GM Is Quietly Becoming a Subscriptions Company

通用汽车正悄然转型为一家订阅服务公司

来源: businessinsider.com | 主题: Transportation | 评论: 30

时间: on Wednesday July 22, 2026 @07:00PM

"General Motors has been pulling a Tim Cook and boosting its software and subscription business," reports Business Insider. During the automaker's Tuesday earnings call , executives said they're increasingly leaning on software subscriptions like OnStar and Super Cruise to generate high-margin recurring revenue long after customers buy their vehicles. GM says OnStar brought in about $800 million in the second quarter, while Super Cruise revenue grew about 70% year over year. From the report: GM says its software business keeps roughly 70 cents of every dollar it brings in. That's a rare level of profitability in the auto industry, as many car sales generate just four to 10 cents per sales dollar. [...] GM expects to add about 1 million OnStar subscribers this year, bringing the total close

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