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Tesla Promotes 'FSD' Subscriptions as Part of Elon Musk's Pay
The electric vehicle company reports over 1 million active FSD subscriptions, a key metric in Musk's compensation plan.
Jan. 29, 2026 at 3:07pm
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Tesla has reported its latest financial results, which include details on the number of active subscriptions for its 'FSD' (Full Self-Driving) software product. The company now has over 1.1 million active FSD subscriptions, up from 1 million at the end of Q3 and 800,000 at the end of 2024. This subscription data is an important metric for Tesla, as it is also a key part of CEO Elon Musk's compensation plan, which includes a target of 10 million active FSD subscriptions.
Why it matters
The shift from one-time FSD purchases to a subscription model is significant for Tesla, as it provides a recurring revenue stream. However, the subscription numbers are also crucial for Musk's pay package, which is partially tied to achieving FSD subscription targets. This highlights the importance of FSD sales to both Tesla's business and Musk's personal compensation.
The details
Tesla has changed the way it sells its FSD self-driving software, moving from a one-time purchase to a subscription model. The company now reports having 1.1 million active FSD subscriptions as of the end of 2025, up from 1 million at the end of Q3 and 800,000 at the end of 2024. FSD currently sells for $99 per month, though Musk has said the price is likely to rise. The subscription numbers are a key metric in Musk's massive new compensation plan, which includes a target of 10 million active FSD subscriptions.
- Tesla reported its latest financial results on January 29, 2026.
- Tesla had 1 million active FSD subscriptions at the end of Q3 2025.
- Tesla had 800,000 active FSD subscriptions at the end of 2024.
The players
Tesla
An American electric vehicle and clean energy company based in Palo Alto, California.
Elon Musk
The CEO of Tesla, whose compensation is partially tied to the company's FSD subscription targets.
What they’re saying
“FSD currently sells for $99 per month, according to Tesla's web site. That price, Musk has said, is likely to rise.”
— Elon Musk, CEO
What’s next
Tesla will likely continue to promote its FSD subscription program as it works towards the 10 million active subscription target that is part of Elon Musk's compensation plan.
The takeaway
Tesla's shift to an FSD subscription model is a strategic move to generate recurring revenue, but it also highlights the importance of FSD sales to the company's business and Elon Musk's personal compensation. Investors will be closely watching the growth of Tesla's FSD subscription numbers in the coming years.
