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White paper

AI & IoT in Connected Vehicles: Driving New Revenue Streams

George Ayres, Managing Director, AMA
March 1, 2026
Connected vehicleDataMonetisation

A joint white paper with Devox Software cutting through the noise around connected-vehicle monetisation: eight revenue models, the OEM and Big Tech battle for the customer relationship, and the EU Data Act in practice.

Connected vehicles are generating more data than the industry has ever seen. The question is not whether that data has value. It is whether anyone has figured out how to turn it into revenue that consumers and fleets will actually pay for, month after month.

This paper introduces a monetisation framework mapping eight distinct revenue models, from predictive maintenance SaaS and usage-based insurance to energy grid services and post-sale feature activation, with a clear assessment of where each stands in terms of market maturity and willingness to pay.

It also examines the high-stakes dynamics between automakers and Big Tech. GM phasing out CarPlay across its lineup, Stellantis building a standalone data-as-a-service business, and Tesla's walled garden are strategic bets on the future of automotive revenue.

A dedicated section on regulatory challenges addresses the EU Data Act, now enforceable, and the fragmented US privacy landscape, with a clear-eyed look at how data governance is shifting from a compliance checkbox to a foundational business requirement.

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George Ayres, Denise Barfuss, Chip Goetzinger, and Allen Levenson of AutoMobility Advisors at MOVE America.