Anticipated first deliveries?

[RonTCat]

With the review embargo set to December 15th, I would say no sooner than then. These journalists won't be agreeing to the expense of flying to Detroit for a press event and spending their day testing, just to get scooped by buyers. That exclusivity is part of why they set up events that way.

I think that date was set just to protect for actual OKTB approval. It would be an indicator to say OKTB is anticipated to be no later than Dec 15th.

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[dbsb3233]

I think that date was set just to protect for actual OKTB approval. It would be an indicator to say OKTB is anticipated to be no later than Dec 15th.

While the 2 media events (and associated embargo lifting immediately after) were likely timed to coincide with Mach-E arrivals, I don't think any movement of OKTB date now has anything to do with the media embargo. OKTB is way bigger than that. Ford isn't gonna hold up OKTB just to coincide with the media.

As soon as the car meets their self-imposed criteria for quality checks and software assurities (to minimize costly recall risks), it's getting OKTB so they can start shipping and sales to get that revenue coming in.

 

[RonTCat]

While the 2 media events (and associated embargo lifting immediately after) were likely timed to coincide with Mach-E arrivals, I don't think any movement of OKTB date now has anything to do with the media embargo. OKTB is way bigger than that. Ford isn't gonna hold up OKTB just to coincide with the media.

As soon as the car meets their self-imposed criteria for quality checks and software assurities (to minimize costly recall risks), it's getting OKTB so they can start shipping and sales to get that revenue coming in.

OKTB is not dependent on this event, but there may be a desire to hold this event after OKTB.

 

[agoldman]

It's going to take a xmas miracle for any mere mortal to get delivery 2020. Maybe 3 people on 12/31/20.

 

[generaltso]

It's going to take a xmas miracle for any mere mortal to get delivery 2020. Maybe 3 people on 12/31/20.

It sounds like Ford is going to make sure that they deliver SOME in 2020 so that they can live up to the promise of doing so. They will absorb the cost of expedited delivery to make sure that happens. How many is anyone’s guess, but I think the number will be small.

 

[hybrid2bev]

It sounds like Ford is going to make sure that they deliver SOME in 2020 so that they can live up to the promise of doing so. They will absorb the cost of expedited delivery to make sure that happens. How many is anyone’s guess, but I think the number will be small.

Agreed. My guess was 100-200 customer units delivered in 2020, but that was before the OKTB was delayed.

 

[mamejunkie]

Agreed. My guess was 100-200 customer units delivered in 2020, but that was before the OKTB was delayed.

Ouch. I would have guessed all with build week of 11/23 & maybe 11/30. 1000-1500. Hope you are wrong but gut says its more likely in the hundreds.

 

[RonTCat]

Agreed. My guess was 100-200 customer units delivered in 2020, but that was before the OKTB was delayed.

OKTB isn't really delayed, because it is a quality based event and not a date based event.

 

[timbop]

OKTB isn't really delayed, because it is a quality based event and not a date based event.

That's a distinction without a difference, IMO. They intended to be shipping cars this week and they aren't.

 

[hybrid2bev]

OKTB isn't really delayed, because it is a quality based event and not a date based event.

OK, how about 'the OKTB designation has not been achieved at this time, we anticipate that the quality gate will be met at a time that is later than first anticipated'? ?

 

[ChasingCoral]

OKTB isn't really delayed, because it is a quality based event and not a date based event.

Correct. Would the proper statement be that those cars won't be shipped out until OKTB, therefore shipping has been delayed?

 

[RonTCat]

That's a distinction without a difference, IMO. They intended to be shipping cars this week and they aren't.

Hmmm... It's more like a soccer game... the plan is to end at 90 minutes, but it never turns out that way. OKTB is controlled by the referee, not the clock. I wouldn't say every soccer game is delayed.

 

[machefan]

It might but that would be a coincident, not due to a plan.

My plan is to take delivery by 12/31, Fords plan appears to be afterwards. I have a build date of 12/7 and even if it ships that week it's still a very long shot. I was directly told by the Ford rep at my local event the first cars are going to a middle point, which was confirmed by someone else here too. So that is going to add a week or so I am sure. If the first shipments start on Monday 11/30 or around it might just happen for some the week of xmas, but as we all know things start to slow down around the holidays. Will see.... Personally I rather take delivery after the winter when all the NE salt is gone, just kidding, I want it now

 

[DBC]

My understanding of "deliveries starting late 2020" has always been a few deliveries to actual retail customers in the middle or late part of December. That's just how it always seems to work out (based on a small number of events).

Seemed like that might get moved up a week or two but doesn't seem like it.

Not a big deal. More important that Ford gets QC as right as possible.

Hopefully OKTB occurs next week.

 

[timbop]

Hmmm... It's more like a soccer game... the plan is to end at 90 minutes, but it never turns out that way. OKTB is controlled by the referee, not the clock. I wouldn't say every soccer game is delayed.

come on, man.

So OKTB isn't "delayed", but everything that comes after it is delayed from when it was supposed to happen. Just like if the ref decides to add a LOT of extra time and the start of the next game on that field is delayed.

Again, a semantic nuance that doesn't change what matters: Ford will get fewer cars to dealers before the end of the day on December 31st than they were intending to.

I'm not complaining, I get it, Ford is doing the right thing, and everyone will be better off in the long run. But let's not be disingenuous about it.

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