GM AND FORD DIAL BACK EV TALK ON EARNINGS CALLS

According to data compiled by TechCrunch and Hudson Labs, mentions of EVs by the two major U.S. automakers have declined significantly on quarterly earnings calls. The reduction comes as both companies face mounting pressure from slowing EV demand, supply chain challenges, and competition from Tesla and Chinese manufacturers. GM and Ford have previously emphasized aggressive EV rollout timelines, but investor discussions now reflect a more cautious approach. The pullback in EV rhetoric mirrors broader market hesitation. Consumer adoption has plateaued in key markets, and profitability concerns continue to plague the segment. Both automakers are pivoting toward hybrid vehicles and recalibrating production targets. Neither company has abandoned EV commitments entirely, but the reduction in investor-call mentions suggests they're deprioritizing EV messaging relative to overall business performance discussions. The trend reflects market realities that differ sharply from the optimistic projections companies made during the EV boom.