GM's Q4 2025 Earnings Call
Bodie breaks down the key takeaways from General Motors’ Q4 and full-year 2025 earnings call, focusing on what matters most for EVs, autonomy, and GM’s evolving strategy. The episode covers EV customer growth, changes to EV spending, Super Cruise momentum, and how GM is positioning itself amid regulatory shifts and global competition.
Kilowatt: A Podcast about Electric Vehicles
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Show Notes
️Kilowatt 678
Description
In this episode of Kilowatt, Bodie breaks down the most important takeaways from General Motors’ Q4 and full-year 2025 earnings call, so you don’t have to sit through the entire investor presentation. Led by Mary Barra, the call provides insight into GM’s current financial position, its evolving electric vehicle strategy, and how the company is navigating shifting regulations and market demand. The episode also explores growth in Super Cruise subscriptions, along with GM’s emphasis on safety and reliability as autonomy expands. Wrapping things up, Bodie looks at GM’s outlook in China, where new-energy vehicles now make up about half of sales, and what that means for the company’s global EV ambitions.
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