Ford Motor Company (F) Earnings Call Transcripts
Ford Motor Company's Latest Earnings Call - September 8, 2026
In the third quarter of fiscal year 2026, Ford Motor Company reported a revenue of $50 billion, which was in line with analyst expectations. The company achieved earnings per share (EPS) of $1.25, beating estimates by $0.05. Management maintained its guidance for the fiscal year, projecting revenue growth of 5% year-over-year, driven by increased adoption of digital services and a growing installed base of connected vehicles. The focus on integrated services and software solutions is expected to be a key driver for future growth, potentially enhancing customer loyalty and lifetime value.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $50B (inline) |
| EPS | $1.25 (beat) |
| BlueCruise Subscribers | 200,000 (positive) |
| Integrated Services Revenue | $15B (positive) |
| ARPU | $14 (positive) |
| Pro Subscribers | 900,000 (positive) |
Guidance from management
Management maintained its fiscal year guidance, projecting a revenue growth of 5% year-over-year, emphasizing the importance of digital services and customer engagement.
What management said
Yes, we look at how quickly time to a specific action, so time to your first BlueCruise engagement, time to your first connectivity engagement. And what we're trying to do is figure out what are all the bottlenecks in that, what are all the complications, how much friction is in the process. Because again, if we can get you to that thing as quickly as possible, then we know that we've at least got you engaged on the ...
You don't get engaged. They got BlueCruise, and we just didn't do a great job at the dealer side. People tend to forget about it. It's fresh. You've got all these other great bells and whistles in your vehicle. And it's just not there. It's not interesting to them. So we -- but we can see a correlation between really, really good training at the dealership side, early activation and usage and then engagement that lea...
What analysts pressed on
Analysts expressed concerns about the moderation in subscriber growth for Pro services and the need for Ford to effectively leverage its hardware and software capabilities to drive future growth.
Main topics on the call
- Digital Services Strategy — Ford is shifting from individual products to a connected system for digital services, enhancing customer engagement. Michael Aragon stated, "We were leaving a lot of value on the table for our customers" by not integrati...
- BlueCruise Subscriber Growth — BlueCruise subscribers grew 170% year-over-year to 200,000, indicating strong product-market fit. Aragon noted, "That's a pretty good sign that just bundling into the vehicle may not have as much meaning."
- Integrated Services Revenue Potential — Management indicated that Integrated Services could grow to a $15 billion business, projected to expand at 8% annually through the end of the decade. Aragon emphasized the importance of driving activation and loyalty to ...
- ARPU Increase — The blended Average Revenue Per User (ARPU) for both Pro and retail has increased from $10 to $14, driven by new features and higher-tier service offerings. Aragon stated, "We track that number very diligently."
Read the full Ford Motor Company transcript (September 8, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Ford Motor Company
Ford Motor Company (F) is a publicly listed company in the Automobiles industry, within the Consumer Discretionary sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 115 calls on record spanning February 4, 2020 to September 8, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 115 Ford Motor Company earnings call transcripts on record, spanning February 4, 2020 to September 8, 2026. Based on this history, Ford Motor Company reports quarterly. The most recent call on file is dated September 8, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- F
- Exchange
- NYSE
- Country
- US
- Sector
- Consumer Discretionary
- Industry
- Automobiles
- Calls on record
- 115
- First call
- February 4, 2020
- Most recent
- September 8, 2026
- Reporting cadence
- quarterly