{ "schemaVersion": "deck-intelligence.v1", "id": "019de516-eba4-752b-a9a5-c5d8aa83c35c", "slug": "a1ec344001ae179a7f67886053eb10a3", "title": "Ford | Results Presentation Deck | 42 slides", "subtitle": "Ford · 2023-10", "author": "Ford", "date": "2023-10-01 00:00:00", "pageCount": 42, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de516-eba4-752b-a9a5-c5d8aa83c35c", "slug": "a1ec344001ae179a7f67886053eb10a3", "title": "Ford | Results Presentation Deck | 42 slides", "rawTitle": "Ford | Results Presentation Deck | 42 slides", "authorId": "ford", "authorName": "Ford", "authorDisplay": "Ford", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2023-10__ford__results__a1ec3440.pdf", "sourceUrl": "https://www.slidebook.io/company/ford/presentation/a1ec344001ae179a7f67886053eb10a3/", "sourceDate": "2023-09-30 00:00:00", "presentationDate": "2023-10-01 00:00:00", "ingestedAt": "2026-05-01 19:49:37.916719+00", "status": "ready", "pageCount": 42, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": null, "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2023-10__ford__results__a1ec3440", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Results Presentation Deck", "deck_type_slug": "results", "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 42, "pagesIndexed": 42, "pagesWithImages": 42, "pagesWithMetadata": 42, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 246, "chartCount": 20, "metricSlides": 0, "toolMatches": 10, "documentToolMatches": 0, "frameworkMatches": 0, "arcMatches": 1, "beatMatches": 4, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "evidence": "The deck follows a logical sequence of attention, need, satisfaction, and action", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:11:28.41877+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 5, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 1, "name": "Attention", "beatId": "30f781c0-e7b7-4c8a-a496-5f7b5a59d62d", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The deck starts with a thesis headline and an overview of Ford+ Investment Thesis", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 15, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 6, "name": "Need", "beatId": "d3197427-5b54-4db5-b55a-7fa391b53348", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The deck presents financial results and highlights the need for change", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 16, "name": "Satisfaction", "beatId": "260f381e-c206-46dd-b378-a44bd6134344", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The deck provides an overview of Ford's strategy and financial guidance", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 42, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 27, "name": "Action", "beatId": "7d274d1e-e9c5-4958-87cd-30cb984bc4fe", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The deck concludes with a call to action and next steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 26, "from": 6, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null, "categoryName": "Logical Reasoning", "categorySlug": "logical-reasoning" }, "matchId": "97d7746c-9e87-48d7-b962-6d070914c048", "evidence": "The deck presents a logical chain of financial results, strategy, and guidance", "position": 0, "objective": "To explain Ford's financial results and strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:11:28.593828+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 42, "from": 27, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "8c3a0a48-a400-43ae-8c09-8d5de76e62a4", "evidence": "The deck emphasizes the importance of Ford's strategy and the risks of inaction", "position": 1, "objective": "To highlight the importance of Ford's strategy", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:11:28.628683+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "9e1aa17d-3be8-438f-b53e-15ef93b9d46a", "evidence": "The slide is a cover slide with a title and a logo, indicating the start of the presentation.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:52:51.601291+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Thesis archetype", "slug": "thesis-archetype", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b0b-7428-9b26-f171d1e753fb", "version": 1, "bodyDocId": null, "description": "A canonical investment / activist thesis shape (breakup, fraud, governance).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c5ff293c-ba4e-4005-accf-e3b0c4a98fd5", "evidence": "Ford+ Investment Thesis", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:52:39.26057+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e03e9cff-3660-4784-a8ee-6d379eb24386", "evidence": "chart/waterfall: Liquidity: Q2 2022 $45.1, Q3 2022 $49.2, Q4 2022 $48.0, Q1 2023 $46.2, Q2 2023 $47.3, Q3 2023 $50.6", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:52:46.923565+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c88ba265-1b8e-4af6-b0cb-992efc9297ee", "evidence": "chart/waterfall: Ford Blue: $1.7B, Ford Model e: $(1.3)B, Ford Pro: $1.7B, Ford Next: $(0.0)B, Ford Credit: $0.4B, Corporate Other: $(0.2)B, Company Adj. EBIT: $2.2B, Interest On Debt: $(0.3)B, Special Items: $(0.5)B", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:52:46.997962+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "9d3f321a-5249-4bb3-acf7-9f9a269478b8", "evidence": "chart/waterfall: Q3 EBT YoY ($B)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:52:47.220413+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "2bf67b14-b662-48a7-b86c-5d4b8a5c09c1", "evidence": "table/data: EBIT ($B)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:52:46.046226+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "62d38072-273b-4bf7-a976-1db996d6fb97", "evidence": "table/data: EBIT ($B)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:52:46.120684+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b3e6e66e-ca64-4f6b-b44f-c0723fb4bfb4", "evidence": "table/data: Third Quarter, Year-To-Date, 2022, 2023, 2023 B / (W) 2022", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:52:46.194607+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f0c8f87d-c6b9-4e0c-a623-f7b61118d8ff", "evidence": "table/data: Ford Blue $ 1,328 $ 2,504 $ 1,466 $ 1,549 $ 6,847 $ 2,623 $ 2,308 $ 1,718", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:52:46.302625+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 33, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "b3f21c7a-ab87-462c-93b3-c8defc580ab1", "evidence": "This slide is a cover slide with a title, headline, and images.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:52:41.596421+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/ceTh-NA6Nc-F6v4Aup9QP4AaSyNYxF5HJVl1vCxrLws/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hMWVjMzQ0MDAxYWUxNzlhN2Y2Nzg4NjA1M2ViMTBhMy9wMDAxLmpwZw", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 6, "textChars": 80, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:45.552+00", "seconds": 4.031, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/1", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-1", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.15, "x": 0.05, "y": 0.66 }, "kind": "image", "text": "Ford", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:45.552+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0de84854-ec4f-4735-b4cb-8f458b80cbc9", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.069, "x": 0.901, "y": 0.02 }, "kind": "image", "text": "Ford", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:45.552+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e889756-a72e-4a86-b025-a51f03967610", "parentComponentId": null }, { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:45.552+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "432f5c35-992a-423c-8864-6c61bf9e2060", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.17, "x": 0.05, "y": 0.73 }, "kind": "paragraph", "text": "Delivering Ford", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:45.552+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d778efc-0c9a-433d-92da-78da70ab8c2c", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.17, "x": 0.79, "y": 0.87 }, "kind": "paragraph", "text": "New 2024 Ford F-150\nAvailable Spring 2024", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:45.552+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9845f582-fa7c-490c-8d85-bdce3567131d", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.41, "x": 0.05, "y": 0.8 }, "kind": "title", "text": "Q3 2023 Earnings", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:45.552+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "964f140a-e8a0-4d9b-8a5b-9cdf60cd4e51", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "9e1aa17d-3be8-438f-b53e-15ef93b9d46a", "evidence": "The slide is a cover slide with a title and a logo, indicating the start of the presentation.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:52:51.601291+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 1, "name": "Attention", "beatId": "30f781c0-e7b7-4c8a-a496-5f7b5a59d62d", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The deck starts with a thesis headline and an overview of Ford+ Investment Thesis", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/4iZ3zEsmyA4KUdX7qUH0TtQSYFb-gcL3SvIaGj3yAag/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hMWVjMzQ0MDAxYWUxNzlhN2Y2Nzg4NjA1M2ViMTBhMy9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/oeLJXDhUeDyRA6QDRkOBhnyIaQa3-MaHKHqqJfqLBOw/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hMWVjMzQ0MDAxYWUxNzlhN2Y2Nzg4NjA1M2ViMTBhMy9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/0HoKtsm_uQptD9fXeY1o0fcE7eRe7KyhwPqBCVU4xvY/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hMWVjMzQ0MDAxYWUxNzlhN2Y2Nzg4NjA1M2ViMTBhMy9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "front_matter", "rawType": "table_of_contents", "block": null, "metadata": { "slideType": "table_of_contents", "slideTypeCanon": { "name": "Table of contents", "slug": "table_of_contents", "status": "active", "canonId": "019de52d-0643-721b-9b85-69676bb85cf8", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 5, "textChars": 267, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:46.3+00", "seconds": 4.549, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/2", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-2", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.05, "x": 0.92, "y": 0.02 }, "kind": "image", "text": "FORD", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:46.3+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e3981f37-a4d7-42bd-bd05-aef051fdd64f", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.71, "x": 0.29, "y": 0 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:46.3+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "25f3d143-174d-493c-86ee-9445f0912062", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.22, "x": 0.06, "y": 0.156 }, "kind": "list", "text": "Delivering Ford+\nPage 4-5\nQ3 & YTD Results\nPage 6-9\nFord Blue\nPage 10\nFord Model e\nPage 11\nFord Pro\nPage 12-13\nIntegrated Services\nPage 14\nFinancials\nPage 16-24\n2023 Guidance\nPage 26 - 27\nAppendix\nPage 29-41", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:46.3+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "669df85a-b72b-43f5-a71d-8b5544535624", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.24, "x": 0.73, "y": 0.87 }, "kind": "paragraph", "text": "New 2024 Ford F-150 Raptor\nAvailable Spring 2024", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:46.3+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2e461935-c6ee-4ef8-a723-c27079ec60d5", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.17, "x": 0.06, "y": 0.102 }, "kind": "title", "text": "Contents", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:46.3+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d28c03f9-200d-4e2a-aa10-15f873ac34b5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 1, "name": "Attention", "beatId": "30f781c0-e7b7-4c8a-a496-5f7b5a59d62d", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The deck starts with a thesis headline and an overview of Ford+ Investment Thesis", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 3, "type": "setup", "function": "front_matter", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "dense", "densityScore": 65, "componentCount": 5, "textChars": 1233, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:46.445+00", "seconds": 4.563, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/3", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-3", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.369, "w": 0.45, "x": 0.034, "y": 0.24 }, "kind": "paragraph", "text": "This presentation includes forward-looking statements. Forward-looking statements are based on expectations, forecasts, and assumptions by our management and involve a number of risks, uncertainties, and other factors that could cause actual results to differ materially from those stated. For a discussion of these risks, uncertainties, and other factors, please see the “Cautionary Note on Forward-Looking Statements” in this presentation and “Item 1A. Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2022, as updated by subsequent Quarterly Reports on Form 10-Q and Current Reports on Form 8-K.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:46.445+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3f6cc681-eb4d-4d28-8c84-038a143ca912", "parentComponentId": null }, { "bbox": { "h": 0.26, "w": 0.45, "x": 0.5, "y": 0.24 }, "kind": "paragraph", "text": "This presentation includes financial measures calculated in accordance with Generally Accepted Accounting Principles (\"GAAP\") and non-GAAP financial measures. The non-GAAP financial measures are intended to be considered supplemental information to their comparable GAAP financial measures. The non-GAAP financial measures are reconciled to the most comparable GAAP financial measures in the Appendix to this presentation.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:46.445+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd22cdc5-353b-4676-83f3-2c40cdb3e6ca", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.45, "x": 0.5, "y": 0.589 }, "kind": "paragraph", "text": "Calculated results may not sum due to rounding. All variances are year-over-year unless otherwise noted. Visit ford.com for vehicle information.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:46.445+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f0213131-779c-4505-9b27-f9fb999d3705", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.008, "x": 0.95, "y": 0.95 }, "kind": "source-note", "text": "3", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:46.445+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5cb114ea-5324-46d3-aca8-b126d28e49c9", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.449, "x": 0.034, "y": 0.08 }, "kind": "title", "text": "Safe Harbor Statement And Disclosures", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:46.445+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f5aa398-5d26-4f7e-87c3-0953cc1c18c3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 1, "name": "Attention", "beatId": "30f781c0-e7b7-4c8a-a496-5f7b5a59d62d", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The deck starts with a thesis headline and an overview of Ford+ Investment Thesis", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 4, "type": "setup", "function": "frame_situation", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "dense", "densityScore": 66, "componentCount": 6, "textChars": 564, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:46.915+00", "seconds": 4.876, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/4", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-4", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.17, "x": 0.06, "y": 0.35 }, "kind": "legend", "text": "Customer experience", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:46.915+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d0e19ae-440d-44b0-9dac-0d685c568fe7", "parentComponentId": null }, { "bbox": { "h": 0.41, "w": 0.28, "x": 0.685, "y": 0.44 }, "kind": "list", "text": "EXPANDED TAM & VALUE CREATION\n+ Ford Blue\n+ Ford Model e\n+ Ford Pro\nUnlocks new growth opportunities", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:46.915+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a31385f-3cfb-4409-9e84-9f2efdab2348", "parentComponentId": null }, { "bbox": { "h": 0.41, "w": 0.28, "x": 0.075, "y": 0.44 }, "kind": "list", "text": "FOUNDATIONAL STRENGTHS\n+ Leading iconic nameplates\n+ Leading commercial vehicle portfolio\n+ Industrial prowess\nDrives strong margins and cash flow", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:46.915+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d165e89b-a8b9-47f9-a659-5ce8b0dfa4fa", "parentComponentId": null }, { "bbox": { "h": 0.41, "w": 0.28, "x": 0.38, "y": 0.44 }, "kind": "list", "text": "ENHANCED CAPABILITIES\n+ Integrated hardware and software and services\n+ Connectivity\n+ Data analytics\nEnables deep customer insight", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:46.915+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2f75433-39f9-4b80-aae4-936d0c6a8955", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.89, "x": 0.035, "y": 0.15 }, "kind": "title", "text": "Disruptive technology allows us to leverage foundational strengths to build new capabilities enriching customer experiences and deepening loyalty", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:46.915+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f6a6b9a-fce9-4564-bd3c-b3c50fe30305", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.43, "x": 0.035, "y": 0.08 }, "kind": "title", "text": "Ford+ Investment Thesis", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:46.915+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1aa633c-4178-4bbf-bed3-3c3b5724b5ae", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Thesis archetype", "slug": "thesis-archetype", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b0b-7428-9b26-f171d1e753fb", "version": 1, "bodyDocId": null, "description": "A canonical investment / activist thesis shape (breakup, fraud, governance).