CLAIM #24188 · Ford Motor Company (F) · 2026Q1 earnings call · Apr 29, 2026 · due Dec 31, 2030
“By 2030, almost all of our global volume will feature next-generation electric architectures and in-house software.”
Jim Farley · CEO
How to check this claim
Look at: Percentage of Ford's global vehicle volume built on next-generation electric architectures with in-house software
It came true if: Company-disclosed or management-stated share of global volume on next-gen electric architectures/in-house software >= 90%
Where: Company investor presentations, 10-K, or management commentary on Ford's product/software platform rollout
In context
“arp execution and the momentum we are building for our Ford+ plan. Accordingly, we're raising our full year adjusted EBIT guidance to between $8.5 billion and $10.5 billion. These results are encouraging, but the bigger story is the modern Ford that's now taking shape. For 5 years, we have relentlessly built the foundation of Ford+. We strengthened our industrial system, made real progress on quality, cost and advanced our software capability and customer experience. Earlier this month, we took the next step in that evolution by establishing an end-to-end organization, product creation and industrialization. We unified our advanced technology, digital and design teams with our global industrial system. This change aligns with the most intensive product and software rollout in our history. By 2030, almost all of our global volume will feature next-generation electric architectures and in-house software. This applies to every propulsion type as we deliver and scale high-quality software-defined vehicles. This new organization allows for faster decision-making and reduce complexity. This is the moment we integrate the digital soul of the vehicle, the software or the silicon and the user experience with our world-class industrial execution. Among other things, this alignment will support our high-margin software and physical services revenue, which was over $15 billion last year. And we expect to grow that $15 billion nearly 8% annually through the end of the decade. This service growth is driven by offering customers indispensable digital experiences and investing in aftermarket sales with a focus on customer uptime, expanding our parts catalog and enhancing our service network. We're also”
Verify independently
SEC filings for F ↗ · Claim quote is verbatim from the 2026Q1 earnings call.