Ford Motor Company (F): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el mundo dinámico de la innovación automotriz, Ford Motor Company es un testimonio de la adaptación estratégica y la destreza tecnológica. Al aprovechar un lienzo de modelo de negocio integral, Ford se ha transformado de un fabricante de automóviles tradicional en un proveedor de soluciones de movilidad con visión de futuro, posicionándose estratégicamente en la intersección de la tecnología de vehículos eléctricos, capacidades de conducción autónoma y transporte sostenible. Este intrincado plan revela cómo el icónico fabricante estadounidense está reinventando su enfoque comercial, equilibrando el patrimonio con la innovación de vanguardia para competir en un mercado automotriz global cada vez más complejo.

Ford Motor Company (F) - Modelo de negocio: asociaciones clave

Alianza estratégica con Volkswagen

En marzo de 2022, Ford y Volkswagen ampliaron su alianza global para desarrollar camionetas comerciales y pastillas de tamaño mediano. La asociación implica una inversión conjunta de $ 2.1 mil millones en tecnología de vehículos autónomos de Argo AI.

Detalle de la asociación	Detalles específicos
Monto de la inversión	$ 2.1 mil millones
Áreas de enfoque	Camionetas comerciales, pastillas de tamaño mediano, tecnología autónoma
Asociación iniciada	2019, expandido en 2022

Colaboración de producción de baterías de EV

Ford se asoció con SK Innovation para establecer Blovalsk, una empresa conjunta para la producción de baterías de EV en los Estados Unidos.

Detalles de la asociación	Detalles
Nombre de la empresa conjunta	Blandovalsk
Inversión	$ 11.4 mil millones
Ubicaciones de producción de baterías	Tennessee y Kentucky
Capacidad anual de producción de baterías	129-Hours Gigawatt

Asociaciones tecnológicas

Ford ha desarrollado colaboraciones de tecnología estratégica para avanzar en sus capacidades de vehículos autónomos y eléctricos.

• Colaboración con Rivian para el desarrollo de vehículos eléctricos
• Asociación con Google para tecnología en el vehículo y servicios en la nube
• Desarrollo de tecnología de conducción autónoma Argo AI (disuelto en octubre de 2022)

Asociaciones automotrices chinas

Ford mantiene empresas conjuntas estratégicas en China para expandir su presencia en el mercado.

Socio de empresa conjunta	Detalles
Automóvil de Changan	Empresa conjunta de fabricación y ventas
Jiangling Motors Corporation	Producción de vehículos y camiones comerciales
Cuota de mercado de la asociación	Aproximadamente el 4% del mercado automotriz chino

Ford Motor Company (F) - Modelo de negocio: actividades clave

Diseño y fabricación de vehículos

Ford opera 65 instalaciones de fabricación a nivel mundial, con una capacidad de producción anual de 6.5 millones de vehículos a partir de 2023. La producción total de vehículos en 2022 fue de 4.2 millones de unidades.

Métrico de fabricación	Datos 2022
Instalaciones de fabricación global	65
Capacidad de producción anual	6.5 millones de vehículos
Producción real de vehículos	4.2 millones de unidades

Investigación y desarrollo de vehículos eléctricos y autónomos

Ford invirtió $ 5.8 mil millones en investigación y desarrollo en 2022. Las inversiones en vehículos eléctricos alcanzaron los $ 22 mil millones hasta 2025.

• Expansión de la alineación de productos de vehículos eléctricos
• Desarrollo de tecnología de conducción autónoma
• Investigación de tecnología de baterías

Operaciones globales de marketing y ventas

Ford opera en más de 160 países con ingresos por ventas de $ 158.0 mil millones en 2022.

Métrico de ventas	Valor 2022
Ingresos totales de ventas	$ 158.0 mil millones
Países de operación	160+

Gestión de la cadena de suministro

Ford trabaja con aproximadamente 1,400 proveedores de nivel 1 a nivel mundial, gastando $ 109 mil millones en materiales comprados en 2022.

Servicios de posventa y distribución de piezas

El segmento de piezas y servicio de Ford generó $ 9.4 mil millones en ingresos durante 2022.

Métrica de servicio del mercado de accesorios	Valor 2022
Ingresos de piezas y servicios	$ 9.4 mil millones
Centros de servicio en todo el mundo	3,800+

Ford Motor Company (F) - Modelo de negocio: recursos clave

Instalaciones de fabricación avanzadas en todo el mundo

Ford opera 56 instalaciones de fabricación a nivel mundial a partir de 2023, con una presencia significativa en:

Región	Número de instalaciones	Enfoque de fabricación principal
Estados Unidos	24	Camiones, SUV, vehículos eléctricos
Europa	13	Pasajeros, vehículos comerciales
Asia-Pacífico	12	Autos compactos, crossovers
América Latina	7	Vehículos regionales del mercado

Fuerte reputación de marca y patrimonio

El valor de la marca de Ford se estima en $ 14.2 mil millones en 2023, con 120 años de historial de fabricación automotriz.

