Fathom launch on track for Q4 2027. Validation Testing 90% complete (+ more updates from Q3 2026 earnings call)

[paneubert]

That is the most stupid bet ever

I will bet that the SUN will rise in the east.

I won't take that bet. Sorry.

 

[Maverstang]

It's all about the execution/suppliers software. If you want one of the first Fathoms, expect delivery to you in the first quarter of 2028, and be prepared for a ton of OTAs. The OTA process for Fathom will be light years better than the current Ford OTA process.

There is no doubt there will be tons of software updates, including new features, fixes based on field inputs, plus the inherent software engineering habit of never finishing anything on time because they don’t have to with OTA.

But in this case the hardware is a particular challenge since the UEV is based on an all new design with all new structural processes and all new electrical architectures, both traction and low voltage. Not one bolt is shared with any other vehicle.

Obviously there is a tremendous effort underway on validation of the structural components, processes and components, but it does represent a higher risk than any other conventional Ford vehicle. Farley understands this problem (manifested in ever increasing warranty costs at Ford) which is why there now is such a push on pre-launch validation and testing to failure. Have they solved this problem for the UEV? - Don’t know yet, therefore the year 1 ownership risk remains and you must determine your tolerance for that risk.