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Tesla reports 1.74 million active FSD subscriptions in Q3 2026
Tesla reported that its active Full Self-Driving (FSD) subscriptions reached 1.74 million in the third quarter of 2026, a 67% year-over-year increase. The metric, aligned with the 2025 CEO Performance Award, counts both prior upfront full-purchase payments and $99 monthly subscriptions, excluding free trials. Tesla discontinued the upfront purchase option in February 2026. Additionally, the company stated that the FSD attach rate on new deliveries in North America exceeded 75% in Q3.…
- Tesla reaches 1.74M FSD subscribers combining upfront historical buyers and monthly users.
- FSD attach rate on North American new deliveries exceeded 75% in Q3 2026.
🔎 Why it matters: The 1.74 million FSD subscription figure measures progress toward the 10 million milestone required in Elon Musk's 2025 CEO Performance Award.
📈 Upside: Tesla added 260,000 net FSD subscriptions in Q3 2026, marking its largest single-quarter gain to date.
📉 Risk: Tesla does not disclose how many of the 1.74 million are paying $99 monthly versus past one-time purchases prior to February 2026.
🤖 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 →