Ford Takes $11B Loss, Robotaxi Safety, NADA x Northwood for Dealer Education

Описание: Episode #1266: Ford posts its biggest earnings miss in years but bets big on a 2026 rebound. Robotaxis scale nationwide while public trust hangs in the balance. And NADA partners with Northwood to strengthen the next generation of dealership leadership.

https://daily.asotu.com/p/ford-s-2025...
Ford just posted its biggest quarterly earnings miss in four years and its worst net loss since 2008. But beneath the headline loss, the company’s trucks and commercial vehicles are still carrying the load—and 2026 is being framed as a rebound year.
-The Q4 adjusted EPS (Earnings Per Share) came in at 13 cents versus the expected 19 cents, the largest miss in four years.
-Revenue remained strong, with $45.9B in Q4 and a record $187.3B for the full year, but about $900M in unexpected tariff costs and aluminum supply disruptions pressured margins.
-The company reported an $11.1B net loss in Q4 and an $8.2B loss for the full year, largely driven by $15.5B in EV-related special charges and restructuring actions.
-Ford Pro and Ford Blue have projected 2026 pre-tax earnings of up to $7.5B and $4.5B respectively, while the Model e unit is expected to lose up to $4.5B.

https://www.autonews.com/technology/a...
Waymo, Tesla, Zoox and others are racing to scale robotaxis across the U.S., but recent crashes and investigations show that winning public trust may be harder than winning market share.
-A Waymo vehicle struck a child who ran into the street from behind a parked SUV in California, prompting a federal investigation. Zoox also reported a crash after a driver opened a door into its path. Both companies say their systems reacted appropriately.
-Waymo says its vehicles have 90% fewer crashes resulting in serious injury or death and 81% fewer injury crashes overall compared with human drivers operating in the same cities
-A majority of Americans say they’re unlikely to try a self-driving taxi, though younger consumers are more open to the idea.
-Experts say each crash carries emotional weight. “When something goes wrong, people don’t experience it as a statistical issue — they experience it as a moral and emotional one,” said Professor William Riggs.

https://www.autoremarketing.com/ar/re...
Northwood University and NADA are teaming up to expand education access for franchised dealers, their employees and their families — with discounted tuition, scholarships and a clear focus on building the next generation of dealership leadership.
-NADA dealer members can enroll in Northwood’s online undergraduate programs at $350 per credit hour, with the benefit extending to eligible spouses and dependents.
-Northwood’s DeVos Graduate School is offering 20% MBA tuition scholarships, discounted master’s programs and up to $15,000 toward a Doctor of Business Administration.
-A new Premier Education Partnership Scholarship provides up to $36,000 over four years for dependents attending Northwood’s Michigan campus.
-Both organizations say the goal is strengthening the leadership pipeline in a people-driven, capital-intensive retail industry that isn’t going away
-As NADA’s Camron Wilson put it, the partnership reflects a shared commitment to supporting dealership professionals through education and long-term workforce development.

Join Paul J Daly and Kyle Mountsier every morning for the Automotive State of the Union podcast as they connect the dots across car dealerships, retail trends, emerging tech like AI, and cultural shifts—bringing clarity, speed, and people-first insight to automotive leaders navigating a rapidly changing industry.
Follow the show on Apple Podcasts: https://podcasts.apple.com/us/podcast...
Listen on Spotify: https://open.spotify.com/show/2LYfBYn...