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c5ff293c-ba4e-4005-accf-e3b0c4a98fd5", "evidence": "Ford+ Investment Thesis", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:52:39.26057+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 1, "name": "Attention", "beatId": "30f781c0-e7b7-4c8a-a496-5f7b5a59d62d", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The deck starts with a thesis headline and an overview of Ford+ Investment Thesis", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 5, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "balanced", "densityScore": 43, "componentCount": 6, "textChars": 113, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:46.542+00", "seconds": 4.207, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/5", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-5", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.09, "w": 0.139, "x": 0.042, "y": 0.03 }, "kind": "image", "text": "Ford", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:46.542+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ec04900-f67a-4339-a1af-ed2af47a6af1", "parentComponentId": null }, { "bbox": { "h": 0.708, "w": 0.309, "x": 0.042, "y": 0.198 }, "kind": "image", "text": "Ford Blue", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:46.542+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d1f4d52-13ac-4cbb-86d4-885ea45a0abd", "parentComponentId": null }, { "bbox": { "h": 0.708, "w": 0.309, "x": 0.345, "y": 0.198 }, "kind": "image", "text": "Ford Model e", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:46.542+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5c3f6e7-12c7-446e-b8eb-9cf8e467aa88", "parentComponentId": null }, { "bbox": { "h": 0.708, "w": 0.309, "x": 0.648, "y": 0.198 }, "kind": "image", "text": "Ford Pro", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:46.542+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd700d41-707b-4f49-97a8-c823a74d10ef", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.01, "x": 0.954, "y": 0.954 }, "kind": "source-note", "text": "5", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:46.542+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4354e3dc-9aab-4250-9c5f-72511fdcb085", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.704, "x": 0.205, "y": 0.117 }, "kind": "title", "text": "Ford+ Business Model Is Designed To Deliver Focused Innovation, Profit & Growth", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:46.542+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7aec8524-1d07-4d12-ba7f-3e187d2d0324", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 1, "name": "Attention", "beatId": "30f781c0-e7b7-4c8a-a496-5f7b5a59d62d", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The deck starts with a thesis headline and an overview of Ford+ Investment Thesis", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 6, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 64, "componentCount": 8, "textChars": 196, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:47.797+00", "seconds": 5.452, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/6", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-6", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.58, "w": 1, "x": 0, "y": 0.42 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:47.797+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba03e7d5-3993-4a02-a0ea-9c47a987ad24", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.14, "x": 0.094, "y": 0.17 }, "kind": "metric", "text": "Revenue $43.8B ▲ 11%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:47.797+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0daaca00-cb40-44ca-a311-b31d97d60c01", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.13, "x": 0.43, "y": 0.17 }, "kind": "metric", "text": "Adj. EBIT Margin 5.0% ▲ 0.4pts", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:47.797+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3384d7b8-1e57-493c-bc23-203ee3c74bd4", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.12, "x": 0.602, "y": 0.17 }, "kind": "metric", "text": "Adj. FCF $1.2B ▼ $2.4B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:47.797+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e71e382-8ae9-4ef5-aea3-240e76dfdef7", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.12, "x": 0.266, "y": 0.17 }, "kind": "metric", "text": "Adj. EBIT $2.2B ▲ 22%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:47.797+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca8e947a-cee3-414d-9de7-5b185efc1be1", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.12, "x": 0.774, "y": 0.17 }, "kind": "metric", "text": "Adj. EPS $0.39 ▲ $0.09", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:47.797+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff3d7b49-c2e6-454b-b594-011958b593da", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.249, "x": 0.707, "y": 0.875 }, "kind": "source-note", "text": "Mustang Dark Horse Track Attack Program Starting January 2024", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:47.797+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e9ee83dc-5544-40e7-9c1e-5f2f434d219f", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.26, "x": 0.408, "y": 0.107 }, "kind": "title", "text": "Q3 Financial Results", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:47.797+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa2428ea-595e-4a26-b219-982bcc06f7ff", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 6, "name": "Need", "beatId": "d3197427-5b54-4db5-b55a-7fa391b53348", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The deck presents financial results and highlights the need for change", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 26, "from": 6, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97d7746c-9e87-48d7-b962-6d070914c048", "evidence": "The deck presents a logical chain of financial results, strategy, and guidance", "position": 0, "objective": "To explain Ford's financial results and strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:11:28.593828+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "setup", "function": "decompose_segments", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "dense", "densityScore": 64, "componentCount": 12, "textChars": 131, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:49.376+00", "seconds": 6.491, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/7", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-7", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.41, "w": 0.289, "x": 0.35, "y": 0.112 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:49.376+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c8922bd-2cc7-444b-8fbe-284069bc7a05", "parentComponentId": null }, { "bbox": { "h": 0.41, "w": 0.289, "x": 0.045, "y": 0.112 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:49.376+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "db5ca3be-c90d-498d-bca2-7747852b09ff", "parentComponentId": null }, { "bbox": { "h": 0.41, "w": 0.289, "x": 0.655, "y": 0.112 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:49.376+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f62d3b76-5dc3-4642-a130-e630fc08a08a", "parentComponentId": null }, { "bbox": { "h": 0.699, "w": 0.2, "x": 0.674, "y": 0.136 }, "kind": "list", "text": "Ford\nPro\nQ3 EBIT\nQ3 EBIT Margin", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:49.376+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34b34238-7a19-4cba-99db-91dc705d9c36", "parentComponentId": null }, { "bbox": { "h": 0.699, "w": 0.2, "x": 0.369, "y": 0.136 }, "kind": "list", "text": "Ford\nModel e\nQ3 EBIT\nQ3 EBIT Margin", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:49.376+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a708154-934c-4af8-88c3-1183e4cac1f8", "parentComponentId": null }, { "bbox": { "h": 0.699, "w": 0.2, "x": 0.064, "y": 0.136 }, "kind": "list", "text": "Ford Blue\nQ3 EBIT\nQ3 EBIT Margin", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:49.376+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0af50b9-2932-4e5e-910f-e4566a131b1d", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.12, "x": 0.735, "y": 0.786 }, "kind": "metric", "text": "12.0%", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:49.376+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17fde6ab-2ce3-4506-bb72-86ca155a2930", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.139, "x": 0.425, "y": 0.61 }, "kind": "metric", "text": "$(1.3)B", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:49.376+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a68ff8e-7da6-4a2f-aae0-319018c40ee9", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.12, "x": 0.735, "y": 0.61 }, "kind": "metric", "text": "$1.7B", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:49.376+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5402e18f-7730-4b83-a83d-88db1255c15a", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.12, "x": 0.13, "y": 0.61 }, "kind": "metric", "text": "$1.7B", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:49.376+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59ce6cd2-f5be-4cb5-8264-0fcdf0816ac6", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.092, "x": 0.144, "y": 0.786 }, "kind": "metric", "text": "6.7%", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:49.376+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a98a15d-6895-4bf3-b1d1-d0ff5dcf9679", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.159, "x": 0.415, "y": 0.786 }, "kind": "metric", "text": "(75.6)%", "attrs": {}, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:49.376+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6c89c3f-18e3-45ca-8e28-264c8c679036", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 6, "name": "Need", "beatId": "d3197427-5b54-4db5-b55a-7fa391b53348", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The deck presents financial results and highlights the need for change", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 26, "from": 6, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97d7746c-9e87-48d7-b962-6d070914c048", "evidence": "The deck presents a logical chain of financial results, strategy, and guidance", "position": 0, "objective": "To explain Ford's financial results and strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:11:28.593828+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 59, "componentCount": 7, "textChars": 170, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:49.535+00", "seconds": 5.239, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/8", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-8", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.55, "w": 1, "x": 0, "y": 0.45 }, "kind": "image", "text": "New 2024 Ford Super Duty", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:49.535+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "836d4b26-6495-48b8-a416-1c46228bfa71", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.12, "x": 0.61, "y": 0.173 }, "kind": "metric", "text": "Adj. FCF\n$4.8B\n▼ $1.8B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:49.535+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "355f7796-e45f-4e2e-814a-4d02cd1c81ae", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.14, "x": 0.43, "y": 0.173 }, "kind": "metric", "text": "Adj. EBIT Margin\n7.2%\n▲ 0.3pts", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:49.535+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a943df5-4d4c-4c08-9b87-b4b2ffb3a76e", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.12, "x": 0.269, "y": 0.173 }, "kind": "metric", "text": "Adj. EBIT\n$9.4B\n▲ 19%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:49.535+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9fada294-03ee-4ba5-ab98-8ad6496bf7f9", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.119, "x": 0.78, "y": 0.173 }, "kind": "metric", "text": "Adj. EPS\n$1.73\n▲ $0.36", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:49.535+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be7ffe20-4c9c-4cd8-8ab4-4f48f16415b8", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.149, "x": 0.093, "y": 0.173 }, "kind": "metric", "text": "Revenue\n$130.2B\n▲ 14%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:49.535+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dec30d1c-cc35-4c6d-ae76-c551622a48d1", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.39, "x": 0.356, "y": 0.104 }, "kind": "title", "text": "Year-To-Date Financial Results", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:49.535+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5282e1a5-3256-4f65-9085-bbd58d8241e9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 6, "name": "Need", "beatId": "d3197427-5b54-4db5-b55a-7fa391b53348", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The deck presents financial results and highlights the need for change", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 26, "from": 6, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97d7746c-9e87-48d7-b962-6d070914c048", "evidence": "The deck presents a logical chain of financial results, strategy, and guidance", "position": 0, "objective": "To explain Ford's financial results and strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:11:28.593828+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 42, "componentCount": 5, "textChars": 148, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:49.133+00", "seconds": 4.703, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/9", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-9", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.025, "w": 0.052, "x": 0.921, "y": 0.03 }, "kind": "image", "text": "Ford", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:49.133+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b9df8d3-8189-4720-a864-986a2cdf459e", "parentComponentId": null }, { "bbox": { "h": 0.779, "w": 0.289, "x": 0.663, "y": 0.12 }, "kind": "list", "text": "Ford Pro\nYTD EBIT $5.4B\nYTD EBIT Margin 12.7%", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:49.133+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59670858-6eba-4089-a6bd-498bf1219ded", "parentComponentId": null }, { "bbox": { "h": 0.779, "w": 0.289, "x": 0.047, "y": 0.12 }, "kind": "list", "text": "Ford Blue\nYTD EBIT $6.6B\nYTD EBIT Margin 8.8%", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:49.133+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a76aaa8-06c1-4baa-9b7f-74713f8524fb", "parentComponentId": null }, { "bbox": { "h": 0.779, "w": 0.289, "x": 0.355, "y": 0.12 }, "kind": "list", "text": "Ford Model e\nYTD EBIT $(3.1)B\nYTD EBIT Margin (72.8)%", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:49.133+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8eee30a5-6450-4e30-be0b-4145ea2aaeae", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.007, "x": 0.954, "y": 0.954 }, "kind": "source-note", "text": "9", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:49.133+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b81f8b7b-9402-49e3-a30c-3daecae06700", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 6, "name": "Need", "beatId": "d3197427-5b54-4db5-b55a-7fa391b53348", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The deck presents financial results and highlights the need for change", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 26, "from": 6, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97d7746c-9e87-48d7-b962-6d070914c048", "evidence": "The deck presents a logical chain of financial results, strategy, and guidance", "position": 0, "objective": "To explain Ford's financial results and strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:11:28.593828+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 77, "componentCount": 12, "textChars": 383, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:52.003+00", "seconds": 7.381, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/10", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-10", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.24, "w": 0.21, "x": 0.75, "y": 0.65 }, "kind": "image", "text": "2025 Mustang GTD", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.003+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ea164c3-0ba3-4c29-9d9b-a205f85d5612", "parentComponentId": null }, { "bbox": { "h": 0.24, "w": 0.21, "x": 0.75, "y": 0.36 }, "kind": "image", "text": "2023 Maverick Hybrid", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.003+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "650ac0c0-a571-4c31-84dc-84be97737fdf", "parentComponentId": null }, { "bbox": { "h": 0.24, "w": 0.22, "x": 0.31, "y": 0.65 }, "kind": "image", "text": "2023 F-150 Hybrid", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.003+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bab8a659-a485-4482-a98f-d877ce376282", "parentComponentId": null }, { "bbox": { "h": 0.89, "w": 0.27, "x": 0.03, "y": 0.06 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.003+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "feb64414-b765-4e18-ab28-a8bebbdcb700", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.14, "x": 0.35, "y": 0.13 }, "kind": "metric", "text": "$1.7B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.003+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3e549e67-30ff-41ea-ab53-6265390a2e55", "parentComponentId": null }, { "bbox": { "h": 0.21, "w": 0.18, "x": 0.56, "y": 0.68 }, "kind": "paragraph", "text": "Unveiled all-new 2025 Mustang GTD, a street-legal supercar designed to take on the best European sports cars", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.003+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f18cf5c-0657-4090-8a79-feb29f49dbd2", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.4, "x": 0.34, "y": 0.4 }, "kind": "paragraph", "text": "Maverick and F-150: America's best-selling hybrid trucks", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.003+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "36f3d466-c869-44df-acd9-152c707740a6", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.39, "x": 0.56, "y": 0.16 }, "kind": "paragraph", "text": "Fresh product lineup drives strong order bank and pricing power; new F-150 coming in 2024", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.003+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "660d984e-d8b5-40c1-92c6-e2c504a33924", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.39, "x": 0.56, "y": 0.1 }, "kind": "paragraph", "text": "Year-over-year growth in EBIT, EBIT margin and revenue", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.003+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8987df48-c3ff-4d3e-bf98-b5e66e46336c", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.08, "x": 0.38, "y": 0.19 }, "kind": "paragraph", "text": "Q3 EBIT", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.003+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e00ef7bd-befa-4829-a8c7-869affe18cd4", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.02, "x": 0.95, "y": 0.95 }, "kind": "source-note", "text": "10", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.003+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39f1c990-cb5b-4958-b9d9-835218a7bce1", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.13, "x": 0.068, "y": 0.12 }, "kind": "title", "text": "Ford Blue", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.003+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7d43e36-22dd-4885-abc5-ba2b7cb5cf89", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 6, "name": "Need", "beatId": "d3197427-5b54-4db5-b55a-7fa391b53348", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The deck presents financial results and highlights the need for change", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 26, "from": 6, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97d7746c-9e87-48d7-b962-6d070914c048", "evidence": "The deck presents a logical chain of financial results, strategy, and guidance", "position": 0, "objective": "To explain Ford's financial results and strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:11:28.593828+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "type": "setup", "function": "frame_situation", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 84, "componentCount": 10, "textChars": 611, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:52.802+00", "seconds": 7.066, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/11", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-11", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.283, "w": 0.219, "x": 0.757, "y": 0.359 }, "kind": "image", "text": "2023 Ford Mustang Mach-E", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.802+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1173b278-c3af-412e-b824-8ee9b3e1b795", "parentComponentId": null }, { "bbox": { "h": 0.289, "w": 0.203, "x": 0.553, "y": 0.647 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.802+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52b2ad49-f298-4c38-ad56-df5595fc3a92", "parentComponentId": null }, { "bbox": { "h": 0.894, "w": 0.276, "x": 0.034, "y": 0.062 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.802+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b8b3249d-0749-477a-a9cb-2c467f08c4e5", "parentComponentId": null }, { "bbox": { "h": 0.129, "w": 0.159, "x": 0.347, "y": 0.14 }, "kind": "metric", "text": "$(1.3)B Q3 EBIT", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.802+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eab1b2d6-2704-449e-b763-72ee64fdd9e4", "parentComponentId": null }, { "bbox": { "h": 0.189, "w": 0.409, "x": 0.347, "y": 0.399 }, "kind": "paragraph", "text": "Appropriately balancing the pace of EV\ninvestment with the pace of customer demand\nGen-2 cost optimization leveraging scaling,\nvertical integration and batteries", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.802+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "494c8e55-24ff-4285-85dc-be1b0ce3a502", "parentComponentId": null }, { "bbox": { "h": 0.139, "w": 0.197, "x": 0.347, "y": 0.716 }, "kind": "paragraph", "text": "Committed to\nbuilding a profitable\nand enduring EV\nbusiness", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.802+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "805a1a75-ab77-43c6-bf57-4fc21e8f216a", "parentComponentId": null }, { "bbox": { "h": 0.199, "w": 0.409, "x": 0.553, "y": 0.124 }, "kind": "paragraph", "text": "Higher-growth start-up in investment mode\nScaling production, diversifying battery chemistries,\nfocused on improving the overall customer\nexperience (total cost of ownership, charging,\nvehicle purchase and post-sale service, etc.)", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.802+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d704aad0-4beb-4175-a08f-e2cc8a9bc672", "parentComponentId": null }, { "bbox": { "h": 0.21, "w": 0.192, "x": 0.77, "y": 0.676 }, "kind": "paragraph", "text": "Niche new offerings\nlike the F-150\nLightning Platinum\nBlack and Flash\neditions, and the\nMustang Mach-E Rally", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.802+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd92de06-0bdb-453c-a0f5-a6c407603667", "parentComponentId": null }, { "bbox": { "h": 0.017, "w": 0.018, "x": 0.953, "y": 0.954 }, "kind": "source-note", "text": "11", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.802+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a10cb629-4f71-449e-ad85-da9f3be33e5a", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.168, "x": 0.068, "y": 0.116 }, "kind": "title", "text": "Ford Model e", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.802+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd028b1e-23c0-4dd9-aea7-cbcd4b3188e1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 6, "name": "Need", "beatId": "d3197427-5b54-4db5-b55a-7fa391b53348", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The deck presents financial results and highlights the need for change", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 26, "from": 6, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97d7746c-9e87-48d7-b962-6d070914c048", "evidence": "The deck presents a logical chain of financial results, strategy, and guidance", "position": 0, "objective": "To explain Ford's financial results and strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:11:28.593828+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 12, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 76, "componentCount": 9, "textChars": 372, "nDataPoints": 7, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:52.486+00", "seconds": 6.438, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/12", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-12", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.875, "w": 0.28, "x": 0.034, "y": 0.065 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.486+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3f925a46-8134-4c71-8433-4be52af4a58b", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.219, "x": 0.318, "y": 0.364 }, "kind": "image", "text": "All-new Transit Custom (Europe)", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.486+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e78b38d-bc21-4b3c-94af-bd9bfe9ea86c", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.219, "x": 0.749, "y": 0.65 }, "kind": "image", "text": "2023 Ford Ranger (Europe)", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.486+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e786425-70c6-430c-9d7f-f945b92e2d24", "parentComponentId": null }, { "bbox": { "h": 0.209, "w": 0.367, "x": 0.569, "y": 0.117 }, "kind": "list", "text": "16% revenue growth, strong EBIT improvement as the Super Duty and Transit franchises continue to strengthen\nEBIT margin of 12.0%\nLaunched all-new Transit Custom", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.486+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5336031d-56ba-4649-99cd-b6beb1c3d7ab", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.367, "x": 0.569, "y": 0.364 }, "kind": "metric", "text": "#1 U.S. class 1-7 truck / van share; 40.2% share*", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.486+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "341b5398-97d1-43fc-af00-7a45dc1e5867", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.18, "x": 0.569, "y": 0.65 }, "kind": "metric", "text": "476K Paid software subscriptions, up nearly 50% YoY", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.486+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cab3eb74-418a-4015-9930-f4401c674572", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.18, "x": 0.344, "y": 0.117 }, "kind": "metric", "text": "$1.7B Q3 EBIT + $1.3B YoY", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.486+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eed4c07b-28ef-4643-b348-1031673c6773", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.139, "x": 0.09, "y": 0.953 }, "kind": "source-note", "text": "* YTD as of August 2023", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.486+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "818c0b50-3677-4e77-b5cf-bd3dffa98cb6", "parentComponentId": null }, { "bbox": { "h": 0.083, "w": 0.106, "x": 0.065, "y": 0.117 }, "kind": "title", "text": "Ford Pro", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.486+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7790514-811a-49bf-9564-52e940f44c24", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 6, "name": "Need", "beatId": "d3197427-5b54-4db5-b55a-7fa391b53348", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The deck presents financial results and highlights the need for change", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 26, "from": 6, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97d7746c-9e87-48d7-b962-6d070914c048", "evidence": "The deck presents a logical chain of financial results, strategy, and guidance", "position": 0, "objective": "To explain Ford's financial results and strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:11:28.593828+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 13, "type": "setup", "function": "frame_situation", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 83, "componentCount": 8, "textChars": 672, "nDataPoints": 3, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:52.683+00", "seconds": 6.293, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/13", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-13", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.29, "x": 0.665, "y": 0.195 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.683+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2752d735-e1bf-4c55-bdaa-3419e813a03b", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.29, "x": 0.045, "y": 0.195 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.683+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b02c0089-f9c9-4b9c-8b36-7b3ef4d91e60", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.29, "x": 0.355, "y": 0.195 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.683+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e62ab2b6-3bae-4ce1-86c9-41dab61c5889", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.266, "x": 0.057, "y": 0.597 }, "kind": "paragraph", "text": "Software Services\nProviding businesses with data, insights, and vehicle access and control functionality so that they can drive better efficiency in their fleet operations", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.683+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c8ff405-9745-449d-9657-cb5735ab69e3", "parentComponentId": null }, { "bbox": { "h": 0.31, "w": 0.266, "x": 0.367, "y": 0.597 }, "kind": "paragraph", "text": "Electrification\nE-Transit continues to lead the two-tonne electric van segment in Europe. It is also a hit with U.S. small business owners as it was America's best-selling electric van during Q3 with sales up 90% year over year", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.683+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5763a6a1-12a2-4542-bbfb-8ea2bc997335", "parentComponentId": null }, { "bbox": { "h": 0.29, "w": 0.266, "x": 0.677, "y": 0.597 }, "kind": "paragraph", "text": "Physical Service\nExpanding our support network to offer consistently fast and reliable data-driven services. The mobile service van fleet and mobile repair order business continue to grow at a rapid pace, up 35% and 53% since Q2, respectively", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.683+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "912db7a7-62a1-40f7-8ae2-1da4637aa8df", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.016, "x": 0.953, "y": 0.953 }, "kind": "source-note", "text": "13", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.683+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9607ab19-3cfc-4eb2-a0cf-d0d9f5af2afd", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.49, "x": 0.042, "y": 0.08 }, "kind": "title", "text": "We Put The Pro In Productivity", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.683+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d658bed1-b8c5-4fe7-9bb2-dc7f62a223ad", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 6, "name": "Need", "beatId": "d3197427-5b54-4db5-b55a-7fa391b53348", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The deck presents financial results and highlights the need for change", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 26, "from": 6, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97d7746c-9e87-48d7-b962-6d070914c048", "evidence": "The deck presents a logical chain of financial results, strategy, and guidance", "position": 0, "objective": "To explain Ford's financial results and strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:11:28.593828+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 14, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 80, "componentCount": 9, "textChars": 523, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:52.73+00", "seconds": 5.979, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/14", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-14", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.054, "x": 0.919, "y": 0.026 }, "kind": "image", "text": "Ford", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.73+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ad3da1a-ea26-482c-8b2c-621711b6389c", "parentComponentId": null }, { "bbox": { "h": 0.359, "w": 0.29, "x": 0.666, "y": 0.193 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.73+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ff34e1f-368a-4b63-9949-f1bf63344ac3", "parentComponentId": null }, { "bbox": { "h": 0.359, "w": 0.29, "x": 0.044, "y": 0.193 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.73+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92970022-46dd-47d8-aff4-8721e6fbf5e2", "parentComponentId": null }, { "bbox": { "h": 0.359, "w": 0.29, "x": 0.355, "y": 0.193 }, "kind": "image", "text": null, "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.73+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e81431a8-f23b-4d10-b1e9-e5d02cbdea90", "parentComponentId": null }, { "bbox": { "h": 0.26, "w": 0.258, "x": 0.06, "y": 0.599 }, "kind": "paragraph", "text": "Ford Stolen Vehicle Services\nFully integrated theft prevention and recovery system with features like inclination alert, inconsistent location alert and 2-factor authentication for a factory reset", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.73+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b9990af-e242-4f57-a916-cff898b270f3", "parentComponentId": null }, { "bbox": { "h": 0.141, "w": 0.258, "x": 0.371, "y": 0.6 }, "kind": "paragraph", "text": "BlueCruise\nRecently launched v1.3 which keeps customers in hands-free mode 5x longer than v1.0", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.73+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e0cfee2-628a-4f2e-b9c6-90e1ef16bb31", "parentComponentId": null }, { "bbox": { "h": 0.198, "w": 0.258, "x": 0.682, "y": 0.6 }, "kind": "paragraph", "text": "Pro Telematics With Dashcam\nUses machine vision and in-vehicle intelligence to detect in-cab and on-road events, simplify fleet operations and encourage safer driving", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.73+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9131dccb-6a1e-4c9d-8bdc-d9ddd973ac86", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.018, "x": 0.953, "y": 0.953 }, "kind": "source-note", "text": "14", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.73+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "882a40ad-c5cd-466b-aa7c-b000e70d2d19", "parentComponentId": null }, { "bbox": { "h": 0.026, "w": 0.699, "x": 0.045, "y": 0.08 }, "kind": "title", "text": "Integrated Services – Revolutionizing The Customer Experience", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:52.73+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b18fd39e-f41c-4cc9-a457-aad47ce8ccd5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 6, "name": "Need", "beatId": "d3197427-5b54-4db5-b55a-7fa391b53348", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The deck presents financial results and highlights the need for change", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 26, "from": 6, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97d7746c-9e87-48d7-b962-6d070914c048", "evidence": "The deck presents a logical chain of financial results, strategy, and guidance", "position": 0, "objective": "To explain Ford's financial results and strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:11:28.593828+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 15, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 18, "componentCount": 3, "textChars": 179, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:50.49+00", "seconds": 3.734, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/15", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-15", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:50.49+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8f515b3b-3326-4817-a63e-bef5d515c468", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.73, "x": 0.236, "y": 0.856 }, "kind": "source-note", "text": "Vehicles shown (L to R): 2024 Mustang EcoBoost, 2024 Mustang GT, 2024 Mustang Dark Horse, 2025 Mustang GTD, 2024 Mustang GT3, 2024 Mustang GT4, 2024 Mustang Dark Horse R", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:50.49+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fbf277ca-92ee-4628-981c-d7b4b9cab5cf", "parentComponentId": null }, { "bbox": { "h": 0.076, "w": 0.226, "x": 0.056, "y": 0.09 }, "kind": "title", "text": "Financials", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:50.49+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ebdc003-a1ed-4f1c-85e6-983fe7a78c24", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 6, "name": "Need", "beatId": "d3197427-5b54-4db5-b55a-7fa391b53348", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The deck presents financial results and highlights the need for change", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 26, "from": 6, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97d7746c-9e87-48d7-b962-6d070914c048", "evidence": "The deck presents a logical chain of financial results, strategy, and guidance", "position": 0, "objective": "To explain Ford's financial results and strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:11:28.593828+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 16, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 92, "componentCount": 12, "textChars": 673, "nDataPoints": 36, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:54.584+00", "seconds": 7.667, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/16", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-16", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.14, "w": 0.51, "x": 0.23, "y": 0.67 }, "kind": "chart", "text": "Cash Balance: Q2 2022 $28.7, Q3 2022 $32.0, Q4 2022 $32.3, Q1 2023 $28.7, Q2 2023 $29.8, Q3 2023 $29.1", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:54.584+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8863db45-8f9d-41dc-9546-331448e1ed2a", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.51, "x": 0.23, "y": 0.18 }, "kind": "chart", "text": "Adjusted Free Cash Flow: Q2 2022 $3.6, Q3 2022 $3.6, Q4 2022 $2.4, Q1 2023 $0.7, Q2 2023 $2.9, Q3 2023 $1.2", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:54.584+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d7843e0-0db1-4f62-9961-6968ef2a1c48", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.51, "x": 0.23, "y": 0.55 }, "kind": "chart", "text": "Liquidity: Q2 2022 $45.1, Q3 2022 $49.2, Q4 2022 $48.0, Q1 2023 $46.2, Q2 2023 $47.3, Q3 2023 $50.6", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:54.584+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0764a2af-840c-41eb-8dcc-39050fb4f1f8", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.05, "x": 0.91, "y": 0.02 }, "kind": "image", "text": "Ford", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:54.584+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "113e7a77-ff64-4853-af1c-05f2b6579626", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.09, "x": 0.118, "y": 0.43 }, "kind": "list", "text": "Ford Credit Distributions incl. Above", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:54.584+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "02c43f92-11ba-4f93-b19d-60221e465b3a", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.09, "x": 0.118, "y": 0.85 }, "kind": "list", "text": "Cash Net of Debt", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:54.584+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1bf2cd83-d710-4626-a81b-b43d8a0904d6", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.09, "x": 0.118, "y": 0.33 }, "kind": "list", "text": "Adjusted Free Cash Flow", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:54.584+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71bc2b18-3355-4d40-8075-d3b912d661c4", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.09, "x": 0.118, "y": 0.73 }, "kind": "list", "text": "Cash Balance – Liquidity", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:54.584+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95c090d4-9e38-4bee-aacb-acb12dd31abb", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.01, "x": 0.95, "y": 0.95 }, "kind": "source-note", "text": "16", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:54.584+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f17f019a-5ebe-40d7-be98-fe1f6f5fc31f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.51, "x": 0.23, "y": 0.85 }, "kind": "table", "text": "Cash Net of Debt: Q2 2022 $9.4, Q3 2022 $11.8, Q4 2022 $12.3, Q1 2023 $9.0, Q2 2023 $10.3, Q3 2023 $9.3", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:54.584+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18f76b1e-fedf-4ef1-b1a3-5f70bf724369", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.51, "x": 0.23, "y": 0.42 }, "kind": "table", "text": "Ford Credit Distributions incl. Above: Q2 2022 $0.6, Q3 2022 $0.5, Q4 2022 $-, Q1 2023 $-, Q2 2023 $-, Q3 2023 $-", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:54.584+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48a3a98a-1f9d-44e1-9b30-305303a6b893", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.66, "x": 0.048, "y": 0.075 }, "kind": "title", "text": "Q3 Cash Flow, Cash Balance & Liquidity ($B)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:54.584+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "27f043e6-3b01-4fad-a89c-987ee8389aee", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e03e9cff-3660-4784-a8ee-6d379eb24386", "evidence": "chart/waterfall: Liquidity: Q2 2022 $45.1, Q3 2022 $49.2, Q4 2022 $48.0, Q1 2023 $46.2, Q2 2023 $47.3, Q3 2023 $50.6", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:52:46.923565+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Satisfaction", "beatId": "260f381e-c206-46dd-b378-a44bd6134344", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The deck provides an overview of Ford's strategy and financial guidance", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 26, "from": 6, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97d7746c-9e87-48d7-b962-6d070914c048", "evidence": "The deck presents a logical chain of financial results, strategy, and guidance", "position": 0, "objective": "To explain Ford's financial results and strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:11:28.593828+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 17, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 4, "textChars": 555, "nDataPoints": 20, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:51.753+00", "seconds": 4.713, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/17", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-17", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.41, "w": 0.84, "x": 0.09, "y": 0.25 }, "kind": "chart", "text": "Ford Blue: $1.7B, Ford Model e: $(1.3)B, Ford Pro: $1.7B, Ford Next: $(0.0)B, Ford Credit: $0.4B, Corporate Other: $(0.2)B, Company Adj. EBIT: $2.2B, Interest On Debt: $(0.3)B, Special Items: $(0.5)B, Taxes / Non-Controlling Interests: $(0.2)B, Net Income / (Loss): $1.2B", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:51.