✅ Confirmed
FSD
FSD
Tesla FSD reaches 1.48 million active subscriptions and shares growth figures
Tesla's Full Self-Driving (FSD) software has reached 1.48 million active subscriptions worldwide according to the Q2 2026 earnings report. Of these, 55% are upfront purchases and 45% are monthly subscriptions, generating approximately $791.2 million in annual recurring revenue. In North America, 55% of vehicle deliveries in the quarter included FSD enabled at delivery. Tesla has removed the one-time purchase option in most markets, driving subscription growth. The FSD attach rate relative to total vehicle deliveries stands at 15.2%, up from 14% in the previous quarter.
- 1.48 million active FSD subscriptions in Q2 2026
- 55% of North American deliveries include FSD enabled
- 45% of users are monthly subscribers generating $791.2M annually
🔎 Why it matters: The Q2 2026 report shows Tesla driving FSD adoption by removing the one-time purchase and focusing on subscriptions, with significant growth in active users.
📈 Upside: The shift to a subscription-based model increases recurring revenue and facilitates ongoing FSD adoption.
📉 Risk: Growing reliance on subscriptions may limit adoption in markets where monthly payments are less feasible.
🤖 Automated analysis and summary. Every story links its original source for verification.