Ford Motor Company (NYSE:F) Q4 2025 Earnings call February 10, 2026 05:00 PM ET Company ParticipantsAndrew Frick - PresidentJim Farley - CEOLynn Antipas Tyson - Chief Investor Relations OfficerSherry House - CFOSteve Croley - Chief Policy Officer and General CounselConference Call ParticipantsAndrew Percoco - Senior Equity AnalystColin Langan - Director and Senior Equity AnalystDan Levy - Senior Equity Research AnalystEmmanuel Rosner - Managing Director and Senior Research AnalystJoseph Spak - Executive Dir ...

Ford Motor Company (NYSE:F) Q4 2025 Earnings call February 10, 2026 05:00 PM ET Speaker2Hey everyone, my name is Leila and I will be your conference operator today. At this time I would like to welcome you to the Ford Motor Company 4th quarter 2025 earnings conference call. All lines have been placed on mute to prevent any background noise. After the speaker's remarks there will be a question and answer session. If you would like to ask a question during this time and if you have joined via the webinar, ple ...

LOUDON, Tenn., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Malibu Boats, Inc. (Nasdaq: MBUU) today announced its financial results for the second quarter ended December 31, 2025. Second Quarter Fiscal 2026 Highlights Compared to Second Quarter Fiscal 2025: Net sales decreased 5.8% to $188.6 millionUnit volume decreased 9.5% to 1,106 unitsGross profit decreased 32.9% to $25.1 millionGAAP net (loss) income decreased from net income of $2.4 million to a net loss of $2.5 millionGAAP net (loss) income available to Class ...

左为王士立（Alexandr Wang）与马克・扎克伯格 据《信息》杂志获取的一份内部备忘录显示，元宇宙平台公司（Meta Platforms）对其新成立 AI 团队即 将推出的首款核心大模型，态度愈发乐观。 这份日期为1 月 20 日的备忘录由 Meta 超级智能实验室（Meta Superintelligence Labs）产品经理梅根・ 傅（Megan Fu）发布，其中明确指出，下一代大语言模型Avocado（牛油果）已完成预训练，是 "Meta 迄今能力最强的预训练基础模型"。预训练是 AI 模型开发的初始阶段，模型需接触海量数据，学习通用 知识、模式与关联关系。 备忘录称，Avocado 的性能已超越当前最优的开源基础模型。（基础模型指仅完成预训练、尚未通过 "后训练" 阶段优化的大语言模型；后训练阶段会通过人类反馈强化学习等技术，针对特定任务对模型 进行精调。）尽管 Avocado 尚未完成后训练，但其在知识储备、视觉感知及多语言能力上，已与顶尖 的后训练模型持平。 作者：乔蒂・曼（Jyoti Mann） 在 Avocado 正式公开发布前，Meta 内部对其 AI 模型进展的乐观评估，能否经受住 ...

Core Viewpoint - Malibu Boats, Inc. is set to release its second quarter fiscal 2026 financial results on February 5, 2026, before market opening, followed by a conference call to discuss the results [1]. Group 1: Financial Results Announcement - The financial results will be released on February 5, 2026, before the market opens [1]. - A conference call will be hosted by the company's President and CEO, Steve Menneto, and CFO, David Black, at 8:30 a.m. Eastern Time on the same day [1]. Group 2: Conference Call Participation - Investors and analysts can participate in the conference call by dialing (844) 695-5523 or (412) 317-0699 [2]. - A live webcast of the conference call will be available on the Investor Relations section of the company's website, with a replay archived for twelve months [2]. Group 3: Company Overview - Malibu Boats, Inc. is based in Loudon, Tennessee, and is a leading designer, manufacturer, and marketer of recreational powerboats [3]. - The company is a market leader in various segments, including performance sport boats, sterndrive boats, and saltwater fishing boats, with brands such as Malibu, Axis, Cobalt, Pursuit, and Cobia [3]. - Malibu Boats is recognized as an innovator in the powerboat industry, catering to a diverse range of recreational boaters and water sports enthusiasts [3].

Ford also collected the honor for America's best-selling hybrid pickup, with the F-150 hybrid posting record sales 15% higher than the prior year. With all the data compiled, Ford's truck sales for 2025, including pickups and vans alike, topped 1.2 million vehicles in the U.S., cementing the Blue Oval's leadership as America's best-selling truck manufacturer -- music to investors' ears.Detroit's lovely secret for investors is that it doesn't cost the automaker much more to produce a full-size truck, compare ...