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f16d56ba-d253-40ce-9acb-09c40e24afb2", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.016, "x": 0.953, "y": 0.953 }, "kind": "source-note", "text": "17", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:51.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b8697ea8-f32d-46d5-8ff9-b3a8c784ddf0", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.89, "x": 0.05, "y": 0.65 }, "kind": "table", "text": "B/(W) Q3 2022: Ford Blue $0.3, Ford Model e $(0.7), Ford Pro $1.3, Ford Next $0.2, Ford Credit $(0.2), Corporate Other $(0.4), Company Adj. EBIT $0.4, Interest On Debt $(0.0), Special Items $2.1, Taxes / Non-Controlling Interests $(0.5), Net Income / (Loss) $2.0", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:51.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2bae626-a442-4b9b-b2ed-fccf5b6f266c", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.32, "x": 0.048, "y": 0.08 }, "kind": "title", "text": "Q3 2023 Results ($B)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:51.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "feee9a44-37a6-4c65-be31-1a074267af68", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c88ba265-1b8e-4af6-b0cb-992efc9297ee", "evidence": "chart/waterfall: Ford Blue: $1.7B, Ford Model e: $(1.3)B, Ford Pro: $1.7B, Ford Next: $(0.0)B, Ford Credit: $0.4B, Corporate Other: $(0.2)B, Company Adj. EBIT: $2.2B, Interest On Debt: $(0.3)B, Special Items: $(0.5)B", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:52:46.997962+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Satisfaction", "beatId": "260f381e-c206-46dd-b378-a44bd6134344", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The deck provides an overview of Ford's strategy and financial guidance", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 26, "from": 6, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97d7746c-9e87-48d7-b962-6d070914c048", "evidence": "The deck presents a logical chain of financial results, strategy, and guidance", "position": 0, "objective": "To explain Ford's financial results and strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:11:28.593828+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 18, "type": "setup", "function": "decompose_segments", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "dense", "densityScore": 64, "componentCount": 4, "textChars": 1247, "nDataPoints": 72, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:53.288+00", "seconds": 5.812, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/18", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-18", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.199, "w": 0.145, "x": 0.824, "y": 0.178 }, "kind": "callout", "text": "Warranty $(1.2)\nMaterial / Freight (0.6)\nPension / OPEB (0.5)\nStructural (0.3)\nCommodities 1.1", "attrs": {}, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:53.288+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3db56642-4f63-4abf-a72f-49e4101cb3d7", "parentComponentId": null }, { "bbox": { "h": 0.017, "w": 0.016, "x": 0.953, "y": 0.954 }, "kind": "source-note", "text": "18", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:53.288+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "249e8289-c3dd-4025-98d4-c40cc6517f8a", "parentComponentId": null }, { "bbox": { "h": 0.699, "w": 0.649, "x": 0.16, "y": 0.228 }, "kind": "table", "text": "Q3 2022: Ford Blue $1.5, Ford Model e $(0.6), Ford Pro $0.4, Ford Next $(0.2), Ford Credit $0.6, Corporate Other $0.2, Total Company $1.8. YoY Change: Volume / Mix: Ford Blue $0.0, Ford Model e $(0.0), Ford Pro $(0.4), Ford Next $-, Ford Credit $-, Corporate Other $-, Total Company $(0.4). Net Pricing: Ford Blue $0.4, Ford Model e $(0.2), Ford Pro $1.9, Ford Next $-, Ford Credit $-, Corporate Other $-, Total Company $2.1. Cost: Ford Blue $(0.3), Ford Model e $(0.5), Ford Pro $(0.3), Ford Next $0.1, Ford Credit $-, Corporate Other $(0.5), Total Company $(1.5). Exchange: Ford Blue $(0.1), Ford Model e $(0.0), Ford Pro $0.0, Ford Next $-, Ford Credit $-, Corporate Other $-, Total Company $(0.2). Other: Ford Blue $0.3, Ford Model e $0.0, Ford Pro $(0.0), Ford Next $0.1, Ford Credit $(0.2), Corporate Other $0.1, Total Company $0.3. Total Change: Ford Blue $0.3, Ford Model e $(0.7), Ford Pro $1.3, Ford Next $0.2, Ford Credit $(0.2), Corporate Other $(0.4), Total Company $0.4. Q3 2023: Ford Blue $1.7, Ford Model e $(1.3), Ford Pro $1.7, Ford Next $(0.0), Ford Credit $0.4, Corporate Other $(0.2), Total Company $2.2.", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:53.288+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c6386bce-a314-4887-bc8c-5ce0b800b92a", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.409, "x": 0.048, "y": 0.075 }, "kind": "title", "text": "Q3 2023 Adjusted EBIT ($B)", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:53.288+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84cbb93a-86af-4588-b530-5a9b2a27502d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Satisfaction", "beatId": "260f381e-c206-46dd-b378-a44bd6134344", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The deck provides an overview of Ford's strategy and financial guidance", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 26, "from": 6, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97d7746c-9e87-48d7-b962-6d070914c048", "evidence": "The deck presents a logical chain of financial results, strategy, and guidance", "position": 0, "objective": "To explain Ford's financial results and strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:11:28.593828+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 19, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 88, "componentCount": 8, "textChars": 737, "nDataPoints": 34, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:53.938+00", "seconds": 6.373, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/19", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-19", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.379, "w": 0.309, "x": 0.329, "y": 0.509 }, "kind": "chart", "text": "EBIT ($B)\n$2.5, $1.5, $1.5, $2.6, $2.3, $1.7 (Q2 '22 - Q3 '23)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:53.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3dfe57bd-2fc0-4ca7-ace7-dd57c700fae9", "parentComponentId": null }, { "bbox": { "h": 0.379, "w": 0.309, "x": 0.648, "y": 0.509 }, "kind": "chart", "text": "EBIT Margin (%)\n10.5%, 6.2%, 5.9%, 10.4%, 9.2%, 6.7% (Q2 '22 - Q3 '23)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:53.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "743a3e0e-93d7-4ae9-adff-b4352a2f81a6", "parentComponentId": null }, { "bbox": { "h": 0.379, "w": 0.309, "x": 0.648, "y": 0.11 }, "kind": "chart", "text": "Revenue ($B)\n$23.8, $23.8, $26.3, $25.1, $25.0, $25.6 (Q2 '22 - Q3 '23)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:53.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8b78a02-43f2-4f23-94c9-44daa83c4b5e", "parentComponentId": null }, { "bbox": { "h": 0.379, "w": 0.309, "x": 0.329, "y": 0.11 }, "kind": "chart", "text": "Wholesale Units (000)\n670, 741, 760, 706, 720, 736 (Q2 '22 - Q3 '23)\nMemo: JV Wholesales* 111, 134, 114, 97, 107, 124", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:53.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dcfcba34-a031-498c-9f46-9b7dd3d14fe3", "parentComponentId": null }, { "bbox": { "h": 0.301, "w": 0.229, "x": 0.063, "y": 0.44 }, "kind": "list", "text": "+ Continued strength in product portfolio drove higher revenue\n+ Lower volume with sunset of Fiesta and EcoSport\n+ EBIT improvement dampened by higher warranty cost\n+ Profitable in all regions", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:53.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d5707fd-512e-415b-813f-4d3309a6d51e", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.229, "x": 0.063, "y": 0.308 }, "kind": "paragraph", "text": "Iconic gas and hybrid passion products like F-150, Bronco and Mustang", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:53.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc4c3138-b533-473f-bfbc-232f1a6c3e49", "parentComponentId": null }, { "bbox": { "h": 0.034, "w": 0.309, "x": 0.314, "y": 0.934 }, "kind": "source-note", "text": "* Includes Ford and Lincoln brand and Jiangling Motors Corporation (JMC) brand vehicles produced and sold in China by our unconsolidated affiliates", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:53.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "acaac189-0c4d-4c25-ab27-03b91c3315d4", "parentComponentId": null }, { "bbox": { "h": 0.099, "w": 0.149, "x": 0.063, "y": 0.143 }, "kind": "title", "text": "Ford Blue", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:53.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2067bdd2-d0a9-45e1-80d2-e9d6f8243980", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Satisfaction", "beatId": "260f381e-c206-46dd-b378-a44bd6134344", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The deck provides an overview of Ford's strategy and financial guidance", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 26, "from": 6, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97d7746c-9e87-48d7-b962-6d070914c048", "evidence": "The deck presents a logical chain of financial results, strategy, and guidance", "position": 0, "objective": "To explain Ford's financial results and strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:11:28.593828+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 20, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 80, "componentCount": 8, "textChars": 441, "nDataPoints": 30, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:55.844+00", "seconds": 7.356, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/20", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-20", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.36, "w": 0.29, "x": 0.649, "y": 0.518 }, "kind": "chart", "text": "EBIT Margin (%)", "attrs": { "x_axis_labels": [ "Q2 '22", "Q3 '22", "Q4 '22", "Q1 '23", "Q2 '23", "Q3 '23" ], "y_axis_labels": [ "(38.6)%", "(40.4)%", "(43.7)%", "(58.9)%", "(75.6)%", "(102.1)%" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:55.844+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "28e90d9c-4acf-4db9-a66f-e7eb8782e86d", "parentComponentId": null }, { "bbox": { "h": 0.36, "w": 0.29, "x": 0.339, "y": 0.12 }, "kind": "chart", "text": "Wholesale Units (000)", "attrs": { "x_axis_labels": [ "Q2 '22", "Q3 '22", "Q4 '22", "Q1 '23", "Q2 '23", "Q3 '23" ], "y_axis_labels": [ "12", "24", "25", "30", "34", "36" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:55.844+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2954543-ea66-4900-9bb1-1599790a398f", "parentComponentId": null }, { "bbox": { "h": 0.36, "w": 0.29, "x": 0.339, "y": 0.518 }, "kind": "chart", "text": "EBIT ($B)", "attrs": { "x_axis_labels": [ "Q2 '22", "Q3 '22", "Q4 '22", "Q1 '23", "Q2 '23", "Q3 '23" ], "y_axis_labels": [ "($0.5)", "($0.6)", "($0.7)", "($1.1)", "($1.3)" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:55.844+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e37ed2b2-851d-4fc7-b98b-f75f9e7ecbb1", "parentComponentId": null }, { "bbox": { "h": 0.36, "w": 0.29, "x": 0.649, "y": 0.12 }, "kind": "chart", "text": "Revenue ($B)", "attrs": { "x_axis_labels": [ "Q2 '22", "Q3 '22", "Q4 '22", "Q1 '23", "Q2 '23", "Q3 '23" ], "y_axis_labels": [ "$0.7", "$1.3", "$1.4", "$1.6", "$1.8" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:55.844+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f08b0775-9a8b-4b79-b8df-ee11d5afbc9e", "parentComponentId": null }, { "bbox": { "h": 0.38, "w": 0.249, "x": 0.069, "y": 0.44 }, "kind": "list", "text": "+ Volume up 44%, driven by increased production capacity of Mustang Mach-E\n+ Industry-wide EV price compression continues\n+ Disciplined capital investments; focused on balancing growth and profitability\n+ Engineering amazing and cost-effective Gen-2 products", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:55.844+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "336013d3-e0f1-45e4-82da-4af255f2e71a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.249, "x": 0.069, "y": 0.309 }, "kind": "paragraph", "text": "Designing and scaling breakthrough, connected EVs, and all of Ford's electric architecture and embedded software", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:55.844+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8967ad0-ac5a-480b-804b-af4eb83bbd50", "parentComponentId": null }, { "bbox": { "h": 0.014, "w": 0.018, "x": 0.953, "y": 0.953 }, "kind": "source-note", "text": "20", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:55.844+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82f8fabe-df34-4d4f-a6db-e2c809e32685", "parentComponentId": null }, { "bbox": { "h": 0.086, "w": 0.179, "x": 0.065, "y": 0.14 }, "kind": "title", "text": "Ford Model e", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:55.844+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c751316-3532-4807-a3f7-a44817f66e83", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Satisfaction", "beatId": "260f381e-c206-46dd-b378-a44bd6134344", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The deck provides an overview of Ford's strategy and financial guidance", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 26, "from": 6, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97d7746c-9e87-48d7-b962-6d070914c048", "evidence": "The deck presents a logical chain of financial results, strategy, and guidance", "position": 0, "objective": "To explain Ford's financial results and strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:11:28.593828+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 21, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 93, "componentCount": 9, "textChars": 997, "nDataPoints": 48, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:59.827+00", "seconds": 10.249, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/21", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-21", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.31, "w": 0.31, "x": 0.32, "y": 0.53 }, "kind": "chart", "text": "EBIT ($B)\nQ2 '22: $0.9\nQ3 '22: $0.4\nQ4 '22: $1.5\nQ1 '23: $1.4\nQ2 '23: $2.4\nQ3 '23: $1.7", "attrs": { "title": "EBIT ($B)", "x_axis_labels": [ "Q2 '22", "Q3 '22", "Q4 '22", "Q1 '23", "Q2 '23", "Q3 '23" ], "y_axis_labels": [ "$0.9", "$0.4", "$1.5", "$1.4", "$2.4", "$1.7" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:59.827+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18e1f41f-278d-475a-8251-7aa89b382ee7", "parentComponentId": null }, { "bbox": { "h": 0.31, "w": 0.31, "x": 0.65, "y": 0.53 }, "kind": "chart", "text": "EBIT Margin (%)\nQ2 '22: 6.9%\nQ3 '22: 3.4%\nQ4 '22: 10.4%\nQ1 '23: 10.3%\nQ2 '23: 15.3%\nQ3 '23: 12.0%", "attrs": { "title": "EBIT Margin (%)", "x_axis_labels": [ "Q2 '22", "Q3 '22", "Q4 '22", "Q1 '23", "Q2 '23", "Q3 '23" ], "y_axis_labels": [ "6.9%", "3.4%", "10.4%", "10.3%", "15.3%", "12.0%" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:59.827+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b051a1c-bf59-4b67-9e67-976b9267961b", "parentComponentId": null }, { "bbox": { "h": 0.31, "w": 0.31, "x": 0.65, "y": 0.11 }, "kind": "chart", "text": "Revenue ($B)\nQ2 '22: $12.7\nQ3 '22: $12.0\nQ4 '22: $13.9\nQ1 '23: $13.2\nQ2 '23: $15.6\nQ3 '23: $13.8", "attrs": { "title": "Revenue ($B)", "x_axis_labels": [ "Q2 '22", "Q3 '22", "Q4 '22", "Q1 '23", "Q2 '23", "Q3 '23" ], "y_axis_labels": [ "$12.7", "$12.0", "$13.9", "$13.2", "$15.6", "$13.8" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:59.827+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae82db40-6d0d-4250-a6dc-2c7ee6aa75bd", "parentComponentId": null }, { "bbox": { "h": 0.31, "w": 0.31, "x": 0.32, "y": 0.11 }, "kind": "chart", "text": "Wholesale Units (000)\nQ2 '22: 338\nQ3 '22: 321\nQ4 '22: 358\nQ1 '23: 337\nQ2 '23: 365\nQ3 '23: 314", "attrs": { "title": "Wholesale Units (000)", "x_axis_labels": [ "Q2 '22", "Q3 '22", "Q4 '22", "Q1 '23", "Q2 '23", "Q3 '23" ], "y_axis_labels": [ "338", "321", "358", "337", "365", "314" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:59.827+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3030a56-8f76-4f31-86e5-088a9851cac0", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.239, "x": 0.068, "y": 0.438 }, "kind": "list", "text": "+ Revenue up 16%, 12% EBIT margin\n+ Volume impacted by new product launch changeover and supply constraints\n+ Super Duty continues to drive higher net pricing\n+ Customer demand for key products outstripped supply", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:59.827+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a3abeb9b-63b1-4ad9-aadb-e36ff27b28b3", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.239, "x": 0.068, "y": 0.316 }, "kind": "paragraph", "text": "Integrated vehicle hardware, software, service, charging and