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clock Created with Sketch. 21/02/23
13:36
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Originally posted by vagabond84:
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Don't quite understand this announcement. This part: "has agreed to extend the supply of the Connexion Platform" - does this mean GM has purchased subscriptions of this software for all its dealerships, or is it merely making it available for its dealerships to purchase if they choose to?replace the original OnTrac software for managing their loan vehicles - in which case, isn't there a material loss of subscription income as well, as dealerships no longer pay for a subscription to original OnTrac?
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Hi @vagabond84 , it is a single upgraded platform. In other words, there will be an increase in both GM total vehicles and ARPU . I'll confirm with Aaryn tomorrow at the Straw Man investor call and can report back if you'd like.
Last edited by
T.E.P. :
21/02/23
