Tesla Buyers Are Buying for Full Self-Driving and Not for the Car, Data Shows

Tesla buyers are buying for Full Self-Driving and not for the car, data shows

Tesla Full Self-Driving (Supervised) showed a record attach rate at delivery for new vehicles in the third quarter of 2026. 75 percent of new vehicle deliveries in North America included a subscription to FSD software, up from 55 percent in the prior quarter, a 20-percentage-point sequential gain in the company’s most mature market. Tesla Q3 […]

Tesla Says 75% Of New Car Buyers Subscribe To FSD In North America

Tesla says that three out of four buyers are leaving the showroom floor with a $99 per month subscription to its Full Self-Driving software.

Tesla FSD ‘subscriptions’ hit 1.74M, counted the way Musk’s pay package wants

Tesla reports 1.74 million active FSD subscriptions, but the figure includes upfront buyers and follows the definition in Musk’s 2025 pay package.

TSLA Stock Falls 3.6%: The FSD Number Tesla Won’t Define

TSLA stock fell 3.62% to $372.48 in pre-market trade on Thursday, extending the decline that began when Tesla’s third quarter numbers landed after Wednesday’s close. The shares had risen 3.41% to $386.47 during the session before the print, after closing at $373.71 on Tuesday ahead of the results. The headline number was a beat, and the market sold it inside twelve hours. Non-GAAP earnings of $0.48 cleared the $0.45 consensus, and the number man…