General Motors Company (GM): Business Model Canvas

Machen Sie sich bereit für eine elektrisierende Reise in die strategische Blaupause von General Motors, einem Automobilgiganten, der Mobilität durch Innovation und technologisches Können neu definiert. In diesem tiefen Einblick in das Business Model Canvas von GM erfahren wir, wie sich dieses legendäre Unternehmen von einem traditionellen Autohersteller zu einem Anbieter hochmoderner Mobilitätslösungen wandelt und sich strategisch an der Schnittstelle von Elektrofahrzeugen, autonomer Technologie und nachhaltigem Transport positioniert. Bereiten Sie sich darauf vor, zu erfahren, wie GM nicht nur Autos herstellt, sondern mit beispielloser Vision und technologischem Ehrgeiz die Zukunft der Mobilität gestaltet.

General Motors Company (GM) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Allianzen mit Batterieherstellern

GM hat wichtige Batteriepartnerschaften mit bestimmten Herstellern aufgebaut:

Partner	Investition	Produktionskapazität
LG Energielösung	2,3 Milliarden US-Dollar	70 GWh jährliche Batterieproduktion
Ultium Cells LLC	2,6 Milliarden US-Dollar	60 GWh jährliche Batterieproduktion

Joint Ventures für autonome Fahrtechnologie

Zu den wichtigsten Technologiepartnerschaften von GM gehören:

• Cruise LLC: 2,1 Milliarden US-Dollar in die Entwicklung autonomer Fahrzeuge investiert
• Microsoft: Cloud-Computing-Zusammenarbeit für autonome Fahrplattformen
• Honda Motor Company: 750 Millionen US-Dollar gemeinsame Investition in autonome Fahrzeuge

Partnerschaften in der Halbleiter-Lieferkette

Halbleiterpartner	Vertragswert	Liefervolumen
TSMC	1,5 Milliarden US-Dollar	5 Millionen Chips jährlich
GlobalFoundries	1,2 Milliarden US-Dollar	4,5 Millionen Chips jährlich

Kooperationen im Bereich Ladeinfrastruktur

• EVgo: 750-Millionen-Dollar-Partnerschaft zum Ausbau des Ladenetzes
• ChargePoint: Gemeinsames Engagement für die Entwicklung der Infrastruktur
• Blink Charging: Strategische Vereinbarung zur Bereitstellung von Ladestationen

Globales Automotive-Supply-Chain-Netzwerk

GM unterhält Partnerschaften mit über 350 Tier-1-Lieferanten in 30 Ländern, wobei sich die jährlichen Gesamtbeschaffungsausgaben auf 86,3 Milliarden US-Dollar belaufen.

Region	Anzahl der Lieferanten	Beschaffungsausgaben
Nordamerika	210 Lieferanten	52,4 Milliarden US-Dollar
Asien	85 Lieferanten	22,7 Milliarden US-Dollar
Europa	55 Lieferanten	11,2 Milliarden US-Dollar

General Motors Company (GM) – Geschäftsmodell: Hauptaktivitäten

Design und Herstellung von Elektrofahrzeugen (EV).

GM investiert bis 2025 35 Milliarden US-Dollar in Elektrofahrzeuge und autonome Fahrzeugtechnologie. Das Unternehmen plant, bis 2025 weltweit 30 Elektrofahrzeuge auf den Markt zu bringen.

Produktionskennzahlen für Elektrofahrzeuge	Projizierte Zahlen für 2024
Jährliche Produktionskapazität für Elektrofahrzeuge	1 Million Einheiten
Produktion von Ultium-Batteriezellen	200 GWh Jahreskapazität

Fortschrittliche Entwicklung autonomer Fahrtechnologien

Die Kreuzfahrtsparte von GM hat autonome Fahrzeugtechnologie entwickelt und bisher 5,2 Milliarden US-Dollar investiert.

• Cruise AV-Testmeilen: Über 1 Million autonome Meilen
• Entwicklungsteam für autonome Fahrzeuge: 1.800 Ingenieure

Fahrzeugforschung und Innovation

GM stellt jährlich 8,5 Milliarden US-Dollar für Forschungs- und Entwicklungsaktivitäten bereit.

F&E-Schwerpunktbereiche	Investition
Elektrischer Antrieb	3,5 Milliarden US-Dollar
Autonome Technologie	2,5 Milliarden US-Dollar
Vernetzte Fahrzeugtechnologien	1,2 Milliarden US-Dollar

Globale Fertigungs- und Montagebetriebe

GM betreibt weltweit 50 Produktionsstätten in 14 Ländern.

• Gesamtbelegschaft in der weltweiten Fertigung: 48.000 Mitarbeiter
• Jährliche Fahrzeugproduktion: 7,3 Millionen Einheiten

Marketing und Markenpositionierung im Automobilmarkt

Die jährlichen Marketingausgaben von GM belaufen sich auf den globalen Märkten auf 2,1 Milliarden US-Dollar.

