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General Motors and Ford, the two biggest U.S. automakers, are now spending far less time discussing electric vehicles (EVs) during their quarterly earnings calls. A fresh analysis from TechCrunch and Hudson Labs reveals that references to EVs, batteries or zero‑emission technology have slipped back to the frequency seen before the COVID‑19 pandemic.
The study tracked every investor‑call transcript from the second half of 2023 onward and counted how often EV‑related keywords appeared. While GM in 2022 highlighted its massive EV investment plan and teased several upcoming models, by early 2024 the brand’s executives were barely mentioning the topic. Ford showed a parallel pattern, shifting the conversation toward traditional internal‑combustion engine sales, profit margins and short‑term cost controls.
Analysts point to three main drivers behind the shift. First, the lingering semiconductor shortage and broader supply‑chain bottlenecks have delayed the launch of many new electric models. Second, uncertainty around federal and state incentives in key markets has dampened investor optimism about the near‑term EV upside. Third, both companies are under pressure to hit quarterly earnings targets, prompting a focus on the more immediately profitable gasoline‑powered segment.
The reduced EV chatter could reshape the competitive landscape. While legacy manufacturers appear to be pulling back, pure‑play EV firms such as Tesla, Rivian and upcoming Chinese entrants may seize the narrative advantage and capture additional market share. At the same time, shareholders and environmental groups are questioning whether GM and Ford’s quieter stance aligns with their publicly stated sustainability commitments.
In short, the decline in EV mentions on GM and Ford’s investor calls signals more than a change in PR tone—it reflects the real operational challenges the auto industry faces today. Whether this trend persists will depend on how quickly the companies can resolve supply‑chain issues, adapt to evolving regulations and respond to shifting consumer demand in the coming quarters.
Source: TechCrunch
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GM and Ford Talk Less About EVs in Investor Calls
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