Overview
- Tesla provided its first official count in the Q4 2025 report, defining active FSD as including upfront purchases and monthly plans while excluding free trials.
- Active subscriptions reached 1.1 million, up roughly 38% year over year, with monthly plans more than doubling during 2025.
- Access is moving to a $99-per-month subscription as Tesla sunsets the one-time purchase option for Full Self-Driving (Supervised).
- The 1.1 million figure implies a take rate near 12% versus about 8.9 million cumulative vehicle deliveries.
- Active subscriptions are a metric in Musk’s 2025 compensation plan targeting 10 million, as regulators probe FSD and Tesla runs driverless Robotaxi rides in Austin with expansion targeted for 2026.