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General Motors Company UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary3 Dec, 2025
Business performance and outlook
Demand for internal combustion vehicles remained strong, with stable performance in November and expectations for a solid year into 2026, despite some supply shortages in lower-end vehicles due to disruptions in Korea.
Cost control and reducing self-imposed cyclicality, such as tighter inventory and disciplined incentives, are key strategies for maintaining momentum into next year.
Tariff relief from Korea is finalized and retroactive to November 1, providing a tailwind for 2026, though the benefit is less than $1 billion due to successful cost-reduction initiatives.
Additional upside could come from progress on USMCA, with guidance for 2026 to be updated after Q4 results.
Launch costs for new truck platforms and incremental investments for capacity expansion are expected but are manageable within current financial plans.
Cost management and self-help initiatives
Warranty costs are expected to be a year-over-year tailwind into 2026, potentially in the billion-dollar range, as incident rates decline and cost per repair is addressed.
Inflationary pressures from dealer labor rates and legislative changes are being managed through negotiations and process improvements.
Efforts are focused on flattening and then reducing warranty cash outflows, with long-term management of liabilities.
Restructuring actions in the EV business aim to right-size capacity and lower the break-even point, improving profitability as demand stabilizes.
Capital allocation remains disciplined, prioritizing business investment, maintaining a strong balance sheet, and returning capital to shareholders through buybacks and dividends.
Electric vehicle (EV) strategy and regulatory environment
EV demand is expected to be lower next year, prompting a shift from portfolio expansion to cost reduction and capacity optimization.
Regulatory changes have led to a pivot from building for high EV penetration to a more flexible, demand-driven approach, with investments now focused on lowering EV costs.
Flexible manufacturing capacity is being prioritized, allowing for both ICE and EV production as market conditions evolve.
The company is targeting variable profit on EVs in the near term, with true profitability dependent on achieving greater scale as adoption increases post-2028.
Compliance costs for credits and regulatory requirements are expected to decline, providing a tailwind in 2026 as standards are finalized.
How will EV breakeven point be lowered?
What drives the $1B+ warranty tailwind in '26?
Reduced cyclicality impact on cash needs
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Next General Motors Company earnings date
Q4 202527 Jan, 2026
Next General Motors Company earnings date
Q4 202527 Jan, 2026
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Frequently asked questions
Motor City royalty
General Motors, most commonly referred to simply as GM, is an American automotive company with a rich history that dates back over a century. Headquartered in Detroit, Michigan, GM has been a prominent player in the global automotive industry for over a century. Today, GM operates as a major multinational corporation, manufacturing and selling a diverse range of vehicles under various brands. With a global presence and a legacy of automotive excellence, GM continues to remain relevant over 100 years since their foundation.
From 1908 until today
General Motors (GM), founded in 1908, by William C. Durant, a prominent figure in the early automobile industry. GM's roots trace back to the merger of several automobile companies, including Buick, Oldsmobile, Cadillac, and others. Over the years, GM has played a significant role in shaping the automotive landscape, introducing innovations like the electric starter, automatic transmission, and the first V8 engine.
The company has faced numerous challenges and experienced ups and downs throughout its history, including bankruptcy and subsequent restructuring through a bailout by the Bush administration. GM, together with Ford and Chrysler (the latter is now a part of Stellantis), was one of the key players in turning Detroit into the world's number one hub for automotive production. Even though the power structures of the industry have shifted away from Detroit, the moniker “The Motor City” still lives on.
Everything from workhorses to luxury vehicles
Under the GM umbrella various brands like Chevrolet, Buick, GMC, and Cadillac ensure that the company is able to offer a wide selection of vehicles with everything from efficient compact cars to luxurious SUVs and trucks. This diverse product range allows GM to cater to a broad range of customer preferences and lifestyles. Whether those in the market for a new vehicle are seeking reliable and fuel-efficient transportation, family-friendly vehicles, or premium and high-performance models, GM's brand portfolio provides options to suit various requirements and needs. This versatility in their product offerings has helped GM maintain their position as a prominent player in the global automotive industry.
Preparing for an electrical future
GM is positioning itself for the electric vehicle (EV) era by making significant advancements in EV technology and infrastructure. The company has committed to an all-electric future, and is planning to ramp up their production of EV’s in the coming years. GM's Ultium battery platform enables longer driving ranges and faster charging capabilities and the company is investing in EV charging networks and collaborating with partners to expand charging infrastructure. By prioritizing EV development and infrastructure, GM is preparing for a future reliant on electricity rather than fossil fuels.
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