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Tesla: Over 75% of New North American Teslas Now Include FSD
Tesla reported in its third-quarter 2026 earnings that more than 75% of new Teslas delivered in North America included FSD (Supervised), whether purchased or subscribed, up from 55% in the previous quarter. Active subscriptions, including legacy lifetime purchases, reached a record 1.74 million, up 67% from a year earlier. Revenue came in at $28.05 billion, below analyst expectations and nearly flat year over year, while gross margin rose to 19.6%.…
- Over 75% of new Teslas in North America include FSD, up from 55%.
- 1.74 million active FSD subscriptions, 260,000 more than in Q2.
🔎 Why it matters: The FSD (Supervised) attach rate rose from 55% in Q2 to over 75% in Q3 2026. With the one-time purchase option removed in most markets, subscriptions now account for most of that growth.
📈 Upside: Tesla partly attributes the gross margin increase from 18.0% to 19.6% to higher ancillary sales, driven mainly by FSD subscriptions.
📉 Risk: European approval depends on a vote expected in December that requires a qualified majority of at least 15 countries.
🤖 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 →