Joe Spak

I am just wondering about your interest in power electronics more broadly, either organically or inorganically

any sense of how large their order book looks here

is there anything structural between the segments that we think can impact incremental margins

is that what you're sort of seeing maybe a little bit of just digestion before we see some further gains?

if you're seeing - any sort of further green shoots in Europe within that segment

can you just help us understand how we should sort of think about profitability here going forward? Is it sustainable?

how quick can sort of the drone business come into sales. I noticed you said you're collaborating on 800V DC. Can you just describe that a little more?

What's the sales process like? And when you kind of convert to revenue?

we also saw some big numbers put out by some automakers in terms of, you know, cash they're gonna give to suppliers for canceled programs or lower volumes. Is any of that baked into your outlook?

for Versagen, like, how much is copper helping the top line in that growth number? Maybe FX for each company as well?

Any way to sort of contextualize how big an opportunity you think that is? And is there any opportunity in that -- in, let's say, an energy storage business for the ECG business out there?

You're talking about consumer demand of vehicles and you're shipping to that? Or do you think there was actual channel inventory build

it looks like revenue is really pretty flat 3Q to 4Q, but a big step-up in margins. Is that just sort of the normal seasonality

Maybe you can just provide some indication of sort of what type of manufacturing you think could move back. And if there's any rule of thumb to sort of think about some of the capital cost to reloc...

So is it fair to assume that for the second quarter, everything is based on what you're seeing now, including any tariff impact and mitigation?

I am curious though if any of those OEM conversations have cascaded down to you, because if anything like this were to need to occur

Are there any other areas of the outlook that you highlight besides that sort of adjustment to North American production?

is that something you do plan on continuing to do more regularly?

can you just briefly touch on what happened with tax? It looks like there was some release and now there's a large deferred tax asset

I'm curious if you could comment on your feelings about what your customers are saying about affordability

what you see for F Series here in the back half

You mentioned about $1 billion. I'm just trying to contextualize what you're assuming here

the delta to get you back higher, I guess, is the volume portion of it. So I guess, you know, put another way, if all that temporary sourcing costs and logistics and higher tariffs is really tempor...

What is Ford really lobbying for in the conversations with the administration

how much of a profit tailwind that could be in 2016 and beyond

what does it mean for the next-gen project and modeling more broadly, like you've clearly taken a lot of costs out of e

can you just help us understand some of the drivers that maybe get that higher and also maybe what type of distribution from Ford Credit

how you plan to really position and market that as a value proposition

should we also expect Super Cruise to scale, at least from an availability perspective, across other vehicles?

Was wondering if you could maybe quantify how much warranty helped on a year-over-year basis in the quarter.

is what you're seeing sort of in line with what you expected, call it, 90 days ago

I think you mentioned, call it $1 billion to $1.5 billion in onshoring and software costs. Like how is that tracking

I wanted to go back to some of your comments on portfolio and you mentioned hybrids

I just wondered if we could unpack $1 to $1.5 billion in onshoring software expense?

can we dive in a little bit on some of the updated tariff disclosure? You lowered the gross by $500 million from the MSRP offset

I was just wondering if you could touch, if you don't mind, on maybe some preliminary high-level industry or macro factors, especially since it seems like there's some incremental concerns in the m...

I know in in your K, you disclosed that last year you expensed a billion dollars for credits

you did mention that you expected the biggest headwind to be in the second quarter, and now it seems like the third quarter

the guidance was lowered by $3.5 billion seems like you're saying about a $4.5 billion tariff impact. I'm assuming that's a gross number

GMNA pricing in the quarter, I think when you showed some of the pricing data in the sales release, it looked like things are really strong

I'm curious a little bit more about just shifting mix of production between plants, especially on the full-size vehicles

what are you classifying as normalized?

it does seem like maybe the total project scope is now capped at 300,000 units

what exactly got worse on tariffs

the depreciation and amortization in COGS line was down quite meaningfully quarter-over-quarter

you talked about that AI cloud being $3 billion in two years, which would be next year 2027

just given the velocity with how fast things moved, I wonder if that weighed it all in the quarter. But more importantly, for the next quarter outlook, you mentioned how in the past, you always do ...

I was wondering if there's also a power element related to AI that's going to help you in '26. And then just for CapEx in '26, like you've been close to mid-5 sales this year to help build out that...

how should we think about a new sort of aspirational target for the company as we think out here a couple of years

are you including any of the Richard's acquisition in that growth? And I know you sort of made some comments about, you know, AI as well

In auto, we know typically the December quarter, companies tend to get some engineering recoveries from the customers

I was wondering if you could just give us a little bit of color on CapEx plans for next year and whether free cash flow conversion could be similar