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08:30
Jul 21 ◎

GM FY2026 Q2 Watch

General Motors Company (GM) FY2026 Q2 Earnings Call

MU 005930.KS LMT ▾

Paul Jacobson

GM is locking in long-term memory supply with Micron and Samsung amid DRAM cost inflation, signaling pricing visibility and potential competitive edge in vehicle electronics. — Memory is a growing input cost in vehicles; by securing strategic supply agreements, GM mitigates future DRAM inflation risks and gives the memory suppliers multi-year automotive revenue visibility.

"Our expanded collaboration with Micron strengthens access to critical memory technologies and deepens integration across our vehicle platforms, reinforcing supply availability for the long term."

MU WATCH

Mary Barra

"We have a strong relationship with Micron, and we also have one with Samsung as well."

005930.KS WATCH

Mary Barra

GM is partnering with Lockheed to scale defense production, potentially increasing LMT's supply chain capacity and revenue from shared defense programs.

"We are also working with Lockheed Martin and other leading companies to expand speed, scale, and resilience in the defense industrial base."

LMT WATCH

HIGH

08:30
Apr 28 ◎

GM FY2026 Q1 Watch

General Motors Company (GM) FY2026 Q1 Earnings Call

TSLA ▾

Paul Jacobson

Paul Jacobson compares GM's ARPU unfavorably to Tesla but emphasizes GM's scale advantage in revenue and subscribers, implying competitive positioning in digital services.

"we might have a lower average revenue per unit today than say Tesla does, but we already have significantly higher volumes"

TSLA WATCH

HIGH

08:30
Jan 27 ◎

GM FY2025 Q4 Watch

General Motors Company (GM) FY2025 Q4 Earnings Call

GM ▾

Mary Barra

Management expressed confidence in margin recovery and delivered guidance above prior expectations, supported by cost actions, tariff mitigation, and strong product cycle.

"we believe we have a clear and achievable path back to 8% to 10% North America margins in 2026"

GM WATCH

HIGH

08:30
Oct 21 ◎

GM FY2025 Q3 Watch

General Motors Company (GM) FY2025 Q3 Earnings Call

GM 373220.KS HYMTF AAPL LAC ▾

Mary Barra

GM raised 2025 guidance and expects 2026 to be even better, driven by tariff mitigation, warranty improvement, EV loss reduction, and disciplined capital allocation. The outlook reflects confidence in underlying business momentum despite regulatory shifts.

"we are raising our full year guidance"

GM WATCH

Mary Barra

GM is exiting its JV battery cell plant, transferring it to LG Energy Solutions. This gives LG more control over capacity while GM reduces its EV battery footprint.

"sell our joint venture-owned cell plant in Michigan to LG Energy Solutions"

373220.KS WATCH

Mary Barra

GM and Hyundai are collaborating on vehicle development to reduce R&D and capital costs, potentially improving competitiveness against Chinese OEMs and other global players.

"partnering with Hyundai for the development of new vehicles"

HYMTF WATCH

Mary Barra

Exclusive F1 broadcast by Apple boosts Cadillac brand exposure to a large U.S. audience, which may drive awareness and sales for GM's luxury brand.

"Apple will broadcast F1 exclusively in the U.S."

AAPL WATCH

Mary Barra

GM's sale of its JV cell plant and transition of Orion from EV to ICE signals EV overcapacity; this may pressure battery cell pricing and reduce material demand for cathode/ lithium producers. — Reducing EV capacity lowers near-term battery cell procurement, potentially softening demand for lithium, nickel, and other battery materials in the short run.

"Lithium Americas, I think, is another strong investment that we've made"

LAC WATCH

HIGH

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