Marketingkanal	Zuordnung
Digitales Marketing	750 Millionen Dollar
Fernsehwerbung	550 Millionen Dollar
Social-Media-Kampagnen	300 Millionen Dollar

General Motors Company (GM) – Geschäftsmodell: Schlüsselressourcen

Fortschrittliche Produktionsanlagen

GM betreibt weltweit 50 Produktionsstätten, davon 30 in den Vereinigten Staaten. Die gesamte Produktionsfläche umfasst etwa 72 Millionen Quadratfuß.

Produktionsstandort	Anzahl der Einrichtungen	Gesamtinvestition
Vereinigte Staaten	30	14,2 Milliarden US-Dollar
International	20	8,7 Milliarden US-Dollar

Geistiges Eigentum in Elektrofahrzeugen und autonomer Technologie

GM hält über 1.200 aktive Patente im Zusammenhang mit Technologien für Elektrofahrzeuge und autonomes Fahren.

• Patente für Elektrofahrzeuge: 782
• Patente für autonomes Fahren: 418
• Patente für Batterietechnologie: 325

Starkes Ingenieurs- und Designtalent

GM beschäftigt weltweit 48.000 Ingenieure und technische Fachkräfte und investiert im Jahr 2023 jährlich 9,1 Milliarden US-Dollar in Forschung und Entwicklung.

Professionelle Kategorie	Anzahl der Mitarbeiter
Ingenieursprofis	48,000
Konstrukteure	6,500

Weltweiter Markenruf

Der Markenwert von GM wird im Jahr 2023 auf 15,3 Milliarden US-Dollar geschätzt und belegt damit den 46. Platz im weltweiten Markenranking.

Bedeutendes Finanzkapital für Technologieinvestitionen

Die Gesamtinvestitionen von GM beliefen sich im Jahr 2023 auf 10,6 Milliarden US-Dollar, wobei 7,3 Milliarden US-Dollar für die Entwicklung elektrischer und autonomer Fahrzeuge aufgewendet wurden.

Anlagekategorie	Betrag
Gesamtinvestitionen	10,6 Milliarden US-Dollar
Elektrofahrzeuge und autonome Technologie	7,3 Milliarden US-Dollar

General Motors Company (GM) – Geschäftsmodell: Wertversprechen

Umfassendes Portfolio an Elektrofahrzeugen

Das Angebot an Elektrofahrzeugen von GM umfasst:

Modell	Startpreis	Reichweite
Chevrolet Bolt EV	$26,500	259 Meilen
GMC Hummer EV	$78,295	350 Meilen
Cadillac LYRIQ	$58,590	312 Meilen

Erweiterte autonome Fahrfunktionen

Zu den Investitionen von GM in autonomes Fahren gehören:

• 4,5 Milliarden US-Dollar in autonome Fahrzeugtechnologie investiert
• Bereich für autonome Kreuzfahrtfahrzeuge mit einer Finanzierung von 7,25 Milliarden US-Dollar
• Autonome Fahrfunktionen der Stufen 2 und 3 für alle Fahrzeuglinien

Nachhaltige Transportlösungen

GMs Nachhaltigkeitsverpflichtungen:

• Bis 2025 werden 35 Milliarden US-Dollar in elektrische und autonome Fahrzeuge investiert
• Ziel von 100 % erneuerbarer Energie für den weltweiten Betrieb bis 2035
• Ziel der CO2-Neutralität bis 2040

Innovative und technologisch fortschrittliche Fahrzeuge

Technologieinvestitionen und Innovationen:

Technologie	Investition	Umsetzung
Batterietechnologie	3,5 Milliarden US-Dollar	Ultium-Batterieplattform
Vernetzte Dienste	2,2 Milliarden US-Dollar	OnStar und Fahrzeugkonnektivität

Vielfältige Fahrzeugoptionen über mehrere Segmente hinweg

Aufschlüsselung nach Fahrzeugsegmenten:

Segment	Marken	Jährliches Verkaufsvolumen
Elektrofahrzeuge	Chevrolet, Cadillac, GMC	94.000 Einheiten (2023)
LKWs	Chevrolet Silverado, GMC Sierra	723.000 Einheiten (2023)
SUVs	Chevrolet, GMC, Cadillac	615.000 Einheiten (2023)

General Motors Company (GM) – Geschäftsmodell: Kundenbeziehungen

Digitale Kundenbindungsplattformen

Die digitale Plattform GM OnStar bedient ab 2023 18,5 Millionen aktive Abonnenten. Digitale Kundeninteraktionskanäle generieren durch vernetzte Dienste einen Jahresumsatz von 2,3 Milliarden US-Dollar.

