Different revenue to a different organization inside the OEM. When you sell a $20k car, you get maybe $1k in profit, maybe less. If you can get $8 monthly recurring revenue you get maybe $7 in profit. Also consider that the lifetime is not 5 years. The AVERAGE age of cars on the road now is over 12 years. My parents drive 20 year old cars.

Also consider the friction to cancel. Maybe you get a few more months of revenue with someone sells the car or after it gets scrapped.

To be clear, I am not arguing in favor of this kind of thing at all.