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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 says over 55% of new North American deliveries included FSD. In the U.S. it is now subscription-only at $99 a month. Tesla does not break out FSD revenue.
CURRENT STAGE FSD (Supervised) v14.3
active FSD subscriptions, Q2 2026
Tesla metric: up-front buyers + monthly subscribers, excludes free trials.Sources: Tesla Q2 2026 Update (July 22, 2026)
cumulative FSD (Supervised) miles
Tesla's counter (estimate, excludes China), Oct. 12, 2026.Sources: FSD Journey UK snapshot of Tesla's counter, Oct. 12, 2026 06:00 BSTTesla FSD (Supervised) Vehicle Safety Report counter
U.S. price (subscription-only)
Tesla's FSD page.Sources: Tesla FSD page
latest HW4 build (Oct. 10, 2026); HW3 gets v14.3 Lite
From Tesla's release notes.Sources: Not a Tesla App: 2026.38.5 release notes (Oct. 10, 2026)
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.
| Quarter end | Active subscriptions | Source |
|---|---|---|
| Q1 2025 | 0.85M | Sources: Tesla Q1 2026 Update (Apr. 22, 2026) |
| Q2 2025 | 0.95M | Sources: Tesla Q2 2026 Update (July 22, 2026) |
| Q3 2025 | 1.04M | Sources: Tesla Q2 2026 Update (July 22, 2026) |
| Q4 2025 | 1.10M | Sources: Tesla Q2 2026 Update (July 22, 2026) |
| Q1 2026 | 1.28M | Sources: Tesla Q2 2026 Update (July 22, 2026) |
| Q2 2026 | 1.48M | Sources: Tesla Q2 2026 Update (July 22, 2026) |
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.
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.
Sources: Tesla Q2 2026 Update (July 22, 2026)Tesla Q1 2026 Update (Apr. 22, 2026)
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.
| Item | Detail | Status | Sources |
|---|---|---|---|
| HW4 (AI4) | v14.3.12 in update 2026.38.5, Oct. 10, 2026 (v14.3.11 in 2026.33.5, Oct. 6) | Confirmed | Sources: Not a Tesla App: 2026.38.5 release notes (Oct. 10, 2026) |
| HW3 | v14.3 Lite (distilled from HW4 v14); limited early-access rollout in North America from Oct. 6-7, 2026 | Confirmed | Sources: Not a Tesla App: 2026.38.5 release notes (Oct. 10, 2026)Tesla Q2 2026 Update (July 22, 2026) |
| Europe | FSD 14.2.2.6 on approved-market cars | Reported / unconfirmed | Sources: Not a Tesla App: 2026.38.5 release notes (Oct. 10, 2026) |
| HW3 vs. HW4 fleet split | Not disclosed by Tesla | Confirmed | Sources: Tesla Q2 2026 Update (July 22, 2026) |
| Item | Detail | Status | Sources |
|---|---|---|---|
| United States | $99/month; subscription-only (Tesla began sunsetting the up-front purchase in Q1 2026) | Confirmed | |
| Enhanced Autopilot cars (U.S.) | $49/month tier | Reported / unconfirmed | Sources: Tesorb FSD regulatory tracker |
| Australia | AUD $149/month, subscription-only since Apr. 1, 2026 | Reported / unconfirmed | Sources: Tesorb FSD regulatory tracker |
| Other markets | Not compiled; varies by country | Reported / unconfirmed | Sources: Tesorb FSD regulatory tracker |
| Item | Detail | Status | Sources |
|---|---|---|---|
| North America | United States, Canada, Mexico, Puerto Rico | Confirmed | |
| Asia-Pacific | Australia, New Zealand, South Korea (launched per Tesla Q4 2025), China (limited) | Confirmed | Sources: Tesla Q4 2025 Update (Jan. 28, 2026)Basenor, updated Sept. 21, 2026 |
| Europe (Tesla-confirmed) | Netherlands (April 2026), Lithuania, Estonia, Denmark, Belgium | Confirmed | Sources: Tesla Q1 2026 Update (Apr. 22, 2026)Tesla Q2 2026 Update (July 22, 2026) |
| Europe (reported) | Slovenia and Czech Republic, reported by September 2026 | Reported / unconfirmed | Sources: Basenor, updated Sept. 21, 2026 |
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 ↗
Sources: Not a Tesla App: Tesla Starts Rolling Out New Maps Update for North America (Oct. 10, 2026)Basenor: Tesla Map Update NA-2026.38 Rolling Out — What's New and How to Get It (Oct. 10–11, 2026)EV Signal: Tesla Rolls Out New Maps Update for North America (Oct. 11, 2026)
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 ↗
Sources: TeslaBytes: Tesla updates app to 4.61.6, adds spooky voice and Sentry Mode filter
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 ↗
Sources: TechCrunch: Tesla renames 'Full Self-Driving' to 'Tesla Assisted Driving' in Europe (Oct. 9, 2026)Electrek: Tesla leaned on Dutch regulator to ease its FSD review, emails show (Oct. 8, 2026)NotATeslaKiller: Brussels committee talks again with no vote, and Germany floats going it alone (Oct. 6, 2026)
Latest builds per release notes. Read our story ↗
Sources: Not a Tesla App: 2026.38.5 release notes (Oct. 10, 2026)
Tesla's safety-report counter crossed 15B; it passed 10B on May 4, 2026.
Sources: FSD Journey UK snapshot of Tesla's counter, Oct. 12, 2026 06:00 BSTTesla FSD (Supervised) Vehicle Safety Report counter
Slovenia and Czech Republic reported added; not yet in a Tesla update.
Sources: Basenor, updated Sept. 21, 2026
Up 56% year over year; v14 Lite delivered to HW3 cars in the U.S. and South Korea; approvals in Lithuania, Estonia, Denmark and Belgium.
Sources: Tesla Q2 2026 Update (July 22, 2026)
Record net new subscriptions; FSD moving to subscription-only.
Sources: Tesla Q1 2026 Update (Apr. 22, 2026)
Tesla said monthly subscriptions more than doubled in 2025 and launched FSD in South Korea.
Sources: Tesla Q4 2025 Update (Jan. 28, 2026)
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.
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.
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