Has anyone actually ordered Fleet lightnings?

[Diabolical!]

I was just wondering if we had any fleet buyers lurking in here. Specifically, if anyone was able to order the pro ER. Thanks.

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[Yellow Buddy]

I was just wondering if we had any fleet buyers lurking in here. Specifically, if anyone was able to order the pro ER. Thanks.

I have a Pro SR, but I do know someone with a FIN with reservations - not orders - in place. They exist..

 

[Diabolical!]

I'm curious to see how Ford is going to produce fleet orders requiring a 5 vehicle minimum of a vehicle that is an obvious loss leader. Or, if fleet orders are profitable (as Ford has claimed they will be), then one would have to assume that retail orders of the Lightning Pro would be profitable as well, which makes one wonder why they were limited to a couple hundred units...

 

[corradoborg]

I'm curious to see how Ford is going to produce fleet orders requiring a 5 vehicle minimum of a vehicle that is an obvious loss leader. Or, if fleet orders are profitable (as Ford has claimed they will be), then one would have to assume that retail orders of the Lightning Pro would be profitable as well, which makes one wonder why they were limited to a couple hundred units...

The question at that point becomes "HOW profitable?" If they're only making $50/unit over cost on Pros that's technically a profit, but not a profit they particularly care about when they can produce more Lariats and Platinums with several thousand dollars profit per unit.

 

[Yellow Buddy]

I'm curious to see how Ford is going to produce fleet orders requiring a 5 vehicle minimum of a vehicle that is an obvious loss leader. Or, if fleet orders are profitable (as Ford has claimed they will be), then one would have to assume that retail orders of the Lightning Pro would be profitable as well, which makes one wonder why they were limited to a couple hundred units...

That's a simple answer that any street dealer will be able to answer.

The first one's free....

Ford's going to consider those fleet sales as the entry point. If you're going to convert your fleet to the Pro's chances are you're going to need chargers. If you're going to buy chargers, you're going to be more likely to buy an E-transit. If you're going to buy an E-transit to go along with your F-150, you're probably going to need telematics. If you're going to use telematics....what do we give you for free and what do we eventually charge you for?

Ford doesn't need to make $10,000 per vehicle on the Pro's. They need to generate volume. That aside, there's a good chance that Ford will still be able to profit on each vehicle. Sandy Munro did a good interview that laid out why the lightning *may* actually be cheaper to produce than even the ICE counterparts due to scale.

 

[Skidrowe]

Here are some small details on a fleet order.

 

[RonTCat]

I'm curious to see how Ford is going to produce fleet orders requiring a 5 vehicle minimum of a vehicle that is an obvious loss leader. Or, if fleet orders are profitable (as Ford has claimed they will be), then one would have to assume that retail orders of the Lightning Pro would be profitable as well, which makes one wonder why they were limited to a couple hundred units...

It's all the in-game purchases, aka Ford Pro.

 

[ExCivilian]

We also don’t know the pricing on a Pro ER.

 

[Yellow Buddy]

We also don’t know the pricing on a Pro ER.

$10,000 on top of the pro price. It's significantly cheaper than the XLT ER

 

[ExCivilian]

$10,000 on top of the pro price. It's significantly cheaper than the XLT ER

Where did you get that information from? The Pro ER isn't available to retail customers so, unless you're a fleet customer, any price is just a guess.

 

[Yellow Buddy]

Where did you get that information from? The Pro ER isn't available to retail customers so, unless you're a fleet customer, any price is just a guess.

It’s 3rd hand information for me. Neighbor is a fleet customer with a FIN.

He kept asking why I didn’t spring for the ER Pro when it’s only $10k and I kept telling him it wasn’t available for me and that ER would essentially cost me $30k all said and done.

 

[ExCivilian]

At $10K it costs more than for a retail customer upgrading a Lariat. It may in fact be true that a $50K Pro is profitable...even if a $40K Pro is not. I didn't go through all this with the XLT because Ford forces the tech upgrade as a pre-req, but I estimate the Lariat's break-down cost for the ER battery pack alone is roughly around $5,000.

The ER upgrade includes an otherwise $1,400 tow package upgrade, Ford Co-Pilot360™ Active 2.0 priced at $2,200, more driver comfort/adjustability, better seats, improved keyless operation, and a pano roof. The pano roof is at least $1,000, imo.

The anomaly seems to be the XLT ER. The way Ford priced these options indicates to me the profit margins are good when they are selling a loaded truck for $70k+ or a bare cab for $50K. I think everyone's been assuming the Pros for $40K were being reserved for fleet customers but it might be that fleet customers can't realistically order them, either.

 

[Diabolical!]

I guess the long and short of it is, I don't expect fleet orders for the pro to be filled in numbers any higher than those that were filled for retail customers, but I would welcome being proven wrong.

 

[Silenze]

The fleet orders are probably only being filled in the zero emissions states.

 

[Yellow Buddy]

I think everyone's been assuming the Pros for $40K were being reserved for fleet customers but it might be that fleet customers can't realistically order them, either.

If anything it's the other way around. I've got my retail order in for a $40k Pro and he's sitting waiting, already notified there's no vehicle for him this year despite the FIN.

My guess is Ford's looking at me as a test mule. If they mess up with me they lose 1 customer. If they mess up with a fleet customer they lose 5+ trucks....for years to come.

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