Overview
- Tesla said its Q3 shareholder letter shows 1.74 million active Full Self‑Driving subscriptions, a 67% year‑over‑year rise in the metric the company now uses.
- A footnote clarifies the tally follows the board’s 2025 CEO Performance Award definition and includes both upfront FSD buyers and recurring monthly subscribers.
- Tesla reported a greater than 75% FSD attach rate on new North American deliveries and added 260,000 net FSD subscriptions in Q3, its largest quarterly gain to date.
- The firm stopped selling FSD as a one‑time purchase on February 14, 2026 and priced new subscriptions at $99 per month in the U.S., but it has not published churn, retention, or a definitive count of active monthly payers.
- That mix of one‑time purchases and subscriptions matters for revenue forecasting and for the 10 million‑subscription milestone tied to Musk’s pay package because current addition rates would take years to reach that target and unsupervised FSD remains largely undelivered and subject to regulatory approval.