For the first time ever, Tesla has revealed how many people are actually paying for Full Self-Driving. The answer: 1.1 million, roughly 12% of its cumulative vehicle sales.
The disclosure came in Tesla’s Q4 2025 earnings report, where the company revealed “Active FSD Subscriptions” as a new metric. The number includes both upfront purchases and monthly subscribers, but excludes free trials.
Why now?
Tesla didn’t volunteer this information out of transparency. The disclosure is tied to Elon Musk’s 2025 CEO Performance Award, which uses active FSD subscriptions as one of its metrics.
In a footnote, Tesla explains:
In accordance with our 2025 CEO Performance Award, metric includes both up-front payment and monthly subscriptions and excludes free trials.
In other words, Tesla shareholders finally get to see this number because it’s now required for Musk’s compensation package.
The numbers
Here’s what Tesla disclosed:
| Quarter | Active FSD Subscriptions |
|---|---|
| Q4 2024 | 0.8 million |
| Q1 2025 | 0.8 million |
| Q2 2025 | 0.9 million |
| Q3 2025 | 1.0 million |
| Q4 2025 | 1.1 million |
That’s 38% year-over-year growth, with monthly subscriptions “more than doubling” in 2025, according to Tesla.
But context matters. Tesla has delivered 8.9 million vehicles cumulatively. Even if we generously assume every one of those vehicles is still on the road and FSD-capable, the take rate is only about 12%.
Subscription-only future
The disclosure comes as Tesla is transitioning FSD to subscription-only, eliminating the upfront purchase option that previously cost up to $15,000.
Tesla stated in the earnings report:
Starting this quarter, we are transitioning access to FSD (Supervised) to monthly subscriptions only as we begin to sunset the up-front payment option.
This shift matters because subscription revenue is recurring, and because it shields Tesla from some liability. As we wrote when this change was announced, subscribers paying monthly for what Tesla itself calls “Supervised” driver assistance can’t easily claim they were sold “self-driving” that never materialized, which is the case for everyone who bought the FSD package before that.
Electrek’s Take
I’ve been asking Tesla to disclose FSD take rates for years. Now we finally have an answer, and it’s… fine?
1.1 million is a big number in absolute terms. But 12% of cumulative sales after nearly a decade of promising self-driving is around the corner? After price cuts, free trials, and relentless promotion? That’s not a ringing endorsement.
The timing is telling too. Tesla didn’t share this number because they wanted to, they shared it because Musk’s pay package requires it. When a company only discloses metrics because executive compensation demands it, you have to wonder what other numbers they’d rather keep quiet.
The subscription pivot makes financial sense for Tesla. Recurring revenue, reduced liability, and customers who can cancel anytime if FSD doesn’t deliver. But it also signals that Tesla has given up on convincing people to pay $15,000 upfront for a feature that still requires constant supervision.
At $99/month, Tesla needs about 12 years of continuous subscription to match that $12,000 upfront price. Most people will cancel long before that, which might explain why Tesla finally decided subscriptions are the better business model.
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