Ford (F): FY25 Q1 earnings call, May 5, 2025
On its May 5, 2025 earnings call (FY25 Q1), Ford said 6 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
15 words · 6 settled yes · our count agreed on 15 of 15- Kalshi: company speakers
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Pricing | Yes | 27 | 31 | ✓ | 95%transcripts from the transcript model | – |
| Dealer | Yes | 6 | 7 | ✓ | 88%transcripts from the transcript model | – |
| Electric vehicle / EV | Yes | 5 | 6 | ✓ | 96%transcripts from the transcript model | – |
| China | Yes | 5 | 7 | ✓ | 88%transcripts from the transcript model | – |
| Fleet | Yes | 3 | 4 | ✓ | 83%transcripts from the transcript model | – |
| Mach-E | Yes | 2 | 5 | ✓ | 83%transcripts from the transcript model | – |
| Charging | No | 0 | 0 | ✓ | 70%transcripts from the transcript model | – |
| Mustang | No | 0 | 0 | ✓ | 63%transcripts from the transcript model | – |
| Subsidy | No | 0 | 0 | ✓ | 42%transcripts from the transcript model | – |
| BlueOval | No | 0 | 0 | ✓ | 24%transcripts from the transcript model | – |
| F-150 Lightning | No | 0 | 0 | ✓ | 24%transcripts from the transcript model | – |
| Union | No | 0 | 0 | ✓ | 20%transcripts from the transcript model | – |
| Autonomous | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Battery production | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
| Inflation Reduction Act | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
8 matches for “Headwind”; 5 quoted, at least 25 words apart.
…maybe a little bit more and in particular on the gross tariff headwinds, what goes into this $2.5 million? Could you give us maybe buckets…
…announced by the White House last week, is that in the gross headwinds? Is that considered as well in the gross headwind? And then similar…
…to take this. In your estimation of the $1.5 billion net tariff headwind, you referred to potential supply-chain disruption, you didn't quantify it, but you…
…hoping to better understand the linearity of the $1.5 billion net tariff headwind over the balance of this year and what percent mitigation you think…
…where the net of them could prove positive for the credit side of the business, providing some offset to the headwind on the automotive side?
Where the listed words were said
…quarter, driven by the team's continued progress on cost and strong net pricing in North America. When excluding the nearly $200 million impact of tariffs,…
…Kentucky Truck plant to support product launches in the rebalancing of US dealer inventory. As expected, this resulted in lower wholesales, which were down 7%…
…in Europe. We also began production of the new Ranger plug-in hybrid EV, which goes on sale in Europe and Australia during the second quarter.…
…increase US content in our vehicles. We have stopped exporting vehicles to China, but we do continue to leverage China as a vehicle export hub…
…from a year ago with outsized growth in higher value services like fleet telematics, driving 40% growth in average revenue per unit. Ford Model e…
That we're in the fourth year of Mach-E and the sales continue to be so strong. That has not happened in the ICE business. We…
Agents: this page as TSV at /api/v1/appearances/ford:2025-05-05:earnings_call · words: /api/v1/brief?appearance=ford:2025-05-05:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP