After Losing EV Sales Crown, Tesla Bets on FSD Subscriptions to Reshape Profitability
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According to an Ars Technica report on October 26, 2026, after losing its crown as the top EV seller, Tesla is seeking to shift from a vehicle-sales model to a recurring revenue model centered on FSD (Full Self-Driving) software subscriptions. The report states that Tesla now has 1.7 million active FSD subscriptions worldwide, up 67% year over year; in North America, more than 75% of new cars are ordered with FSD (Supervised); and FSD is priced at $99 per month in the US. The same report also mentions that Tesla is exploring a merger with SpaceX. As of now, the report does not disclose financial details of the subscription model or the specific progress of the merger talks, nor does it provide additional data or further actions regarding the FSD subscription business; the situation awaits follow-up reporting.
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- Ars Technica · AITesla gave up the EV crown. Now it wants to win the autonomy race.
Tesla is seeking to shift from vehicle sales to a recurring-revenue model centered on FSD software subscriptions, with 1.7 million active FSD subscriptions worldwide, up 67% year over year; FSD (Supervised) take rate on new North American vehicles exceeds 75%, priced at $99/month in the US.
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