Core Insights - General Motors (GM) is experiencing significant issues with its L87 6.2L V8 engine, which has led to federal safety regulators and vehicle owners raising concerns about engine failures even after a recall fix [1][10] Recall Details - In April 2025, GM recalled approximately 721,000 vehicles globally due to engine issues, with nearly 600,000 of these vehicles in the U.S. equipped with the problematic L87 engine [2] - The recall aimed to address serious internal issues, including manufacturing defects in connecting rods and crankshafts that could lead to engine seizure [3] - The remedy involved a two-step process where technicians inspected the engine and replaced it if damaged, or drained and refilled the oil with thicker 0W-40 oil if no damage was found [4] Ongoing Issues - As of January 2026, 36 vehicle owners reported engine failures despite having their vehicles inspected and fixed under the recall [5] - The National Highway Traffic Safety Administration (NHTSA) has opened a recall query (RQ26001) to investigate the adequacy of the previous solution and assess reports of sudden engine failures [6][7] Legal and Regulatory Pressure - A class-action lawsuit has been filed against GM, claiming that the recall caused confusion and that the fix may not be sufficient to prevent future problems [7] - The ongoing failures of the L87 engine have raised serious questions about the effectiveness of GM's remedy, increasing pressure on the company to provide a permanent solution [7] Competitive Context - Rivian Automotive is recalling 19,641 R1 vehicles for a rear suspension issue, while Ford has recalled over 272,000 hybrid and EVs due to a software issue affecting the Integrated Parking Module [8][9] Stock Performance - GM shares have increased by 51.9% over the past six months, outperforming the industry growth of 33.6% [13] - GM currently trades at a forward price-to-sales ratio of 0.41X, which is lower than both the industry average and its own five-year average, and holds a Value Score of A [14]

Core Insights - Rivian Automotive, Inc. is recalling 19,641 R1 vehicles due to a rear suspension issue that may have resulted from improper reassembly during prior service [1][8] Group 1: Recall Details - The recall affects specific R1 models from the 2022-2025 model years, including 7,031 R1S SUVs and 12,610 R1T pickup trucks [2] - Rivian will replace the rear toe link bolts at no cost to the vehicle owners [2] - The outdated service procedure used from April 1, 2022, to March 10, 2025, may lead to toe link separation, increasing the risk of a crash [3][8] Group 2: Incident Reports - As of the filing date, there has been one reported incident related to this issue, which involved a single-vehicle crash resulting in minor injuries [3] Group 3: Repair and Notification - Rivian plans to repair the affected vehicles using an updated service process, with owner notifications scheduled to begin on February 24, 2026 [4] Group 4: Market Performance - Rivian has outperformed the Zacks Automotive-Domestic industry over the past six months, with RIVN shares gaining 50.7% compared to the industry's 40% growth [7] Group 5: Financial Estimates - The Zacks Consensus Estimate for 2025 loss per share has widened by 2 cents in the past 30 days, while the estimate for 2026 loss per share has widened by a penny in the past week [10] - Rivian appears overvalued based on its price/sales ratio, trading at a forward sales multiple of 3.46, above the industry's 3.35 [11]

Core Viewpoint - The article criticizes LMArena, a prominent AI model evaluation platform, labeling it as a "cancer" on AI development due to its flawed voting system and lack of quality control, leading to misleading rankings and potentially harmful consequences for the industry [1][4][14]. Group 1: Background and Functionality of LMArena - LMArena, created by researchers from top universities in 2023, is designed to evaluate AI models through user voting on responses to questions [4]. - The platform operates on a democratic voting system where users select the better response from two anonymous models, which is then aggregated using the Elo rating system to form a ranking [5][6]. Group 2: Flaws in the Evaluation Process - A study by Surge AI revealed that 52% of winning responses on LMArena were factually incorrect, and 39% of votes contradicted the facts [7][9]. - Users tend to favor longer, well-formatted answers over accurate ones, leading to a "beauty contest" rather than a genuine evaluation of model performance [10][13]. Group 3: Implications for the AI Industry - The article argues that the current evaluation system encourages AI developers to optimize for superficial metrics rather than genuine utility and reliability, resulting in a proliferation of models that prioritize style over substance [14][17]. - The industry faces a critical choice between chasing short-term visibility through rankings or adhering to foundational principles of quality and reliability in AI development [17][19]. Group 4: Conclusion and Call to Action - The article concludes that LMArena, instead of guiding AI development, has become a misleading influence, urging the industry to abandon reliance on its flawed metrics and focus on creating trustworthy AI systems [14][18].

Core Viewpoint - Ford Motor Co. is opposed to attending a Senate committee hearing on vehicle safety features, citing scheduling conflicts and the subject matter as reasons for its stance [1][2]. Group 1: Hearing Opposition - Ford has expressed its opposition to the Senate hearing led by Sen. Ted Cruz, which will focus on vehicle safety features such as automatic emergency braking [1][2]. - The automaker's opposition is partly due to scheduling conflicts with the Detroit Auto Show, which coincides with the hearing [2]. - Ford has requested equal treatment for all companies involved, emphasizing that other automakers should have the opportunity to present similar witnesses as Tesla's VP of Engineering was invited instead of CEO Elon Musk [3]. Group 2: Safety Features Discussion - The hearing is expected to address safety features like rear seat occupant alerts and automatic emergency braking, which are viewed as redundant and potentially increasing vehicle costs [4]. Group 3: Regulatory Changes - The news coincides with the rollback of Corporate Average Fuel Economy (CAFE) standards by the Trump administration, which Ford's CEO Jim Farley supports, believing it will enhance focus on U.S.-made products [5]. - The rollback is also endorsed by Trump's Transportation Secretary and Sen. Cruz, who argue it will improve safety and reduce vehicle costs [5]. Group 4: Recall Issues - Ford is facing ongoing recall challenges, having recalled over 270,000 units from various models due to a roll-away risk [6]. - Despite these challenges, Ford is noted to perform well on Momentum, Quality, and Value metrics, with a favorable price trend in the short, medium, and long term [6].