
Ford's CEO Jim Farley: Navigating the EV Surge, AI Impact, and the Quest for Quality
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Ford marked a major milestone last week as CEO Jim Farley celebrated five years at the helm, touting significant progress since taking over during the high-stress days of the pandemic. According to Automotive News, Farley highlighted how he restructured the company, spinning out divisions like Ford Pro for commercial clients, Model E for electric vehicles, and Ford Blue for legacy gas-powered cars. He’s cut commodity vehicles like the Edge and Escape, focusing the lineup on market darlings such as the Bronco, Mustang, and F-150. Farley also continues to push manufacturing innovation, recently proposing a shift away from the classic assembly line towards methods fit for next-generation EVs.
Fresh headlines report Ford’s U.S. sales rose impressively last month, with total sales up 13% and the Ford division posting a 14% gain. Lincoln saw a dip, but the automaker sold a record 30,600 EVs in September, up 30%. Over the third quarter, Ford moved 55,000 hybrids. The surge responded to consumers sprinting for expiring federal EV tax credits, underscoring Ford’s strengthening grip on the electric market. Corp! Magazine notes Ford’s F-Series truck remains the king, selling 207,732 units in Q3, with a year-to-date lead of about 170,000 trucks over its nearest rival.
On the business front, Friday brought buzz on social media after Ford announced a temporary U.S. “employee discount” deal for buyers, with details shared by the company online. While this isn’t the first time Ford’s tested aggressive pricing, some in the investor community saw it as a shrewd move to catch heightened consumer attention as holidays approach. The company’s stock, trading as “F,” remains stable, catching modest optimism from analysts on Financial Modeling Prep who cited Ford’s cost-cutting progress and product pivot.
Farley’s public hours have been plentiful, and he’s once again in the spotlight discussing the impact of artificial intelligence on blue-collar workers. Fortune reports Farley appeared on Bloomberg TV’s Wall Street Week, suggesting AI’s influence on essential jobs is uncertain, but data center construction and other tech infrastructure could mean big tailwinds for trades like electrical and plumbing—provided America can close a yawning gap in skilled labor. He’s upfront about the challenge, noting there’s a shortage of a million workers just to keep up with the new buildout demand.
Not all the major stories have been cheerful—Ford continues to battle product quality concerns and faced a record number of recalls this year, a sore spot that Farley acknowledged in his anniversary interview. He emphasized that his long-term goal is to permanently turn the tide and make Ford a consistently high-margin leader, not just an American icon that occasionally rises and falls. With federal government action threatening new tax credit rules and a shutdown pausing regulatory processes, the company’s adaptability is about to be tested even further.
For now, Ford fans can see Farley front and center—leading conferences, pushing new technology, and engaging directly with followers on social media. He’s established himself as the most publicly visible CEO in recent Ford history, leveraging podcasts, Twitter, and road trips to shape the brand’s narrative in real time.
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This content was created in partnership and with the help of Artificial Intelligence AI
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