GM Builds a $3 Billion OnStar Business as Vehicle Subscriptions Gain Scale Aug 05, 2026 OnStar generated approximately $800 million in quarterly revenue as GM expanded connected services and accumulated $6.3 billion in deferred revenue. General Motors expects OnStar to generate more than $3 billion in revenue this year. GM is turning the vehicle sale into a distribution channel for recurring connected services. OnStar generated approximately $800 million in recognized revenue during the second quarter, up approximately 20% year over year. GM expects to add approximately 1 million OnStar subscribers in 2026, bringing the total close to 13 million by year-end. Super Cruise, GM’s hands-free driver-assistance service, added approximately 70,000 subscribers during the quarter. Revenue increased approximately 70% year over year. GM expects Super Cruise to exceed 850,000 paid subscribers by the end of 2026. That number needs context. Many of those customers receive a three-year prepaid subscription when they purchase an eligible vehicle. They haven’t necessarily chosen to pay a separate monthly fee. GM Uses Vehicle Sales to Distribute Subscriptions GM introduces OnStar and Super Cruise when customers purchase a vehicle. Customers don’t have to discover the service on their own or sign up before experiencing it. Model-year 2025 and newer GM vehicles come standard with eight years of OnStar connectivity. Available features vary by vehicle and plan. Super Cruise generally comes with a three-year prepaid subscription on newly equipped vehicles. After that period, customers need an eligible paid OnStar plan to continue using the service. A standalone Super Cruise plan currently costs $39.99 per month in the United States. GM reported a 30% to 40% attach rate after the three-year prepaid period. In plain English, roughly three to four out of every 10 eligible customers move to a qualifying paid plan. The prepaid period gives drivers time to