Tesla FSD Hits 1.74M Subs, Revenue Still Hidden [2026]

The supplied articles report 1.74 million active Tesla Full Self-Driving subscriptions at the end of September 2026, up 67% year over year, while noting that the count includes upfront purchases and monthly plans. Tesla has not published a standalone FSD revenue figure; one report says management described the business as approaching a $1 billion annual run rate.

• Tesla’s active FSD count reached 1.74 million on September 30, 2026, up from 1.04 million a year earlier, according to the reports.· 2 sources
• The count includes upfront purchases and monthly subscriptions, excludes free trials, and does not disclose the full payment mix; the second report says CFO Vaibhav Taneja described half of paid customers as being on subscriptions.· 2 sources
• Tesla has not disclosed standalone FSD revenue; the second report says management described an annual run rate approaching $1 billion.· 2 sources