Ford reported more than 1.7 million active paid software subscriptions through September, up more than 40% year over year, along with record quarterly software-services revenue led by BlueCruise and connectivity, though it did not disclose specific revenue figures. Its U.S. Q3 vehicle sales fell 6.6%, underscoring the value of services after the initial sale. GM reported more than $800 million in OnStar revenue in Q3, up 15%, with Super Cruise revenue growing roughly 60% and a full-year target of roughly $400 million. GM also held $6.8 billion in deferred OnStar revenue, up roughly 40%. The article notes Ford's subscription count is not directly comparable with GM's OnStar base, and that neither company has disclosed a standalone software margin, so these services must eventually show up in profits.
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