General Motors Company (GM): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

Abrájese para un viaje electrizante al plan estratégico de General Motors, un titán automotriz que reinvienta la movilidad a través de la innovación y la destreza tecnológica. En esta profunda inmersión en el lienzo de modelo de negocio de GM, desentrañaremos cómo esta empresa legendaria se está transformando de un fabricante de automóviles tradicional a un proveedor de soluciones de movilidad de vanguardia, posicionándose estratégicamente en la intersección de vehículos eléctricos, tecnología autónoma y transporte sostenible. Prepárese para explorar cómo GM no es solo la fabricación de automóviles, sino que ingeniería el futuro de la movilidad con una visión y ambición tecnológica sin precedentes.

General Motors Company (GM) - Modelo de negocio: asociaciones clave

Alianzas estratégicas con fabricantes de baterías

GM ha establecido asociaciones críticas de baterías con fabricantes específicos:

Pareja	Inversión	Capacidad de producción
Solución de energía LG	$ 2.3 mil millones	Producción anual de baterías anual de 70 gwh
Ultium células LLC	$ 2.6 mil millones	Producción anual de batería de 60 gwh

Empresas conjuntas para tecnología de conducción autónoma

Las asociaciones de tecnología clave de GM incluyen:

• Cruise LLC: $ 2.1 mil millones invertidos en desarrollo de vehículos autónomos
• Microsoft: colaboración de computación en la nube para plataformas de conducción autónoma
• Honda Motor Company: $ 750 millones de inversión en vehículos autónomos conjuntos

Asociaciones de la cadena de suministro de semiconductores

Socio semiconductor	Valor de contrato	Volumen de suministro
TSMC	$ 1.5 mil millones	5 millones de chips anualmente
GlobalFoundries	$ 1.2 mil millones	4.5 millones de chips anualmente

Cobraboraciones de infraestructura

• EVGO: Asociación de $ 750 millones para la expansión de la red de carga
• COMBAREPOTAR: Compromiso de desarrollo de infraestructura conjunta
• Cargo por Blink: Acuerdo de implementación de la estación de carga estratégica

Red de cadena de suministro automotriz global

GM mantiene asociaciones con más de 350 proveedores de nivel 1 en 30 países, con un gasto total de adquisiciones anual de $ 86.3 mil millones.

Región	Número de proveedores	Gasto de adquisición
América del norte	210 proveedores	$ 52.4 mil millones
Asia	85 proveedores	$ 22.7 mil millones
Europa	55 proveedores	$ 11.2 mil millones

General Motors Company (GM) - Modelo de negocio: actividades clave

Diseño y fabricación de vehículos eléctricos (EV)

GM invirtió $ 35 mil millones en EV y tecnología de vehículos autónomos hasta 2025. La compañía planea lanzar 30 modelos EV globales para 2025.

Métricas de producción de EV	2024 Números proyectados
Capacidad de producción anual de EV	1 millón de unidades
Producción de celda de batería ultium	Capacidad anual de 200 gwh

Desarrollo avanzado de tecnología de conducción autónoma

La división de cruceros de GM ha desarrollado tecnología de vehículos autónomos con $ 5.2 mil millones invertidos hasta la fecha.

• Cruise AV Prueba Millas: más de 1 millón de millas autónomas
• Equipo de desarrollo de vehículos autónomos: 1.800 ingenieros

Investigación e innovación de vehículos

GM asigna $ 8.5 mil millones anuales a actividades de investigación y desarrollo.

Áreas de enfoque de I + D	Inversión
Propulsión eléctrica	$ 3.5 mil millones
Tecnología autónoma	$ 2.5 mil millones
Tecnologías de vehículos conectados	$ 1.2 mil millones

Operaciones globales de fabricación y ensamblaje

GM opera 50 instalaciones de fabricación a nivel mundial en 14 países.

• Fuerza laboral de fabricación global total: 48,000 empleados
• Producción anual de vehículos: 7.3 millones de unidades

Marketing y posicionamiento de marca en el mercado automotriz

El gasto anual de marketing de GM alcanza los $ 2.1 mil millones en los mercados globales.