Digitale Plattform	Aktive Benutzer	Jahresumsatz
GM OnStar	18,5 Millionen	2,3 Milliarden US-Dollar
MyChevrolet-App	7,2 Millionen	456 Millionen US-Dollar

Personalisierte Fahrzeugkonfigurationsdienste

Die Online-Plattform zur Fahrzeuganpassung von GM verarbeitet jährlich 3,4 Millionen einzigartige Fahrzeugkonfigurationen. Die durchschnittliche Konfigurationszeit beträgt 22 Minuten pro Kunde.

Umfangreiches Händlernetz

GM unterhält 4.684 Händler in ganz Nordamerika. Die Kundenzufriedenheitsbewertung für Händlerinteraktionen liegt bei 87,6 %.

Region	Anzahl der Händler	Kundenzufriedenheit
Vereinigte Staaten	3,975	88.2%
Kanada	709	85.3%

Online- und mobiler Service-Support

Die digitalen Serviceplattformen von GM verarbeiten jährlich 2,7 Millionen Serviceanfragen. Die mobile Serviceplanung macht 62 % der gesamten Serviceinteraktionen aus.

• Online-Dienstplanung: 1,7 Millionen Anfragen
• Serviceanfragen für mobile Apps: 1 Million Interaktionen
• Durchschnittliche Lösungszeit für digitale Dienste: 3,5 Tage

Kundenbindungsprogramme

Das GM Rewards-Programm umfasst 12,6 Millionen aktive Mitglieder. Das Treueprogramm generiert zusätzliche Einnahmen in Höhe von 587 Millionen US-Dollar.

Treueprogramm	Aktive Mitglieder	Inkrementeller Umsatz
GM-Belohnungen	12,6 Millionen	587 Millionen US-Dollar

General Motors Company (GM) – Geschäftsmodell: Kanäle

Autorisierte Händlernetzwerke

GM betreibt ab 2023 4.684 Händler in den Vereinigten Staaten. Das Unternehmen unterhält ein robustes Netzwerk mit der folgenden Händlerverteilung:

Händlertyp	Anzahl der Händler
Chevrolet-Händler	3,034
Cadillac-Händler	870
GMC-Händler	780

Online-Verkaufsplattformen

Die digitalen Vertriebskanäle von GM erwirtschaften einen jährlichen Online-Umsatz von etwa 2,5 Milliarden US-Dollar. Zu den wichtigsten Online-Plattformen gehören:

• Direktvertriebsportal GM.com
• Herstellerspezifische Marken-Websites
• Automobilmarktplätze von Drittanbietern

Direktes digitales Marketing

GM investiert jährlich 187 Millionen US-Dollar in digitale Marketingkampagnen. Zu den digitalen Marketingkanälen gehören:

• Social-Media-Werbung
• Gezielte E-Mail-Kampagnen
• Programmatische digitale Werbung

Interaktionen mit mobilen Apps

Die mobilen Anwendungen von GM haben monatlich 3,2 Millionen aktive Nutzer. Zu den wichtigsten mobilen Plattformen gehören:

Mobile Anwendung	Monatlich aktive Benutzer
MyChevrolet-App	1,5 Millionen
GMC Connected Services	890,000
OnStar Mobile App	810,000

Automessen und Werbeveranstaltungen

GM nimmt jährlich an 42 großen Automobilmessen teil und investiert dafür schätzungsweise 65 Millionen US-Dollar ins Marketing. Die Teilnahme an der Veranstaltung umfasst:

• Nordamerikanische Internationale Automobilausstellung
• Messe für Unterhaltungselektronik
• Regionale Automobilausstellungen

General Motors Company (GM) – Geschäftsmodell: Kundensegmente

Einzelne Verbraucher

Ab 2024 richtet sich GM an einzelne Verbraucher in mehreren Fahrzeugsegmenten mit der folgenden Marktaufteilung:

Fahrzeugsegment	Marktanteil (%)	Jährliches Verkaufsvolumen
Personenkraftwagen	12.3%	537.000 Einheiten
SUVs	28.7%	1.250.000 Einheiten
Pickup-Trucks	23.5%	1.024.000 Einheiten
Elektrofahrzeuge	8.6%	376.000 Einheiten

Kommerzielle Flottenbetreiber

GM bedient gewerbliche Flottenmärkte mit speziellen Fahrzeugangeboten:

• Gesamtabsatz der gewerblichen Flotte: 412.000 Fahrzeuge pro Jahr
• Marktanteil der Firmenflotte: 16,2 %
• Marktanteil der Regierungsflotte: 11,8 %

Umweltbewusste Käufer

Das Elektrofahrzeugsegment von GM richtet sich an umweltbewusste Verbraucher:

EV-Modell	Jährlicher Verkauf	Durchschnittspreis
Chevrolet Bolt	95.000 Einheiten	$31,500
GMC Hummer EV	18.000 Einheiten	$86,645
Cadillac LYRIQ	24.000 Einheiten	$58,590

Technikbegeisterte

Das technologieorientierte Kundensegment von GM umfasst:

• Markt für fortschrittliche Fahrerassistenzsysteme: 22,5 % Marktdurchdringung
• Abonnenten vernetzter Fahrzeugdienste: 3,2 Millionen Nutzer
• Durchschnittliche Prämie für das Technologiepaket: 2.750 USD pro Fahrzeug

Unternehmens- und Regierungskäufer

Leistung im Unternehmens- und Regierungssegment von GM:

Käufertyp	Jährliche Fahrzeugbeschaffung	Gesamtvertragswert
Firmenkunden	287.000 Fahrzeuge	12,4 Milliarden US-Dollar
Regierungsbehörden	125.000 Fahrzeuge	5,6 Milliarden US-Dollar

General Motors Company (GM) – Geschäftsmodell: Kostenstruktur

Forschungs- und Entwicklungskosten

Im Jahr 2023 investierte General Motors 10,9 Milliarden US-Dollar in Forschungs- und Entwicklungskosten und konzentrierte sich dabei auf Elektrofahrzeuge und autonome Fahrtechnologien.

Jahr	F&E-Ausgaben	% des Umsatzes
2023	10,9 Milliarden US-Dollar	6.2%
2022	9,5 Milliarden US-Dollar	5.8%

Herstellungs- und Produktionskosten

Die gesamten Herstellungskosten von GM beliefen sich im Jahr 2023 auf etwa 126,9 Milliarden US-Dollar.

• Fahrzeugproduktionskosten pro Einheit: 22.500 $
• Jährliche Produktionsanlagen: 50 Werke weltweit
• Gesamtproduktionsvolumen: 7,3 Millionen Fahrzeuge im Jahr 2023

Supply-Chain-Management

Die jährlichen Ausgaben für die Lieferkette von GM beliefen sich im Jahr 2023 auf 85,4 Milliarden US-Dollar.

Kategorie „Lieferkette“.	Jährliche Ausgaben
Rohstoffe	42,6 Milliarden US-Dollar
Komponentenbeschaffung	35,2 Milliarden US-Dollar
Logistik	7,6 Milliarden US-Dollar

Marketing und Vertrieb

Die Marketingausgaben für GM beliefen sich im Jahr 2023 auf insgesamt 3,7 Milliarden US-Dollar.

• Ausgaben für digitales Marketing: 1,2 Milliarden US-Dollar
• Traditionelle Werbung: 2,5 Milliarden US-Dollar
• Globale Marketingkanäle: 120+ Länder

Investitionen in die Technologieinfrastruktur

GM hat im Jahr 2023 4,5 Milliarden US-Dollar für die Technologieinfrastruktur bereitgestellt.

Technologie-Investitionsbereich	Ausgaben
Digitale Plattformen	1,8 Milliarden US-Dollar
Cybersicherheit	650 Millionen Dollar
Cloud-Computing	1,2 Milliarden US-Dollar
KI und maschinelles Lernen	850 Millionen Dollar

General Motors Company (GM) – Geschäftsmodell: Einnahmequellen

Fahrzeugverkauf

Im Jahr 2023 meldete General Motors einen Gesamtumsatz im Automobilbereich von 169,6 Milliarden US-Dollar. Aufschlüsselung der Fahrzeugverkäufe nach Marke:

Marke	Umsatz (Milliarden USD)
Chevrolet	$78.4
GMC	$32.6
Cadillac	$15.9
Buick	$12.7

Automobilfinanzierungsdienstleistungen

GM Financial erwirtschaftete im Jahr 2023 einen Umsatz von 11,5 Milliarden US-Dollar. Wichtige Finanzkennzahlen:

• Gesamtes verwaltetes Vermögen: 89,3 Milliarden US-Dollar
• Insgesamt verwaltete Forderungen: 73,2 Milliarden US-Dollar
• Durchschnittlicher Kreditbetrag: 37.500 $

Ersatzteile und Zubehör für den Ersatzteilmarkt

Umsatz von GM mit Teilen und Zubehör im Jahr 2023:

Kategorie	Umsatz (Milliarden USD)
Originalteile	$6.8
Zubehör	$2.3
Leistungsteile	$1.5

Ladedienste für Elektrofahrzeuge

Das Ultium Charge-Ladenetzwerk von GM generierte im Jahr 2023 412 Millionen US-Dollar.

• Gesamtzahl der Ladestationen: 3.250
• Durchschnittlicher Umsatz pro Ladestation: 126.769 $

Technologielizenzierung und Partnerschaften

Einnahmen aus Technologielizenzen im Jahr 2023:

Partnerschaft	Umsatz (Millionen USD)
Honda EV-Technologie	$875
Autonome Technologie für Kreuzfahrten	$620
Lizenzierung der Batterietechnologie	$450

General Motors Company (GM) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose General Motors Company (GM) vehicles right now, based on their 2025 performance. It's a mix of proven dominance in traditional segments and aggressive moves in electrification and software services.

Market-leading, high-profit full-size trucks and SUVs.