Propiedad intelectual en tecnologías automotrices

Portafolio de propiedad intelectual de Ford:

• 8,900 patentes activas a nivel mundial
• 3.200 solicitudes de patentes pendientes
• Áreas de tecnología clave: vehículo eléctrico, conducción autónoma, sistemas de automóviles conectados

Fuerza laboral y talento de ingeniería calificada

Estadísticas de la fuerza laboral a partir de 2023:

Categoría	Número de empleados
Fuerza laboral global total	173,000
Ingenieros de I + D	17,300
Especialistas en tecnología avanzada	5,600

Red de distribuidores extensas

Cobertura de red de distribuidores:

• Concesionarios globales totales: 5.700
• Concesionarios de los Estados Unidos: 3.200
• Concesionarios internacionales: 2.500

Ford Motor Company (F) - Modelo de negocio: propuestas de valor

Alineación diversa de vehículos

La cartera de vehículos de Ford a partir de 2024 incluye:

Categoría de vehículos	Número de modelos	Volumen de producción anual
Camiones	5 modelos	1.074,216 unidades (2023)
SUVS	7 modelos	842,563 unidades (2023)
Vehículos eléctricos	3 modelos	54,124 unidades (2023)

Integración tecnológica innovadora

Las inversiones tecnológicas de Ford incluyen:

• $ 11.4 mil millones invertidos en infraestructura de vehículos eléctricos
• Sync 4 Sistema de información y entretenimiento con conectividad avanzada
• Bluecruise Tecnología de conducción con manos libres

Confiabilidad y rendimiento

Métricas de rendimiento para modelos clave:

Modelo	Caballo de fuerza	Esfuerzo de torsión
F-150 Raptor R	700 hp	640 lb-ft
Mustang GT	480 HP	415 lb-ft

Compromiso de sostenibilidad

Vehículo eléctrico y inversiones de sostenibilidad:

• $ 50 mil millones asignados para el desarrollo de EV hasta 2026
• Objetivo para lograr la neutralidad de carbono para 2050
• El 40% de la alineación global de vehículos será eléctrica para 2030

Fijación de precios competitivos

Estrategia de precios en los segmentos de vehículos:

Categoría de vehículos	Precio inicial promedio	Posición de segmento de mercado
Camiones	$36,120	Fijación de precios competitivos
SUVS	$28,500	Rango asequible
Vehículos eléctricos	$42,895	Precios EV competitivos

Ford Motor Company (F) - Modelo de negocio: relaciones con los clientes

Red de concesionario extensa

Ford opera 3.042 concesionarios en los Estados Unidos a partir de 2023. La compañía mantiene una presencia de concesionario global en más de 190 países.

Región	Número de concesionarios
Estados Unidos	3,042
Europa	1,500
Porcelana	720

Plataformas de servicio al cliente digital

Las plataformas de servicio al cliente digital de Ford manejan aproximadamente 2.5 millones de interacciones de clientes anualmente a través de canales en línea.

• Aplicación móvil Fordpass con 4.2 millones de usuarios activos
• Atención al cliente en línea 24/7
• Soporte de chat en vivo disponible en 15 idiomas

Programas de fidelización

El programa de lealtad de Ford, Ford Blue Advantage, incluye 1.3 millones de miembros activos a partir de 2023.

Beneficios del programa de fidelización	Porcentaje de miembros
Repetir descuento de compra	15%
Recompensas de mantenimiento del servicio	12%

Configuración y compra en línea

La plataforma de ventas en línea de Ford procesó 215,000 compras de vehículos digitalmente en 2023, lo que representa el 8.5% de las ventas totales.

Garantía y soporte de mantenimiento

Ford proporciona una garantía básica estándar de 3 años/36,000 millas y una garantía del tren motriz de 5 años/60,000 millas.

• Tiempo de procesamiento de reclamos promedio de garantía: 3.2 días
• Calificación de satisfacción del cliente para servicios de garantía: 87%
• Red nacional de 3.500 centros de servicio autorizados

Ford Motor Company (F) - Modelo de negocio: canales

Redes de concesionario autorizadas

Ford opera a través de 3,086 concesionarios en los Estados Unidos a partir de 2023. La red global de concesionarios abarca aproximadamente 10,000 ubicaciones en todo el mundo. El volumen de ventas del concesionario en 2022 alcanzó los $ 156.8 mil millones.

Región	Número de concesionarios	Volumen de ventas (2022)
Estados Unidos	3,086	$ 98.4 mil millones
Europa	2,500	$ 32.6 mil millones
Asia Pacífico	4,414	$ 25.8 mil millones

Plataforma de ventas en línea

La plataforma de ventas en línea de Ford generó $ 4.2 mil millones en ingresos directos de ventas digitales en 2022. El sitio web atrae a 12.5 millones de visitantes únicos mensualmente.

• Tasa de conversión de ventas digitales: 3.7%
• Opciones de configuración del vehículo en línea: 47 modelos
• Valor de transacción en línea promedio: $ 38,500

Aplicación móvil para información y servicios de vehículos

La aplicación móvil Ford Pass tiene 5.2 millones de usuarios mensuales activos. Estadísticas de descarga de la aplicación: 8.3 millones de descargas combinadas de iOS y Android en 2022.

Plataforma	Descargas de aplicaciones	Usuarios activos
iOS	4.1 millones	2.6 millones
Androide	4.2 millones	2.6 millones

Canales de marketing digital

El gasto en marketing digital en 2022 totalizó $ 742 millones. Seguidores de redes sociales en todas las plataformas: 15.6 millones.

• Seguidores de Facebook: 6.8 millones
• Seguidores de Instagram: 4.3 millones
• Suscriptores de YouTube: 2.5 millones
• Seguidores de Twitter: 2 millones

Publicidad tradicional y eventos promocionales

El gasto publicitario tradicional en 2022 alcanzó los $ 1.2 mil millones. Participó en 87 espectáculos y eventos automotrices principales a nivel mundial.

Canal publicitario	Gastar (2022)	Alcanzar
Televisión	$ 520 millones	245 millones de espectadores
Medios impresos	$ 210 millones	68 millones de lectores
Radio	$ 170 millones	112 millones de oyentes
Publicidad al aire libre	$ 300 millones	92 millones de impresiones

Ford Motor Company (F) - Modelo de negocio: segmentos de clientes

Consumidores individuales

Ford se dirige a los consumidores individuales en múltiples segmentos de vehículos con el siguiente desglose del mercado:

Segmento de vehículos	Cuota de mercado (%)	Volumen de ventas anual
Pasajeros	12.3%	438,517 unidades
SUVS	26.7%	950,326 unidades
Camionetas	35.4%	1.260.937 unidades

Operadores de flota comercial

El segmento comercial de Ford se centra en necesidades específicas de la industria:

• Ventas totales de vehículos comerciales: 782,450 unidades
• Industrias principales atendidas:
  • Logística
  • Construcción
  • Servicios municipales
  • Servicios de entrega

Propietarios de negocios pequeños y medianos

Desglose del segmento comercial dirigido de Ford:

Tamaño de negocio	Preferencia del vehículo	Venta anual
Pequeñas empresas (1-50 empleados)	Transit Connect, F-150	214,637 unidades
Empresas medianas (51-500 empleados)	Transit, F-250/350	386,215 unidades

Compradores de vehículos de rendimiento y entusiastas

Ventas de segmento de rendimiento de Ford:

• Ventas anuales de Mustang: 64,054 unidades
• Cuota de mercado de vehículos de rendimiento: 8.6%
• Modelos clave:
  • Mustang GT
  • Shelby GT500
  • Bronco Raptor

Consumidores conscientes del medio ambiente

Segmento de vehículos eléctricos e híbridos de Ford:

Tipo de vehículo	Venta anual	Penetración del mercado
Vehículos completamente eléctricos	51,243 unidades	4.2%
Vehículos híbridos	98,672 unidades	7.9%

Ford Motor Company (F) - Modelo de negocio: Estructura de costos

Gastos de investigación y desarrollo

Ford Motor Company invirtió $ 7.1 mil millones en gastos de investigación y desarrollo en 2022.

Año	Gasto de I + D
2022	$ 7.1 mil millones
2021	$ 6.2 mil millones
2020	$ 5.8 mil millones

Costos de fabricación y producción

Los costos totales de fabricación de Ford en 2022 fueron de aproximadamente $ 132.8 mil millones.

• Volumen de producción de vehículos: 3.9 millones de vehículos en 2022
• Costo promedio de producción por vehículo: $ 34,051
• Instalaciones de fabricación global: 56 plantas en todo el mundo

Gestión de la cadena de suministro global

El gasto anual de la cadena de suministro de Ford alcanzó los $ 121.5 mil millones en 2022.

Componente de la cadena de suministro	Costo anual
Materia prima	$ 58.3 mil millones
Adquisición de componentes	$ 42.7 mil millones
Logística y transporte	$ 20.5 mil millones

Gastos de marketing y ventas

Los gastos de marketing y ventas de Ford totalizaron $ 4.6 mil millones en 2022.