financing solutions that increase commercial customer productivity", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:59.827+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "73d68cee-539b-4582-beff-10bd28c8dd94", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.31, "x": 0.31, "y": 0.93 }, "kind": "source-note", "text": "* Includes Ford brand vehicles produced and sold by our unconsolidated affiliate Ford Otosan in Türkiye", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:59.827+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d248ab19-2e40-4cb7-aceb-9210e7f028ac", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.31, "x": 0.32, "y": 0.43 }, "kind": "table", "text": "Memo:\nJV Wholesales*: Q2 '22: 17, Q3 '22: 18, Q4 '22: 29, Q1 '23: 22, Q2 '23: 24, Q3 '23: 24\nEV Wholesales: Q2 '22: 7, Q3 '22: 6, Q4 '22: 11, Q1 '23: 8, Q2 '23: 12, Q3 '23: 9", "attrs": { "rows": [ [ "JV Wholesales*", "17", "18", "29", "22", "24", "24" ], [ "EV Wholesales", "7", "6", "11", "8", "12", "9" ] ], "header": [ "Q2 '22", "Q3 '22", "Q4 '22", "Q1 '23", "Q2 '23", "Q3 '23" ] }, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:59.827+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2b4d0adb-8ebb-4222-ba52-ea659e84075c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.13, "x": 0.066, "y": 0.14 }, "kind": "title", "text": "Ford Pro", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:59.827+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e583780-be8f-43f1-83b4-9cabaa7010a7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Satisfaction", "beatId": "260f381e-c206-46dd-b378-a44bd6134344", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The deck provides an overview of Ford's strategy and financial guidance", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 26, "from": 6, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97d7746c-9e87-48d7-b962-6d070914c048", "evidence": "The deck presents a logical chain of financial results, strategy, and guidance", "position": 0, "objective": "To explain Ford's financial results and strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:11:28.593828+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 22, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 90, "componentCount": 11, "textChars": 607, "nDataPoints": 30, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:57.077+00", "seconds": 7.015, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/22", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-22", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.36, "w": 0.29, "x": 0.338, "y": 0.118 }, "kind": "chart", "text": "Auction Values* (Per Unit)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:57.077+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "38b3a0c8-61e4-4082-8080-72839bd4d7fa", "parentComponentId": null }, { "bbox": { "h": 0.36, "w": 0.29, "x": 0.65, "y": 0.118 }, "kind": "chart", "text": "U.S. Retail Loss-to-Receivables (\"LTR\") Ratio (%)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:57.077+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4409188e-9c02-4942-b4ca-7b0ea4252526", "parentComponentId": null }, { "bbox": { "h": 0.36, "w": 0.29, "x": 0.338, "y": 0.518 }, "kind": "chart", "text": "EBT ($B)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:57.077+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "babb7161-b02a-4986-a029-726daa19fd75", "parentComponentId": null }, { "bbox": { "h": 0.36, "w": 0.29, "x": 0.65, "y": 0.518 }, "kind": "chart", "text": "Q3 EBT YoY ($B)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall chart", "slug": "waterfall", "status": "active", "canonId": "019de52d-002e-733e-b5cf-dd3beb6692cc", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:57.077+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c00bd41-d539-49a8-9f71-2dd1061b2832", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.202, "x": 0.068, "y": 0.436 }, "kind": "list", "text": "+ EBT down, in line with expectations, reflecting lower lease residual performance, the non-recurrence of derivative market valuation gains, lower financing margin and higher credit losses", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:57.077+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "88988e03-e8a4-45d8-8233-6b4821952193", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.202, "x": 0.068, "y": 0.75 }, "kind": "list", "text": "+ Credit losses remain below historical average, but normalizing", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:57.077+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd7c797f-49f3-4a57-8107-4918668196bf", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.202, "x": 0.068, "y": 0.67 }, "kind": "list", "text": "+ Lower financing margin due to higher borrowing costs", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:57.077+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d661f41d-bf9c-44c5-88cc-6c16521a3646", "parentComponentId": null }, { "bbox": { "h": 0.055, "w": 0.202, "x": 0.068, "y": 0.83 }, "kind": "list", "text": "+ Auction values remain strong, but expect industry decline as supply of new vehicles improves", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:57.077+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb2f2b06-f54a-43ad-88b8-bb8c6d388482", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.198, "x": 0.068, "y": 0.305 }, "kind": "paragraph", "text": "A strategic asset and competitive advantage", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:57.077+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4396d441-da5a-4109-ac26-5af85030bbb5", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.28, "x": 0.34, "y": 0.463 }, "kind": "source-note", "text": "* U.S. 36-month off-lease auction values at Q3 2023 mix", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:57.077+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be31dc48-9245-416c-bc9e-ce7092ff2d56", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.168, "x": 0.068, "y": 0.14 }, "kind": "title", "text": "Ford Credit", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:57.077+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d43181e2-b618-487a-a19e-227841513cad", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "9d3f321a-5249-4bb3-acf7-9f9a269478b8", "evidence": "chart/waterfall: Q3 EBT YoY ($B)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:52:47.220413+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Satisfaction", "beatId": "260f381e-c206-46dd-b378-a44bd6134344", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The deck provides an overview of Ford's strategy and financial guidance", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 26, "from": 6, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97d7746c-9e87-48d7-b962-6d070914c048", "evidence": "The deck presents a logical chain of financial results, strategy, and guidance", "position": 0, "objective": "To explain Ford's financial results and strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:11:28.593828+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 23, "type": "analysis", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 65, "componentCount": 4, "textChars": 1533, "nDataPoints": 100, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:57.531+00", "seconds": 7.397, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/23", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-23", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.58, "x": 0.05, "y": 0.86 }, "kind": "source-note", "text": "a. Includes differences between accrual-based EBIT and associated cash flows (e.g., pension and OPEB income or expense;\ncompensation payments; marketing incentive and warranty payments to dealers)\nb. Includes a $0.6B gain and $7.3B loss on our Rivian investment in the third quarter and first nine months of 2022, respectively", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:57.531+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d7a4124-e378-4bc5-82a9-1be465c9a322", "parentComponentId": null }, { "bbox": { "h": 0.61, "w": 0.58, "x": 0.043, "y": 0.17 }, "kind": "table", "text": "Third Quarter\n2022\n2023\nYear-To-Date\n2022\n2023\nCompany Adj. EBIT excl. Ford Credit\n$ 1.2 $ 1.8 $ 5.4 $ 8.3\nCapital spending\n$ (1.6) $ (2.2) $ (4.5) $ (5.9)\nDepreciation and tooling amortization\n1.3\n1.3\n3.9\n3.9\nNet Spending\n$ (0.3) $ (0.9) $ (0.6) $ (2.0)\nReceivables\n$ (0.1) $ (0.6) $ (0.6) $ (0.8)\nInventory\n(1.7)\n(0.8)\n(4.1)\n(4.2)\nTrade payables\n3.9\n0.2\n5.9\n1.9\nChanges in Working Capital\n$ 2.2 $ (1.1) $ 1.1 $ (3.1)\nFord Credit distributions\n$ 0.5 $ - $ 2.1 $ -\nInterest on debt and cash taxes\n(0.3)\n(0.4)\n(1.2)\n(1.7)\nAll Other and timing differences (a)\n0.3\n1.8\n(0.2)\n3.3\nCompany Adjusted FCF\n$ 3.6 $ 1.2 $ 6.6 $ 4.8\nRestructuring\n$ (0.2) $ (0.3) $ (0.0) $ (0.4)\nChanges in debt\n1.0\n0.0\n0.1\n(0.2)\nFunded pension contributions\n(0.1)\n(0.2)\n(0.5)\n(0.4)\nShareholder distributions\n(0.6)\n(0.6)\n(1.4)\n(4.4)\nAll Other (b)\n(0.3)\n(0.9)\n(9.3)\n(2.6)\nChange in Cash\n$ 3.3 $ (0.8) $ (4.5) $ (3.2)", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:57.531+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "044eafb4-bc3e-45e3-8d2a-286617e7172e", "parentComponentId": null }, { "bbox": { "h": 0.49, "w": 0.29, "x": 0.66, "y": 0.17 }, "kind": "table", "text": "Balance Sheet\n2022 Dec 31\n2023 Sep 30\nCompany Cash Balance\n$ 32.3 $ 29.1\nLiquidity\n48.0\n50.6\nDebt\n(19.9)\n(19.8)\nCash Net of Debt\n12.3\n9.3\nPension Funded Status\nFunded Plans\n$ 4.1 $ 3.9\nUnfunded Plans\n(4.3)\n(4.1)\nTotal Global Pension\n$ (0.2) $ (0.2)\nTotal Funded Status OPEB\n$ (4.5) $ (4.4)", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:57.531+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f097160-0702-4e31-a702-378b02c28744", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.409, "x": 0.048, "y": 0.08 }, "kind": "title", "text": "Cash Flow And Balance Sheet ($B)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:57.531+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "70738a3b-df7a-4d46-82ad-1b2abe7d0c78", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Satisfaction", "beatId": "260f381e-c206-46dd-b378-a44bd6134344", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The deck provides an overview of Ford's strategy and financial guidance", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 26, "from": 6, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97d7746c-9e87-48d7-b962-6d070914c048", "evidence": "The deck presents a logical chain of financial results, strategy, and guidance", "position": 0, "objective": "To explain Ford's financial results and strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:11:28.593828+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 24, "type": "analysis", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 51, "componentCount": 3, "textChars": 780, "nDataPoints": 48, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:55.182+00", "seconds": 4.596, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/24", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-24", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.035, "w": 0.726, "x": 0.106, "y": 0.919 }, "kind": "source-note", "text": "a. Includes restructuring charges of $0.2B in both the third quarter and the first nine months of 2022 related to\nNorth America, and $0.2B in the third quarter and $0.3B in the first nine months of 2022 related to India", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:55.182+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c45a148e-6762-4740-a881-5e037aeb25e7", "parentComponentId": null }, { "bbox": { "h": 0.71, "w": 0.726, "x": 0.106, "y": 0.18 }, "kind": "table", "text": "Restructuring (by Geography)\nChina\nEurope\nFord Credit - Brazil\nOther (a)\nSubtotal Restructuring\nPension and OPEB Gain / (Loss)\nPension and OPEB remeasurement\nPension settlements and curtailments\nSubtotal Pension and OPEB Gain / (Loss)\nOther Items\nGain / (loss) on Rivian investment\nAV strategy including Argo Impairment\nTransit Connect customs matter\nRussia suspension of operations / asset write-off\nPatent matters related to prior calendar years\nOther (including gains / (losses) on investments)\nSubtotal Other Items\nTotal EBIT Special Items", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:55.182+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f039440-00c2-4f68-8d62-af45fdfe8b9f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.32, "x": 0.048, "y": 0.075 }, "kind": "title", "text": "Special Items ($B)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:55.182+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5418026e-681a-4dcd-9ac7-6bd5f8b40b32", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Satisfaction", "beatId": "260f381e-c206-46dd-b378-a44bd6134344", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The deck provides an overview of Ford's strategy and financial guidance", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 26, "from": 6, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97d7746c-9e87-48d7-b962-6d070914c048", "evidence": "The deck presents a logical chain of financial results, strategy, and guidance", "position": 0, "objective": "To explain Ford's financial results and strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:11:28.593828+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 25, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 11, "componentCount": 3, "textChars": 64, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:54.255+00", "seconds": 3.487, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/25", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-25", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:54.255+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd471a9f-fe32-4e58-9e24-1fa7c3180372", "parentComponentId": null }, { "bbox": { "h": 0.046, "w": 0.234, "x": 0.736, "y": 0.875 }, "kind": "source-note", "text": "New 2024 Ford F-150 Tremor\nAvailable Spring 2024", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:54.255+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e7a144e3-e0c1-4833-bedb-10e16d04f85e", "parentComponentId": null }, { "bbox": { "h": 0.068, "w": 0.422, "x": 0.055, "y": 0.098 }, "kind": "title", "text": "CY 2023 Guidance", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:54.255+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12cb3454-725d-4564-9eeb-2bf5aeb87905", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Satisfaction", "beatId": "260f381e-c206-46dd-b378-a44bd6134344", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The deck provides an overview of Ford's strategy and financial guidance", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 26, "from": 6, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97d7746c-9e87-48d7-b962-6d070914c048", "evidence": "The deck presents a logical chain of financial results, strategy, and guidance", "position": 0, "objective": "To explain Ford's financial results and strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:11:28.593828+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 26, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 4, "textChars": 560, "nDataPoints": 7, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:56.74+00", "seconds": 4.582, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/26", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-26", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.14, "w": 0.397, "x": 0.086, "y": 0.437 }, "kind": "paragraph", "text": "Although a tentative agreement has been reached with the UAW, the strike has created uncertainty in our FY results. Given its impact and the fact that the agreement is subject to ratification, we are withdrawing our FY 2023 guidance", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:56.74+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1105c762-975e-4df6-8a79-910d39ff49a4", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.397, "x": 0.086, "y": 0.273 }, "kind": "paragraph", "text": "Based on $9.4B of adjusted EBIT we earned through Q3 and strong demand for our products, we were poised to deliver our prior guidance", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:56.74+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ac97ff9-2eb7-4d64-bc57-f031f0fc2559", "parentComponentId": null }, { "bbox": { "h": 0.37, "w": 0.319, "x": 0.589, "y": 0.229 }, "kind": "table", "text": "2022 Actuals\nTotal Company Adj. EBIT $10.4B\nTotal Company Adj. FCF $9.1B\nCapital Spending $6.5B\nFord Blue EBIT $6.8B\nModel e EBIT $(2.1)B\nFord Pro EBIT $3.2B\nFord Credit EBT $2.7B", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "KPI table", "slug": "kpi", "status": "active", "canonId": "019de52d-0324-7799-a84e-d0885a8ad400", "version": 1, "description": null }, "framework": null }, "subkind": "kpi", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:56.74+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "55911867-5cb5-4217-8046-e70285fcc3f1", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.299, "x": 0.047, "y": 0.08 }, "kind": "title", "text": "CY 2023 Guidance", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:56.74+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9deba5d-a364-40ff-89bc-1f0e0d83a447", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 26, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Satisfaction", "beatId": "260f381e-c206-46dd-b378-a44bd6134344", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The deck provides an overview of Ford's strategy and financial guidance", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 26, "from": 6, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "97d7746c-9e87-48d7-b962-6d070914c048", "evidence": "The deck presents a logical chain of financial results, strategy, and guidance", "position": 0, "objective": "To explain Ford's financial results and strategy", "confidence": 0.7, "extraction": { "at": "2026-07-16 23:11:28.593828+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 27, "type": "setup", "function": "front_matter", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "dense", "densityScore": 67, "componentCount": 5, "textChars": 6086, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:51:01.398+00", "seconds": 8.636, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/27", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-27", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.94, "x": 0.03, "y": 0.883 }, "kind": "disclaimer", "text": "We cannot be certain that any expectation, forecast, or assumption made in preparing forward-looking statements will prove accurate, or that any projection will be realized. It is to be expected that there may be differences between projected and actual results. Our forward-looking statements speak only as of the date of their initial issuance, and we do not undertake any obligation to update or revise publicly any forward-looking statement, whether as a result of new information, future events, or otherwise. For additional discussion, see \"Item 1A. Risk Factors\" in our Annual Report on Form 10-K for the year ended December 31, 2022, as updated by subsequent Quarterly Reports on Form 10-Q and Current Reports on Form 8-K.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.398+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d4e3220-c4c9-4b39-ac2d-9b223df9d5e2", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.94, "x": 0.03, "y": 0.222 }, "kind": "list", "text": "Ford and Ford Credit's financial condition and results of operations have been and may continue to be adversely affected by public health issues, including epidemics or pandemics such as COVID-19;\nFord is highly dependent on its suppliers to deliver components in accordance with Ford's production schedule and specifications, and a shortage of or inability to acquire key components, such as semiconductors, or raw materials, such as lithium, cobalt, nickel, graphite, and manganese, can disrupt Ford's production of vehicles;\nTo facilitate access to the raw materials necessary for the production of electric vehicles, Ford has entered into, and expects to continue to enter into, multi-year commitments to raw material suppliers that subject Ford to risks associated with lower future demand for such materials as well as costs that fluctuate and are difficult to accurately forecast;\nFord's long-term competitiveness depends on the successful execution of Ford+;\nFord's vehicles could be affected by defects that result in delays in new model launches, recall campaigns, or increased warranty costs;\nFord may not realize the anticipated benefits of existing or pending strategic alliances, joint ventures, acquisitions, divestitures, restructurings, or new business strategies;\nOperational systems, security systems, vehicles, and services could be affected by cyber incidents, ransomware attacks, and other disruptions and impact Ford and Ford Credit as well as their suppliers and dealers;\nFord's production, as well as Ford's suppliers' production, and/or the ability to deliver products to consumers could be disrupted by labor issues, natural or man-made disasters, adverse effects of climate change, financial distress, production difficulties, capacity limitations, or other factors;\nFord's ability to maintain a competitive cost structure could be affected by labor or other constraints;\nFord's ability to attract and retain talented, diverse, and highly skilled employees is critical to its success and competitiveness;\nFord's new and existing products and digital, software, and physical services are subject to market acceptance and face significant competition from existing and new entrants in the automotive and digital and software services industries and its reputation may be harmed if it is unable to achieve the initiatives it has announced;\nFord's results are dependent on sales of larger, more profitable vehicles, particularly in the United States;\nWith a global footprint, Ford's results could be adversely affected by economic or geopolitical developments, including protectionist trade policies such as tariffs, or other events;\nIndustry sales volume can be volatile and could decline if there is a financial crisis, recession, or significant geopolitical event;\nFord may face increased price competition or a reduction in demand for its products resulting from industry excess capacity, currency fluctuations, competitive actions, or other factors;\nInflationary pressure and fluctuations in commodity and energy prices, foreign currency exchange rates, interest rates, and market value of Ford or Ford Credit's investments, including marketable securities, can have a significant effect on results;\nFord and Ford Credit's access to debt, securitization, or derivative markets around the world at competitive rates or in sufficient amounts could be affected by credit rating downgrades, market volatility, market disruption, regulatory requirements, or other factors;\nThe impact of government incentives on Ford's business could be significant, and Ford's receipt of government incentives could be subject to reduction, termination, or clawback;\nFord Credit could experience higher-than-expected credit losses, lower-than-anticipated residual values, or higher-than-expected return volumes for leased vehicles;\nEconomic and demographic experience for pension and OPEB plans (e.g., discount rates or investment returns) could be worse than Ford has assumed;\nPension and other postretirement liabilities could adversely affect Ford's liquidity and financial condition;\nFord and Ford Credit could experience unusual or significant litigation, governmental investigations, or adverse publicity arising out of alleged defects in products, services, perceived environmental impacts, or otherwise;\nFord may need to substantially modify its product plans and facilities to comply with safety, emissions, fuel economy, autonomous driving technology, environmental, and other regulations;\nFord and Ford Credit could be affected by the continued development of more stringent privacy, data use, and data protection laws and regulations as well as consumers' heightened expectations to safeguard their personal information; and\nFord Credit could be subject to new or increased credit regulations, consumer protection regulations, or other regulations.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.398+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "453ace00-bc25-4ef8-9182-07e7a6cd0c2c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.94, "x": 0.03, "y": 0.157 }, "kind": "paragraph", "text": "Statements included or incorporated by reference herein may constitute \"forward-looking statements\" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements are based on expectations, forecasts, and assumptions by our management and involve a number of risks, uncertainties, and other factors that could cause actual results to differ materially from those stated, including, without limitation:", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.398+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65a72763-56d7-45cb-84d2-3cdb757d23a1", "parentComponentId": null }, { "bbox": { "h": 0.012, "w": 0.023, "x": 0.953, "y": 0.954 }, "kind": "source-note", "text": "27", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.398+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a07be671-0549-48fb-a704-43111d966b52", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.616, "x": 0.029, "y": 0.08 }, "kind": "title", "text": "Cautionary Note On Forward-Looking Statements", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.398+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9cbc5189-e2d3-472e-8164-fc60b68cf419", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 42, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 27, "name": "Action", "beatId": "7d274d1e-e9c5-4958-87cd-30cb984bc4fe", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The deck concludes with a call to action and next steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 42, "from": 27, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "8c3a0a48-a400-43ae-8c09-8d5de76e62a4", "evidence": "The deck emphasizes the importance of Ford's strategy and the risks of inaction", "position": 1, "objective": "To highlight the importance of Ford's strategy", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:11:28.628683+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 28, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 10, "componentCount": 3, "textChars": 41, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:56.706+00", "seconds": 3.624, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/28", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-28", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": "New 2024 Ford Super Duty Tremor", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:56.706+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c0ca9ca-366d-4294-8fde-e326f621846d", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.02, "x": 0.936, "y": 0.875 }, "kind": "source-note", "text": "28", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:56.706+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c9b514c-cb24-45ca-83fd-6cfbce748313", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.21, "x": 0.053, "y": 0.101 }, "kind": "title", "text": "Appendix", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:56.706+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "755f6774-e715-4753-b327-8acbb4ad77d4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 42, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 27, "name": "Action", "beatId": "7d274d1e-e9c5-4958-87cd-30cb984bc4fe", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The deck concludes with a call to action and next steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 42, "from": 27, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "8c3a0a48-a400-43ae-8c09-8d5de76e62a4", "evidence": "The deck emphasizes the importance of Ford's strategy and the risks of inaction", "position": 1, "objective": "To highlight the importance of Ford's strategy", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:11:28.628683+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 29, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 89, "componentCount": 7, "textChars": 1139, "nDataPoints": 216, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:51:01.667+00", "seconds": 8.43, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/29", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-29", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.01, "w": 0.08, "x": 0.06, "y": 0.803 }, "kind": "source-note", "text": "* Ford Credit EBT", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.667+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6389af66-81f4-4276-b495-72ad387f5dc8", "parentComponentId": null }, { "bbox": { "h": 0.201, "w": 0.36, "x": 0.218, "y": 0.543 }, "kind": "table", "text": "EBIT Margin (%)\nQ2 2022 Q3 2022 Q4 2022 Q1 2023 Q2 2023 Q3 2023\nFord Blue 10.5% 6.2% 5.9% 10.4 % 9.2% 6.7 %\nFord Model e (38.6) (43.7) (40.4) (102.1) (58.9) (75.6)\nFord Pro 6.9 3.4 10.4 10.3 15.3 12.0\nTotal Company (Adjusted) 9.3% 4.6% 5.8% 8.1% 8.4% 5.0 %", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.667+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "13e4a511-4a02-46f8-8875-5899054d591e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.41, "x": 0.547, "y": 0.78 }, "kind": "table", "text": "Memo: EV\nWholesales\n31 32 43 21 47 48", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.667+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "310e9820-86e1-45fd-b61c-a338782b99c7", "parentComponentId": null }, { "bbox": { "h": 0.279, "w": 0.36, "x": 0.218, "y": 0.203 }, "kind": "table", "text": "EBIT ($B)\nQ2 2022 Q3 2022 Q4 2022 Q1 2023 Q2 2023 Q3 2023\nFord Blue $ 2.5 $ 1.5 $ 1.5 $ 2.6 $ 2.3 $ 1.7\nFord Model e (0.5) (0.6) (0.6) (0.7) (1.1) (1.3)\nFord Pro 0.9 0.4 1.5 1.4 2.4 1.7\nFord Next (0.2) (0.2) (0.2) (0.0) (0.0) (0.0)\nFord Credit* 0.9 0.6 0.2 0.3 0.4 0.4\nCorporate Other 0.1 0.2 0.2 (0.1) (0.2) (0.2)\nTotal Company (Adjusted) $ 3.7 $ 1.8 $ 2.6 $ 3.4 $ 3.8 $ 2.2", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.667+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3d355569-ba85-4b0b-9bf9-0beaaf5feeef", "parentComponentId": null }, { "bbox": { "h": 0.201, "w": 0.36, "x": 0.597, "y": 0.543 }, "kind": "table", "text": "Wholesale Units (000)\nQ2 2022 Q3 2022 Q4 2022 Q1 2023 Q2 2023 Q3 2023\n670 741 760 706 720 736\n24 25 30 12 34 36\n338 321 358 337 365 314\n1,032 1,086 1,147 1,056 1,119 1,086", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.667+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a17b3c68-1cc0-4252-a0b7-c6b11e2a65ff", "parentComponentId": null }, { "bbox": { "h": 0.279, "w": 0.36, "x": 0.597, "y": 0.203 }, "kind": "table", "text": "Revenue ($B)\nQ2 2022 Q3 2022 Q4 2022 Q1 2023 Q2 2023 Q3 2023\n$ 23.8 $ 23.8 $ 26.3 $ 25.1 $ 25.0 $ 25.6\n1.3 1.4 1.6 0.7 1.8 1.8\n12.7 12.0 13.9 13.2 15.6 13.8\n0.0 0.0 (0.0) 0.0 0.0 0.0\n2.3 2.2 2.3 2.4 2.5 2.6\n0.0 0.0 0.0 0.0 0.0 0.0\n$ 40.2 $ 39.4 $ 44.0 $ 41.5 $ 45.0 $ 43.8", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.667+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f53aca14-7765-4c61-8d44-ea3aa76e504b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.24, "x": 0.046, "y": 0.08 }, "kind": "title", "text": "Key Metrics", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.667+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1711e5b-e5ba-454d-b30f-b3554d986342", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "2bf67b14-b662-48a7-b86c-5d4b8a5c09c1", "evidence": "table/data: EBIT ($B)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:52:46.046226+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 42, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 27, "name": "Action", "beatId": "7d274d1e-e9c5-4958-87cd-30cb984bc4fe", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The deck concludes with a call to action and next steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 42, "from": 27, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "8c3a0a48-a400-43ae-8c09-8d5de76e62a4", "evidence": "The deck emphasizes the importance of Ford's strategy and the risks of inaction", "position": 1, "objective": "To highlight the importance of Ford's strategy", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:11:28.628683+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 30, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 89, "componentCount": 7, "textChars": 1233, "nDataPoints": 120, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:51:01.399+00", "seconds": 8.024, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/30", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-30", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.01, "w": 0.09, "x": 0.05, "y": 0.77 }, "kind": "source-note", "text": "* Ford Credit EBT", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.399+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f3268cd5-f70a-4f0f-b531-50625a4866cb", "parentComponentId": null }, { "bbox": { "h": 0.28, "w": 0.39, "x": 0.18, "y": 0.19 }, "kind": "table", "text": "EBIT ($B)\nQ3 2022 Q3 2023 2023 B/(W) 2022 2022 YTD 2023 YTD 2023 B/(W) 2022\nFord Blue $ 1.5 $ 1.7 $ 0.3 $ 5.3 $ 6.6 $ 1.4\nFord Model e (0.6) (1.3) (0.7) (1.5) (3.1) (1.6)\nFord Pro 0.4 1.7 1.3 1.8 5.4 3.6\nFord Next (0.2) (0.0) 0.2 (0.7) (0.1) 0.6\nFord Credit* 0.6 0.4 (0.2) 2.5 1.1 (1.4)\nCorporate Other 0.2 (0.2) (0.4) 0.5 (0.5) (1.1)\nTotal Company (Adjusted) $ 1.8 $ 2.2 $ 0.4 $ 7.9 $ 9.4 $ 1.5", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.399+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "354fac51-5c09-4905-88e3-1f39f233eaed", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.39, "x": 0.57, "y": 0.51 }, "kind": "table", "text": "Wholesale Units (000)\nQ3 2022 Q3 2023 2023 B/(W) 2022 2022 YTD 2023 YTD 2023 B/(W) 2022\n741 736 (5) 2,074 2,162 88\n25 36 11 67 82 16\n321 314 (6) 943 1,016 73\n1,086 1,086 (0) 3,084 3,261 177", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.399+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59e7a1ef-8583-4f94-b8f8-a0ce2d250245", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.43, "x": 0.53, "y": 0.75 }, "kind": "table", "text": "Memo: EV\nWholesales\n32 48 16 85 116 31", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.399+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af9b3ed5-b14b-4ed4-a1a0-a79528158121", "parentComponentId": null }, { "bbox": { "h": 0.28, "w": 0.39, "x": 0.57, "y": 0.19 }, "kind": "table", "text": "Revenue ($B)\nQ3 2022 Q3 2023 2023 B/(W) 2022 2022 YTD 2023 YTD 2023 B/(W) 2022\n$ 23.8 $ 25.6 $ 1.8 $ 68.5 $ 75.7 $ 7.2\n1.4 1.8 0.4 3.7 4.3 0.6\n12.0 13.8 1.9 35.0 42.7 7.6\n0.0 0.0 (0.0) 0.1 0.0 (0.1)\n2.2 2.6 0.4 6.7 7.5 0.8\n0.0 0.0 (0.0) 0.0 0.0 (0.0)\n$ 39.4 $ 43.8 $ 4.4 $ 114.1 $ 130.2 $ 16.2", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.399+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c66a91ce-e6fc-46e2-84cd-e99575c8d5bb", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.39, "x": 0.18, "y": 0.51 }, "kind": "table", "text": "EBIT Margin (%)\nQ3 2022 Q3 2023 2023 B/(W) 2022 2022 YTD 2023 YTD 2023 B/(W) 2022\nFord Blue 6.2 % 6.7 % 0.6 ppts 7.7 % 8.8 % 1.0 ppts\nFord Model e (43.7) (75.6) (31.9) (40.7) (72.8) (32.1)\nFord Pro 3.4 12.0 8.6 5.1 12.7 7.6\nTotal Company (Adjusted) 4.6 % 5.0 % 0.4 ppts 6.9 % 7.2 % 0.3 ppts", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.399+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df9ec649-1a35-4505-a0a6-ca5ae79d7923", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.23, "x": 0.05, "y": 0.08 }, "kind": "title", "text": "Key Metrics", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.399+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd84b930-09b0-41bd-9fb0-01ec861f7358", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "62d38072-273b-4bf7-a976-1db996d6fb97", "evidence": "table/data: EBIT ($B)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:52:46.120684+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 42, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 27, "name": "Action", "beatId": "7d274d1e-e9c5-4958-87cd-30cb984bc4fe", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The deck concludes with a call to action and next steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 42, "from": 27, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "8c3a0a48-a400-43ae-8c09-8d5de76e62a4", "evidence": "The deck emphasizes the importance of Ford's strategy and the risks of inaction", "position": 1, "objective": "To highlight the importance of Ford's strategy", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:11:28.628683+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 31, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 45, "componentCount": 3, "textChars": 481, "nDataPoints": 108, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:58.14+00", "seconds": 4.7, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/31", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-31", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.016, "w": 0.019, "x": 0.909, "y": 0.94 }, "kind": "source-note", "text": "31", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:58.14+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c6f03bca-e3ca-4a26-82f1-46b0fa8a1d1c", "parentComponentId": null }, { "bbox": { "h": 0.69, "w": 0.899, "x": 0.048, "y": 0.17 }, "kind": "table", "text": "Third Quarter, Year-To-Date, 2022, 2023, 2023 B / (W) 2022, Ford Blue, Ford Model e, Ford Pro, Ford Next, Ford Credit, Corporate Other, Adjusted EBIT, Interest on Debt, Special Items (excl. tax), Taxes, Less: Non-Controlling Interests, Net Income / (Loss) Attributable to Ford, Company Adjusted Free Cash Flow ($B), Revenue ($B), Company Adjusted EBIT Margin (%), Net Income / (Loss) Margin (%), Adjusted ROIC (Trailing Four Quarters) (%), Adjusted EPS, EPS (GAAP)", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:58.14+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "70114a2d-a3c4-4ac0-97be-2a565a3ea7cc", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.29, "x": 0.048, "y": 0.08 }, "kind": "title", "text": "Q3 Results ($M)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:58.14+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c10fb747-3ae1-43dd-b503-6603e3e68088", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b3e6e66e-ca64-4f6b-b44f-c0723fb4bfb4", "evidence": "table/data: Third Quarter, Year-To-Date, 2022, 2023, 2023 B / (W) 2022", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:52:46.194607+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 42, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 27, "name": "Action", "beatId": "7d274d1e-e9c5-4958-87cd-30cb984bc4fe", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The deck concludes with a call to action and next steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 42, "from": 27, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "8c3a0a48-a400-43ae-8c09-8d5de76e62a4", "evidence": "The deck emphasizes the importance of Ford's strategy and the risks of inaction", "position": 1, "objective": "To