Tesla has made a groundbreaking move by revealing its software adoption rates for the first time in history. According to the company’s Q4 2025 financial report, Tesla now has 1.1 million active Full Self-Driving (Supervised) subscribers and owners, marking a significant milestone for the electric vehicle manufacturer.
The data shows a consistent increase in FSD adoption over the past five years, with the number of active users nearly doubling since 2023. Tesla ended 2021 with 400,000 active FSD users, which grew to 500,000 in 2022, 600,000 in 2023, and 800,000 in 2024, before reaching the one million mark in 2025.
Industry analysts estimate that with 1.1 million active users, Tesla’s FSD program is generating approximately $1.3 billion in annual recurring revenue. This surge in adoption can be attributed to Tesla’s decision to reduce the monthly subscription price to $99 and the release of version 12 and 13 software, which introduced an “end-to-end” neural network system.
The transparency in sharing these numbers is not just for shareholders; it is also tied to Elon Musk’s 2025 CEO Performance Award, which includes specific milestones for FSD adoption. Tesla aims to reach 10 million active subscriptions over the next decade, a goal that seems ambitious considering the current adoption rate of approximately 12% of the total fleet.
To drive these numbers higher, Tesla is shifting towards a subscription-only model for FSD. Musk recently announced that the option to purchase FSD for a one-time fee of $8,000 US will be eliminated after February 14, 2026. This strategic move transforms Tesla vehicles into software platforms, ensuring a steady stream of revenue that Musk has referred to as the “infinite money glitch.”
During the earnings call, Musk emphasized the importance of the data collected through FSD, stating that it is crucial for achieving true unsupervised autonomy at scale. With billions of miles already driven by FSD users, Tesla is confident in its ability to revolutionize the automotive industry with cutting-edge technology.
In conclusion, Tesla’s transparency in sharing its software adoption rates signifies a new era of openness for the company. As FSD continues to gain traction among Tesla owners, the future of autonomous driving looks promising, with Tesla leading the way in innovation and technology.