Business · 1h ago
GM and Ford Quiet on EVs in Investor Calls
GM and Ford are discussing electric vehicles on investor calls at pre-pandemic levels, per TechCrunch and Hudson Labs data. This marks a notable shift from recent years when EV talk dominated automaker earnings. The trend suggests a strategic pivot as EV demand cools and profitability pressures mount.
Meridian48 take
The silence speaks volumes: automakers are recalibrating EV ambitions amid market realities, but this could understate their long-term commitment to electrification.
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