{
  "docId": "019de516-c2d8-77e8-a14b-261377b870e1",
  "docSlug": "dc259d9f218565542725970bf3aea29b",
  "documentTitle": "Ford | Investor Conference Presentation Deck | 46 slides",
  "authorId": "ford",
  "authorName": "Ford",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-09-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 22,
  "pageCount": 46,
  "prevPage": 21,
  "nextPage": 23,
  "slideType": "kpi_overview",
  "function": "analyze_data",
  "density": "overcrowded",
  "nDataPoints": 60,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019de516-c2d8-77e8-a14b-261377b870e1/22",
  "deckHref": "/decks/019de516-c2d8-77e8-a14b-261377b870e1",
  "deckJsonHref": "/decks/019de516-c2d8-77e8-a14b-261377b870e1.json",
  "deckAnchorHref": "/decks/019de516-c2d8-77e8-a14b-261377b870e1#slide-22",
  "components": [
    {
      "bbox": {
        "h": 0.43,
        "w": 0.3,
        "x": 0.64,
        "y": 0.48
      },
      "kind": "chart",
      "text": "Retail Net Charge-Offs ($M) and LTR Ratio (%)",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "40b2dcf1-401a-43c9-9c26-3f5f1bbcc7ae",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.43,
        "w": 0.3,
        "x": 0.64,
        "y": 0.04
      },
      "kind": "chart",
      "text": "Retail Repossessions (000) and Repossession Rate (%)",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "68520c97-bc9f-4f38-a603-dae5548caa0a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.43,
        "w": 0.3,
        "x": 0.33,
        "y": 0.48
      },
      "kind": "chart",
      "text": "Retail Contract Terms",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "84360e74-4239-45cd-b822-471ea281aac8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.43,
        "w": 0.3,
        "x": 0.33,
        "y": 0.04
      },
      "kind": "chart",
      "text": "Retail & Lease FICO and Higher Risk Mix (%)",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a313b5c4-dd46-4501-aa7e-cb09f21d64dd",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.2,
        "x": 0.06,
        "y": 0.39
      },
      "kind": "list",
      "text": "Disciplined and consistent underwriting practices",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "563335e7-f9d0-4abd-b3a7-85ce156aec7e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.2,
        "x": 0.06,
        "y": 0.57
      },
      "kind": "list",
      "text": "Retail Net Charge-Offs and LTR Ratio lower sequentially, reflecting seasonality; higher YoY due to increased repossessions and higher severity",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "621028a9-7e5a-41b4-93c5-232560ade388",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.2,
        "x": 0.06,
        "y": 0.46
      },
      "kind": "list",
      "text": "Portfolio quality evidenced by FICO scores and consistent risk mix",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e7e8cd48-1a31-44ea-805e-765206e4bd25",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.01,
        "w": 0.12,
        "x": 0.35,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "* Excluding bankruptcies",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7110dba7-d9a0-43fa-ad6d-aefd361fe18f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.19,
        "w": 0.2,
        "x": 0.06,
        "y": 0.12
      },
      "kind": "title",
      "text": "U.S. Origination Metrics And Credit Loss Drivers",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "42000168-bf89-40ee-8c40-ae275b4b87a9",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Chartjunk Elimination",
      "slug": "chartjunk-elimination",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "6c023e62-d699-43b5-8e3b-e7fd888c44fb",
      "evidence": "The slide features multiple bar charts with clear and concise labels, indicating an effort to eliminate chartjunk and effectively communicate information.",
      "confidence": 0.7
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 40,
      "from": 7,
      "beatId": "99be64b3-5d14-4ebe-8ae7-d4061e519aca",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Key Performance Indicators",
      "beatSlug": null,
      "evidence": "Multiple slides with financial metrics and KPIs",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": null,
      "parentBeatSlug": null
    },
    {
      "to": 40,
      "from": 7,
      "beatId": "e43c9187-a4ff-489c-8f33-273736545685",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Financials",
      "beatSlug": "sequoia-pitch-financials",
      "evidence": "Multiple slides with financial metrics and KPIs",
      "position": 3,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [
    {
      "to": 40,
      "from": 7,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "f3f09ead-0e5d-49ca-aafa-c3127249433b",
      "evidence": "The financial metrics and KPIs suggest a cost of inaction",
      "position": 1,
      "objective": "What are the financial implications of not investing in Ford?",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.6,
      "description": "Quantify what happens if the audience does nothing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}