#automotive-subscription-services

#automotive-subscription-services

On average, fuel prices are up almost a dollar per gallon, or 25 percent, according to AAA. For a nation as addicted to the automotive as we are, that's bad news. Except, of course, for electric vehicles.

The integration of cameras to enable various video-based services in commercial vehicle environments has become one of the strongest trends over recent years, in a fleet video telematics sector that is set to grow by 16% globally to 2020.

DoorDash's investment in Also aims to develop and accelerate the deployment of autonomous delivery at scale, focusing on areas not yet fully solved for, including intersections of roadways and bike lanes.

Honda has slashed the price of the 2026 Prologue by $7,500 across the board, essentially replacing the lost tax incentive and making the crossover a much better deal among its peers.

The Ford F-Series, encompassing models like the F-150, F-250, F-350, and F-450, claimed the title of best-selling vehicle in 29 states. This dominance underscores the pickup truck's unbreakable appeal across much of the country, particularly in rural, Midwestern, Southern, and Western states where towing capacity, durability, and utility for work or recreation remain top priorities.

During the automaker's Tuesday earnings call, CEO Mary Barra highlighted the rapid growth of GM's in-vehicle software and subscription business. In the past nine months, GM's software generated $2 billion, and customers have already signed up for about $5 billion in future subscriptions. The company said it now has 11 million subscribers for its OnStar safety system, up 34% from a year earlier. Another half a million customers are also paying for Super Cruise, its hands-free driver-assistance system.

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.

Everyone is entitled to their own opinion, but that's pretty demonstrably false. It's a good reminder that consumer sentiment often lags the reality on the ground. Americans don't have a damned clue who makes good EVs. That's what I took away from the January, 2026 edition of the Electric Vehicle Intelligence Report, which measures consumer sentiment toward EV brands. Surveyed consumer sentiment toward EV brands seems to be based on vibes and internal-combustion car experience, not anything resembling reality.