Part 2/10:
During the call, a Morgan Stanley analyst pointedly asked the leaders, “You said that Ford’s a different company from what it was three years ago, but the stock market really doesn’t seem to agree with you at all on that.” This highlights a dissonance between Ford's self-portrayal and the perceptions of its investors. While Ford's leadership appeared stumped by the criticisms, CEO Jim Farley admitted, “The EV journey has been… humbling.” Once heralded as a major player in the electric vehicle (EV) sector, Ford's ambitious plans now seem to have faltered.