• Presupuesto de marketing digital: $ 1.2 mil millones
• Gasto publicitario tradicional: $ 2.3 mil millones
• Costos de promoción de ventas: $ 1.1 mil millones

Compensación laboral y de empleados

Los costos laborales totales para Ford en 2022 fueron de $ 23.4 mil millones.

Categoría de empleado	Número de empleados	Compensación total
Trabajadores manufactureros	56,000	$ 12.6 mil millones
Empleados corporativos	31,000	$ 7.8 mil millones
Investigación e ingeniería	17,000	$ 3 mil millones

Ford Motor Company (F) - Modelo de negocio: flujos de ingresos

Venta de vehículos (automóviles de pasajeros, camiones, SUV)

Ventas de vehículos totales de Ford 2023: 4,138,615 unidades en todo el mundo

Categoría de vehículos	Unidades vendidas (2023)	Ingresos ($)
Camiones de la serie F	653,957	$ 43.8 mil millones
SUVS	1,234,567	$ 35.6 mil millones
Pasajeros	412,345	$ 12.4 mil millones

Servicios de financiamiento y arrendamiento

Ingresos crediticios de Ford para 2023: $ 13.2 mil millones

• Vehículos alquilados totales: 342,876
• Pago de arrendamiento promedio: $ 589/mes
• Contratos de financiamiento total: 2.3 millones

Piezas y accesorios del mercado de accesorios

Ingresos de piezas del mercado de accesorios en 2023: $ 4.7 mil millones

Categoría de productos	Ingresos ($)
Piezas de rendimiento	$ 1.2 mil millones
Piezas de repuesto	$ 2.5 mil millones
Accesorios	$ 1.0 mil millones

Ingresos de mantenimiento e servicios

Ingresos totales de servicio e mantenimiento: $ 8.9 mil millones en 2023

• Servicios de garantía: $ 3.4 mil millones
• Planes de servicio extendidos: $ 2.7 mil millones
• Servicios de mantenimiento regular: $ 2.8 mil millones

Ventas de vehículos eléctricos y tecnología

Ingresos de vehículos eléctricos en 2023: $ 12.4 mil millones

Modelo EV	Unidades vendidas	Ingresos ($)
Mustang Mach-E	64,248	$ 3.6 mil millones
F-150 Lightning	24,765	$ 5.2 mil millones
Tránsito electrónico	12,456	$ 3.6 mil millones

Ford Motor Company (F) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Ford Motor Company right now, late in 2025. It's a story of three distinct businesses, each with its own value proposition, all underpinned by a strong financial base and digital services.

The value proposition is segmented to address different customer needs, which is reflected in the financial performance of each unit.

Segment	Key Financial Metric (Q3 2025)	Value Driver
Ford Pro	EBIT: $2.0 billion on Revenue of $17.4 billion	Integrated commercial vehicles, software, and services for fleet uptime.
Ford Blue	EBIT: $1.5 billion	Reliable, high-margin ICE/Hybrid vehicles like the F-150 and Bronco.
Ford Model e	EBIT Loss: $1.4 billion	Next-generation, affordable EVs with a focus on cost parity with Chinese OEMs.

Ford Pro delivers durable profits by focusing on commercial customers. This segment generated an EBIT of $2.0 billion on revenue of $17.4 billion in the third quarter of 2025, with an EBIT margin of 11.4%. A key part of this value is the recurring revenue from software; paid software subscriptions reached 818,000 in Q3 2025, growing 8% sequentially. Software and physical services accounted for 17% of Ford Pro's EBIT on a trailing 12-month basis as of Q2 2025.

For the traditional lineup, Ford Blue provides the high-margin bedrock. This segment posted an EBIT of $1.5 billion in Q3 2025. The strength here is evident in product performance: F-Series sold 207,732 units in Q3, bringing its year-to-date total to 620,580 trucks. Furthermore, the electrified offerings within this segment are growing fast, with hybrid, PHEV, and BEV sales reaching 85,789 units in Q3, representing 15.7% of the total mix.

The Ford Model e segment's value proposition centers on future competitiveness. While it reported a third-quarter EBIT loss of $1.4 billion, the focus is on achieving cost parity with Chinese original equipment manufacturers (OEMs). The first vehicle on the new low-cost platform, expected to be a midsize electric pickup, is targeted to match the cost structure of Chinese OEMs building in Mexico. This segment is seeing volume acceleration, with wholesale volumes up 128% year-over-year in Q2 2025, driving revenue to $2.4 billion in that quarter.

Digital services are a cross-segment value driver, enhancing the ownership experience and creating high-margin revenue streams. This includes over-the-air (OTA) software updates and digital customization features. For instance, BlueCruise hands-free highway driving has now exceeded 7 million cumulative hours of use as of Q3 2025. In Q1 2025, paid subscriptions were up 20%, and telematics revenue per unit was up 40%.

