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Source document· December 27, 2025

Ford Takes $19.5 Billion EV Hit. Is the EV Revolution Over?

View original at nasdaq.com
Ford Takes $19.5 Billion EV Hit. Is the EV Revolution Over? In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss: Ford's $19.5 billion EV writedown.Does Detriot have the right strategy?What's next for Rivian and Tesla…
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Ce que nous avons tiré de cette source

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  • EVs are the future and where the auto industry is going, but the timeline was likely always going to be longer than hoped

    80% confidence
  • Surprised that younger EV companies like Rivian stock have held up given risks and cash constraints

    80% confidence
  • Hybrids shouldn't be viewed as just transitional technology, they're a permanent part of a future lineup

    80% confidence
  • Range anxiety is a real concern and there is a real lack of confidence in current public charging networks' reliability and availability

    80% confidence
  • These automakers are not giving up on EVs entirely, but recalibrating their strategies to align with current market realities and consumer demand

    80% confidence
  • Hybrids are more of an interim solution rather than permanent

    80% confidence
  • Technology is the answer to the cost problem for EVs, with next generation batteries reducing cost through improved energy density

    80% confidence
  • Don't want to own Detroit automakers as investments despite being bullish on their future

    80% confidence
  • Tesla is relatively fine and further along on the growth curve with cash in the bank and established sales channels

    80% confidence
  • The subsidies were necessary because the tech just isn't ready for prime time, not ready for anyone except early adopters

    80% confidence
  • Tesla believes that subsidies going away might help them relative to competition

    80% confidence

Data points we hold from this source

Ford Motor Company · pe ratio5-7 ratio
Ford Motor Company · ev profitability target2029 year
Ford Motor Company · writedown19500000000 USD
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Là où les sources divergent
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
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Ford Takes $19.5 Billion EV Hit. Is the EV Revolution Over?: Source | Via News | fr.via.news