It's hard to believe they weren't acquired. The amount of driving data they have must be huge.
It looks like they are spending over $2B annually on content fees. They could launch a lot of satellites with $2B per year.
Not every vehicle might need or want a full blown satellite ground terminal that can provide IP service.
The added information compared to what Google or Apple are collecting is perhaps ODB metrics, but I'm not sure whether ODB metrics of gaz cars have a lot of value.