"Ahead of its fourth-quarter and 2025 annual earnings call today, GM announced that its software and subscription business is quickly gaining steam. The automaker said that last year, it recorded $5.4 billion in deferred revenue (meaning unearned revenue over time, through a recurring service) from its various OnStar-related connected services. These include various safety systems, in-car WiFi, access to audio streaming apps and more. GM is projecting deferred revenue from software to rise to $7.5 billion in 2026."
"The bigger news, however, may be the user growth of Super Cruise, GM's hands-free highway automated driving assistance system (ADAS). GM says it ended 2025 with more than 620,000 Super Cruise subscribers, up 80% from the previous year. Super Cruise allows a driver to take their hands off the wheel while they monitor the road on more than 750,000 miles of mapped roads in the U.S. and Canada."
"The Detroit automaker ended 2025 with more than 620,000 Super Cruise subscribers, an 80% increase from 2024. At the same time, Super Cruise only drove about $234 million in revenue by the end of 2025. General Motors' headline to investors today is that it weathered uneven electric-vehicle demand, regulatory whiplash, and a challenging tariff environment better than most automakers did in 2025."
General Motors recorded $5.4 billion in deferred revenue from OnStar-related connected services in 2025 and projects deferred software revenue to rise to $7.5 billion in 2026. The company ended 2025 with more than 620,000 Super Cruise subscribers, an 80% increase from 2024. Super Cruise covers more than 750,000 miles of mapped roads in the U.S. and Canada and allows hands-free highway driving while drivers monitor the road. GM plans to introduce "eyes-off" capability by 2028 starting with the lidar-equipped Cadillac Escalade IQ. Super Cruise generated $234 million in revenue in 2025 and is also monetized in used-vehicle purchases.
Read at insideevs.com
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