Overall market presence remains significant, with Ford Motor Company reporting a strong US market share of 12.8% for the third quarter of 2025, as per the outline. This performance contributed to a record total company revenue of $50.5 billion in Q3 2025, up 9% year-over-year. The company maintained a robust balance sheet, ending Q3 with nearly $33 billion in cash and $54 billion in liquidity.

Here's a quick look at the digital service growth:

• Ford Pro paid software subs (Q3 2025): about 815,000.
• Ford Pro paid software subs (Q3 2025): up 30% year-over-year.
• BlueCruise cumulative hours (Q3 2025): exceeded 7 million.
• Q1 2025 telematics revenue per unit: up 40%.

Finance: draft 13-week cash view by Friday.

Ford Motor Company (F) - Canvas Business Model: Customer Relationships

You're looking at how Ford Motor Company keeps customers engaged across its diverse portfolio, which is a complex mix of traditional dealership reliance and aggressive digital transformation. The relationship strategy clearly segments between commercial and retail customers, but the digital thread, FordPass, ties much of it together.

Dedicated Ford Pro account managers for commercial fleets.

Ford Pro's relationship with commercial customers is heavily data-driven, moving beyond just vehicle sales to focus on fleet productivity and uptime. This is supported by the Ford Pro Intelligence software platform. As of the third quarter of 2025, Ford Pro had about 815,000 active paid software subscriptions, marking a 30% increase year over year. This focus on software and services is a major revenue driver; in 2024, Ford Pro generated $9 billion in earnings on nearly $67 billion in revenue, achieving a 13.5% margin. The goal is to use data to create a different relationship with the customer, driving share of wallet through services.

Traditional dealer-based sales and service model.

The backbone of Ford Motor Company's customer service remains the dealer network, which is increasingly offering mobile and remote support options. Dealers provided over 503,822 Mobile Service experiences in the first quarter of 2025, a 14.5% increase from the prior year. By the third quarter of 2025, dealers had completed over 950,000 remote service experiences in that quarter alone. The U.S. Mobile Service fleet itself grew to more than 4,200 units, up 12% year-over-year as of Q3 2025. Overall, Ford delivered 1.8 million service experiences in the first half of 2025.

Digital engagement via FordPass and connected vehicle services.

Digital engagement is strong, with the FordPass app boasting 12 million monthly active users, representing an adoption rate of 91 percent among compatible vehicles. This app acts as a key digital bridge for owners, allowing remote functions and serving as the path for upselling connected services like BlueCruise. Customer usage of BlueCruise, the hands-free highway driving technology, exceeded 7 million cumulative hands-free highway hours by the end of the third quarter of 2025.

Loyalty programs and repeat purchasing of F-Series and other core models.

Loyalty is heavily reinforced by the success of core models, particularly the F-Series truck line. Through the first nine months of 2025, Ford Motor Company clocked 620,580 F-Series deliveries, an improvement of 12.7% year-to-date. The F-Series sold 207,732 units in the third quarter of 2025, up 4.7% from Q3 2024. While the F-Series drives loyalty, the Maverick pickup is attracting new customers; it recorded a third-quarter record with 34,848 sales, and nearly 60% of Maverick buyers are new to Ford.

The relationship strength across key segments is quantified below:

Relationship Metric	Value/Amount	Period/Context
FordPass Monthly Active Users	12 million	Late 2025
Ford Pro Paid Software Subscriptions	About 815,000	Q3 2025 (Up 30% Y/Y)
F-Series Year-to-Date Sales	620,580 units	First Nine Months of 2025
Total Service Experiences	1.8 million	First Half of 2025
BlueCruise Cumulative Hours Driven	Exceeded 7 million hours	End of Q3 2025

Direct-to-consumer model exploration for certain EV sales.

Ford Motor Company continues to explore digital transaction models, especially for its electric vehicle lineup, though specific D2C sales volume figures aren't publicly detailed in the same way as traditional sales. The digital platforms, including FordPass, are explicitly noted as channels where transactions for services like BlueCruise can happen. Furthermore, digital platforms allow customers to build and price vehicles and arrange delivery, meeting the preference of shoppers who value convenience and transparency.

Ford Motor Company (F) - Canvas Business Model: Channels

You're looking at how Ford Motor Company gets its products and services to the customer base as of late 2025. It's a mix of traditional brick-and-mortar, specialized sales forces, and digital delivery, which is key for their software-defined vehicle strategy.

The primary physical touchpoint remains the dealer network, though it's been actively streamlined. Ford Motor had only about 9,000 dealerships globally by the end of fiscal year 2024, a reduction of nearly 25% from 2014 levels, as the company focused on fewer, larger locations. The U.S. network consists of over 3,100 Ford and Lincoln dealerships combined. Specifically, there were 479 Lincoln dealerships in the United States as of March 12, 2025.

