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Active Full Self-Driving Subscriptions
Counts customers actively paying for Full Self-Driving access, indicating adoption of Tesla’s software offerings and the potential for higher-margin recurring revenue.FSD adoption has moved from a plateau into a clear acceleration phase, with the subscriber base expanding rapidly through mid-2026. Tesla’s nearly 1.5 million paid FSD customers and roughly 55% subscription enablement on North American deliveries suggest monetization is becoming an increasingly important software growth engine, particularly as management expects future expansion to be subscription-led. The key investor question is whether this momentum can translate into durable recurring revenue as robotaxi deployments scale, while regulatory and safety requirements remain significant constraints.
Date | Active Full Self-Driving Subscriptions |
|---|---|
Sep 30, 2026 | 1.74M |
Jun 30, 2026 | 1.48M |
Mar 31, 2026 | 1.28M |
Dec 31, 2025 | 1.10M |
Sep 30, 2025 | 1.04M |
Jun 30, 2025 | 950.00K |
Mar 31, 2025 | 800.00K |
Dec 31, 2024 | 800.00K |