- In its fourth-quarter 2025 earnings report, Tesla introduced that it has 1.1 million lively subscriptions of Full Self-Driving (Supervised).
- Driving FSD subscriptions is a key element of CEO Elon Musk’s trillion-dollar compensation bundle.
- However the camera-and-AI-based automated driving system is the topic of a number of investigations, complaints and even lawsuits.
As a way to safe his unprecedented $1 trillion pay bundleTesla CEO Elon Musk has to hit some aggressive milestones. A type of is promoting 10 million subscriptions to Full Self-Driving (Supervised), Tesla’s hands-free automated driving help system.
If the numbers in Tesla’s fourth-quarter earnings replace are correct, then Musk is greater than one-tenth of the way in which there. The electrical automaker—which is trying to pivot to a robotics, power and synthetic intelligence firm—boasted that it had 1.1 million lively FSD subscriptions by the tip of 2025. That quantity represents a 38% improve from about 800,000 subscriptions within the fourth quarter of 2024.
It’s the first time Tesla has formally disclosed the whole variety of FSD subscriptions. It is not instantly clear how that tracks with the whole variety of FSD-capable Teslas offered to this point; in accordance with the Worldwide Council on Clear Transportation, over 7 million EVs had been offered within the U.S. between 2015 and Sept. 2025, and most of these have been Teslas, though the corporate’s EV market share has dwindled lately.
The outcome additionally signifies that Tesla has practically twice as many FSD subscribers as Common Motors does for Tremendous Cruise, its hands-free automated driving system. (In contrast to FSD, Tremendous Cruise solely operates on mapped highways, whereas FSD can drive in city areas as effectively.) And within the view of Musk and his executives, promoting FSD subscriptions is much more necessary than promoting EVs, as a result of “the longer term is autonomous,” because the CEO mentioned.
Photograph by: Tesla
A model of the FSD software program is utilized in Tesla’s Robotaxi service, which not too long ago began working with out human security minders in Austin. Musk mentioned the service is anticipated to increase to a number of different cities in 2026, together with Dallas, Phoenix and Miami. (It is not instantly clear whether or not Tesla’s FSD subscription determine extends to vehicles in its personal fleet.)
“This new autonomous market, you need to begin excited about us as offering transportation as a service, greater than the whole… marketplace for autos alone,” mentioned Tesla engineering VP Lars Moravy on the earnings name. Musk added that he sees “the overwhelming majority of miles traveled will probably be autonomous sooner or later.”
Like GM, Tesla sees FSD subscriptions—the service prices $99 monthly and was not too long ago discontinued as a one-time buy—as a key driver of future income. Even so, Tesla’s bullish strategy to autonomy has drawn appreciable controversy for quite a lot of security mishaps. In October, U.S. Nationwide Freeway Site visitors Security Administration opened an investigation into practically 3 million Tesla autos outfitted with FSD over greater than 50 studies of crashes and site visitors legislation violations. In California, Tesla’s largest market, a decide dominated in December that Tesla engaged in misleading advertising by overstating the capabilities of each FSD and Autopilot for years. It not too long ago dropped the latter identify from its suite of commonplace driver-assistance options. The automaker faces quite a lot of lawsuits over FSD as effectively.
Nonetheless, Tesla officers appear undaunted in regards to the future being pushed by autonomous driving, not making new vehicles.
“We’re beginning not the following chapter, however a brand new e book on the development of this firm,” mentioned Vaibhav Taneja, Tesla’s CFO. “2026 will probably be when all of this started. Whereas at occasions it feels daunting, it is going to be probably the most thrilling change in Tesla’s historical past.”
Contact the writer: patrick.george@insideevs.com
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