Following its January announcement to end Model S and Model X production in Q2 2026, Tesla has removed these models from its U.S. referral program and adjusted Cybertruck incentives, shifting from cash discounts to Full Self-Driving trials to prioritize software adoption.
In early March 2026, Tesla updated its referral and loyalty programs, excluding the Model S and Model X—slated to cease production around June—from eligibility for referral discounts. Previously, new buyers using a referral link received a $1,000 discount on these vehicles; now, that perk is gone. Existing owners purchasing a new Model S or Model X receive only a $500 loyalty discount, down from $1,000.
Cybertruck changes affect Premium AWD and Cyberbeast buyers, who no longer get a $1,000 referral discount. Instead, both referrer and buyer receive three months of Full Self-Driving (Supervised). Loyalty discounts for these Cybertruck trims (excluding Dual Motor AWD) are also reduced to $500. These U.S.-only updates aim to improve margins and accelerate FSD adoption.
The adjustments underscore the wind-down of Tesla's flagship S/X programs, enabling factory reallocation to Optimus robots and next-gen vehicles. While S/X sales were low (combined with Cybertruck at ~50,850 units in 2025, or 3% of total deliveries), Cybertruck production continues unabated.
Tesla owners have reacted with nostalgia and urgency, some rushing orders before incentives vanish entirely. The company anticipates sustained demand without subsidies as it emphasizes high-margin offerings.
