Will Subscription Fatigue Come to Autos? [Yahoo! Finance]
General Motors Company (GM)
Last general motors company earnings: 2/5 08:05 am
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Source: Yahoo! Finance
is based on surveys of 20,500 consumers in 14 countries (Australia, Austria, Canada, France, Germany, Italy, Netherlands, Norway, South Korea, Spain, Sweden, Switzerland, the UK and the US) about their attitudes regarding "TMT": technology, media and telecoms. Yes, this study is about TMT in the home, which, with the exception of those who literally live the RV lifestyle and reside in a Winnebago, is probably a structure on a foundation, not sets of wheels. Be that as it may, some of the findings in the survey are germane to what is going on in the auto industry right now. That is, GM notes in its 2025 Q4 Earnings Deck that in 2025 its deferred revenue (it can't book the revenue until it gets it, and as it gets it as a matter of subscription payments, it is considered "deferred" but still likely to exist) for OnStar services-and it includes Super Cruise hands-off driving services-was $5.4 billion. That's a year-over-year increase of 65 percent. By the end of 2025 OnStar had 12
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- How GM's Tennessee Battery Pivot and Training Push At General Motors (GM) Has Changed Its Investment Story [Yahoo! Finance]Yahoo! Finance
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- Tariffs are hurting American manufacturers instead of helping them [Los Angeles Times (CA)]Los Angeles Times
- The great EV pullback: all the obstacles, cancellations, and delays [Verge, The]Verge, The
- Trump's tariffs are hurting American manufacturers instead of helping them [BNN Bloomberg (Canada)]BNN Bloomberg
GM
Earnings
- 1/27/26 - Beat
GM
Sec Filings
- 2/18/26 - Form 4
- 2/17/26 - Form 144
- 2/10/26 - Form 4
- GM's page on the SEC website