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GM and Ford are talking less and less about EVs

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Key summary

2 min read
  1. GM and Ford are talking about electric vehicles less often on earnings calls than they did before the pandemic.

  2. A TechCrunch and Hudson Labs analysis found both automakers have reduced EV emphasis in investor discussions.

  3. The companies have delayed or scaled back some EV plans, while still keeping EVs in their product pipelines and sales mix.

  4. The shift points to a broader reprioritization under pressure from profitability, timing, and market conditions.

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