FSD (Supervised) requires an attentive driver and does not make the car autonomous. Tesla reported 1.48 million active FSD subscriptions at the end of Q2 2026, up 56% from a year earlier, and gives 55% only as a floor for the share of new North American deliveries with FSD (exact attach rate not disclosed). In the U.S. it is now subscription-only at $99 a month. Tesla does not break out FSD revenue.
CURRENT STAGEFSD (Supervised) v14.3
1.48M
active FSD subscriptions, Q2 2026
Tesla metric: up-front buyers + monthly subscribers, excludes free trials.
Tesla's "Active FSD Subscriptions" metric, in millions, from its quarterly updates. Per Tesla, it counts up-front purchases and monthly subscriptions and excludes free trials.
Q4 2025's own update printed this series to one decimal (0.8, 0.8, 0.9, 1.0, 1.1); later updates restated it to two decimals. Q3 2026 results are due Oct. 21, 2026. Paid-customer counts other than this metric: not disclosed.
FSD REVENUE
What Tesla discloses, and our estimate
Tesla-disclosed Not disclosed. Tesla's quarterly updates (Q4 2025 to Q2 2026) do not break out FSD revenue; they only say automotive ancillary or services revenue rose 'primarily driven by an increase in FSD subscriptions'. Company-wide deferred revenue (Q2 2026 balance sheet) mixes FSD with connectivity, Supercharging programs and other items, so it can't be read as FSD revenue.
OUR ESTIMATE, NOT TESLA-REPORTED$439.6M a quarter ($1.758B annualized), our calculation
1.48 million active FSD subscriptions (Tesla, Q2 2026 Update, July 22, 2026) × $99 a month (U.S. price on Tesla's FSD page, Oct. 2026) × 3 months = $439.6M; × 12 months = $1.758B.
Rough upper-bound illustration only. Tesla's metric includes owners who paid up front (recognized differently, not monthly), non-U.S. prices differ, and some subscribers use the $49/mo tier for Enhanced Autopilot cars or promotional months.
v14.3 Lite (distilled from HW4 v14) for Ryzen (AMD GPU) HW3 cars in 2026.38.5; early access in North America from Oct. 6-7, 2026, wider wave reported by Teslascope Oct. 12
v14.3 Lite in 2026.38.5.1 beginning to roll out Oct. 13, 2026 (TeslaSI). First installs (Oct. 14) lack Arrival Options, start from Park, reversing and Actually Smart Summon, which HW3 Model 3/Y have; Speed Profiles included. Install count not disclosed
Tesla Says It's Working 'Very Diligently' on FSD in China as Sales There Fall for a Sixth Straight Quarter
On Tesla's Q3 earnings call on Wednesday, Oct. 21, 2026, CFO Vaibhav Taneja said Tesla is working "very diligently" to get broader FSD approval in China and is talking with regulators. The comments land as Tesla's China sales fell 16% in the quarter to 142,133, while exports from Giga Shanghai hit a record 132,978. Read our story ↗
75% of New Teslas in North America Leave With Paid FSD; V15 Brings Tesla-Built AI Maps
More than 75% of Tesla's North American deliveries in Q3 2026 included a sign-up for a paid FSD subscription, CFO Vaibhav Taneja said on the Oct. 21 earnings call, and Tesla is building its own AI-based maps and navigation that start arriving with FSD V15. Read our story ↗
Tesla Targets FSD Unsupervised in Customer Cars Around Q2 2027; FSD Subs Hit 1.74M
Tesla plans to give some customer cars access to FSD (Unsupervised) around the second quarter of 2027, Autopilot chief Ashok Elluswamy said on the Q3 2026 earnings call on Oct. 21. Active FSD subscriptions rose to 1.74 million, and Musk said Robotaxi should become noticeable in results in Q2 2027. Read our story ↗
Tesla App Finally Fills Your iPad Screen, With iPhone Duo and Foldables Too
Tesla is rolling out its first app layout built for big screens, covering the iPad, Apple's iPhone Duo foldable and Android tablets and foldables, Tesla designer Alex Guichet said on Wednesday, Oct. 21. He called it a slow rollout that may take an extra week or two to reach everyone. Read our story ↗
Tesla Signs Alipay Deal So China Owners Can Pay for Parking From the Screen
Tesla has signed a cooperation agreement with Alipay to bring the payment app's in-car assistant to its cars in China, starting with smart parking payments on the touchscreen, Chinese outlet Jiemian reported on Tuesday. No date, model list or number of car parks was given. Read our story ↗
Musk: Tesla Will Add a Larger Font Option to the Touchscreen
Elon Musk replied on X on Sunday, Oct. 18, that Tesla 'will add a large font option to the UI,' after Stephen Fleming said an elderly neighbor could not read the screen even on Large. Musk gave no date or design details. Read our story ↗
Driver Says He Was Asleep on FSD When His Tesla Hit a CHP Car on I-80
A Tesla drove through a four-lane closure at freeway speed and hit a CHP patrol car with two officers inside on eastbound I-80 in Fairfield late Tuesday, Oct. 13. The 22-year-old Sacramento driver told investigators he was asleep with Full Self-Driving on. CHP released dashcam video Thursday. Read our story ↗
Slovakia Clears Tesla FSD Supervised, Becoming the 9th EU Country
Slovakia's Ministry of Transport on Friday recognized the Dutch RDW's preliminary type approval for Tesla FSD Supervised, making it the ninth EU country to clear the system. Tesla's Europe account said rollout begins soon. Drivers stay fully responsible. Read our story ↗
Tesla Told NHTSA Its Driver-Assist Was 'Verified Engaged' in a Fatal Vineland, N.J. Median Crash
