#subscription

My wife's company used NetSuite as its accounting system. They paid the yearly software subscription fee, plus the technical support fee. Now it's coming time to renew, and NetSuite wanted to charge 25% more than last year, with no support.

They declined, and are now going with a competitor. Not a huge dollar amount in the grand scheme of things, but another loss for O makes me happy!

Buying SaaS products from vendors sounds simple—subscribe and go—but it’s where a lot of companies quietly lose money or flexibility if they don’t evaluate properly. Citi can save lot of money if they stop all SaaS tomorrow instead of cuts

Contains zero subscription sales numbers. Why not?
Has “Integrated Services” been laid off? What has Mike Aragon been doing other than collecting a paycheck instead of unemployment?

BlueCruise was launched Jule 2021, why no accounting of paid subscriptions after almost five years?

“Ford Secure” was allegedly launched in 2023, why no accounting of the three years of subscription sales?

Could it be that Ford is NOT a software and subscription company?

Model e better get busy selling, because YTD sales of VEHICLES are down over 5% YOY.

Mary is making things happen over at GM, actually announcing subscription REVENUE numbers. $2 BILLION current, $$5 BILLION future commitments.

From Business Insider:

Mary Barra, GM's CEO, boasted major gains in the company’s subscription base.

General Motors said its in-vehicle tech services generated nearly $2 billion last year.
GM sells three main subscription products: safety features, in-car internet access, and hands-free driver assistance.

GM told Business Insider it plans to add features through updates over time, reducing the need for new car parts.

General Motors has been pulling a Tim Cook and boosting its software and subscription business.

During the automaker's Tuesday earnings call, CEO Mary Barra highlighted the rapid growth of GM's in-vehicle software and subscription business.

In the past nine months, GM's software generated $2 billion, and customers have already signed up for about $5 billion in future subscriptions.

The company said it now has 11 million subscribers for its OnStar safety system, up 34% from a year earlier. Another half a million customers are also paying for Super Cruise, its hands-free driver-assistance system.

Now, that's still just a fraction of its total revenue, which was $45.29 billion in the last quarter alone. But the margins on those services are also higher than on cars sales.

GM says its software business keeps roughly 70 cents of every dollar it brings in. That's a rare level of profitability in the auto industry, as many car sales generate just four to 10 cents per sales dollar.

"We are also executing plans to grow software and services like OnStar and Super Cruise to generate even greater revenue during and after each vehicle sale," Barra said on the call. "We think there's a growth opportunity there with very attractive margins."

"Software and services are becoming increasingly important to how customers experience GM vehicles and how we deliver value beyond the initial purchase," a spokesperson told Business Insider.

The company also said it will keep adding features and services to vehicles over time, rather than relying on hardware upgrades.

"As vehicles become more software-defined, we can introduce new digital experiences through updates and optional services rather than hardware changes," the spokesperson added.

The subscriptions push comes as automakers look for new ways to make money after cars leave the dealership lot — especially as Detroit automakers roll out new electric vehicles.

Several factors have led to an add on to the Ford Secure subscription service!

Since the YTD take rate at $7.99/month to have a Ford employee call police when your vehicle is stolen has been zero, the intelligent minds behind that service will add on having a Ford employee, for another $7.99 per month, will call a tow truck to get your vehicle to a service location for any warranty breakdown or recall.

This new subscription will sell like hot vehicles!

And this is not going to help. Apparently, these people are not aware that many police departments don’t even respond to vehicle thefts, you are told to come into the police department to make a report. Sounds like desperation to appear like there is a subscription product there, The News didn’t even put it behind the paywall:

https://www.detroitnews.com/story/business/autos/ford/2025/12/12/ford-uses-tech-cooperation-with-police-to-thwart-f-150-pickup-thieves/87732049007/

I've heard that another 10-15% of layoffs are coming around the corner. Our subscriber base keeps falling. I'd have to think this is accurate. What are other folks hearing?

Still no line item for subscription sales, so we still are a vehicle manufacturer.

But of note, we’ve allegedly sold In Q3 2025 815,000 Ford Pro Intelligence software subscriptions. We’ve sold less than 84,000 Lincolns all year. Should Lincoln be cancelled to focus on selling subscriptions?

I just cancelled mine.

Your membership will end on 2 November 2025
At that time you will lose your benefits, and your card will not be charged.

What steps can the new CEO take to stop losing subscribers? What can be done to reverse something that's been going on for a while?

https://www.inkl.com/news/as-microsoft-lays-off-thousands-and-jacks-up-game-pass-prices-former-ftc-chair-says-i-told-you-so-the-activision-blizzard-buyout-is-harming-both-gamers-and-developers

Walgreens did a pilot store in which there were not ad tags. Instead, you received 20% off everything in the store if you paid like $5 a month for "Walgreens Plus."

It was basically the in-store version of a subscription.

It was never rolled out though after the pilot study.