Tesla Is Promoting Its 'FSD' Sales. They're Also an Important Part of Elon Musk's Pay

Is Tesla's self-driving software selling? Investors can now see for themselves.

The EVs-and-more company last night reported its latest financial results, sharing news that has the shares drooping on a down day for stocks. Tesla (TSLA) also shared a number of updates on changes to its business—including the decision to scrap two car models in favor of factory space to build robots, but also the addition of a line item about how many active subscriptions it has for its "FSD" product.

That decision follows the Magnificent Seven company's move to shift the product from a one-time purchase to a subscription, which bears the promise of recurring revenue but passes on larger one-time payments.

The company on Wednesday reported 1.1 million active subscriptions as of the end of 2025, up from 1 million at the end of Q3 and 800,000 at the end of 2024. (Most of the current subscriptions are still of the one-time variety, making that an inflection point likely to be watched closely. FSD revenue, meanwhile, wasn't broken out.)

FSD currently sells for $99 per month, according to Tesla's web site. That price, Musk has said, is likely to rise.

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Tesla's latest quarterly release also highlights progress toward operational metrics that are part of the company's massive new compensation plan for Musk. One of those metrics is active FSD subscriptions, with a target of 10 million.

Shares of Tesla were recently down more than 3% as broader markets, pulled lower by tech weakness, retreated. Read Investopedia's full coverage of today's markets here.