When Ford Pro launched some time ago as The Blue Oval’s new, dedicated, commercial fleet business, it did so with a focus on more than just existing as a division that wants to sell vehicles to those types of customers. Instead, Ford Pro is also focused largely on software designed to reduce downtime, save money in a variety of ways, and also enable commercial fleets to run more smoothly in an automated manner. In recent years, Ford Pro has focused quite a lot on expanding its software subscriptions, and those efforts continued to pay off in the second quarter of this year.
According to Ford’s Q2 2025 sales report, Ford Pro Intelligence paid software subscriptions grew by more than 20 percent year-over-year in the second quarter, totaling over three quarters of a million active subscriptions as of that point in time. It’s an impressive statistic given the fact that Ford Pro hasn’t even existed for more than a few years, but it’s also a testament to just how useful those software subscriptions have proven for the commercial entities that pay for them.
This rapid upward trajectory is nothing new, however, as Ford Pro paid software subscriptions have experienced a steep rise since debuting just a few years ago. As Ford Authority previously reported, the Ford Pro Intelligence software platform had around 649,000 active subscriptions as of the end of 2024, which was 27 percent more than 2023. Now, just six months later, that number has surpassed the 750k mark. That’s great news for Ford, given how incredibly profitable those same subscriptions are.
“It is, like, if you’re looking for the future of the automotive industry, stop looking at FSD and Tesla. Look at Ford Pro. It’s got 0.5 million subscribers with a 50 percent gross margin,” Ford CEO Jim Farley previously stated. “They spend 20 minutes looking at the data every day and they’re in the plumbing business. They’re not in the car business. They – only 10 percent that do business with us or after sales, and we make 35 percent margin when we sell a part. And we’re about to go to full prognostics in all of our vehicles. It’s like John Deere seven years ago.”
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