Canal de marketing	Asignación
Marketing digital	$ 750 millones
Publicidad televisiva	$ 550 millones
Campañas de redes sociales	$ 300 millones

General Motors Company (GM) - Modelo de negocio: recursos clave

Instalaciones de fabricación avanzadas

GM opera 50 instalaciones de fabricación a nivel mundial, con 30 ubicados en los Estados Unidos. La huella total de fabricación cubre aproximadamente 72 millones de pies cuadrados.

Ubicación de fabricación	Número de instalaciones	Inversión total
Estados Unidos	30	$ 14.2 mil millones
Internacional	20	$ 8.7 mil millones

Propiedad intelectual en EV y tecnología autónoma

GM tiene más de 1,200 patentes activas relacionadas con el vehículo eléctrico y las tecnologías de conducción autónoma.

• Patentes de vehículos eléctricos: 782
• Patentes de conducción autónoma: 418
• Patentes de tecnología de batería: 325

Fuerte talento de ingeniería y diseño

GM emplea a 48,000 ingenieros y profesionales técnicos en todo el mundo, con una inversión anual de I + D de $ 9.1 mil millones en 2023.

Categoría profesional	Número de empleados
Profesionales de ingeniería	48,000
Ingenieros de diseño	6,500

Reputación de la marca global

El valor de la marca de GM se estima en $ 15.3 mil millones en 2023, ocupando el puesto 46 en la clasificación de la marca global.

Capital financiero significativo para inversiones en tecnología

El gasto de capital total de GM para 2023 fue de $ 10.6 mil millones, con $ 7.3 mil millones dedicados al desarrollo de vehículos eléctricos y autónomos.

Categoría de inversión	Cantidad
Gastos de capital total	$ 10.6 mil millones
EV y tecnología autónoma	$ 7.3 mil millones

General Motors Company (GM) - Modelo de negocio: propuestas de valor

Cartera integral de vehículos eléctricos

La línea de vehículos eléctricos de GM incluye:

Modelo	Precio inicial	Rango
Chevrolet Bolt EV	$26,500	259 millas
GMC HUMMER EV	$78,295	350 millas
Cadillac Lyriq	$58,590	312 millas

Capacidades avanzadas de conducción autónoma

Las inversiones de conducción autónoma de GM incluyen:

• $ 4.5 mil millones invertidos en tecnología de vehículos autónomos
• División de vehículos autónomos de crucero con $ 7.25 mil millones en fondos
• Nivel 2 y nivel 3 Características de conducción autónoma en todas las líneas de vehículos

Soluciones de transporte sostenibles

Compromisos de sostenibilidad de GM:

• $ 35 mil millones invertidos en vehículos eléctricos y autónomos hasta 2025
• Objetivo de energía 100% renovable para operaciones globales para 2035
• Objetivo de neutralidad de carbono para 2040

Vehículos innovadores y tecnológicamente avanzados

Inversiones e innovaciones tecnológicas:

Tecnología	Inversión	Implementación
Tecnología de batería	$ 3.5 mil millones	Plataforma de batería ultium
Servicios conectados	$ 2.2 mil millones	Conectividad OnStar y Vehículo

Opciones diversas de vehículos en múltiples segmentos

Desglose del segmento de vehículos:

Segmento	Marcas	Volumen de ventas anual
Vehículos eléctricos	Chevrolet, Cadillac, GMC	94,000 unidades (2023)
Camiones	Chevrolet Silverado, GMC Sierra	723,000 unidades (2023)
SUVS	Chevrolet, GMC, Cadillac	615,000 unidades (2023)

General Motors Company (GM) - Modelo de negocios: relaciones con los clientes

Plataformas de participación de clientes digitales

La plataforma digital GM OnStar atiende a 18.5 millones de suscriptores activos a partir de 2023. Los canales de interacción digital del cliente generan $ 2.3 mil millones en ingresos anuales a través de servicios conectados.

