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akirby

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Everything posted by akirby

  1. It means you did a special order as opposed to just a dealer stock inventory order.
  2. Depends on the feature and vehicle (it was a general statement about subscription features not just blue cruise). If it’s just software then it’s no big deal.
  3. I agree. The 3rd row comment was strictly for China where that seems to be popular (3 row edge). Don’t need it here.
  4. Just call it a Boss 302 or 315 depending on whether it’s using the 5.0 or 5.2 and be done with it.
  5. Drop 3 products making $200M and replace them with 1 making $500M? Any day. Fusion/MKZ replaced by Maverick and Bronco Sport. Focus replaced by Bronco and Ranger. Ecosport replaced by Mach E. Taurus and Continental were the only ones dropped outright recently due to low sales and market shrinkage without a replacement but they added Lightning and all the new EV development for future vehicles.
  6. No, making it look like a Bronco with rugged styling and off road performance to match makes it not a commodity.
  7. They didn’t say they couldn’t sell them or buyers didn’t want them. They said mainstream 2 row crossovers have become commodities keeping prices low and margins even lower. Bronco and Bronco Sport are the exception because they’re in a unique market segment with passionate buyers. Let’s say you’re a painter and you have the choice of two jobs. Both take 2 days same work but one pays $1500 and the other pays $2500. Which one are you taking?
  8. It’s included on higher trims even if you don’t want the subscription therefore you’re paying for the hardware.
  9. Volume didn’t drop that much so the margin reduction was probably a correction from the super high post covid prices.
  10. Ok, Lincolns and EVs.
  11. Doubtful. That’s a Lincoln only feature as far as I know.
  12. Not exactly. Farley just said 2 row utilities were a commodity now.
  13. It’s been said over and over that short wheelbase is a huge CAFE liability.
  14. This is most likely the replacement for the current Bronco Sport - making it larger for CAFE compliance. So calling it Flex would kill the Bronco Sport name.
  15. So you want to ditch a 50+ yr old Ford Iconic name that exudes toughness for a great but quirky vehicle name that only lasted 10 years?
  16. This will make a much better edge/escape replacement.
  17. This. And going too far by trying to ban ICE altogether.
  18. Ok I’ll give you that one but isn’t it possible that 2024 was an outlier for some reason.
  19. Yep. It might actually have a small 3rd row like the Chinese edge.
  20. Which is still far higher than 100 which was the norm for decades. Seems to be a combination of the larger studs, and larger aluminum wheels.
  21. That might be the most ridiculous thing you’ve said here. Fleet sales are intermittent and one slightly down quarter means nothing. It’s still on track for over $5B profit for the year .
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