highlight the importance of Ford's strategy", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:11:28.628683+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 32, "type": "setup", "function": "decompose_segments", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "balanced", "densityScore": 45, "componentCount": 3, "textChars": 501, "nDataPoints": 77, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:57.945+00", "seconds": 4.335, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/32", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-32", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.21, "w": 0.13, "x": 0.838, "y": 0.17 }, "kind": "callout", "text": "Material / Freight $(2.3)\nWarranty (1.7)\nPension / OPEB (1.4)\nStructural (1.3)\nCommodities 1.3", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:57.945+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "156ecbaf-42ac-47b6-9110-2de7c5bfc0f0", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.018, "x": 0.954, "y": 0.954 }, "kind": "source-note", "text": "32", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:57.945+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "704fa6cf-50ca-4d55-b657-d283316ae8f2", "parentComponentId": null }, { "bbox": { "h": 0.54, "w": 0.83, "x": 0.039, "y": 0.186 }, "kind": "table", "text": "Year-To-Date 2022 $ 5.3 $ (1.5) $ 1.8 $ (0.7) $ 2.5 $ 0.5 $ 7.9\nYoY Change:\nVolume / Mix $ 2.5 $ (0.0) $ 0.3 $ - $ - $ - $ 2.8\nNet Pricing 0.7 (0.4) 5.3 - - - 5.6\nCost (1.3) (1.3) (1.6) 0.2 (1.5) (5.4)\nExchange (0.6) 0.0 (0.1) - - - (0.7)\nOther 0.1 0.1 (0.2) 0.4 (1.4) 0.4 (0.7)\nTotal Change $ 1.4 $ (1.6) $ 3.6 $ 0.6 $ (1.4) $ (1.1) $ 1.5\nYear-To-Date 2023 $ 6.6 $ (3.1) $ 5.4 $ (0.1) $ 1.1 $ (0.5) $ 9.4", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:57.945+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d51e907e-1cc7-4938-8074-44cb65cae652", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 42, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 27, "name": "Action", "beatId": "7d274d1e-e9c5-4958-87cd-30cb984bc4fe", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The deck concludes with a call to action and next steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 42, "from": 27, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "8c3a0a48-a400-43ae-8c09-8d5de76e62a4", "evidence": "The deck emphasizes the importance of Ford's strategy and the risks of inaction", "position": 1, "objective": "To highlight the importance of Ford's strategy", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:11:28.628683+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 33, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 3, "textChars": 1321, "nDataPoints": 108, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:51:01.68+00", "seconds": 7.193, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/33", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-33", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.012, "w": 0.019, "x": 0.936, "y": 0.954 }, "kind": "source-note", "text": "33", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.68+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1d7eac6-9aba-4709-803f-4596e7730a31", "parentComponentId": null }, { "bbox": { "h": 0.69, "w": 0.875, "x": 0.07, "y": 0.188 }, "kind": "table", "text": "Ford Blue $ 1,328 $ 2,504 $ 1,466 $ 1,549 $ 6,847 $ 2,623 $ 2,308 $ 1,718\nFord Model e (380) (510) (612) (631) (2,133) (722) (1,080) (1,329)\nFord Pro 491 879 402 1,450 3,222 1,366 2,391 1,654\nFord Next (242) (221) (244) (219) (926) (44) (26) (17)\nFord Credit 928 939 599 191 2,657 303 390 358\nCorporate Other 201 131 192 224 748 (147) (197) (186)\nAdjusted EBIT $ 2,326 $ 3,722 $ 1,803 $ 2,564 $ 10,415 $ 3,379 $ 3,786 $ 2,198\nInterest on Debt (308) (312) (321) (318) (1,259) (308) (304) (324)\nSpecial Items (excl. tax) (5,866) (2,619) (2,607) (1,080) (12,172) (912) (1,194) (487)\nTaxes 729 (153) 195 93 864 (496) (272) (214)\nLess: Non-Controlling Interests (9) (29) (103) (30) (171) (94) 99 (26)\nNet Income / (Loss) Attributable to Ford $ (3,110) $ 667 $ (827) $ 1,289 $ (1,981) $ 1,757 $ 1,917 $ 1,199\nCompany Adjusted Free Cash Flow ($B) $ (0.6) $ 3.6 $ 3.6 $ 2.4 $ 9.1 $ 0.7 $ 2.9 $ 1.2\nRevenue ($B) 34.5 40.2 39.4 44.0 158.1 41.5 45.0 43.8\nCompany Adjusted EBIT Margin (%) 6.7% 9.3% 4.6 % 5.8% 6.6 % 8.1 % 8.4% 5.0 %\nNet Income / (Loss) Margin (%) (9.0) 1.7 (2.1) 2.9 (1.3) 4.2 4.3 2.7\nAdjusted ROIC (Trailing Four Quarters) (%) 7.8 11.6 10.7 11.2 11.2 13.5 14.2 15.1\nAdjusted EPS $ 0.38 $ 0.68 $ 0.30 $ 0.51 $ 1.88 $ 0.63 $ 0.72 $ 0.39\nEPS (GAAP) (0.78) 0.16 (0.21) 0.32 (0.49) 0.44 0.47 0.30", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.68+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9477dca0-345b-4566-92e4-eecd63d55461", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.39, "x": 0.056, "y": 0.083 }, "kind": "title", "text": "Quarterly Results ($M)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.68+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12c14e33-7442-477e-a6e4-b9908cc9cda9", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f0c8f87d-c6b9-4e0c-a623-f7b61118d8ff", "evidence": "table/data: Ford Blue $ 1,328 $ 2,504 $ 1,466 $ 1,549 $ 6,847 $ 2,623 $ 2,308 $ 1,718", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:52:46.302625+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 33, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 42, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 27, "name": "Action", "beatId": "7d274d1e-e9c5-4958-87cd-30cb984bc4fe", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The deck concludes with a call to action and next steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 42, "from": 27, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "8c3a0a48-a400-43ae-8c09-8d5de76e62a4", "evidence": "The deck emphasizes the importance of Ford's strategy and the risks of inaction", "position": 1, "objective": "To highlight the importance of Ford's strategy", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:11:28.628683+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 34, "type": "setup", "function": "decompose_segments", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "dense", "densityScore": 63, "componentCount": 4, "textChars": 1053, "nDataPoints": 60, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:51:00.548+00", "seconds": 5.964, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/34", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-34", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.06, "x": 0.902, "y": 0.03 }, "kind": "image", "text": "Ford", "attrs": {}, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:00.548+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ec3cbee-464a-4724-8e8f-2d0cbd55103b", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.018, "x": 0.936, "y": 0.954 }, "kind": "source-note", "text": "34", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:00.548+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e0325c3-5cc1-43b0-b87a-a523971557d9", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.86, "x": 0.08, "y": 0.178 }, "kind": "table", "text": "Net income / (loss) attributable to Ford (GAAP) ($M)\nIncome / (loss) attributable to non-controlling interests ($M)\nNet income / (loss) ($M)\nLess: (Provision for) / Benefit from income taxes ($M)\nIncome / (loss) before income taxes ($M)\nLess: Special items pre-tax ($M)\nIncome / (loss) before special items pre-tax ($M)\nLess: Interest on debt ($M)\nAdjusted EBIT (Non-GAAP) ($M)\nMemo: Revenue ($B)\nNet income / (loss) margin (GAAP) (%)\nAdjusted EBIT margin (Non-GAAP) (%)\n\nThird Quarter 2022: (827), (103), (930), 195, (1,125), (2,607), 1,482, (321), 1,803, 39.4, (2.1)%, 4.6%\nThird Quarter 2023: 1,199, (26), 1,173, (214), 1,387, (487), 1,874, (324), 2,198, 43.8, 2.7%, 5.0%\nYear-To-Date 2022: (3,270), (141), (3,411), 771, (4,182), (11,092), 6,910, (941), 7,851, 114.1, (2.9)%, 6.9%\nYear-To-Date 2023: 4,873, (21), 4,852, (982), 5,834, (2,593), 8,427, (936), 9,363, 130.2, 3.7%, 7.2%\nMemo FY 2022: (1,981), (171), (2,152), 864, (3,016), (12,172), 9,156, (1,259), 10,415, 158.1, (1.3)%, 6.6%", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:00.548+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23fec707-aa78-4368-af10-9649ebc70edb", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.64, "x": 0.048, "y": 0.08 }, "kind": "title", "text": "Net Income / (Loss) Reconciliation To Adjusted EBIT ($M)", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:00.548+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2d60f9a-3b70-4fce-bc9b-993f11de55dc", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 42, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 27, "name": "Action", "beatId": "7d274d1e-e9c5-4958-87cd-30cb984bc4fe", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The deck concludes with a call to action and next steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 42, "from": 27, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "8c3a0a48-a400-43ae-8c09-8d5de76e62a4", "evidence": "The deck emphasizes the importance of Ford's strategy and the risks of inaction", "position": 1, "objective": "To highlight the importance of Ford's strategy", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:11:28.628683+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 35, "type": "setup", "function": "decompose_segments", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "dense", "densityScore": 50, "componentCount": 3, "textChars": 657, "nDataPoints": 72, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:59.498+00", "seconds": 4.128, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/35", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-35", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.013, "w": 0.36, "x": 0.085, "y": 0.92 }, "kind": "source-note", "text": "* Restructuring excludes cash flows reported in investing activities", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:59.498+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "00ed9909-e3b4-4dc4-9537-fb99e44c9df1", "parentComponentId": null }, { "bbox": { "h": 0.57, "w": 0.903, "x": 0.048, "y": 0.23 }, "kind": "table", "text": "Net cash provided by / (used in) operating activities (GAAP)\nLess: Items Not Included in Company Adjusted Free Cash Flows\nFord Credit operating cash flows\nFunded pension contributions\nRestructuring (including separations)*\nFord Credit tax payments / (refunds) under tax sharing agreement\nOther, net\nAdd: Items Included in Company Adjusted Free Cash Flows\nCompany excluding Ford Credit capital spending\nFord Credit distributions\nSettlement of derivatives\nCompany adjusted free cash flow (Non-GAAP)", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:59.498+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1582f7aa-1649-41cd-a0fb-284cd4973df0", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.899, "x": 0.048, "y": 0.08 }, "kind": "title", "text": "Net Cash Provided By / (Used In) Operating Activities Reconciliation To Company Adj. FCF ($M)", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:59.498+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b67d3164-4f25-49e8-bb67-e825b16e221b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 42, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 27, "name": "Action", "beatId": "7d274d1e-e9c5-4958-87cd-30cb984bc4fe", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The deck concludes with a call to action and next steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 42, "from": 27, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "8c3a0a48-a400-43ae-8c09-8d5de76e62a4", "evidence": "The deck emphasizes the importance of Ford's strategy and the risks of inaction", "position": 1, "objective": "To highlight the importance of Ford's strategy", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:11:28.628683+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 36, "type": "setup", "function": "decompose_segments", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "balanced", "densityScore": 46, "componentCount": 2, "textChars": 758, "nDataPoints": 32, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:50:59.543+00", "seconds": 4.046, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/36", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-36", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.702, "x": 0.083, "y": 0.916 }, "kind": "source-note", "text": "a. For 2023, includes adjustment for noncontrolling interest\nb. In the third quarter and first nine months of 2022, there were 38 million and 42 million shares, respectively, excluded from the calculation of diluted earnings / (loss) per share, due to their anti-dilutive effect", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:59.543+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "283a9f6b-6261-4dfe-9ecb-99865a1488fe", "parentComponentId": null }, { "bbox": { "h": 0.67, "w": 0.846, "x": 0.083, "y": 0.196 }, "kind": "table", "text": "Diluted After-Tax Results ($M)\nDiluted after-tax results (GAAP)\nLess: Impact of pre-tax and tax special items (a)\nAdjusted net income - diluted (Non-GAAP)\nBasic and Diluted Shares (M)\nBasic shares (average shares outstanding)\nNet dilutive options, unvested restricted stock units, unvested restricted stock shares, and convertible debt\nDiluted shares\nEarnings / (Loss) per share - diluted (GAAP) (b)\nLess: Net impact of adjustments\nAdjusted earnings per share - diluted (Non-GAAP)", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:50:59.543+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "93cb17dd-c41d-4518-a24a-b6c764202542", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 42, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 27, "name": "Action", "beatId": "7d274d1e-e9c5-4958-87cd-30cb984bc4fe", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The deck concludes with a call to action and next steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 42, "from": 27, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "8c3a0a48-a400-43ae-8c09-8d5de76e62a4", "evidence": "The deck emphasizes the importance of Ford's strategy and the risks of inaction", "position": 1, "objective": "To highlight the importance of Ford's strategy", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:11:28.628683+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 37, "type": "analysis", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 47, "componentCount": 3, "textChars": 564, "nDataPoints": 27, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:51:00.024+00", "seconds": 3.592, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/37", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-37", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.029, "w": 0.406, "x": 0.094, "y": 0.92 }, "kind": "source-note", "text": "2022 reflects the tax consequences of unrealized losses on marketable securities and favorable changes in our valuation allowances", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:00.024+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1768424f-e2f4-4c08-a94e-5b189a88b8e0", "parentComponentId": null }, { "bbox": { "h": 0.66, "w": 0.748, "x": 0.073, "y": 0.189 }, "kind": "table", "text": "Pre-Tax Results ($M)\nIncome / (loss) before income taxes (GAAP)\nLess: Impact of special items\nAdjusted earnings before taxes (Non-GAAP)\nTaxes ($M)\n(Provision for) / benefit from income taxes (GAAP)\nLess: Impact of special items*\nAdjusted (provision for) / benefit from income taxes (Non-GAAP)\nTax Rate (%)\nEffective tax rate (GAAP)\nAdjusted effective tax rate (Non-GAAP)", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:00.024+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9bbfad12-ac94-4a25-aa37-e5b29793d430", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.86, "x": 0.046, "y": 0.076 }, "kind": "title", "text": "Effective Tax Rate Reconciliation To Adjusted Effective Tax Rate", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:00.024+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2240ce72-bc3e-47b5-828d-39d7e84517df", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 42, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 27, "name": "Action", "beatId": "7d274d1e-e9c5-4958-87cd-30cb984bc4fe", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The deck concludes with a call to action and next steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 42, "from": 27, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "8c3a0a48-a400-43ae-8c09-8d5de76e62a4", "evidence": "The deck emphasizes the importance of Ford's strategy and the risks of inaction", "position": 1, "objective": "To highlight the importance of Ford's strategy", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:11:28.628683+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 38, "type": "analysis", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 53, "componentCount": 3, "textChars": 943, "nDataPoints": 34, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:51:01.925+00", "seconds": 4.932, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/38", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-38", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.602, "x": 0.078, "y": 0.916 }, "kind": "source-note", "text": "a. Calculated as the sum of net operating profit / (loss) after cash tax from the last four quarters, divided by the average invested capital over the last four quarters\nb. Calculated as the sum of adjusted net operating profit / (loss) after cash tax from the last four quarters, divided by the average invested capital over the last four quarters", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.925+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96bfa3d1-cb93-48bb-83e6-43afed6b5bd9", "parentComponentId": null }, { "bbox": { "h": 0.68, "w": 0.701, "x": 0.078, "y": 0.197 }, "kind": "table", "text": "Adjusted Net Operating Profit / (Loss) After Cash Tax\nNet income / (loss) attributable to Ford\nAdd: Non-controlling interest\nLess: Income tax\nAdd: Cash tax\nLess: Interest on debt\nLess: Total pension / OPEB income / (cost)\nAdd: Pension / OPEB service costs\nNet operating profit / (loss) after cash tax\nLess: Special items (excl. pension / OPEB) pre-tax\nAdj. net operating profit / (loss) after cash tax\nInvested Capital\nEquity\nDebt (excl. Ford Credit)\nNet pension and OPEB liability\nInvested capital (end of period)\nAverage invested capital\nROIC (a)\nAdjusted ROIC (Non-GAAP) (b)", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.925+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "28fc7076-25be-4764-9920-219e429873bf", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.309, "x": 0.048, "y": 0.08 }, "kind": "title", "text": "Adjusted ROIC ($B)", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:01.925+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60c2a6e2-0df5-4734-82bc-f9660caf79e3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 42, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 27, "name": "Action", "beatId": "7d274d1e-e9c5-4958-87cd-30cb984bc4fe", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The deck concludes with a call to action and next steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 42, "from": 27, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "8c3a0a48-a400-43ae-8c09-8d5de76e62a4", "evidence": "The deck emphasizes the importance of Ford's strategy and the risks of inaction", "position": 1, "objective": "To highlight the importance of Ford's strategy", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:11:28.628683+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 39, "type": "setup", "function": "appendix", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 81, "componentCount": 7, "textChars": 4159, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:51:04.554+00", "seconds": 7.496, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/39", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-39", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.13, "w": 0.93, "x": 0.035, "y": 0.627 }, "kind": "list", "text": "Adjusted Earnings / (Loss) Per Share (Most Comparable GAAP Measure: Earnings / (Loss) Per Share) – Measure of Company's diluted net earnings / (loss) per share adjusted for impact of pre-tax special items (described above), tax special items and restructuring impacts in noncontrolling interests. The measure provides investors with useful information to evaluate performance of our business excluding items not indicative of earnings from ongoing operating activities. When we provide guidance for adjusted earnings / (loss) per share, we do not provide guidance on an earnings / (loss) per share basis because the GAAP measure will include potentially significant special items that have not yet occurred and are difficult to predict with reasonable certainty prior to year-end, including pension and OPEB remeasurement gains and losses.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:04.554+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0cbbc115-2ed3-44c1-b788-21c6510e7d6d", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.93, "x": 0.035, "y": 0.78 }, "kind": "list", "text": "Adjusted Effective Tax Rate (Most Comparable GAAP Measure: Effective Tax Rate) – Measure of Company's tax rate excluding pre-tax special items (described above) and tax special items. The measure provides an ongoing effective rate which investors find useful for historical comparisons and for forecasting. When we provide guidance for adjusted effective tax rate, we do not provide guidance on an effective tax rate basis because the GAAP measure will include potentially significant special items that have not yet occurred and are difficult to predict with reasonable certainty prior to year-end, including pension and OPEB remeasurement gains and losses.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:04.554+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e5b9d4b-7ac8-4b96-801d-da35d5dbc660", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.93, "x": 0.035, "y": 0.57 }, "kind": "list", "text": "Company Adjusted EBIT Margin (Most Comparable GAAP Measure: Company Net Income / (Loss) Margin) – Company Adjusted EBIT Margin is Company Adjusted EBIT divided by Company revenue. This non-GAAP measure is useful to management and investors because it allows users to evaluate our operating results aligned with industry reporting.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:04.554+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c4ff2ea-5299-4db5-8e4a-e601a3631708", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.93, "x": 0.035, "y": 0.329 }, "kind": "list", "text": "Company Adjusted EBIT (Most Comparable GAAP Measure: Net income / (Loss) attributable to Ford) – Earnings Before Interest and Taxes (EBIT) excludes interest on debt (excl. Ford Credit Debt), taxes and pre-tax special items. This non-GAAP measure is useful to management and investors because it focuses on underlying operating results and trends, and improves comparability of our period-over-period results. Our management ordinarily excludes special items from its review of the results of the operating segments for purposes of measuring segment profitability and allocating resources. Pre-tax special items consist of (i) pension and OPEB remeasurement gains and losses, (ii) gains and losses on investments in equity securities, (iii) significant personnel expenses, supplier- and dealer-related costs, and facility-related charges stemming from our efforts to match production capacity and cost structure to market demand and changing model mix, and (iv) other items that we do not necessarily consider to be indicative of earnings from ongoing operating activities. When we provide guidance for adjusted EBIT, we do not provide guidance on a net income basis because the GAAP measure will include potentially significant special items that have not yet occurred and are difficult to predict with reasonable certainty, including gains and losses on pension and OPEB remeasurements and on investments in equity securities.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:04.554+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae4c6def-4d8f-4b0b-a0e0-f6da6a6a3150", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.93, "x": 0.035, "y": 0.193 }, "kind": "paragraph", "text": "We use both GAAP and non-GAAP financial measures for operational and financial decision making, and to assess Company and segment business performance. The non-GAAP measures listed below are intended to be considered by users as supplemental information to their equivalent GAAP measures, to aid investors in better understanding our financial results. We believe that these non-GAAP measures provide useful perspective on underlying operating results and trends, and a means to compare our period-over-period results. These non-GAAP measures should not be considered as a substitute for, or superior to, measures of financial performance prepared in accordance with GAAP. These non-GAAP measures may not be the same as similarly titled measures used by other companies due to possible differences in method and in items or events being adjusted.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:04.554+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e2a85f7a-87f0-4223-88ad-87886b9b30c2", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.019, "x": 0.953, "y": 0.954 }, "kind": "source-note", "text": "39", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:04.554+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78243d42-00fb-4b19-b876-d16ff1928b2c", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.89, "x": 0.035, "y": 0.08 }, "kind": "title", "text": "Non-GAAP Financial Measures That Supplement GAAP Measures", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:04.554+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "739e4f54-5e88-4691-8995-0d2185dabb06", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 42, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 27, "name": "Action", "beatId": "7d274d1e-e9c5-4958-87cd-30cb984bc4fe", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The deck concludes with a call to action and next steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 42, "from": 27, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "8c3a0a48-a400-43ae-8c09-8d5de76e62a4", "evidence": "The deck emphasizes the importance of Ford's strategy and the risks of inaction", "position": 1, "objective": "To highlight the importance of Ford's strategy", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:11:28.628683+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 40, "type": "setup", "function": "appendix", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "dense", "densityScore": 56, "componentCount": 4, "textChars": 2135, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:51:04.022+00", "seconds": 6.097, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/40", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-40", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.09, "w": 0.847, "x": 0.048, "y": 0.395 }, "kind": "paragraph", "text": "Adjusted ROIC - Calculated as the sum of adjusted net operating profit / (loss) after-cash tax from the last four quarters, divided by the average invested capital over the last four quarters. This calculation provides management and investors with useful information to evaluate the Company's after-cash tax operating return on its invested capital for the period presented. Adjusted net operating profit / (loss) after-cash tax measures operating results less special items, interest on debt (excl. Ford Credit Debt), and certain pension / OPEB costs. Average invested capital is the sum of average balance sheet equity, debt (excl. Ford Credit Debt), and net pension / OPEB liability.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:04.022+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "73395afc-6cd8-4b48-b46e-c8e2fe28eb41", "parentComponentId": null }, { "bbox": { "h": 0.219, "w": 0.847, "x": 0.048, "y": 0.19 }, "kind": "paragraph", "text": "Company Adjusted Free Cash Flow (FCF) (Most Comparable GAAP Measure: Net Cash Provided By / (Used In) Operating Activities) – Measure of Company's operating cash flow excluding Ford Credit's operating cash flows. The measure contains elements management considers operating activities, including Company excluding Ford Credit capital spending, Ford Credit distributions to its parent, and settlement of derivatives. The measure excludes cash outflows for funded pension contributions, restructuring actions, and other items that are considered operating cash flows under GAAP. This measure is useful to management and investors because it is consistent with management's assessment of the Company's operating cash flow performance. When we provide guidance for Company Adjusted FCF, we do not provide guidance for net cash provided by / (used in) operating activities because the GAAP measure will include items that are difficult to quantify or predict with reasonable certainty, including cash flows related to the Company's exposures to foreign currency exchange rates and certain commodity prices (separate from any related hedges), Ford Credit's operating cash flows, and cash flows related to special items, including separation payments, each of which individually or in the aggregate could have a significant impact to our net cash provided by / (used in) our operating activities.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:04.022+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d17ab7c1-17a3-44d9-84f1-47102db810e0", "parentComponentId": null }, { "bbox": { "h": 0.012, "w": 0.022, "x": 0.913, "y": 0.954 }, "kind": "source-note", "text": "40", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:04.022+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e140af95-af97-4dfb-9f5e-e26336443daa", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.79, "x": 0.034, "y": 0.08 }, "kind": "title", "text": "Non-GAAP Financial Measures That Supplement GAAP Measures", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:04.022+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe05d22e-6a07-4c9d-bbc9-3f55ede3de90", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 42, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 27, "name": "Action", "beatId": "7d274d1e-e9c5-4958-87cd-30cb984bc4fe", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The deck concludes with a call to action and next steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 42, "from": 27, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "8c3a0a48-a400-43ae-8c09-8d5de76e62a4", "evidence": "The deck emphasizes the importance of Ford's strategy and the risks of inaction", "position": 1, "objective": "To highlight the importance of Ford's strategy", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:11:28.628683+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 41, "type": "appendix", "function": "appendix", "rawType": "appendix_methodology", "block": null, "metadata": { "slideType": "appendix_methodology", "slideTypeCanon": { "name": "Appendix methodology", "slug": "appendix_methodology", "status": "active", "canonId": "019de52d-07d9-726c-8599-167f2d2ffaa7", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "balanced", "densityScore": 46, "componentCount": 3, "textChars": 2263, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:51:02.753+00", "seconds": 4.827, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/41", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-41", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.69, "w": 0.877, "x": 0.038, "y": 0.195 }, "kind": "list", "text": "Wholesale Units and Revenue\nWholesale unit volumes include all Ford and Lincoln badged units (whether produced by Ford or by an unconsolidated affiliate) that are sold to dealerships or others, units manufactured by Ford that are sold to other manufacturers, units distributed by Ford for other manufacturers, and local brand units produced by our China joint venture, Jiangling Motors Corporation, Ltd. (\"JMC\"), that are sold to dealerships or others. Vehicles sold to daily rental car companies that are subject to a guaranteed repurchase option (i.e., rental repurchase), as well as other sales of finished vehicles for which the recognition of revenue is deferred (e.g., consignments), also are included in wholesale unit volumes. Revenue from certain vehicles in wholesale unit volumes (specifically, Ford badged vehicles produced and distributed by our unconsolidated affiliates, as well as JMC brand vehicles) are not included in our revenue. Excludes transactions between Ford Blue, Ford Model e and Ford Pro segments\nIndustry Volume and Market Share\nIndustry volume and market share are based, in part, on estimated vehicle registrations; includes medium and heavy-duty trucks\nSAAR\nSAAR means seasonally adjusted annual rate\nCompany Cash\nCompany cash includes cash, cash equivalents, marketable securities and restricted cash (including cash held for sale); excludes Ford Credit's cash, cash equivalents, marketable securities and restricted cash\nMarket Factors\nVolume and Mix - primarily measures EBIT variance from changes in wholesale unit volumes (at prior-year average contribution margin per unit) driven by changes in industry volume, market share, and dealer stocks, as well as the EBIT variance resulting from changes in product mix, including mix among vehicle lines and mix of trim levels and options within a vehicle line\nNet Pricing - primarily measures EBIT variance driven by changes in wholesale unit prices to dealers and marketing incentive programs such as rebate programs, low-rate financing offers, special lease offers and stock adjustments on dealer inventory\nMarket Factors exclude the impact of unconsolidated affiliate wholesale units\nEarnings Before Taxes (EBT)\nReflects Income before income taxes", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:02.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb3410ec-c850-4c36-9549-d1f6916c5a94", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.018, "x": 0.94, "y": 0.954 }, "kind": "source-note", "text": "41", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:02.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba39cefb-97e6-4cfd-ae03-9fa27675d9ed", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.499, "x": 0.036, "y": 0.08 }, "kind": "title", "text": "Definitions And Calculations", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:02.753+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "14e3728a-606b-47d1-a87c-c54010f94378", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 42, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 27, "name": "Action", "beatId": "7d274d1e-e9c5-4958-87cd-30cb984bc4fe", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The deck concludes with a call to action and next steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 42, "from": 27, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "8c3a0a48-a400-43ae-8c09-8d5de76e62a4", "evidence": "The deck emphasizes the importance of Ford's strategy and the risks of inaction", "position": 1, "objective": "To highlight the importance of Ford's strategy", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:11:28.628683+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 42, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 5, "textChars": 79, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:51:03.077+00", "seconds": 4.918, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-eba4-752b-a9a5-c5d8aa83c35c/42", "deck": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c", "deckAnchor": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c#slide-42", "deckJson": "/decks/019de516-eba4-752b-a9a5-c5d8aa83c35c.json" }, "components": [ { "bbox": { "h": 0.041666666666666664, "w": 0.075, "x": 0.8916666666666667, "y": 0.025 }, "kind": "image", "text": "Ford logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:03.077+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7641712d-91d5-4e8c-9acc-e8d8d63c0896", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.15, "x": 0.04583333333333333, "y": 0.6666666666666666 }, "kind": "image", "text": "Ford logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:03.077+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec47248c-f4fe-4e81-a5f6-c132eba8e320", "parentComponentId": null }, { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": "Red Ford F-150 truck by a lake", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:03.077+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "608941ff-1da4-4105-ba28-a381b42f6009", "parentComponentId": null }, { "bbox": { "h": 0.041666666666666664, "w": 0.2916666666666667, "x": 0.04583333333333333, "y": 0.7666666666666667 }, "kind": "title", "text": "Delivering Ford", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:03.077+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8b6a13ad-d3d2-4796-b25b-07d6109a644a", "parentComponentId": null }, { "bbox": { "h": 0.08333333333333333, "w": 0.4083333333333333, "x": 0.04583333333333333, "y": 0.8333333333333334 }, "kind": "title", "text": "Q3 2023 Earnings", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:51:03.077+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2daa17c-cdf2-44e9-80d9-eec22334229b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "b3f21c7a-ab87-462c-93b3-c8defc580ab1", "evidence": "This slide is a cover slide with a title, headline, and images.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:52:41.596421+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 42, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 27, "name": "Action", "beatId": "7d274d1e-e9c5-4958-87cd-30cb984bc4fe", "matchId": "c8bfafa8-fdb2-4e5b-978a-642da3a1a725", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The deck concludes with a call to action and next steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 42, "from": 27, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "8c3a0a48-a400-43ae-8c09-8d5de76e62a4", "evidence": "The deck emphasizes the importance of Ford's strategy and the risks of inaction", "position": 1, "objective": "To highlight the importance of Ford's strategy", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:11:28.628683+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true } ], "arcBeats": [ { "from": 1, "to": 5, "label": "Attention", "description": "The deck starts with a thesis headline and an overview of Ford+ Investment Thesis" }, { "from": 6, "to": 15, "label": "Need", "description": "The deck presents financial results and highlights the need for change" }, { "from": 16, "to": 26, "label": "Satisfaction", "description": "The deck provides an overview of Ford's strategy and financial guidance" }, { "from": 27, "to": 42, "label": "Action", "description": "The deck concludes with a call to action and next steps" } ], "loops": [ { "from": 6, "to": 26, "label": "Logic Chain", "description": "To explain Ford's financial results and strategy" }, { "from": 27, "to": 42, "label": "Cost Of Inaction", "description": "To highlight the importance of Ford's strategy" } ] }