{ "docId": "019de518-0392-702b-b06d-c96eacab5fe0", "docSlug": "fe650e2d9534cda0ff715d4584869a8c", "documentTitle": "Ford | Results Presentation Deck | 105 slides", "authorId": "ford", "authorName": "Ford", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2024-02-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 32, "pageCount": 105, "prevPage": 31, "nextPage": 33, "slideType": "disclaimer", "function": "front_matter", "density": "overcrowded", "nDataPoints": 0, "notes": null, "elementsJson": null, "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019de518-0392-702b-b06d-c96eacab5fe0/32", "deckHref": "/decks/019de518-0392-702b-b06d-c96eacab5fe0", "deckJsonHref": "/decks/019de518-0392-702b-b06d-c96eacab5fe0.json", "deckAnchorHref": "/decks/019de518-0392-702b-b06d-c96eacab5fe0#slide-32", "components": [ { "bbox": { "h": 0.079, "w": 0.92, "x": 0.039, "y": 0.82 }, "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, 2023, as updated by subsequent filings with the United States Securities and Exchange Commission.", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e7c11b78-0d92-4043-be17-86976b13aab8", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.029, "w": 0.05, "x": 0.91, "y": 0.03 }, "kind": "image", "text": "Ford", "attrs": null, "subkind": "logo", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "395066ba-d21a-4a66-8488-9124c391c0da", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.015, "w": 0.019, "x": 0.953, "y": 0.954 }, "kind": "legend", "text": "32", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "5ce17fc9-2c67-4d4c-9661-311f716579cf", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.63, "w": 0.91, "x": 0.049, "y": 0.239 }, "kind": "list", "text": "Ford 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 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 and other components necessary for the production of electric vehicles, Ford has entered into and may, in the future, enter into multi-year commitments to raw material and other suppliers that subject Ford to risks associated with lower future demand for such items 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 recall campaigns, increased warranty costs, or delays in new model launches, and the time it takes to improve the quality of our vehicles and services could continue to have an adverse effect on our business;\nFord may not realize the anticipated benefits of existing or pending strategic alliances, joint ventures, acquisitions, divestitures, or business strategies;\nFord may not realize the anticipated benefits of restructuring actions and such actions may cause Ford to incur significant charges, disrupt our operations, or harm our reputation;\nOperational information systems, security systems, vehicles, and services could be affected by cybersecurity 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, public health issues, natural or man-made disasters, adverse effects of climate change, financial distress, production difficulties, capacity limitations, or other factors;\nFailure to develop and deploy secure digital services that appeal to customers could have a negative impact on Ford's business;\nFord's ability to maintain a competitive cost structure could be affected by labor or other constraints;\nFord's ability to attract, develop, grow, and reward talent 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 and supply chain, Ford's results and operations 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, public health emergency, 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, particularly for electric vehicles;\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, data protection, and artificial intelligence 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, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "c2c918d3-6530-4972-8015-14672e9a614f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.92, "x": 0.039, "y": 0.17 }, "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, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "6a14adba-ad80-454e-8368-64628697dabe", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.029, "w": 0.646, "x": 0.039, "y": 0.08 }, "kind": "title", "text": "Cautionary Note On Forward-Looking Statements", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "40daf348-8602-49b1-936c-7d73e304c2eb", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 105, "from": 20, "beatId": "db2dd235-d5b6-464c-98b1-68797c13d3c3", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Satisfaction", "beatSlug": "monroes-sequence-satisfaction", "evidence": "The document provides a detailed overview of Ford's business model, segment performance, and securitization, providing satisfaction to the audience", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }