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CLAIM #69860 · Ford Motor Company (F) · 2026Q2 earnings call · Jul 28, 2026 · due Dec 31, 2026

As Jim mentioned, we really focus on paid subscriptions and we are over 900 thousand for Pro, that is over 20% year-over-year growth, and we expect to continue to see that grow through the balance of the year.

Alicia S. Davis · President of Ford Pro

PENDING
graded after results covering Dec 31, 2026 are reported

In context

Alicia S. Boler Davis (President of Ford Pro): Yeah. I can comment. Michael, on your first question about the 100 thousand additional Super Duties: we are launching the Oakville facility later this year and will have capacity to produce up to 100 thousand additional Super Duties. Relative to software and Pro, we are continuing to drive profitable growth by expanding software services and parts to increase our share of wallet. As Jim mentioned, we really focus on paid subscriptions and we are over 900 thousand for Pro, that is over 20% year-over-year growth, and we expect to continue to see that grow through the balance of the year. It will continue to contribute from a margin perspective. Software has a higher margin: not as high as a percent of revenue, but definitely contributing from a margin perspective.

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SEC filings for F · Claim quote is verbatim from the 2026Q2 earnings call.