Mike Ward

in the next 2 years we could see these things subscription revenues adding a half a point to margin

how hard is it, if you have a compelling product, how hard is it to turn them on if they wanted to join the subscription

the financial contribution is going to probably be at or above that you're currently getting from GM Financial

the actual change takes place in the second half, 4Q, specifically. Is that right

you expect margins to be in line with other software companies. When will we see those types of margins

this announcement by the industrial bank, and I think FDIC approval the other day, that seems like a bigger deal than it just on the outset

Is that inventory discipline is that going to continue? And are the implications for cash flow?

it seems like there's been a pretty significant cultural shift at General Motors to move fast. And I'm just curious, does that make GM less capital intensive

the surplus cash, you're just going to keep buying back the stock until we see otherwise. Is that the right way to read it?

just as it relates to tariffs, you're taking as the world sits today and you talked about the input $4 to $5 billion mitigation, What would be the best case scenario?

I wonder if you could walk through the accounting for the $600 million you called out on the delta with the EVs

if USMCA is renegotiated a year early, what impact does that have on you

What are some of the things you've done that have stepped up your ability to generate cash?

are those annualized savings, cash savings, or a run rate? Is it all going to occur in the second half?

Can you share any volume targets for M2 for 2027? It sounds like it's going to be a gradual type launch

are the volume deliveries to Uber depending on them getting certified? Or is there some sort of a schedule