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Tesla: 75% of North American Q3 2026 deliveries included FSD

📍 Teslarati

In its Q3 2026 shareholder deck, Tesla reported that more than 75% of new vehicle deliveries in North America included an FSD (Supervised) subscription, up from 55% in the prior quarter. That is a nearly 20-percentage-point sequential gain in its most mature market. Active FSD subscriptions reached 1.75 million, up 67% year over year. For the first time, more than half of paid customers are on the monthly subscription, which costs $99 per month in the U.S. Tesla discontinued the one-time purchase option in most markets earlier this year.…

🔎 Why it matters: The key figure is the FSD (Supervised) attach rate, which rose from 55% to more than 75% of deliveries in North America, alongside 1.75 million active subscriptions. According to the article, the recurring model improves revenue visibility and margins compared with large upfront
📈 Upside: According to the article, the $99 monthly subscription in the U.S. replaces large upfront payments, and more than half of paid customers are already on the monthly plan.
📉 Risk: Expansion outside North America depends on regulatory approvals, and the related vote for broader EU-wide approval is expected in December.
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🤖 Editorial summary of the cited source, with AI-assisted analysis -- not HgYperDrive original reporting. The original source is linked above for verification. More on how this works: editorial policy →