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.

Support Kilowatt

Beyond the Post YouTube

Beyond the Post Podcast

Shuffle Playlist

918Digital Website

General Motors Q4 and Full-Year 2025 Earnings Conference Call

Show art created by DALL·E

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.