Ford (F): FY25 Q2 earnings call, Jul 30, 2025

Wed, Jul 30Earnings callSpeaker-labelled transcriptFord

No Kalshi or Polymarket word markets were listed for Ford’s Jul 30, 2025 earnings call (FY25 Q2). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

13 matches for “Fleet”; 5 quoted, at least 25 words apart.

Andrew Frickcompanyprepared

…also growing 24% driven by roughly a doubling of the telematics and fleet management subscriptions. Now let us look at our global business. In the…

James Duncan Farleycompanyqa

…interesting to me is the service side of that. These are large fleets. They're going to need someone to adjust the instrumentation and repair those…

Xin Yuanalystqa

…about pricing. I think you called out some weakness on the commercial fleet side. Curious if you can elaborate a little more on that. And…

James Duncan Farleycompanyqa

…capital as leaders of the company, we think that if these robotaxi fleets are large fleets, I'm not sure it's going to be a super…

James Duncan Farleycompanyqa

…quite intriguing for us as a company. We really feel like the fleet management opportunity is a big upside for Ford Pro. We're doing it…

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