“When you look at the margins of the part business and the software business, this $15 billion that will be growing at 8% a year is highly profitable for the company.”

In context

“, but multi-make parts. And I think the other key distinguishing element for Ford is that we have started to really get good at remote service. Almost 20% of all Ford's repair now is done outside the dealership at our customers' location. And for our Pro customers, they're especially excited about this because they don't have to come in the dealership. And this has really expanded our revenue on aftersales. Inside the company, we're very focused on improving our repair order duration that gives our dealers more capacity, so to speak, without having to build any more capacity. I think you know our growth in ADAS, our growth in Pro Intelligence that Sherry mentioned are both signature parts of our integrated services that seem to be growing about 30% to 40% a quarter with very high margins. When you look at the margins of the part business and the software business, this $15 billion that will be growing at 8% a year is highly profitable for the company. It also has a different revenue risk than our vehicle business. It's more of an annuity and a lot of it tends to be anticyclical. That means that when the car business goes down, people tend to repair their vehicles. So this fitness we're developing on the parts side will help us on the anticyclical side. That gives you, I think, some window. And hopefully, we'll be giving you more and more insights as to our ADAS strategy and Pro Intelligence product rollout in the coming years. Mark Delaney: That's very helpful. My other question was on the pickup market. And Ford obviously has a very strong franchise in that segment with the F-Series, but you've also spoken to adding more product with the UEV-based pickup model coming in and then also the ICE truck you've talked about coming out of the”