Tesla has disclosed that more than 1.1 million drivers worldwide are actively using its Full Self-Driving Supervised software, marking the first time the company has shared such adoption figures. This milestone, reported in the firm's Q4 2025 earnings, shows FSD penetration at about 12.4% of its global fleet of 8.9 million vehicles. The growth highlights accelerating subscriptions even as vehicle deliveries softened.
Tesla quietly revealed a significant achievement in its autonomy efforts during its Q4 2025 earnings presentation. Buried in an operational summary, the company stated that 1.1 million active Full Self-Driving (FSD) Supervised subscriptions or purchases were in use by the end of 2025. This represents roughly 12.4% of Tesla's cumulative 8.9 million vehicles delivered globally, up from a niche offering to a more substantial portion of the fleet.
The pace of adoption has been striking. Active FSD users nearly tripled over four years, growing from 400,000 in 2021 to the current 1.1 million. Subscriptions alone surged 38% year-on-year, from 800,000 in 2024 to 1.1 million in 2025, decoupling software uptake from slightly declining vehicle deliveries.
This shift underscores Tesla's pivot to a subscription model. CEO Elon Musk confirmed the company will cease one-time FSD purchases, which previously cost over $10,000 in Australia, in favor of recurring fees starting at $149 monthly there. This lowers entry barriers for curious owners.
Australia has been pivotal in this expansion. On September 18, 2025, Tesla launched FSD Supervised in Australia and New Zealand, the first right-hand-drive markets to receive it. Within two weeks, local drivers logged over one million kilometers, though the system requires constant supervision and is unavailable on older Hardware 3 vehicles.
Looking ahead, regulatory approvals could fuel further growth. Musk indicated clearances for Europe and China might come as early as February 2026, tapping into Tesla's largest untapped subscriber pools. Meanwhile, the company's broader operations show resilience, with energy storage deployments up nearly 50% and the Supercharger network expanding to over 8,100 stations globally.
