Tesla Sets March 31 Deadline for Free FSD Transfers as It Shifts to Subscriptions

Overview

• Tesla told customers the free transfer of previously purchased Full Self-Driving to a new vehicle will end on March 31, 2026.
• The company is ending one-time purchases of FSD and rolling out a subscription-only model in mid-February, with pricing reported at $99 per month in the U.S.
• Recent guidance loosens an earlier delivery-by requirement, with eligibility now based on placing a new-vehicle order by March 31 rather than taking delivery by that date.
• Electrek notes Tesla has repeatedly reopened the supposedly "one-time" transfer window and characterizes the cutoff messaging as a recurring end-of-quarter sales lever.
• Teslarati highlights a roughly 12% FSD take rate and notes Elon Musk’s compensation targets tied to growing active subscriptions.