Electrek matched Tesla's latest Standing General Order filing to the Aug. 22, 2026 Route 55 crash in Vineland, N.J., that killed Phillip Eastman. Tesla marked the 2021 Model Y's driver-assist as Verified Engaged; New Jersey State Police had described a driver who lost control, with no public mention of Autopilot or FSD. Read our story ↗
First installs: FSD v14.3 Lite on Intel Model S/X lacks parking, reverse and Smart Summon
Not a Tesla App and Teslascope report that 2026.38.5.1 on legacy Intel Model S and X omits Arrival Options, starting FSD from Park, reversing and Actually Smart Summon, all of which HW3 Model 3/Y get on v14.3 Lite; Speed Profiles and the FSD streak counter are included. Tesla has not said whether the missing features will follow. Read our story ↗
Legacy (Intel, pre-2021) Model S and X begin receiving FSD v14.3 Lite
Tesla's @TeslaSI account said FSD Supervised v14 Lite is rolling out to Intel Model S and X. Teslascope and a 2017 Model X owner reported the first 2026.38.5.1 installs with v14.3 Lite the same day. Tesla's published 2026.38.5 release notes still list Lite only for HW3 Model 3 and Y; install totals are not disclosed. Read our story ↗
Tesla's 'Automations' App Turns Up in English, Hidden in Current Firmware. Here's What It Can Do, and What It Can't
Hackers enabled the IFTTT-style Automations app, so far only released in China, on non-Chinese cars and found it fully translated behind a feature flag. Tesla hasn't announced a release date for it. Read our story ↗
2026.38.5 (FSD v14.3.12 / v14.3 Lite) moves to a wider rollout
Teslascope tracked a large new wave of 2026.38.5 going to AI4 cars and Ryzen-equipped HW3 cars; it put that wave at 92% AI4 and 8% HW3. Tesla has not published rollout numbers. Read our story ↗
Map Update NA-2026.38 Is Rolling Out: Newer Roads, Speed Limits, and Lane Guidance for North America
Tesla began pushing navigation package NA-2026.38 to North American cars just over two months after NA-2026.26. It downloads silently over Wi-Fi and feeds nav plus FSD (Supervised) road data. Read our story ↗
Tesla App 4.61.6 Lets You Talk Through Your Car in a 'Spooky' Voice, and Finally Separates Halloween Clips From Real Sentry Footage
The latest Tesla mobile app adds a Halloween voice effect for the car's external speaker and a new 'Spooky' tab in the Dashcam Viewer, so trick-or-treat recordings don't bury genuine security clips. Read our story ↗
Europe: FSD Capability transfers return as 'Tesla Assisted Driving Basic'
Transfer pages reappeared in 17 European countries including the UK and Ireland after the rename. Rules: new car ordered on or after 2025-07-18, old car owned outright, notify Tesla before delivery. The U.S. program ended 2026-03-31. Read our story ↗
Tesla Drops the 'Full Self-Driving' Name in Europe as It Chases an EU-Wide Vote in December
After German pushback, the system is now 'Tesla Assisted Driving' in Europe. Eight EU countries allow it; a bloc-wide approval needs 15 of 27 states, and a Reuters investigation is raising questions about the Dutch review. Read our story ↗
Confirmed Tesla filings or posts, regulators, or multiple outlets. Reported / unconfirmed A single outlet, a community tracker, or a claim Tesla hasn't confirmed. Our coverage Tesla News Wire stories in this section, added automatically.
On Tesla's Q3 earnings call on Wednesday, Oct. 21, 2026, CFO Vaibhav Taneja said Tesla is working "very diligently" to get broader FSD approval in China and is talking with regulators. The comments land as Tesla's China sales fell 16% in the quarter to 142,133, while exports from Giga Shanghai hit a record 132,978.
More than 75% of Tesla's North American deliveries in Q3 2026 included a sign-up for a paid FSD subscription, CFO Vaibhav Taneja said on the Oct. 21 earnings call, and Tesla is building its own AI-based maps and navigation that start arriving with FSD V15.
Tesla plans to give some customer cars access to FSD (Unsupervised) around the second quarter of 2027, Autopilot chief Ashok Elluswamy said on the Q3 2026 earnings call on Oct. 21. Active FSD subscriptions rose to 1.74 million, and Musk said Robotaxi should become noticeable in results in Q2 2027.
Tesla is rolling out its first app layout built for big screens, covering the iPad, Apple's iPhone Duo foldable and Android tablets and foldables, Tesla designer Alex Guichet said on Wednesday, Oct. 21. He called it a slow rollout that may take an extra week or two to reach everyone.
Tesla has signed a cooperation agreement with Alipay to bring the payment app's in-car assistant to its cars in China, starting with smart parking payments on the touchscreen, Chinese outlet Jiemian reported on Tuesday. No date, model list or number of car parks was given.
Elon Musk replied on X on Sunday, Oct. 18, that Tesla 'will add a large font option to the UI,' after Stephen Fleming said an elderly neighbor could not read the screen even on Large. Musk gave no date or design details.
How this tracker works. Every entry links to a source we opened. "Confirmed" means a company filing or post, a government record, or multiple outlets; "reported" means a single outlet, an independent observer or an unconfirmed claim. We don't invent figures. Spot an error or a missing milestone? Tell us. Other trackers: Robotaxi Tracker · Optimus Tracker · Giga Texas Tracker · Terafab Tracker. Tesla News Wire is an independent publication and is not affiliated with, endorsed by, or sponsored by Tesla, Inc.
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