Here are Ford's sales good to great numbers.....I'll have my charts with monthly figures up soon.
https://s205.q4cdn.com/882619693/files/doc_news/2025/Jul/01/Ford-U-S-Q2-2025-Sales-Release.pdf
Tesla also has that solar aspect to it, though who knows if that makes any money.
Especially with nothing but endless vaporware on the horizon for years on end....."it's coming just wait!!!!"
Sure, but his point is not all recalls are the same.
Similar to on those quality reports - someone not knowing how to program their bluetooth is different than the screen went blank and a wheel fell off.
https://www.motor1.com/news/764274/nissan-delays-supplier-payments/
Reuters reports that Nissan is asking some of its suppliers in Europe and the UK if they'll accept delayed payments to free up some needed cash. This isn't an unusual move for an automaker, and Nissan told Reuters it's offering suppliers the option of taking payments right away, or at a later date with interest. If the supplier decides it wants immediate payment, HSBC will pay the supplier, then Nissan will pay back the bank with interest at a later date.
Espinosa's stated goal is to achieve $3.4 billion in cost cuts over the next two years. Over the last fiscal year, Nissan lost $4.5 billion. Its aim to delay supplier payments in the UK and Europe could help it free up $69 million in cash. In total, Nissan has around $15 billion in cash, but nearly $5 billion in debt coming due. The automaker is also reportedly considering selling its $700 million Yokohama headquarters, possibly leasing the space back from the buyer.
Some products and their buyers ain't worth keepin'. Ford did the right thing to desert those introductory-level vehicles, which couldn't compete with Honda, Toyota, and the Koreans and had a negative impact both on Ford's reputation and its financials.
The new low cost EV platform gives Ford an opportunity to do introductory-level vehicles right, something I haven't seen in my lifetime. I hope the big shots at Ford make the most of this opportunity
Ford has plenty of issues with powertrains exploding, here's one from last year:
Ford has issued a recall impacting 85,238 Ford Explorer vehicles equipped with the Police Interceptor Utility package and 3.3L Hybrid and Gas engines.
The recall follows reports of under-hood fires resulting from engine failures, specifically incidents where engine oil and fuel vapor are released into the engine compartment due to an "engine block breach."
In simpler terms, an engine block breach typically refers to a catastrophic failure where a connecting rod punctures through the engine block, often leading to significant damage and potentially dangerous situations.
Yea, thanks for the info. Based on what tbone and fordmantpw said, the lower cost higher volume Tesla cars (Model 3 and Model Y) are probably profitable, charging network is probably profitable, energy products are probably profitable, but the higher cost lower volume cars (Cybertruck, Model S, Model Y) are probably not profitable.
Tesla doesn't break down revenues by model, only by the categories Automotive sales, Automotive regulatory credits, Energy generation, and Services and other:
Revenues
2025 1Q
2024 1Q
Automotive sales
$
12,925
$
16,460
Automotive regulatory credits
595
442
Automotive leasing
447
476
Total automotive revenues
13,967
17,378
Energy generation and storage
2,730
1,635
Services and other
2,638
2,288
Total revenues
19,335
21,301
Cost of revenues
Automotive sales
11,461
13,897
Automotive leasing
239
269
Total automotive cost of revenues
11,700
14,166
Energy generation and storage
1,945
1,232
Services and other
2,537
2,207
Total cost of revenues
16,182
17,605
Gross profit
3,153
3,696
I'm hoping this endeavor proves to be very impressive, despite my admitted apathy towards the EV market.
In a few different social media markets, there's full-on resentment towards Ford for handing over the "starter cars" market (Fiesta, Focus) so completely. While Honda, Toyota, and the Koreans seemingly will keep making the introductory-level vehicles for those markets, the determination of Ford to desert those buyers has ongoing negativity towards the brand. With the almost-invisible Escape on its last legs (tires?), and the Maverick seemingly dangling as Ford's only low cost offering for the immediate future, the optics are frankly both elitist (good luck finding new Fords under $35k) and delusional (FORD RECALLS ANOTHER MILLION VEHICLES...).
This rough patch isn't fun to witness.
It would be interesting to see if they are cash flow positive on their charging network. It's $0.45/kWh to charge at the nearest Tesla charging station and my electricity is just under $0.10/kWh. And I don't get the cheaper commercial rates.
Yep. My 2017 explorer has been basically the most reliable car my family has ever owned, but if someone was just going off the number of recalls, they'd think 2011-19 explorers had a lot of problems. But so many of those recalls are basically for cosmetic issues.
Like I had a recall because a few of the clips on the roof rack cover were popping up on the rear. The cover as a whole still seemed to be firmly attached, so it wasn't in danger of flying off, it just didn't look great. Then there are recalls because these decorative black panels on the pillar might come off.
Meanwhile Nissan cvts are destroying themselves left and right and to my knowledge, Nissan never issued a definitive fix for them via a recall. Ford's out here recalling over cosmetic issues essentially, and other brands are ignoring their powertrains exploding.