Ford Motor Firm (F) Bernstein’s forty first Annual Strategic Selections Convention (Transcript)

Ford Motor Firm (NYSE:F) Bernstein’s forty first Annual Strategic Selections Convention Could 28, 2025 4:30 PM ET

Firm Individuals

John Lawler – Vice Chair

Convention Name Individuals

Daniel Roeska – Bernstein

Daniel Roeska

All proper. Good afternoon, all people. Thanks very a lot for spending this hour with us and never having cocktails but. I do know that it’s a must to whiz off proper after. So, you will miss that half.

Women and gents, welcome to our hearth chat with John Lawler, Vice Chair of Ford. John, thanks very a lot for being right here right this moment.

John Lawler

Thanks for having me.

Daniel Roeska

It was a protracted day. So, I recognize you sticking round for us to have this dialogue. And perhaps what I would like to start out with, you have lately — pretty lately switched roles at Ford. What’s in your agenda now? How has your day modified? Form of what are you now?

John Lawler

Sure. So, I feel the business at the moment goes by means of some of the vital transitions we have had doubtlessly ever. And what I am doing is I am spending my time working with Jim and the manager management staff in how we finest place Ford to win popping out of this transformation of the business. And in order that’s closely rooted in technique, some in coverage and leveraging the 35 years of expertise I’ve at Ford and globally to assist try this.

So, in the event you step again and also you have a look at what’s occurring throughout the business, it is the confluence of many alternative components. And if you consider it, electrification has are available in and altered the business fairly a bit. However the ice tail goes to be for much longer. The event of multi-energy autos, that is going to have a protracted tail.

You’ve got acquired distributed electrical architectures. You’ve got acquired an