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TSLAEarnings2026-07-22
The speaker gave the split between upfront purchases and subscriptions for paid FSD customers and described where future monetization growth is expected.
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Viva Teneza · Tesla · Tesla Q2 2026 Financial Results and Q&A Webcast
“Overall FSD attach rates continue to improve reaching nearly 1.5 million paid sub paid customers globally of which 55% is upfront purchases and the remaining 45% is subscriptions. We expect that the bulk of the growth in FSG monetization will come from subscriptions as we've removed the purchase option in most markets.”
Key terms
- attach rate
- — The proportion of product sales that include a given add-on option or service.
- subscription
- — A recurring monthly payment model, as opposed to a one-time upfront purchase of a software feature.
Educational summary of a public statement. Not investment advice.