Tesla Reveals Active FSD Subscriptions Globally For First Time Amid Elon Musk's 10 Million Goal

Tesla Inc. (NASDAQ:TSLA) has revealed the total number of active FSD subscriptions for the first time at its fourth-quarter earnings call.

1.1 Million Active FSD Subscriptions

The company shared the figure during its fourth-quarter earnings call on Wednesday, with CFO Vaibhav Taneja sharing that there were 1.1 million active FSD subscribers worldwide. He shared that there were "nearly 1,100,000 paid customers globally," adding that over "70% were upfront purchases."

Taneja shared that as the company announced the transition to FSD's subscription-only model starting next month, "will impact automotive margins."

Tesla offers a $99/month subscription for the FSD, as well as an option to pay $8,000 upfront, which would now only be available until 14th February this year. The move could help Tesla reach the 10 million active subscriptions, which is one of the milestones laid out in Tesla CEO Elon Musk‘s trillion-dollar pay package.

FSD Transfers, Subscription Price To Go Up?

The news comes as Tesla announced updated guidelines for free FSD transfers, which are slated to end on March 31 this year. Tesla shared that new vehicle purchases dated between April 24, 2025, and March 31, 2026, could be eligible for free FSD transfers. Musk also shared that the price for the FSD subscription fee would go up as the technology continues to improve. 

Tesla Model S, X Rollback, xAI Investment

The news comes as Tesla announced it was scrapping production of the Model S and Model X this year. "It's time to bring the Model S and X programs to an end with an honorable discharge," Musk shared during the company's earnings call.

The company also announced a $2 billion investment into Musk’s artificial intelligence company xAI, with the deal expected to be finalized in the first quarter of 2026, provided it clears regulatory hurdles.

According to Benzinga Edge Rankings, Tesla scores well on the Momentum metric and offers a favorable price trend in the Long term.

Price Action: TSLA jumped 2.01% to $440.13 during Overnight trading on Wednesday.

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