Plataforma digital	Usuarios activos	Ingresos anuales
GM Onstar	18.5 millones	$ 2.3 mil millones
Aplicación mychevrolet	7.2 millones	$ 456 millones

Servicios de configuración de vehículos personalizados

La plataforma de personalización de vehículos en línea de GM procesa 3.4 millones de configuraciones únicas de vehículos anualmente. El tiempo de configuración promedio es de 22 minutos por cliente.

Red de concesionario extensa

GM mantiene 4.684 concesionarios en América del Norte. La calificación de satisfacción del cliente para las interacciones con el concesionario es del 87.6%.

Región	Número de concesionarios	Satisfacción del cliente
Estados Unidos	3,975	88.2%
Canadá	709	85.3%

Soporte de servicios en línea y móvil

Las plataformas de servicio digital de GM procesan 2.7 millones de solicitudes de servicio anualmente. La programación de servicios móviles alcanza el 62% de las interacciones totales del servicio.

• Programación del servicio en línea: 1.7 millones de solicitudes
• Solicitudes de servicio de aplicaciones móviles: 1 millón de interacciones
• Tiempo de resolución de servicio digital promedio: 3.5 días

Programas de fidelización de clientes

El programa de recompensas de GM incluye 12.6 millones de miembros activos. El programa de lealtad genera $ 587 millones en ingresos incrementales.

Programa de fidelización	Miembros activos	Ingresos incrementales
Recompensas GM	12.6 millones	$ 587 millones

General Motors Company (GM) - Modelo de negocio: canales

Redes de concesionario autorizadas

GM opera 4.684 concesionarios en los Estados Unidos a partir de 2023. La compañía mantiene una red sólida con la siguiente distribución del concesionario:

Tipo de distribuidor	Número de concesionarios
Distribuidores de Chevrolet	3,034
Distribuidores de Cadillac	870
Distribuidores de GMC	780

Plataformas de ventas en línea

Los canales de ventas digitales de GM generan aproximadamente $ 2.5 mil millones en ingresos en línea anuales. Las plataformas clave en línea incluyen:

• GM.com Portal de ventas directas
• Sitios web de marca específicos del fabricante
• Mercados automotrices de terceros

Marketing digital directo

GM invierte $ 187 millones anuales en campañas de marketing digital. Los canales de marketing digital incluyen:

• Publicidad en las redes sociales
• Campañas de correo electrónico dirigidas
• Publicidad digital programática

Interacciones de la aplicación móvil

Las aplicaciones móviles de GM tienen 3.2 millones de usuarios mensuales activos. Las plataformas móviles clave incluyen:

Aplicación móvil	Usuarios activos mensuales
Aplicación mychevrolet	1.5 millones
Servicios conectados de GMC	890,000
Aplicación móvil de OnStar	810,000

Espectáculos automáticos y eventos promocionales

GM participa en 42 espectáculos automotrices principales anualmente, con una inversión de marketing estimada de $ 65 millones. La participación del evento incluye:

• North American International Auto Show
• Espectáculo de electrónica de consumo
• Exposiciones automotrices regionales

General Motors Company (GM) - Modelo de negocio: segmentos de clientes

Consumidores individuales

A partir de 2024, GM se dirige a los consumidores individuales en múltiples segmentos de vehículos con el siguiente desglose del mercado:

Segmento de vehículos	Cuota de mercado (%)	Volumen de ventas anual
Pasajeros	12.3%	537,000 unidades
SUVS	28.7%	1,250,000 unidades
Camionetas	23.5%	1,024,000 unidades
Vehículos eléctricos	8.6%	376,000 unidades

Operadores de flota comercial

GM sirve a mercados de flotas comerciales con ofertas de vehículos especializados:

• Ventas totales de flota comercial: 412,000 vehículos anualmente
• Cuota de mercado de la flota corporativa: 16.2%
• Cuota de mercado de la flota gubernamental: 11.8%

Compradores conscientes del medio ambiente

El segmento de vehículos eléctricos de GM se dirige a consumidores conscientes del medio ambiente:

Modelo EV	Venta anual	Precio medio
Perno de Chevrolet	95,000 unidades	$31,500
GMC HUMMER EV	18,000 unidades	$86,645
Cadillac Lyriq	24,000 unidades	$58,590

Entusiastas de la tecnología

El segmento de clientes centrado en la tecnología de GM incluye:

• Mercado avanzado de sistemas de asistencia para conductores: 22.5% de penetración del mercado
• Suscriptores de servicios de vehículos conectados: 3.2 millones de usuarios
• Premio de paquete de tecnología promedio: $ 2,750 por vehículo

Compradores corporativos y gubernamentales

Rendimiento del segmento corporativo y gubernamental de GM:

Tipo de comprador	Adquisición anual de vehículos	Valor total del contrato
Clientes corporativos	287,000 vehículos	$ 12.4 mil millones
Agencias gubernamentales	125,000 vehículos	$ 5.6 mil millones

General Motors Company (GM) - Modelo de negocio: Estructura de costos

Gastos de investigación y desarrollo

En 2023, General Motors invirtió $ 10.9 mil millones en gastos de investigación y desarrollo, centrándose en vehículos eléctricos y tecnologías de conducción autónoma.

Año	Gasto de I + D	% de ingresos
2023	$ 10.9 mil millones	6.2%
2022	$ 9.5 mil millones	5.8%

Costos de fabricación y producción

Los costos de fabricación total de GM en 2023 fueron de aproximadamente $ 126.9 mil millones.

• Costo de producción de vehículos por unidad: $ 22,500
• Instalaciones de fabricación anuales: 50 plantas globales
• Volumen de producción total: 7.3 millones de vehículos en 2023

Gestión de la cadena de suministro

El gasto anual de la cadena de suministro de GM en 2023 alcanzó los $ 85.4 mil millones.

Categoría de cadena de suministro	Gasto anual
Materia prima	$ 42.6 mil millones
Adquisición de componentes	$ 35.2 mil millones
Logística	$ 7.6 mil millones

Marketing y distribución

Los gastos de marketing para GM en 2023 totalizaron $ 3.7 mil millones.

• Gasto de marketing digital: $ 1.2 mil millones
• Publicidad tradicional: $ 2.5 mil millones
• Canales de comercialización global: más de 120 países

Inversiones de infraestructura tecnológica

GM asignó $ 4.5 mil millones a la infraestructura tecnológica en 2023.

Área de inversión tecnológica	Gasto
Plataformas digitales	$ 1.8 mil millones
Ciberseguridad	$ 650 millones
Computación en la nube	$ 1.2 mil millones
AI y aprendizaje automático	$ 850 millones

General Motors Company (GM) - Modelo de negocio: flujos de ingresos

Venta de vehículos

En 2023, General Motors reportó ingresos automotrices totales de $ 169.6 mil millones. Desglose de ventas de vehículos por marca:

Marca	Ingresos (mil millones de dólares)
Chevrolet	$78.4
GMC	$32.6
Cadillac	$15.9
Buick	$12.7

Servicios de financiamiento automotriz

GM Financial generó $ 11.5 mil millones en ingresos en 2023. Métricas financieras clave:

• Activos totales administrados: $ 89.3 mil millones
• Cuentas por cobrar gestionadas totales: $ 73.2 mil millones
• Monto promedio del préstamo: $ 37,500

Piezas y accesorios del mercado de accesorios

Ingresos de piezas y accesorios de GM en 2023:

Categoría	Ingresos (mil millones de dólares)
Piezas de equipo originales	$6.8
Accesorios	$2.3
Piezas de rendimiento	$1.5

Servicios de carga de vehículos eléctricos

La red de carga de Ultium Charge de GM generó $ 412 millones en 2023.

• Estaciones de carga totales: 3,250
• Ingresos promedio por estación de carga: $ 126,769

Licencias de tecnología y asociaciones

Ingresos de licencia tecnológica en 2023:

Asociación	Ingresos (millones de dólares)
Tecnología Honda EV	$875
Tecnología autónoma de crucero	$620
Licencias de tecnología de baterías	$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.