Connected Car Revenue 2026: How GM, Verizon, Vodafone, AT&T and T-Mobile Monetize Vehicle Connectivity

Connected vehicles are emerging as a recurring revenue opportunity for telecom operators and automakers, driven by embedded SIM connectivity, vehicle software subscriptions, fleet management, over-the-air updates and connected safety services. Connected Vehicle Market 2026 General Motors expects more than $3 billion in OnStar revenue during 2026, while Vodafone manages 244 million IoT connections and Telefónica serves nearly 65 million IoT accesses across industries.