How GM's High-Margin Software Engine Is Becoming a Key Catalyst

Key Takeaways OnStar hit 12M subscribers in 2025, with Super Cruise up 80% YoY, boosting GM's recurring revenues.GM expects software and services revenues to rise $400M in 2026, with deferred revenues reaching $7.5B.Second-generation vehicle architecture in 2028 will expand OTA capacity and support hands-off driving.When investors think about General Motors (GM) , they usually focus on trucks, SUVs, or electric vehicles (EVs). But beyond vehicles, this auto giant is expanding its software and subscription e ...