Insights

Companies studied- BMW, Ford, FCA, GM, Volkswagen

Mentions of the Apple Car project in Auto OEM Earning Calls saw it’s peak in 2015 and 2016 when the project was still shrouded in secrecy In 2017, mentions dropped by more than 50% when Tim Cook announced that Apple would focus on building an Autonomous driving platform and not a complete vehicleMentions of “Apple”, “Apple Car” and “Project Titan” steadily grows from 2014-2016 when the program was still in stealth mode. The mentions suddenly drop to 0 in the first half of 2018. This dip correlates well with the news of Tim Cook pivoting the goal of the program towards building an ADAS platform. This indicates that OEMs are no longer as worried about the Apple Car and are instead looking to partner with the Tech Giants.