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.
31 matches for “Pricing”; 5 quoted, at least 25 words apart.
…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,…
…the planned downtime at Kentucky Truck plant and a normalization in industry pricing in more commoditized areas like delivery vans and daily rental. Demand for…
…impacted key markets like Canada and Australia, offset partially by higher net pricing in North America. Blue continues to benefit from disciplined revenue management across…
…is purchased in the US. However, we do believe that there are pricing impacts that we will encounter. We have over 50% locked and hedged,…
…channel-by-channel, vehicle-by-vehicle, inclusive of a competitive landscape. We varied inputs such as pricing, such as volumes, such as SAR and we considered that there are…
Where the listed words were said
…prices as well as the build material simplification. And frankly, very strong pricing for our new vehicles. We have so much more in front of…
…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