GM Q3 2025 Shareholder Letter: Strategy and Outlook

The provided text is an excerpt from a Letter to Shareholders from General Motors' third-quarter 2025 financial period, authored by Mary Barra. The letter emphasizes GM’s strong financial performance and successful navigation of a dynamic market environment, citing high market share and profitable operations. A significant portion of the communication details GM's plan to invest heavily in American manufacturing and respond to recent tariff updates, while also addressing an evolving regulatory landscape. Specifically, the company is reassessing its electric vehicle (EV) production capacity due to lower-than-planned near-term adoption, resulting in a special charge, even while maintaining that EVs remain a core focus. Finally, the letter highlights the company’s increasing confidence in its internal combustion engine (ICE) strategy and the rapid growth of its software and services business, including OnStar and Super Cruise.

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