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General Motors Company Barclays 16th Annual Global Automotive and Mobility Tech Conference summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Barclays 16th Annual Global Automotive and Mobility Tech Conference summary19 Nov, 2025

Conference overview

  • The event was the 16th annual Barclays Global Autos and Mobility Tech Conference, featuring a fireside chat with the CFO, focusing on industry trends, company strategy, and Q&A with analysts.

  • The discussion covered recent performance, forward-looking guidance, and the evolving competitive and regulatory landscape.

Current quarter and year-end trends

  • Q4 is progressing in line with expectations, with demand holding steady despite the expiration of the $7,500 EV tax credit.

  • Full-size pickups gained market share in October, and inventory and incentive discipline remain priorities.

  • Inventory levels are down 16% year-over-year, and the company is comfortable with current industry inventory levels.

2026 outlook and industry environment

  • 2026 is expected to be stronger than 2025, driven by reduced EV losses, lower warranty costs, tariff offsets, and fixed cost improvements.

  • Pricing for 2026 remains uncertain, but cost control and regulatory tailwinds are anticipated.

  • A stable market with around 16 million units SAR is seen as favorable for continued momentum.

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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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