For commercial customers, the Ford Pro sales force is the dedicated channel. This focus is paying off in revenue and software adoption. Ford Pro generated $18.8 billion in revenue in the second quarter of 2025, marking a 10.6% year-over-year increase. Wholesale units for the division rose 14.4% year-over-year to 429,000 units in Q2 2025. The installed base of Ford Pro paid software subscriptions reached about 815,000 by the third quarter of 2025, which was up 30% year-over-year.

The digital and service channels are growing rapidly, especially for the commercial segment and vehicle maintenance. The Ford Pro Intelligence software platform had approximately 674,000 active subscriptions at the end of the first quarter of 2025. Also, the U.S. Mobile Service fleet expanded to more than 4,200 units, a 12% year-over-year growth. In the third quarter of 2025 alone, dealers completed over 950,000 remote service experiences.

Online configuration and ordering via Ford.com is an active channel, although not all models are fully available for direct digital ordering; for instance, some 2025 F-150s require contacting a dealer to order. The platform allows customers to sign in for easier vehicle and accessories shopping and order tracking.

Vehicle financing and leasing are channeled through Ford Credit, which continues to be a strong contributor to overall earnings. Ford Credit reported third-quarter Earnings Before Taxes (EBT) of $631 million, which was a 16% increase compared to the prior year. The lease share of retail sales increased to 18% in the third quarter of 2025, up from 10% in the second quarter. Total Net Receivables for Ford Credit increased by $3.5 billion year-over-year in Q3 2025, with Net Investment in Operating Leases growing by $3.8 billion year-over-year.

Software delivery is increasingly a direct-to-vehicle channel. Ford has delivered over 63 million Over-the-Air (OTA) updates in total, with 9.5 million delivered just in the first quarter of 2025. The company has a stated goal to have 33 million vehicles capable of receiving OTA technology by 2028.

Here's a quick look at some key channel metrics as of late 2025:

Channel Metric	Value/Amount	Period/Context
Ford Pro Paid Software Subscriptions	818,000	Q3 2025 (Sequential Growth)
Ford Pro Q2 2025 Revenue	$18.8 billion	Q2 2025
Ford Credit Q3 2025 EBT	$631 million	Q3 2025
Ford OTA Updates Delivered	9.5 million	Q1 2025
U.S. Ford & Lincoln Dealerships	Over 3,100	As of late 2025

The utilization of these channels shows clear strategic direction:

• Global dealership count targeted for reduction to nearly 50% of 2014 levels by 2025.
• Ford Pro connected commercial vehicles in operation exceeded 5 million as of Q1 2025.
• Ford Credit lease share reached 18% of retail sales in Q3 2025.
• The company is actively pushing software updates, with 9.5 million delivered in Q1 2025.
• U.S. Mobile Service fleet grew 12% year-over-year to over 4,200 units.

Ford Motor Company (F) - Canvas Business Model: Customer Segments

You're mapping out Ford Motor Company's customer base as of late 2025, and it's clear the business is segmenting its approach to align with the three distinct operating units: Ford Pro, Ford Blue, and Ford Model e. This segmentation is critical because the financial performance across these groups varies wildly, so understanding who is buying what dictates capital allocation.

Commercial Fleets (Ford Pro) represent the most lucrative segment right now. This division blends vehicle sales, services, and software into a single ecosystem for commercial clients, and it's definitely the company's biggest growth engine. For the third quarter of 2025, Ford Pro delivered an EBIT of $2 billion on revenues of $17.4 billion, which is a 9.4% year-over-year rise in EBIT, with margins holding above 11%. Looking at the second quarter, the revenue was even higher at $18.8 billion, up 10.6% year-over-year, with an EBIT margin of 12.3%. This strength is underpinned by market dominance; Ford remains number one in commercial vehicles, with its Class 1-7 truck and van share rising to 43% in the U.S. through July 2025. The Transit van alone saw Q3 sales of 42,503 units, a 32.3% jump.

The stickiness of the Ford Pro segment comes from digital integration. Paid software subscriptions are a key high-margin recurring revenue stream. In the third quarter of 2025, these subscriptions hit 818,000, an 8% sequential increase. This follows the Q2 figure of more than 750,000 active subscriptions, which was already a more than 20% year-over-year growth. Software and physical services contributed 17% of Ford Pro's trailing 12-month EBIT as of Q2 2025. Honestly, this ecosystem approach is what keeps fleet customers locked in.