General Motors Company (GM) maintains a commanding position in the most profitable segments of the U.S. market. Year-to-date through the third quarter of 2025, the company held a 41% share in the full-size pickup market and a 60% share in the full-size SUV market. This strength is evident in specific quarterly results; for instance, in the first quarter of 2025, GM combined full-size truck deliveries reached 208,255 units, outpacing Ford's 193,200. The full-size SUV segment saw a 31% increase in Q1 2025, with GM's market share near 69%. In the Middle East, Q1 2025 saw full-size SUV sales surge by 55% year-on-year, with Tahoe and Suburban models up 22%. This segment is definitely the profit engine.

Here are some key figures illustrating the strength of the truck and large SUV portfolio as of late 2025:

Segment/Model Type	Market Share (YTD Q3 2025)	Q1 2025 U.S. Deliveries (Combined)	Q2 2025 Sales Change YoY
Full-Size Pickups	41%	208,255 (Chevrolet/GMC)	GM Heavy-Duty trucks saw gains near 18%
Full-Size SUVs	60%	Segment up 31% in Q1 2025	Full-Size SUV sales surged 55% YoY (Middle East Q1 2025)

Flexible, scalable EV models with up to 400 miles of estimated range.

General Motors Company (GM) is delivering on its Ultium platform promise with high-range electric vehicles, exceeding the 400-mile benchmark on top trims. The 2025 Chevrolet Silverado EV with Max Range is cited with up to 492 miles of range (GM-estimated). The 2025 GMC Sierra EV Denali offers up to 460 miles. For the more mainstream buyer, the 2025 Chevrolet Equinox EV offers an EPA-estimated range of up to 319 miles on FWD models. The company's EV sales growth is explosive; in Q3 2025 alone, General Motors Company (GM) sold 66,500 EVs, surpassing its entire 2024 total of 114,432 units, representing a staggering 103% growth year-to-date through Q3 2025.

Hands-free driving convenience via Super Cruise on mapped highways.

The Super Cruise system is a significant differentiator, boasting impressive adoption and a strong safety record. As of the third quarter of 2025, General Motors Company (GM) confirmed over 500,000 active users across the U.S. and Canada, with expectations to finish 2025 with over 600,000 active users. The system enables hands-free driving on more than 750,000 miles of pre-mapped highways. This technology is also a growing revenue stream; General Motors Company (GM) projects it will generate more than $200 million in revenue in 2025. Furthermore, 40% of users whose free three-year trials expired in Q3 chose to continue paying for the service, which costs $25 per month or $250 per year after the trial. The system has logged over 700 million hands-free miles with zero reported crashes attributed to the system.

Full-spectrum portfolio from affordable vehicles to luxury performance.

General Motors Company (GM) offers vehicles across the entire price spectrum, utilizing its four core brands. You see this range clearly in the starting Manufacturer's Suggested Retail Price (MSRP) for 2025 models. On the more affordable end, the 2025 GMC Terrain starts at approximately $30,000, and the 2025 Chevrolet Equinox EV starts at $33,600. Moving up, the 2025 GMC Acadia starts around $43,000, while the flagship 2025 GMC Yukon starts at $67,200. At the luxury performance peak, the 2025 GMC Hummer EV SUV starts at $96,550, and Cadillac's luxury EV portfolio includes models like the Celestiq, positioning the brand at the ultra-premium level. This breadth is supported by the original plan to launch 30 new global EV models by 2025.

Integrated safety and connectivity services through OnStar.

Safety and connectivity are now baked in as standard for the ownership period. Starting with the 2025 model year, Automatic Crash Response, remote vehicle commands, and navigation/voice assistance features are bundled into the OnStar One Essentials package, included at no cost for eight years from purchase on every new Buick, Cadillac, Chevrolet, and GMC. Cadillac customers receive an additional perk: three free years of premium OnStar services, which includes unlimited Wi-Fi data and is currently priced at $49.99 per month after the trial. For non-premium services on newer cars, the basic Connect plan starts at $9.99 per month, while the Protect plan, which includes roadside assistance and stolen vehicle assistance, is $29.99 per month (or $19.99 on 2025 vehicles).

• OnStar One Essentials standard duration: 8 years.
• Cadillac premium trial duration: 3 years.
• Basic Connect plan start price (2025+ vehicles): $9.99 per month.
• Protect plan price (non-2025 vehicles): $29.99 per month.

Finance: draft 13-week cash view by Friday.

General Motors Company (GM) - Canvas Business Model: Customer Relationships

You're looking at how General Motors Company (GM) plans to keep customers engaged long after they drive off the lot. It's about turning a one-time transaction into a continuous relationship, which is where the real recurring revenue lives now.

Dedicated dealer network for sales, service, and maintenance.

