TSLA · News · 20260918N

Services and FSD Growth

Tesla, Inc. · 2026-09-18 · Importance 51 · Surprise 64

Paid Tesla Full Self-Driving subscriptions reached 1.48 million. Subscriptions increased 56% year over year, exceeding the 10% materiality threshold. FSD adoption exceeded 55% of new deliveries in North America, indicating a substantial shift toward software revenue and monetization.

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