Ford Mtr Co Del · NYSE:F
Ford Mtr Co Del — Ford Motor Company — Bank of America Global Automotive Summit 2021
14 slides from Ford Mtr Co Del's conference presentation, Mar 31, 2021
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Slide 2: We Must / We Will
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 Lead the ele
Slide 3: Turnaround Automotive and Growth Levers – Disrupt Ourselves
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 franchises Expand leading commercial vehicle business wit
Slide 4: Great Products, Great Services, Always-On Relationship
CONNECTIVITY GREAT GREAT “ALWAYS-ON” PRODUCTS SERVICES RELATIONSHIP Iconic Products And Ecosystems Enabled By Meaningful Interactions That Commercial Vehicle Leadership Technology And Connectivity Grow And Evolve With Time 4
Slide 5: Iconic Nameplates Our Customers Love; Allocating Capital To Winning Businesses
Iconic Nameplates Our Customers Love Allocating Capital To Winning Businesses #1 sports coupe Mustang globally 2016-2020 2021 - 2025 #1 cargo van Transit globally 38% 27% #1 full-size pickup F-Series globally #1 America’s all-time 62% 73% Explorer best-selling SUV Ranger #2 medium-size pickup global
Slide 6: New Product Introductions
New Product Introductions F-150 Mach-E Bronco Sport Bronco White Space All-Electric F-150 2020 2020 2020 2021 2021 2022 Average Age of Portfolio (Years) 5.7 U.S. Passenger Vehicles Lower Is Better Freshness between 3.0 and 3.4 3.3 4.0 is highly competitive 3.4 2018 2019 2020 2021 2022 2023 2024 2025
Slide 7: F-150, Mustang Mach-E, Bronco Sport, Bronco and Whitespace
MUSTANG BRONCO WHITESPACE F-150 BRONCO VEHICLE MACH-E SPORT F-Series: #1 pickup globally Access to largest charging Iconic name plate returning after 24 years A whole new set of network in North America Ford Customers Best-selling pickup in the U.S. 3 all-new models including first-ever Bronco Sport
Slide 8: Must-Have Products Winning With Media And Customers
Must-Have Products Winning With Media And Customers Sergio Rodrige, c SBD ayia nen POPULAR MECHANICS Some Texans use 2021 Ford F-160 Want 60-Foot Tal Robot to Walk? 2021 Ford Bronco Sport buyers see hybrid trucks to power homes amid. Bend the Laws of Physics unexpected stardom; | just had no winter
Slide 9: Play to Our Strengths
Play to Our Target our aspirational customers and % U.S. Market Coverage with BEV Offerings Strengths Commercial / Retail segments that align with Ford strengths 70% 60% Build Brands Amplify attributes our customers love 45% With Aspirational best; “Gotta have it” tech, Products create new experienc
Slide 10: Electrification Investment and Technology Investment
Electrification Investment Technology Investment Foundation Software Foundation Hardware Customer Facing Features 2016 to 2020 2021 to 2025 2016 to 2020 2021 to 2025 10
Slide 11: Welcoming, Straightforward, Productive
WELCOMING STRAIGHTFORWARD PRODUCTIVE Embracing our customers’ needs, Delivering advanced technology Increasing capability, driving lifestyles and interests in a with clear purpose, efficiency and helping personalized way simplicity and ease businesses thrive 11
Slide 12: Scale is a competitive advantage
Cumulative Ford OTA Units In Operation (M) • Scale is a competitive advantage – OTA capable units in operation grows from 1M in 2021 to 32M in 2028 – 50% trucks and vans • Opportunity to grow services attach rate of connected vehicles – Commercial vehicles is a $4B addressable market for connected p
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Slide 14: 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 assumptions by our management and involve a number of r
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