Tesla FSD Subscribers Near 1.5 Million

According to electric vehicle specialist media InsideEVs, Tesla reported that the number of active FSD users worldwide reached 1.48 million in its quarterly earnings report, excluding free trial periods. This figure includes both customers who purchased FSD upfront at vehicle purchase and those on monthly subscriptions. The FSD user base increased by 200,000 vehicles from the previous quarter, marking the largest quarterly growth in Tesla's reported history. Year-over-year growth reached 56%. FSD monthly revenue exceeded $65 million, with current subscription pricing at $99 per month. Tesla previously charged up to $15,000 for FSD at vehicle purchase and offered an $8,000 upfront option before switching to subscription-only. Currently, 55% of FSD customers purchased upfront while 45% subscribe. Calculating based on current standards, FSD software revenue is approximately $791 million annually. With most markets having suspended upfront FSD sales, Tesla views subscription as the key revenue driver moving forward.