General Motors and Ford are mentioning electric vehicles on their investor calls at pre-pandemic rates, according to new data from TechCrunch and Hudson Labs, a New York-based financial research firm.
The analysis of the last seven years of quarterly earnings calls found that both automakers are talking about EVs less than they did before the pandemic. Both companies have altered, delayed, or abandoned plans for new EV models, prompting layoffs and scaled-back factory plans.
GM's EV mentions dropped from 82 on its second-quarter call in 2025 to just 21 on its most recent call covering Q2 2026. GM spokesperson Jim Cain said "quality counts more than quantity," adding that the company devotes call time to growth opportunities like software, services and autonomous technology.
Ford spokesperson David Tovar pointed to the company's planned launch of its new "Universal Electric Vehicle" platform next year, saying the first product, a midsize pickup truck, "will hit the sweet spot of the EV market for cost, price, and technology."