"Tesla announced on Wednesday during its Q4 Earnings Call for 2025 that it had officially eclipsed the one million subscription mark for its Full Self-Driving suite. This represented a 38 percent increase year-over-year. This is up from the roughly 800,000 active subscriptions it reported last year. The company has seen significant increases in FSD adoption over the past few years, as in 2021, it reported just 400,000. In 2022, it was up to 500,000 and, one year later, it had eclipsed 600,000."
"In mid-January, CEO Elon Musk announced that the company would transition away from giving the option to purchase the Full Self-Driving suite outright, opting for the subscription program exclusively. Musk said on X: "Tesla will stop selling FSD after Feb 14. FSD will only be available as a monthly subscription thereafter." The move intends to streamline the Full Self-Driving purchase option, and gives Tesla more control over its revenue."
Tesla has surpassed one million active Full Self-Driving subscriptions, representing a 38 percent year-over-year increase. Active subscriptions rose from roughly 800,000 in 2024 to about 1.1 million in 2025, up from 400,000 in 2021, 500,000 in 2022, and 600,000 in 2023. CEO Elon Musk announced a transition to subscription-only availability for FSD, with sales stopping after Feb 14. The subscription-only strategy aims to streamline purchase options, increase revenue control, and prevent permanent low-price purchases. One compensation tranche requires 10 million active FSD subscriptions, making subscription growth a key corporate objective.
Read at TESLARATI
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