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Ford Investor Conference

Ford Model e Designing and scaling breakthrough, connected EVs, and all of Ford's electric architecture and embedded software + Volume up 44%, driven by increased production capacity of Mustang Mach-E + Industry-wide EV price compression continues + Disciplined capital investments; focused on balancing growth and profitability + Engineering amazing and cost- effective Gen-2 products Wholesale Units 24 I Q2 '22 Q3 '22 25 EBIT ($B) (000) 30 Q4 '22 Q1 '23 ($0.5) ($0.6) ($0.6) 12 Q2 '22 Q3 '22 Q4 '22 ($0.7) Q1 '23 34 11 Q2 '23 36 I ($1.1) Q2 '23 Q3 '23 ($1.3) Q3 '23 Revenue ($B) $1.3 1 Q2 '22 $1.4 Q3 '22 EBIT Margin (%) Q2 '22 $1.6 Q4 '22 (38.6) % (43.7)% (40.4)% Q3 '22 Q4 '22 $0.7 Q1 '23 (102.1)% Q1 '23 $1.8 $1.8 Q2 '23 (58.9)% Q2 '23 Q3 '23 J (75.6)% Ford Q3 '23 15
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