Business · Companies · 3 hrs ago
Tesla Says 75% of North American Deliveries Included FSD
Tesla says 75% of its North American deliveries last quarter included Full Self-Driving, its driver-assistance software.
The share was up from 55% in the previous quarter, and Tesla says it has 1.74 million FSD subscribers worldwide, including people who bought it outright.
The company says more than half of those subscribers pay $99 a month, amounting to about 875,000 monthly subscribers.
Tesla links interest in the software to its largest vehicle order backlog in four years, making FSD an important part of its business strategy.
The software is still called “Supervised,” and Tesla has not said how long subscribers keep paying.
Tesla says it aims to offer unsupervised FSD by next summer in approved markets and compatible cars, and to add customer vehicles to its robotaxi network around then.
Tesla said 75% of its North American vehicle deliveries last quarter included Full Self-Driving, up from 55% in Q2.
The company reported 1.74 million FSD subscriptions across its global fleet, a 67% increase year over year.
Tesla said more than half of its FSD users had purchased the feature rather than subscribed to it.
The reported subscriber total includes one-time purchases, while Tesla said about 875,000 people pay $99 a month.
Tesla says FSD remains supervised and has not yet become an unsupervised driving product.
- Who
- Tesla reported the figures. Its vice president of AI Software, Ashok Elluswamy, commented on sign-ups.
- What
- Tesla said 75% of its North American vehicle deliveries included FSD last quarter. It also reported 1.74 million FSD subscriptions worldwide.
- When
- The delivery figure was for last quarter, compared with 55% in Q2. The article was published on October 21, 2026.
- Where
- North America for the delivery figure; the subscription total covers Tesla’s global fleet.
- Why
- Tesla says FSD is a major factor behind customer demand and its vehicle order backlog.
This story does not have two clearly opposing sides.
Tesla said 55% of its North American vehicle deliveries included FSD.
Tesla said 75% of its North American vehicle deliveries included FSD.
InsideEVs published its report on Tesla’s FSD figures.
- North American deliveries
- 75% included FSD last quarter
- Q2 comparison
- 55% of North American deliveries included FSD
- Global FSD subscriptions
- 1.74 million, up 67% year over year
- Monthly subscribers
- About 875,000 pay $99 a month
- Purchase threshold
- Tesla said purchases surpassed 50% of FSD users
What people are saying
Every car that we are delivering comes with a month of FSD subscription
But still people are signing up even though they have that free [month] available.