General Motors Company · NYSE:GM
General Motors — Investor Presentation (March 2026)
13 slides from General Motors's investor presentation, Mar 18, 2026
Slide 1: Growing a digital profit engine
Growing a digite profit engine March 18, 2026 TPN Cadillac ESCALADE 1Q with eyes-off
Slide 2: Cautionary Note on Forward-Looking Statements
General Motors Chevrolet Tahoe Cautionary Note on Forward-Looking Statements This communication and related comments by management may include "forward-looking statements" within the meaning of the U.S. federal securities laws. Forward-looking statements are any statements other than statements of h
Slide 3: Capturing value from the vehicle over its lifecycle
Capturing valdememn'the cor vehicle over its lifecycle Leveraging our established OnStar dit platform by... : ¢ Delivering a trusted, customer-centric experience * Evolving our offerings, including Super Cruise, with a focus on intelligent features ¢ Driving significant revenue and profit growth via
Slide 4: Delivering a trusted, customer-centric experience
Delivering a trusted, customer-centric experience OnStar offers a scalable, proven platform with broad sales reach Scalable connectivity Built-out support Standardized across Customized fleet platform infrastructure brands solutions A growing platform of Experienced sales team driving Consistent use
Slide 5: Telematics, peace of mind to connected intelligence
1996-2014 2014-2025 Telematics, peace of mind Connected car at scale Connected intelligence Products that are there for you when you need them Products that inform and engage you, in and away from the vehicle Products that are intelligent, predicting needs and personalizing experiences General Motor
Slide 6: ...to connected intelligence
...to connected intelligence New experiences + Al assistant and voice user interface + Gaming and entertainment + Connected cameras + Security services + Redesigned mobile app + Commercial intelligence Next-gen Super Cruise + Leveraging our autonomous expertise to safely evolve from “hands-free” to
Slide 7: Today's service offerings
Today’s service offerings Most customers with a premium plan bundle all available digital services with OnStar One Plans Features OnStar Basics Every vehicle equipped with built-in services for 8 years! Q ae G > Mobile app Crash response Voice & Nav Audio apps Premium a la carte * Stolen vehicle ass
Slide 8: Simple and integrated go-to-market strategy...
Simple and integrated go-to-market strategy... Removing friction is critical to increasing customer engagement and driving future revenue and profit growth Prepaid plans ensure 100% initial attach rates and ZERO churn while giving customers ample time to engage with services * Every vehicle includes
Slide 9: ...resulting in more total subscribers
...resulting in more total subscribers With no impact to the premium subscriber base ~30% of OnStar Basics customers are Subscriber growth choosing to upgrade to paid premium plans M such as Connect, Protect or OnStar One vs eh instar Basis 1 i) * 8 years of prepaid OnStar Basics extends to the that
Slide 10: Building a recurring revenue base...
Building a recurring revenue base... Provides revenue visibility over several years Prepaid subscription revenue deferred at the Composition and recognition of $5.4B time of sale and recognized over time deferred revenue balance at the end of 2025 * OnStar Basics: 8 years * OnStar One: 3 years * Sup
Slide 11: ...with software like margins...
...with software like margins"... Deferred revenue of ~$7.5B in 2026 expected to drive ongoing realized revenue growth OnStar (incl. Super Cruise) eo OnStar (incl. Super Cruise) re 2020 2025 2026 : ae : Realized revenue $17B $2.7B ~$3.1B $7.0 5 Deferredrevenue $0.2B $5.4B ~$7.5B Me Kao $5.0 9.0 'Mar
Slide 12: ...and numerous growth opportunities
...and numerous growth opportunities Protect, Connect & Fleet services 2025 2026 Super Cruise Realized revenue $2.5B ~$27B Realized revenue $0.2B ~$0.4B Deferred revenue $4.5B ~$6.3B Deferred revenue $0.9B ~$1.2B Installed base 33M ~38M Installed base 07M ~1.0M OnStar key growth drivers for 2026 and
Slide 13: OnStar digital services...a growing, margin accretive asset
OnStar digital services...a growing, margin accretive asset 2026 key metrics Subscribers (~8% Y/Y growth); ~13M monthly avg. revenue per user (ARPU) of ~$20 ~$7.5B Deferred revenue (>35% Y/Y growth) Recognized revenue (~15% Y/Y ~$3.1 B growth); margins consistent with software industry levels Strong
General Motors Company — Investor Presentation (March 2026) on 6ix