Ford Motor Company (F): Modelo de Negócios Canvas [Jan-2025 Atualizado]

No mundo dinâmico da inovação automotiva, a Ford Motor Company é uma prova de adaptação estratégica e proezas tecnológicas. Ao alavancar uma tela abrangente do modelo de negócios, a Ford se transformou de uma montadora tradicional em um fornecedor de soluções de mobilidade com visão de futuro, posicionando-se estrategicamente na interseção da tecnologia de veículos elétricos, capacidades de direção autônoma e transporte sustentável. Esse projeto intrincado revela como o icônico fabricante americano está reimaginando sua abordagem de negócios, equilibrando o patrimônio com inovação de ponta para competir em um mercado automotivo global cada vez mais complexo.

Ford Motor Company (F) - Modelo de Negócios: Principais Parcerias

Aliança estratégica com Volkswagen

Em março de 2022, a Ford e a Volkswagen expandiram sua aliança global para desenvolver vans comerciais e captadores de médio porte. A parceria envolve um investimento conjunto de US $ 2,1 bilhões em tecnologia de veículos autônomos da Argo AI.

Detalhes da parceria	Especificidades
Valor do investimento	US $ 2,1 bilhões
Áreas de foco	Vans comerciais, captadores de tamanho médio, tecnologia autônoma
Parceria iniciada	2019, expandido em 2022

Colaboração de produção de bateria EV

A Ford fez uma parceria com a SK Innovation para estabelecer o BlueoValsk, uma joint venture para a produção de baterias de VE nos Estados Unidos.

Especificos de parceria	Detalhes
Nome da joint venture	BlueoValsk
Investimento	US $ 11,4 bilhões
Locais de produção de baterias	Tennessee e Kentucky
Capacidade anual de produção de bateria	129 Gigawatt-Hours

Parcerias de tecnologia

A Ford desenvolveu colaborações de tecnologia estratégica para promover suas capacidades de veículos autônomos e elétricos.

• Colaboração com Rivian para desenvolvimento de veículos elétricos
• Parceria com o Google para tecnologia de veículos e serviços em nuvem
• Desenvolvimento de tecnologia de direção autônoma AI AI (dissolvida em outubro de 2022)

Parcerias automotivas chinesas

A Ford mantém joint ventures estratégicos na China para expandir sua presença no mercado.

Parceiro de joint venture	Detalhes
Changan Automobile	Empreendimento conjunto de fabricação e vendas
Jiangling Motors Corporation	Produção de veículos comerciais e caminhões
Participação de mercado da parceria	Aproximadamente 4% do mercado automotivo chinês

Ford Motor Company (F) - Modelo de Negócios: Atividades -chave

Design e fabricação de veículos

A Ford opera 65 instalações de fabricação globalmente, com capacidade de produção anual de 6,5 milhões de veículos a partir de 2023. A produção total de veículos em 2022 foi de 4,2 milhões de unidades.

Métrica de fabricação	2022 dados
Instalações de fabricação globais	65
Capacidade de produção anual	6,5 milhões de veículos
Produção real de veículos	4,2 milhões de unidades

Pesquisa e desenvolvimento de veículos elétricos e autônomos

A Ford investiu US $ 5,8 bilhões em pesquisa e desenvolvimento em 2022. Os investimentos em veículos elétricos atingiram US $ 22 bilhões a 2025.

• Expansão de linha de produtos de veículos elétricos
• Desenvolvimento de tecnologia de direção autônoma
• Pesquisa em tecnologia de bateria

Operações globais de marketing e vendas

A Ford opera em mais de 160 países com receita de vendas de US $ 158,0 bilhões em 2022.

Métrica de vendas	2022 Valor
Receita total de vendas	US $ 158,0 bilhões
Países de operação	160+

Gestão da cadeia de abastecimento

A Ford trabalha com aproximadamente 1.400 fornecedores de nível 1 em todo o mundo, gastando US $ 109 bilhões em materiais adquiridos em 2022.

Serviços de pós -venda e distribuição de peças

O segmento de peças e serviços da Ford gerou US $ 9,4 bilhões em receita durante 2022.