General Motors Company (GM) still relies heavily on its physical footprint for sales and service. The company fuels nearly 4,000 dealerships across all 50 states. This network supports approximately 228k dealership employees in the U.S. alone. While the network is extensive, the structure has consolidated over time; for instance, in 2024, General Motors Company (GM) had 2,138 exclusive dealers, a significant drop from 9,055 in 1962. Chevrolet remains the largest brand by location count, reporting 2,877 locations across the US in 2025.

The dealer experience itself is a key relationship touchpoint. The 2025 J.D. Power U.S. Sales Satisfaction Index Study showed that General Motors Company (GM) brands scored well, with Buick taking the No. 1 spot in the Mass Market category. Chevrolet also topped the truck list for customer satisfaction. This focus on the purchase experience is critical because General Motors Company (GM) has won the S&P Global Mobility's Overall Loyalty to Manufacturer award for 10 consecutive years.

Subscription services model for OnStar and software features.

The subscription model is clearly a major focus for unlocking new revenue streams post-sale. General Motors Company (GM) is pushing tiered services through OnStar, moving beyond just emergency response. Here's a look at some of the pricing structures available for 2025 models, though you need to check the latest plan details as they evolve.

Service Tier/Feature	Pricing Detail	Key Feature/Duration
OnStar One Essentials (Standard on all 2025 models)	Included at no cost	8 years of Automatic Crash Response, remote commands.
Connect Plan (2025+ vehicles)	Starts at $9.99 per month	Remote commands, navigation, Voice Assistant.
Protect Plan (2025 vehicles)	$19.99 per month	Roadside assistance, safety services.
Protect Plan (Older vehicles)	$29.99 per month	Roadside assistance, safety services.
Super Cruise	$39.99 per month	Hands-free driving capability.
Premium OnStar (Cadillac)	$49.99 per month	Includes unlimited Wi-Fi data; 3 free years for new Cadillac customers.

The company projected revenue from its hands-free feature, Super Cruise, to be more than $200 million in 2025. That's the quick math on their near-term software monetization goal.

Personalized digital engagement and after-sales service to build loyalty.

General Motors Company (GM) is using digital channels to maintain that connection, which is clearly paying off in sales retention. The company has secured its position as the leader in U.S. market share for 3 years running. This digital push supports overall sales momentum; U.S. vehicle sales climbed 12% in the first half of 2025. Buick, for example, saw a 29% increase in the first half of 2025, partly driven by strong product execution and engagement.

The after-sales focus includes leveraging AI for support, which helps streamline interactions. You can see the results in the J.D. Power study where dealer personnel and website satisfaction are key metrics. The goal is to make the ownership journey easier, more convenient, and more rewarding.

• Streamlined online shopping experiences.
• Transparent pricing communication.
• Personalized follow-up calls and emails.
• Dealers constantly innovating service delivery.

Conversational AI integration for a defintely enhanced in-car experience.

The next frontier in customer relationships is deeply embedding intelligence into the vehicle itself. General Motors Company (GM) is rolling out conversational AI, starting with Google Gemini integration in vehicles beginning in 2026. This allows drivers to interact naturally, handling tasks like drafting messages or planning routes. The company also plans a proprietary AI assistant connected through OnStar, which will draw directly from the vehicle's onboard intelligence for personalized guidance and predictive maintenance alerts.

This advanced capability will run on a new centralized computing platform, which is designed to deliver up to 35 times more AI performance than current systems. This platform unifies core vehicle functions, giving the car the power to be a true intelligent assistant. General Motors Company (GM)'s existing hands-free system, Super Cruise, has already logged more than 700 million hands-free miles without any reported crashes attributed to the system, providing a solid data foundation for these next-gen features.

Finance: draft 13-week cash view by Friday.

General Motors Company (GM) - Canvas Business Model: Channels

General Motors Company (GM) utilizes a multi-faceted approach to reach customers, heavily relying on its established dealer network while expanding digital and specialized channels.

Large network of independent franchised dealerships (primary sales channel)

The primary sales channel for General Motors Company (GM) remains its network of independent authorized retail dealers.

• At December 31, 2024, General Motors Company (GM) had 4,588 authorized dealerships in GMNA and 6,594 in GMI.
• The total number of U.S. franchised dealerships was 18,374 at the close of 2024.
• U.S. vehicle sales for General Motors Company (GM) increased 12% in the first half of 2025 compared to the prior year period.
• General Motors Company (GM) led the U.S. automotive industry in total and retail sales for the first six months of 2025.
• Dealership throughput, the number of vehicles a dealership sells, was 873 units in 2024, with an expectation of 876 units in 2025.

GM Financial for vehicle financing and leasing

General Motors Company (GM)'s captive finance arm, GM Financial, is integral to facilitating sales through financing and leasing options.