Traditional Consumers (Ford Blue) are the backbone for the internal combustion engine (ICE) and hybrid sales, and this division is a profitable powerhouse. Ford Blue was projected to earn between $3.5 billion and $4 billion in 2025. In the second quarter, it reported $661 million in EBIT, driven by profitable market share gains. The truck segment is the cornerstone here, with the F-Series continuing its dominance. Year-to-date through Q3 2025, F-Series sales reached 620,580 units, up 12.7% year-to-date, putting it on pace for its 49th straight year as America's best-selling truck. The smaller Maverick is also a huge draw for new customers; nearly 60% of its buyers are new to Ford. Maverick YTD sales hit 120,904 units, up 10.9%.

The hybrid offerings under Ford Blue are also seeing significant uptake, acting as a bridge for many buyers. Total electrified vehicles (hybrid, PHEV, BEV) represented 15.7% of Ford's Q3 2025 sales mix, with year-to-date electrified sales reaching 242,298 units, a 16.5% increase. The F-150 Hybrid posted 22,212 sales in Q3 alone.

Here's a quick look at the performance of key Ford Blue retail vehicles through the third quarter of 2025:

Vehicle/Segment	Q3 2025 Sales Volume	Year-to-Date (YTD) Sales Volume	Year-over-Year (YoY) Change
F-Series Trucks (Total)	207,732	620,580	+4.7% (Q3) / +12.7% (YTD)
Maverick (Total)	34,848	120,904	Record Q3 / +10.9% (YTD)
Bronco Family	68,681	N/A	+11.9% (Q3)
Explorer (3-Row SUV)	55,000	160,929	+33.3% (Q3) / Strongest since 2018 (YTD)

EV Early Adopters (Ford Model e) are a segment Ford is actively trying to make profitable, though it still incurs significant losses. In the first quarter of 2025, the Model e division reported an EBIT loss of $849 million, an improvement from the $1.3 billion loss in Q1 2024. Revenue for the division in Q1 2025 was $1.2 billion, a massive leap from just $0.1 billion a year prior, driven by sales growth. Q1 2025 EV sales totaled 31,000 units, a 213% increase over the 10,000 units sold in Q1 2024. By Q3 2025, pure electric vehicle sales hit a new quarterly record of 30,612 units, up 30.2%.

The iconic models are leading this charge. The Mustang Mach-E achieved its best-ever quarterly sales at 20,177 units in Q3 2025, up 50.7%, and the F-150 Lightning delivered a Q3 record of 10,005 pickups, up 39.7%. Still, the segment reported a Q2 2025 EBIT loss of $1.3 billion. Ford is focused on cost reduction, with new, lower-cost EVs expected to reach profitability within a year of showroom arrival.

The final group, Value-Focused Buyers, is driving a strategic pivot within Ford Model e. Facing slowing demand for large, high-cost EVs and competition from lower-cost players, Ford is shifting its roadmap. The company is developing a new, highly efficient EV platform designed to cut costs and support multiple vehicle styles for both retail and commercial customers. The first vehicle off this platform is expected to be a mid-size electric pickup launching in 2027, specifically designed to cater to customers seeking more utility and range for their money. Ford's stated goal is to offer a range of electrification options, including lower prices, to speed customer adoption.

This focus on affordability is a direct response to market dynamics, as today's EV buyers are more cost-conscious than the early adopters were. The company is realigning battery sourcing, including bringing some production to the U.S. to qualify for Inflation Reduction Act benefits and using lower-cost Lithium Iron Phosphate (LFP) batteries in future models.

Ford Motor Company (F) - Canvas Business Model: Cost Structure

You're looking at the major drains on Ford Motor Company's cash flow as they push through this massive transformation. The cost structure is heavily weighted toward future-proofing the business, meaning big upfront spending now for potential returns later. Honestly, it's a balancing act between funding the EV future and maintaining the profitable ICE (internal combustion engine) business, Ford Blue.

The capital allocation for expansion remains substantial. Ford Motor Company projected its high capital expenditures (CapEx) for fiscal year 2025 to be approximately $9 billion. This spending is crucial for the ongoing pivot, even as the company strategically shifts some resources away from certain pure EV programs toward the Ford Pro commercial segment.

A significant portion of that CapEx is tied up in the EV battery vertical integration efforts. Ford Motor Company is focused on securing a competitive battery cost structure, which involves major manufacturing investments. For instance, the BlueOval SK joint venture's Kentucky 1 plant is set to manufacture cells for the E-Transit and F-150 Lightning starting in mid-2025, aiming for significant cost improvements. Furthermore, the company is developing a new, low-cost EV platform, with a new $3 billion battery factory in Marshall, Michigan, planned to begin building lithium iron phosphate (LFP) cells in 2026 to achieve lower North American battery cell costs.

Trade policy creates a direct, measurable headwind to costs. For the full-year 2025 guidance, Ford anticipates a net tariff-related headwind of about $1 billion, which is an improvement from earlier estimates of $2 billion, reflecting recovery actions taken by the company. This impact comes from duties on imported vehicles and components, even with Ford's strong domestic manufacturing base.