Métrica de serviço de pós -venda	2022 Valor
Receita de peças e serviços	US $ 9,4 bilhões
Centros de serviço em todo o mundo	3,800+

Ford Motor Company (F) - Modelo de Negócios: Recursos Principais

Instalações de fabricação avançadas em todo o mundo

A Ford opera 56 instalações de fabricação globalmente a partir de 2023, com presença significativa em:

Região	Número de instalações	Foco primário de fabricação
Estados Unidos	24	Caminhões, SUVs, veículos elétricos
Europa	13	Carros de passageiros, veículos comerciais
Ásia-Pacífico	12	Carros compactos, crossovers
América latina	7	Veículos de mercado regional

Forte reputação e patrimônio da marca

O valor da marca da Ford estimado em US $ 14,2 bilhões em 2023, com 120 anos de história de fabricação automotiva.

Propriedade intelectual em tecnologias automotivas

Portfólio de propriedade intelectual da Ford:

• 8.900 patentes ativas globalmente
• 3.200 pedidos de patente pendente
• Principais áreas de tecnologia: veículo elétrico, direção autônoma, sistemas de carros conectados

Força de trabalho qualificada e talento de engenharia

Estatísticas da força de trabalho a partir de 2023:

Categoria	Número de funcionários
Força de trabalho global total	173,000
Engenheiros de P&D	17,300
Especialistas em tecnologia avançada	5,600

Extensa rede de revendedores

Cobertura de rede de revendedores:

• Total de concessionárias globais: 5.700
• Concessionárias dos Estados Unidos: 3.200
• Concessionárias internacionais: 2.500

Ford Motor Company (F) - Modelo de Negócios: Proposições de Valor

Linha de veículos diversificados

O portfólio de veículos da Ford, a partir de 2024, inclui:

Categoria de veículo	Número de modelos	Volume anual de produção
Caminhões	5 modelos	1.074.216 unidades (2023)
SUVs	7 modelos	842.563 unidades (2023)
Veículos elétricos	3 modelos	54.124 unidades (2023)

Integração de tecnologia inovadora

Os investimentos em tecnologia da Ford incluem:

• US $ 11,4 bilhões investidos em infraestrutura de veículos elétricos
• SYNC 4 SISTEMA DE ENDO -ANDIMENTO COM CONEXTIVIDADE AVANÇADA
• Tecnologia de condução sem mãos bluecruis

Confiabilidade e desempenho

Métricas de desempenho para modelos -chave:

Modelo	Potência	Torque
F-150 Raptor R.	700 hp	640 lb-ft
Mustang gt	480 HP	415 lb-ft

Compromisso de Sustentabilidade

Investimentos de veículos elétricos e sustentabilidade:

• US $ 50 bilhões alocados para desenvolvimento de VE até 2026
• Objetivo para alcançar a neutralidade de carbono até 2050
• 40% da linha de veículos globais para ser elétrica até 2030

Preços competitivos

Estratégia de preços entre segmentos de veículos:

Categoria de veículo	Preço inicial médio	Posição do segmento de mercado
Caminhões	$36,120	Preços competitivos
SUVs	$28,500	Alcance acessível
Veículos elétricos	$42,895	Preços competitivos de EV

Ford Motor Company (F) - Modelo de Negócios: Relacionamentos do Cliente

Extensa rede de concessionárias

A Ford opera 3.042 concessionárias nos Estados Unidos a partir de 2023. A Companhia mantém uma presença de concessionária global em mais de 190 países.

Região	Número de concessionárias
Estados Unidos	3,042
Europa	1,500
China	720

Plataformas de atendimento ao cliente digital

As plataformas de atendimento ao cliente digital da Ford lidam com aproximadamente 2,5 milhões de interações com os clientes anualmente por meio de canais on -line.

• FordPass Mobile App com 4,2 milhões de usuários ativos
• Suporte ao cliente on -line 24 horas por dia, 7 dias por semana
• Suporte de bate -papo ao vivo disponível em 15 idiomas

Programas de fidelidade

O Programa de Fidelidade da Ford, Ford Blue Advantage, inclui 1,3 milhão de membros ativos a partir de 2023.

