Tesla: Over 75% of New North American Deliveries Now Include FSD

In Q3 2026, more than 75% of Tesla's new North American deliveries included Full Self-Driving, up from 55% the previous quarter. Global active FSD users reached 1.74 million, up 67% year over year, with annualized subscription revenue estimated near $1 billion.

• FSD attachment in North American deliveries rose from 55% to over 75% in a quarter
• Global active FSD users hit 1.74 million, up 67% year over year
• About half of paid FSD customers subscribe at $99/month, roughly $1B annualized
• Tesla ended one-time FSD purchases in February 2026, leaving only subscriptions