Tesla has disclosed for the first time how many customers globally are using its Full Self-Driving (Supervised) software, revealing that the total number of active users reached 1.1 million in 2025.
The figure was published in Tesla’s fourth-quarter 2025 shareholder presentation and represents a combined count of customers who either purchased FSD outright or are paying for the feature through a monthly subscription. Tesla did not break down how many users fall into each category.
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The number marks a sharp increase from previous years, rising from about 800,000 active users in 2024, 600,000 in 2023, 500,000 in 2022 and 400,000 in 2021. The growth came despite softer global vehicle deliveries in 2025, underscoring the increasing importance of software revenue to the automaker.
At current subscription pricing, 1.1 million active users would imply roughly $1.3 billion in annual recurring revenue. Analysts note, however, that the figure does not reflect the full revenue impact of FSD, as it also includes customers who paid an up-front fee rather than subscribing monthly.
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Until now, Tesla had provided only limited insight into FSD adoption. In early 2023, the company said there were about 400,000 FSD purchases in North America. The newly disclosed figure is global, making it difficult to assess how much of the growth reflects new subscriptions versus legacy one-time purchases.
Tesla said subscription momentum accelerated last year. “Monthly subscriptions to FSD (Supervised) continued to grow sequentially and more than doubled in 2025,” the company wrote in its shareholder materials.
The disclosure coincides with a strategic shift in how Tesla sells the software. Starting Feb. 14, the company is moving FSD to a subscription-only model and phasing out the up-front purchase option. “Starting this quarter, we are transitioning access to FSD (Supervised) to monthly subscriptions only as we begin to sunset the up-front payment option,” Tesla said.
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The move aligns with Tesla’s broader push to emphasize recurring software revenue and could also be linked to Chief Executive Elon Musk’s revised compensation framework. One of the long-term performance milestones tied to Musk’s pay package requires Tesla to reach 10 million active FSD subscriptions, a target that would significantly expand the company’s high-margin software business.
Tesla has repeatedly described Full Self-Driving as central to its long-term strategy, alongside autonomous ride-hailing and robotics, as it seeks to position itself less as a traditional automaker and more as an AI and software-driven company.