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TSLAEarnings2026-07-22

Elon Musk described customer behavior around Full Self-Driving in markets where the feature has regulatory approval.

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Elon Musk · Tesla · Tesla Q2 2026 Financial Results and Q&A Webcast

And we're seeing in uh in locations that have um FSD approved, we're seeing a very high tick rate of of FSD. And and in fact, I think for a lot of people, they're actually buying Tesla full self-driving with a car attached as opposed to a car with FSD.

Transcribed from the source video. Automatic captions, corrected for known mis-transcriptions.

Key terms

FSD
Tesla's 'Full Self-Driving' driver-assistance software, sold as a paid option or subscription on its vehicles.
tick rate
Informal term for the share of buyers who select a particular optional feature when ordering.

Educational summary of a public statement. Not investment advice.