Benefícios do programa de fidelidade	Porcentagem de membros
Repita o desconto de compra	15%
Recompensas de manutenção de serviços	12%

Configuração e compra online

A plataforma de vendas on -line da Ford processou 215.000 compras de veículos digitalmente em 2023, representando 8,5% do total de vendas.

Suporte de garantia e manutenção

A Ford fornece uma garantia básica padrão de 3 anos/36.000 milhas e garantia de trem de força de 5 anos/60.000 milhas.

• Time médio de processamento de reivindicação de garantia: 3,2 dias
• Classificação de satisfação do cliente para serviços de garantia: 87%
• Rede nacional de 3.500 centros de serviço autorizados

Ford Motor Company (F) - Modelo de Negócios: Canais

Redes de concessionária autorizadas

A Ford opera através de 3.086 concessionárias nos Estados Unidos a partir de 2023. A Global Dealership Network abrange aproximadamente 10.000 locais em todo o mundo. O volume de vendas da concessionária em 2022 atingiu US $ 156,8 bilhões.

Região	Número de concessionárias	Volume de vendas (2022)
Estados Unidos	3,086	US $ 98,4 bilhões
Europa	2,500	US $ 32,6 bilhões
Ásia -Pacífico	4,414	US $ 25,8 bilhões

Plataforma de vendas on -line

A plataforma de vendas on -line da Ford gerou US $ 4,2 bilhões em receita direta de vendas digitais em 2022. O site atrai 12,5 milhões de visitantes únicos mensalmente.

• Taxa de conversão de vendas digital: 3,7%
• Opções de configuração de veículos on -line: 47 modelos
• Valor médio da transação online: $ 38.500

Aplicativo móvel para informações e serviços de veículo

A Ford Pass Mobile Application possui 5,2 milhões de usuários mensais ativos. Estatísticas de download de aplicativos: 8,3 milhões de iOS e downloads combinados do Android em 2022.

Plataforma	Downloads de aplicativos	Usuários ativos
iOS	4,1 milhões	2,6 milhões
Android	4,2 milhões	2,6 milhões

Canais de marketing digital

Os gastos com marketing digital em 2022 totalizaram US $ 742 milhões. Seguidores de mídia social entre plataformas: 15,6 milhões.

• Seguidores do Facebook: 6,8 milhões
• Seguidores do Instagram: 4,3 milhões
• Assinantes do YouTube: 2,5 milhões
• Seguidores do Twitter: 2 milhões

Publicidade tradicional e eventos promocionais

As despesas tradicionais de publicidade em 2022 atingiram US $ 1,2 bilhão. Participou de 87 principais shows e eventos automotivos em todo o mundo.

Canal de publicidade	Gasto (2022)	Alcançar
Televisão	US $ 520 milhões	245 milhões de espectadores
Mídia de impressão	US $ 210 milhões	68 milhões de leitores
Rádio	US $ 170 milhões	112 milhões de ouvintes
Publicidade ao ar livre	US $ 300 milhões	92 milhões de impressões

Ford Motor Company (F) - Modelo de Negócios: Segmentos de Clientes

Consumidores individuais

A Ford tem como alvo consumidores individuais em vários segmentos de veículos com a seguinte quebra de mercado:

Segmento do veículo	Quota de mercado (%)	Volume anual de vendas
Carros de passageiros	12.3%	438.517 unidades
SUVs	26.7%	950.326 unidades
Caminhões de captação	35.4%	1.260.937 unidades

Operadores de frota comercial

O segmento comercial da Ford se concentra em necessidades específicas da indústria:

• Vendas totais de veículos comerciais: 782.450 unidades
• Indústrias primárias servidas:
  • Logística
  • Construção
  • Serviços Municipais
  • Serviços de entrega

Proprietários de pequenas e médias empresas

A quebra de segmento de negócios direcionados da Ford:

Tamanho comercial	Preferência do veículo	Vendas anuais
Pequenas empresas (1-50 funcionários)	Transit Connect, F-150	214.637 unidades
Empresas médias (51-500 funcionários)	Trânsito, F-250/350	386.215 unidades

Compradores de veículos de desempenho e entusiastas

Vendas do segmento de desempenho da Ford:

• Vendas anuais do Mustang: 64.054 unidades
• Participação de mercado de veículos de desempenho: 8,6%
• Modelos -chave:
  • Mustang gt
  • Shelby GT500
  • Bronco Raptor

Consumidores ambientalmente conscientes

Segmento de veículos elétricos e híbridos da Ford:

Tipo de veículo	Vendas anuais	Penetração de mercado
Veículos totalmente elétricos	51.243 unidades	4.2%
Veículos híbridos	98.672 unidades	7.9%

Ford Motor Company (F) - Modelo de Negócios: Estrutura de Custo

Despesas de pesquisa e desenvolvimento

A Ford Motor Company investiu US $ 7,1 bilhões em despesas de pesquisa e desenvolvimento em 2022.

Ano	Despesas de P&D
2022	US $ 7,1 bilhões
2021	US $ 6,2 bilhões
2020	US $ 5,8 bilhões

Custos de fabricação e produção

Os custos totais de fabricação da Ford em 2022 foram de aproximadamente US $ 132,8 bilhões.

• Volume de produção de veículos: 3,9 milhões de veículos em 2022
• Custo médio de produção por veículo: US $ 34.051
• Instalações de fabricação globais: 56 plantas em todo o mundo

Gerenciamento global da cadeia de suprimentos

Os gastos anuais da cadeia de suprimentos da Ford atingiram US $ 121,5 bilhões em 2022.

Componente da cadeia de suprimentos	Custo anual
Matérias-primas	US $ 58,3 bilhões
Componente Componente	US $ 42,7 bilhões
Logística e transporte	US $ 20,5 bilhões

Despesas de marketing e vendas

As despesas de marketing e vendas da Ford totalizaram US $ 4,6 bilhões em 2022.

• Orçamento de marketing digital: US $ 1,2 bilhão
• Gastes de publicidade tradicionais: US $ 2,3 bilhões
• Custos de promoção de vendas: US $ 1,1 bilhão

Compensação de trabalho e funcionário

Os custos totais de mão -de -obra da Ford em 2022 foram de US $ 23,4 bilhões.

Categoria de funcionários	Número de funcionários	Compensação total
Trabalhadores manufatureiros	56,000	US $ 12,6 bilhões
Funcionários corporativos	31,000	US $ 7,8 bilhões
Pesquisa e engenharia	17,000	US $ 3 bilhões

Ford Motor Company (F) - Modelo de negócios: fluxos de receita

Vendas de veículos (carros de passageiros, caminhões, SUVs)

Vendas totais de veículos do Ford 2023: 4.138.615 unidades em todo o mundo

Categoria de veículo	Unidades vendidas (2023)	Receita ($)
Caminhões da série F.	653,957	US $ 43,8 bilhões
SUVs	1,234,567	US $ 35,6 bilhões
Carros de passageiros	412,345	US $ 12,4 bilhões

Serviços de financiamento e leasing

Receita de crédito da Ford para 2023: US $ 13,2 bilhões

• Total de veículos arrendados: 342.876
• Pagamento médio de arrendamento: US $ 589/mês
• Contratos totais de financiamento: 2,3 milhões

Peças de reposição e acessórios

Receita de peças de pós -venda em 2023: US $ 4,7 bilhões

Categoria de produto	Receita ($)
Peças de desempenho	US $ 1,2 bilhão
Peças de reposição	US $ 2,5 bilhões
Acessórios	US $ 1,0 bilhão

Receitas de manutenção e serviço

Receita total de serviço e manutenção: US $ 8,9 bilhões em 2023

• Serviços de garantia: US $ 3,4 bilhões
• Planos de serviço estendido: US $ 2,7 bilhões
• Serviços de manutenção regular: US $ 2,8 bilhões

Vendas elétricas e vendas de tecnologia

Receita de veículos elétricos em 2023: US $ 12,4 bilhões

Modelo EV	Unidades vendidas	Receita ($)
Mustang mach-e	64,248	US $ 3,6 bilhões
F-150 Lightning	24,765	US $ 5,2 bilhões
E-transitar	12,456	US $ 3,6 bilhões

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.