#super-cruise

#super-cruise

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.