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Key Facts
Ford Motor Company (NYSE: F) has invested $5 billion in a new universal electric vehicle (EV) platform, aiming to produce a $30,000 pickup truck by 2027. Despite this ambition, Ford’s Model e segment reported losses of $3.7 billion in the first nine months of 2025, while profits from Ford Pro reached $7.4 billion in the same period.
In contrast, Tesla (NASDAQ: TSLA) remains profitable amidst stiff competition, projecting 250,000 deliveries of its Cybertruck by 2025. Year-to-date sales figures for 2025 show Ford’s F-150 Lightning at 23,034 units (1% growth), while Tesla’s Cybertruck recorded 14,416 units sold (a 38% decline).
The futures of both companies hinge on their ability to innovate; Tesla’s focus is on developing its robotaxi business and full self-driving technology, while Ford must enhance its EV strategy to avoid losing market share.
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