Tesla’s Full Self-Driving software is picking up serious momentum. The latest Q2 2026 earnings report gave us a detailed look at adoption numbers for FSD (Supervised), revealing that active users have climbed to 1.48 million globally.
During Wednesday’s earnings call, Tesla leadership broke down what’s driving that surge:
“Our sales data suggests one of the main reasons people are coming and looking at the car is because of FSD. In Q2, […] in North America about 55% of our deliveries had FSD subscription[s] at the time of delivery enabled. Overall FSD attach rates continue to improve, reaching nearly 1.5 million paid […] customers globally, of which 55% is upfront purchases and the remaining 45% is subscriptions. We expect that the bulk of the growth in FSD monetization will come from subscriptions as we’ve removed the purchase option in most markets.”
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A Rapid Growth Trajectory
Looking back, adoption has surged steadily year over year. Total paid users stood at just 400,000 back in 2021, climbing to 500,000 in 2022, 600,000 in 2023, 800,000 in 2024, and crossing 1.1 million by the end of 2025.
More recently, active users grew from 1.28 million in Q1 2026 to 1.48 million in the second quarter. Considering they were sitting at just 0.95 million in Q2 2025, Tesla has seen a 56% year-over-year jump in total FSD subscribers.
Per Tesla, more than half of all new vehicle deliveries in North America during Q2 had FSD subscriptions enabled when they reached the customer’s driveway. With 9.7 million total lifetime vehicle deliveries, Tesla’s FSD take-rate hit an impressive 15.2% this quarter, up from nearly 14% in Q1.
Out of the 1.48 million total active users, 55% purchased the software upfront, while the remaining 45% are recurring subscribers. That’s roughly 666,000 active monthly subscribers. At $99 per month (although Tesla has said the FSD subscription price will go up as the system gets closer to unsupervised autonomy), that brings Tesla’s annualized recurring FSD revenue to $791.2 million, up from $546 million in the first quarter.
Strategic Changes to Drive Adoption
This growth isn’t happening by accident. Tesla made a major pivot when it removed Basic Autopilot from all new vehicle orders earlier this year, leaving standard traffic-aware cruise control as the only base feature and nudging buyers toward FSD for lane-keeping capabilities. Shortly after, Tesla also removed the one-time FSD purchase option in the U.S. (and subsequently started doing so in other regions), making the $99 monthly fee the primary entry point.
Not a Tesla App
At the same time, Tesla’s ongoing global FSD expansion, which is especially hitting its stride in Europe, is also helping boost numbers by exposing the subscription-based service to new international markets. Officially launching FSD in China in particular, one of Tesla’s largest markets, could unlock a massive untapped subscriber base.
These numbers also matter for corporate leadership. One of the operational goals in Elon Musk’s historic $1 trillion compensation package requires Tesla to sustain 10 million active FSD subscribers for three consecutive months. At 1.48 million users today, Tesla is nearly 15% of the way toward that target. As international expansions continue and FSD’s capabilities improve, subscriber growth could accelerate even faster.