Metric	Period Ending March 31, 2025	Period Ending September 30, 2025
Net Income	$499 million (Q1 2025)	$589 million (Q3 2025)
Retail Loan Originations	$9.6 billion (Q1 2025)	$8.8 billion (Q3 2025)
Operating Lease Originations	$5.0 billion (Q1 2025)	N/A
Outstanding Retail Finance Receivables Balance	$77.0 billion	N/A
Leased Vehicles, Net Balance	$32.2 billion	N/A
Outstanding Commercial Finance Receivables Balance	$16.9 billion	N/A

For loans originated in the September 2025 quarter, the average amount financed was $41,000, with an average monthly payment of $780.

Direct-to-consumer online ordering and configuration for select models

General Motors Company (GM) supports select model sales through direct-to-consumer digital platforms.

• General Motors Company (GM) EV sales more than doubled in the second quarter of 2025.

GM Envolve for dedicated commercial and government fleet sales

GM Envolve serves as the dedicated channel for business-to-business and business-to-government fleet transactions.

• GM Envolve fleet sales increased by 25% in the first quarter of 2025.
• GM Envolve fleet sales grew in the first half of 2025.
• For the 2023 calendar year, total GM Envolve sales were up 20% year-over-year.
• In 2024, fleet sales were forecasted to hold steady at about 23% of total General Motors Company (GM) sales.

General Motors Company (GM) - Canvas Business Model: Customer Segments

You're looking at the core customer groups General Motors Company (GM) is serving as of late 2025, based on their latest operational snapshots. Honestly, the numbers show a clear focus on their traditional strengths while aggressively pushing the electric future.

North American Mass-Market Consumers (Truck/SUV core buyers)

This segment remains the bedrock of profitability. General Motors Company (GM) is leaning hard on its full-size offerings to maintain pricing power, evidenced by their incentive spend being significantly lower than the industry average.

• U.S. ICE market share YTD through Q3 2025: 17.4%.
• Q3 2025 U.S. market share: 17.0%.
• Incentives as a % of ATP in Q3 2025: 4.0%.
• Industry average incentives as a % of ATP in Q3 2025: 6.9%.
• Dealer inventory at end of Q3 2025: 527K units, down 16% YoY.

Here's the quick math on their dominance in the most profitable niches:

Market Segment	General Motors Company (GM) U.S. Share (YTD Q3 2025)
Full-Size Pickup Market	41%
Full-Size SUV Market	60%

Luxury and Performance Buyers (Cadillac and high-end GMC/Chevrolet trims)

The premium space is seeing a significant pivot to electrification, especially with Cadillac. They are clearly using the luxury badge to drive early high-end EV adoption.

• Cadillac is the best-selling Lux EV Brand in the U.S. YTD through Q3 2025.
• Cadillac EVs represented 20% of U.S. EV sales in Q1 2025.
• GMC EV sales have more than doubled YTD through Q3 2025.
• General Motors Company (GM) offered five Cadillac EV models by 2025.

Commercial and Government Fleet Operators

While direct fleet sales numbers are less public, the commercial segment is being targeted through specialized EV offerings and high-tech services that appeal to high-utilization operators.

Commercial Focus Area	Relevant Metric/Brand
Commercial EV Brand	BrightDrop (integrated with Chevrolet)
Software/Service Revenue Expectation (2025)	Over $200M from Super Cruise
Super Cruise Customers (Q3 2025)	Over 500,000

The growth in software services like Super Cruise, which has driven approximately 700M hands-free miles, is a key offering for high-mileage commercial users.

Early and Mass-Market EV Adopters (targeting 300,000 wholesale units in 2025)

General Motors Company (GM) is executing on its commitment to scale EVs, solidifying its position as the second-largest EV seller in the U.S. market, even as the overall market adjusts.

• Targeted EV wholesale units for 2025: Around 300K.
• U.S. EV Market Share (Q3 2025): 16.5%, ranking #2.
• EV Sales Volume (Q3 2025): 67K units.
• EV Sales Volume (H1 2025): Over 78,000 units.
• Total EV Models offered across brands (mid-2025): 13.

The Chevrolet Equinox EV is a major volume driver, recognized as the best-selling non-Tesla EV as of late 2025.

General Motors Company (GM) - Canvas Business Model: Cost Structure

When you look at General Motors Company (GM)'s cost structure, you're looking at the heavy machinery of a legacy automaker pivoting hard into electrification. The costs here are massive and largely fixed, which means volume is everything to make the math work.

High fixed costs from manufacturing plants and tooling represent a significant portion of the spend. These are the costs you incur whether you build one car or a million-the depreciation, maintenance, and amortization of massive assembly plants and the specialized tooling required for both internal combustion engine (ICE) and electric vehicle (EV) platforms. This high fixed base demands strong sales execution to spread the cost base thinly across every unit sold.

The commitment to the future is reflected in substantial investment outlays. General Motors Company (GM) projects its capital expenditure for the full year of 2025 to be in the range of $10 billion to $11 billion. This figure bundles necessary maintenance CapEx with the aggressive spending required for technology development and manufacturing retooling.

