Ford Motor Company (NYSE:F) Wolfe Research Auto, Auto Tech and Semiconductor Conference February 11, 2025 8:45 AM ET
Company Participants
Jim Farley – CEO
Sherry House – CFO
Conference Call Participants
Emmanuel Rosner – Wolfe Research
Emmanuel Rosner
Good morning, everybody again. And thank you so much for being here for the Wolfe Autos and Auto Tech Conference. I’m excited to kick off this year’s Wolfe Autos Conference with the Ford Motor Company, an American icon with highly regarded portfolio of brands and models that resonates with consumers and businesses and with a strong competitive moat, led by its dominant pickup franchise, commercial vehicles and others as well as growing aftermarket software and services business. It’s no secret that I’ve personally been cautious on the Ford stock for a long time, essentially pointing to considerable cost structure disadvantage versus the competition. But the other side of the coin is also true, Ford earnings and free cash flow could literally double if Ford was able to achieve benchmark combustion engine costs and eliminate its Model e losses. So to discuss this and much more, please join me in welcoming CEO, Jim Farley; and newly appointed CFO, Sherry House.
Sherry House
Thank you.
Emmanuel Rosner
The format today will be a discussion, a fireside chat around some of my prepared questions as well we’ll leave some time for some of yours. But before we do that, Jim, would you like to share some opening comments?
Jim Farley
Emmanuel, thank you for including us. And I really look forward to the Q&A discussion. Just a few comments about Ford. I just want to second Emmanuel’s insights. The reality of the company is the biggest unlock for us is absolutely going to be and continues to be for some time our cost opportunity, and that is something that we’re very
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