Tesla has released data on its full-self-driving (FSD) supervised software for the first time, revealing over 1 million FSD users around the world.
In the deck of the company’s Q4 2025 earnings report, the company had a table listing the number of FSD subscriptions, which as of the end of 2025, stands at 1.1 million.
That’s from a total of 8.9 million total cars the company has delivered to date, making it 12.4% of the total cars delivered having an FSD supervised subscription.
Since 2021, the total number of “active subscriptions”, which also include one-off purchases are:
- 2021 – 400,000
- 2022 – 500,000
- 2023 – 600,000
- 2024 – 800,000
- 2025 – 1,100,000
The software has been going through iterations for a few years and has built up buyers who purchased it up front, and then those who are coming on with subscriptions.
Earlier this month, Tesla CEO Elon Musk revealed that it will “stop selling” its Full Self Driving technology package, which commanded prices of more than $10,000 in Australia, and will be focusing on subscriptions only, to drive active user numbers even higher.
Locally, on 18 September 2025, Tesla launched the FSD supervised software to all eligible cars in Australia and New Zealand, making them the first right-hand-drive markets in the world.
At that time, this software was available on all new vehicles as an option with the current pricing of $10,100, as well as a monthly subscription that was launched later, which now starts at $149 per month.
This subscription offering has helped bring thousands of current owners to try FSD Supervised for the first time, but it’s worth noting that the software isn’t currently available to older, Hardware 3-equipped cars.
Tesla also shared usage statistics soon after launching the software locally, and within a fortnight of that launch, it reported that owners across Australia and New Zealand had already driven more than 1 million kilometres.
This week, further expansion of the software’s availability was shared by Musk, who hinted that the system is likely to be approved in two of the biggest car markets globally, as early as next month.
In an interview at the World Economic Forum, it was hinted that Tesla expects to get approval for FSD Supervised software in Europe as early as February and in China around about the same time.
Those two markets will most certainly be the key to the expansion of the software and additional subscription revenue for Tesla in 2026 and in years to come.
Riz is the founder of carloop based in Melbourne, specialising in Australian EV data, insight reports and trends. He is a mechanical engineer who spent the first 7 years of his career building transport infrastructure before starting carloop. He has a passion for cars, particularly EVs and wants to help reduce transport emissions in Australia. He currently drives a red Tesla Model 3.