Commercial Electrification Revolution
Lead The Commercial Electrification Revolution 4
Slide 5: Nearly 45% Market Share
Nearly 45% Market Share Of U.S. Commercial Vehicles Vans - Best-Selling Commercial Van Brand For 42 Years F-Series - Best-Selling Pickup For 44 Years’ Gord
Slide 6: Commercial Customer Needs
Commercial Customer Needs Employee Right Tool For Lowest Total Maina Employee Health Corporate The Job / Get Cost Of Uptime Productivity And Sustainability The Job Done Ownership Well- Being yr §°2 8 VY GB Six Core Commercial Customer Needs Span Across Trucks And Vans
Slide 7: Commercial Customers
~ Commercial Customers Buy The Battery Range’ They Need
Slide 8: Scheduled Maintenance Costs Estimated To Be 40% Lower
= = i a... Scheduled aiftteriance Co tsissimated TOBe 40% On AVerage, It It ‘Costs About Hal Mich ToDriveAn Electric. Vehicle’ em Sh; ord : - —_—_ = °e
Slide 9: Customized Charging Solutions
Customized Charging Solutions PUBLIC HOME DEPOT CHARGING Maximizing Customers’ Utilization Time — Including Charge Warnings And Reminders
Slide 10: Access to North America's largest network
Access to North America’s larges network with over 17,000 Bing Ford’s E-Transit can add an estimated 45 miles of range in 15 minutes at DC fast chargers © Blue is where we have you covered with over 17,000 charging stations including over 2,500 DC charging sites’ Gord *Based on original equipment ma
Slide 11: Purpose-Built Driver Assist Technologies
Purpose-Built Driver Assist Technologies } Available Pro Power Connectivity Onboard i. — At Versatility p { Human-Centered Design Serviceability Gerd u
Slide 12: Global Van BEV Industry Growing To 1.1M By 2030
Global Van BEV Industry Growing To 1.1IM By 2030° ; CAGR Of Over 50%
Slide 13: Growing The Value Of The Ecosystem Beyond The Vehicle
Growing The Value Of The Ecosystem Beyond The Vehicle af; Ay \ oo ama ee | << = (hh) UPFITTING SALES & PARTS & CONNECTED CHARGING FINANCING SERVICE SERVICES * Transit — best-selling cargo van in the world ; over 10M produced ~ - Expansive network of dedicated upfitters * 645 Commercial Vehicle Cente
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Slide 15: 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
Slide 16: Product Notes
Product Notes 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) Based on the total U.S. reported sales (1979-2020 CY). Includes Ford E-Series, formerly called Econoline, van and chassis
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