Taneja updates FSD adoption, noting subscriptions drove most of the growth and that regulatory approval was obtained in the Netherlands.

Vaibhav Taneja · Tesla · Tesla Q1 2026 Financial Results and Q&A Webcast

“On the FSD adoption front, we continue to see improvement, reaching nearly 1.3 million paid customers globally. The bulk of the growth came from subscriptions, while up-front purchases only increased 7% as we removed the purchase option in some markets in Q1. We recently received approvals for FSD in Netherlands.”

Educational summary of a public statement. Not investment advice.