Just went through GM's Q4 2022 earnings and honestly the GMNA unit absolutely carried them this quarter. They beat earnings estimates at $2.12 per share versus the expected $1.68, and revenues came in at $43.1 billion - that's way above the $41.3 billion consensus. Pretty solid performance overall.

The real story here is the North America segment. GMNA brought in $35.5 billion in revenues, up from $26.9 billion the year before, and crushed the $34.3 billion estimate. Their wholesale sales jumped to 787,000 units from 579,000 units prior year. Operating profit for the GMNA region hit $3.7 billion, beating the $3.4 billion consensus. That's the kind of segment performance that makes a difference.

The other units were more mixed though. International segment missed slightly, and their Cruise autonomous division is still bleeding money - posted a $524 million operating loss, which is actually worse than the prior year's $349 million loss. That's becoming a pretty big question mark.

On the cash side, they generated $4.5 billion in adjusted automotive free cash flow during the quarter, though that was down 30% year-over-year. For 2023 they're guiding for $5-7 billion in free cash flow, which is a pretty wide range if you ask me.

Market share in North America held steady at 9.2%, up slightly from 8.9% the prior year. Not huge movement but the GMNA strength is definitely the headline here - that segment is doing the heavy lifting for the company.