Tesla FSD ‘subscriptions’ hit 1.74M, counted the way Musk’s pay package wants

Tesla claims it has 1.74 million active "Full Self-Driving" subscriptions, up 67% from a year ago. The metric includes both upfront payments and monthly subscriptions, and it counts all owners who paid before February 14, 2026, regardless of whether they paid in full or not. The active-subscription metric excludes free trials, but Tesla does not specify how many of the 1.74 million actually pay monthly. The number is one of the milestones Elon Musk needs to meet to earn his 2025 pay package. Tesla also says that 75% of new deliveries in North America included FSD subscriptions in Q3, a nearly twenty percentage point increase from the previous quarter. The company does not define the attach rate or specify how many of those buyers are still paying after a few months. The road to 10 million active FSD subscriptions requires multiple operational milestones, including 20 million vehicle deliveries, 10 million active subscriptions, and 1 million robotaxis in commercial operation.

• Tesla stopped selling FSD as a one-time purchase on February 14, 2026, and new customers can only get it as a subscription, at $99 a month in the US.
• The active-subscription metric excludes free trials, but Tesla does not say the same about the attach rate.
• The company does not define the attach rate or specify how many of those buyers are still paying after a few months.

Tesla’s “cumulative deliveries” figure, now 10.2 million, counts “any unsupervised Robotaxis placed into commercial operation,” to match the pay package, which has a 20 million vehicle milestone. The 75% attach rate is the more interesting claim, if it holds up. A 75% take rate on a $99-a-month product would be a real business. So show us the retention: how many North American buyers who started a subscription in Q2 are still paying today? If you’re buying an EV, powering it with home solar can cut your fuel costs to nearly zero. With electricity rates up almost 10% last year and expected to keep climbing, going solar is one of the best ways to protect yourself against rising costs. And with lease and PPA options, you can do it with zero upfront cost and start saving immediately. If you want to find the best deal, check out EnergySage. It’s a free service with hundreds of pre-vetted installers competing for your business, so you save 20 to 30% compared to going it alone. No sales calls until you pick an installer. Get your free quotes here.

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