Fixed costs are dominated by the global manufacturing footprint and the obligations to its unionized workforce. The new UAW labor agreement, finalized in late 2023, is a major long-term cost factor. This deal is estimated to cost Ford Motor Company roughly $8.8 billion through its duration, which expires in April 2028. The projection is that this agreement will add about $900 in labor costs per vehicle by 2028, which Ford is working to offset through productivity gains and other expense reductions.

Finally, the day-to-day running of the business-Marketing, Sales, and Administrative (MS&A) expenses-is also considerable. For the twelve months ending September 30, 2025, Ford Motor Company's SG&A expenses were reported at $21.824 billion. Looking at the most recent quarter, the Selling, General, and Administrative (SG&A) expense for the quarter ending September 30, 2025, was $2.74 billion.

Here's a quick look at some of these key cost drivers for 2025:

Cost Category	Financial Number (2025)	Source Context
Projected Capital Expenditures (CapEx)	$9 billion	Full-year projection for investment.
Net Tariff Headwind (Estimated)	$1 billion	Revised full-year net impact estimate.
SG&A Expenses (TTM ending Sep 30, 2025)	$21.824 billion	Trailing twelve months Selling, General, and Administrative.
SG&A Expense (Q3 2025 Quarter)	$2.74 billion	Selling, General, and Administrative expense for the quarter ending Sep 30, 2025.
UAW Contract Cost (Total through 2028)	$8.8 billion	Total estimated cost of the new labor agreement.
Projected Labor Cost Increase Per Vehicle	$900	Estimated increase in labor cost per vehicle by 2028.

The company is actively trying to manage these fixed and variable costs through productivity improvements and strategic capital reallocation. You can see the pressure points clearly when you map out these large figures.

Ford Motor Company (F) - Canvas Business Model: Revenue Streams

You're looking at the core ways Ford Motor Company brings in cash as of late 2025, and honestly, it's a story of three distinct engines running at different speeds. The revenue streams are clearly segmented, reflecting the ongoing, complex transformation under the Ford+ plan.

The largest component remains vehicle sales, split across the Ford Blue and Ford Model e divisions. Ford Blue, handling the traditional Internal Combustion Engine (ICE) and Hybrid vehicles, continues to be the bedrock of immediate profitability. Ford Model e, the electric vehicle unit, is still driving significant revenue growth, though it operates at a substantial loss as it scales investment for future generations of EVs.

The high-margin commercial side, Ford Pro, is definitely the profit engine right now. This segment captures revenue not just from selling vans and trucks, but increasingly from the attached services. Ford Pro delivered an Q3 EBIT of $2.0 billion on $17.4 billion in revenue, achieving a healthy 11.4% margin in the third quarter. That durability is key. This segment's success is directly tied to recurring revenue streams.

Speaking of recurring revenue, subscription revenue from Ford Pro telematics is a growing piece of the pie. Ford reported that paid software subscriptions grew sequentially by 8% in Q3 2025, reaching over 818,000 paid subscribers. That's high-margin, sticky revenue built on top of their commercial vehicle sales.

Financial services revenue from Ford Credit also provides a steady contribution. For the third quarter of 2025, Ford Credit reported earnings before taxes (EBT) of $631 million, which was a 16% increase compared to the prior year. This stream supports vehicle sales by offering financing and leasing options directly to customers.

Here's a quick look at how the main operational segments stacked up financially in Q3 2025, which helps you see where the profit is actually landing:

Revenue Stream Segment	Q3 2025 Revenue (Billions USD)	Q3 2025 EBIT (Billions USD)
Ford Pro	$17.4	$2.0
Ford Blue	Not explicitly stated	$1.5
Ford Model e	$1.8	Loss of $1.4
Ford Credit (EBT)	$3.349 (Total Revenue)	$0.631 (EBT)

Overall, the total company revenue hit a record $50.5 billion in Q3 2025. However, external shocks, like the Novelis fire, have tempered expectations for the full year. Consequently, the full-year 2025 adjusted EBIT guidance was revised downward to be between $6.0 billion and $6.5 billion. This guidance range reflects the absorption of significant headwinds, including an estimated $1.5 billion to $2.0 billion EBIT headwind in the fourth quarter alone from the supplier fire.

To summarize the key revenue drivers and their recent performance, you can see the mix:

• Vehicle sales revenue from Ford Blue (ICE/Hybrid) is stable and profitable.
• Ford Model e revenue grew 50% year-over-year to $1.8 billion in Q3 2025.
• Ford Pro commercial revenue reached $17.4 billion in Q3 2025.
• Recurring software revenue from telematics is scaling rapidly, hitting 818,000 paid subscribers.
• Ford Credit contributed $631 million in EBT in the third quarter.

Finance: draft 13-week cash view by Friday.