Tesla Reveals 1.1 Million Paying FSD Users, 12% of Total Deliveries

In its Q4 fiscal year 2025 earnings report, Tesla disclosed for the first time that approximately 1.1 million customers have paid for its Full Self-Driving (FSD) feature, representing about 12% of the company’s cumulative vehicle deliveries to date (around 8.9 million units). This figure includes both one-time purchasers and monthly subscribers, with subscription users more than doubling year-over-year, driving an overall 38% year-over-year increase in FSD users. Notably, this disclosure was not made out of voluntary transparency but because the metric has been incorporated into Elon Musk’s 2025 CEO performance evaluation plan. Despite years of promotion, the 12% adoption rate remains relatively low, reflecting consumer caution toward a high-priced feature—priced at around $8,000 for a one-time purchase—that still requires constant human supervision. In contrast, the subscription model is becoming an increasingly important revenue stream for Tesla, offering advantages such as predictable income and manageable risk.