Ford Pro debuted as The Blue Oval's commercial fleet-focused division just a few years ago, but has already established itself as a profit-generating machine for the automaker. Much of those profits have come from the Ford Pro suite of software subscriptions, designed to help fleets by reducing downtime, saving money in a variety of ways, and also enabling those 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 continue to pay off.
In its Q3 2025 financial report, Ford revealed that its Pro paid software subscriptions grew by eight percent in the past quarter alone, reaching 818,000 - a new high for the commercial division. During the same quarter, Ford Pro generated a whopping $2 billion in EBIT (earnings before tax and interest) on $17.4 billion in revenue. That represents a big slice of Ford Motor Company's overall record revenue of $50.5 billion in Q3 2025, too.
As Ford Authority previously reported, Ford Pro paid subscriptions grew by 20 percent in Q2 2025, hitting the 750k mark at that time. 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. In fact, 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.
“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.”
The giveaway has conjured up tremendous interest.
More fallout from a recent supplier plant fire.
Albeit, one using a different battery chemistry.
As is the case with the existing model.
By at least a month or two.