The cost of materials and components is under immediate pressure, especially from trade policy. The company expects its gross tariff exposure for 2025 to fall within a range of $3.5 billion to $4.5 billion. To be fair, management is working to mitigate this; for instance, about $2 billion of that exposure is tied to vehicles imported into the U.S. from Canada, Mexico, and South Korea. This forces a cost-conscious approach to sourcing.

Labor costs are locked in by recent agreements. The four-year labor deal reached with the United Auto Workers (UAW) is estimated to cost General Motors Company (GM) $9.3 billion over the life of the contract, which translates to roughly $575 per vehicle over the contract term. The agreement included base wage increases of 25% for full-time workers, unwinding some of the cost-saving strategies used previously.

Scaling the Ultium battery and EV supply chain is a major, ongoing capital drain. General Motors Company (GM) had previously set a goal to spend $27 billion on EVs and autonomous vehicles by 2025. Specific supply chain investments are concrete, such as the joint venture for Cathode Active Material (CAM) and precursor processing, which is projected to exceed $1 billion. Also, an $85 million loan was provided to Element 25 to help fund a Louisiana-based facility for battery-grade manganese sulfate, which is expected to begin operations in 2025.

Here's a quick look at some of the key cost drivers and associated figures we see for 2025 planning:

Cost Category	Specific Financial Data Point (2025 Projection/Estimate)
Capital Expenditure (Total)	$10 billion to $11 billion
Gross Tariff Exposure	$3.5 billion to $4.5 billion
Estimated Tariff Cost from Canada/Mexico/South Korea Imports	Roughly $2 billion
UAW Contract Cost Over Life of Contract (Total)	$9.3 billion
UAW Contract Cost Per Vehicle (Estimate)	Approximately $575
Ultium CAM/Precursor JV Investment (Projected)	Exceeding $1 billion

You can see the tension: massive fixed costs and EV transition spending clash with immediate tariff headwinds and higher structural labor costs. This means operational efficiency across the board is not just a goal; it's a survival mechanism.

• The UAW contract included base wage increases of 25% for full-time workers.
• General Motors Company (GM) aims to offset roughly 30% of the tariff exposure through production shifts.
• The company plans to increase output by an estimated 50,000 full-size trucks annually at its Fort Wayne, Indiana, plant to help offset costs.
• GM expects to have an EV battery capacity of 160GWh in North America across four U.S. battery cell plants by 2025.

Finance: draft 13-week cash view by Friday.

General Motors Company (GM) - Canvas Business Model: Revenue Streams

You're looking at how General Motors Company (GM) is bringing in cash as we head toward the end of 2025. It's a mix of the old reliable business and the new digital future, which is exactly what you'd expect from a company in this transition phase.

The core of the revenue still comes from moving metal. Sales of internal combustion engine (ICE) trucks, SUVs, and cars remain the bedrock. However, the focus is clearly shifting, even as they manage the current portfolio. For instance, in the third quarter of 2025, the Automotive segment net sales were $44.256 billion. This is set against the backdrop of the full-year 2025 Adjusted EBIT forecast being raised to a range of $12 billion to $13 billion. That's a solid lift from the previous guidance of $10 billion to $12.5 billion.

Here's a quick look at some of the key financial metrics driving the current revenue picture:

Metric	Value/Range	Period/Context
Full-Year 2025 Adjusted EBIT Forecast	$12 billion to $13 billion	Raised Guidance
Q3 2025 Total Revenue	$48.6 billion	Quarterly Result
Q2 2025 Total Revenue	$47.122 billion	Quarterly Result
GM Financial EBT-Adjusted (Q3 2025)	$589 million	Quarterly Result
Super Cruise Revenue Expectation (2025)	More than $200 million	Full-Year Expectation

The financing arm, GM Financial, is a significant, steady contributor. This income stream covers leases, loans, and insurance products tied to vehicle sales. For the first six months of 2025, GM Financial reported net income of $1.0 billion. Looking at the most recent quarterly data, the EBT-Adjusted for GM Financial in the third quarter of 2025 was $589 million, which followed $704 million in the second quarter.

The transition to electric vehicles (EVs) is a major focus for future revenue growth, even with near-term adoption slowing. General Motors Company (GM) is actively managing the losses in this segment while scaling up production. The company projects that EV profitability will improve by $2 billion to $4 billion in 2025. This improvement is expected to come from scale efficiencies and cost reductions as they work through the realignment of their EV program.

Software and services represent the high-margin future revenue stream, moving beyond the initial vehicle sale. This includes recurring revenue from connectivity and driver-assist features. You can see this developing in a few key areas:

• The company expects to recognize more than $200 million in Super Cruise revenue for the full year 2025.
• Super Cruise subscription pricing is noted at $39.99 per month.
• OnStar, the established connectivity platform, has historically generated a projected $2 billion in annual revenue from its more than 16 million connected vehicles.
• The company is focused on generating greater revenue during and after each vehicle sale through these services.

Finance: draft 13-week cash view by Friday.