F: Connected digital services, rising ARPU, and AI tools drive growth and loyalty in a $15B business

F: Connected digital services, rising ARPU, and AI tools drive growth and loyalty in a $15B business
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Digital services strategy evolved to a connected ecosystem, driving engagement and monetization through a flywheel model. Subscriber growth, higher ARPU, and AI-driven features are expanding revenue and customer loyalty, with a $15B services business expected to grow 8% annually. Based on Ford Motor Company [F] Goldman Sachs Communacopia + Technology Conference 2026 Audio Transcript — Sep. 8 2026

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