Report: Tesla has about 1.3 million Full Self‑Driving subscribers

Tesla’s FSD subscriber tally has reached roughly the low‑millions, according to company materials and a market writeup that circulated this week. CoinCentral said on May 13, 2026 that Tesla had about 1.3 million Full Self‑Driving subscriptions at the end of the first quarter, citing company data. (coincentral.com) Tesla’s investor materials and media coverage show the number near 1.28 million for Q1 2026, marking year‑over‑year growth from about 850,000 subscribers in Q1 2025. (assets-ir.tesla.com) Tesla has emphasized FSD as a revenue‑generating software product and as a data source for its autonomy roadmap; outside commentators have flagged China approval as a major upside if regulators sign off. (coincentral.com) ### How did CoinCentral arrive at the 1.3 million number? CoinCentral published its analysis on May 13, 2026 citing Tesla’s Q1 materials and other reporting to state a 1.3 million FSD subscription figure. (coincentral.com) Tesla’s quarterly update posted to its investor site lists FSD (Supervised) metrics and describes “record net new subscriptions in Q1,” language market writers used to calculate the subscriber total. (assets-ir.tesla.com) ### What number did Tesla itself publish for Q1 2026? Tesla’s Q1 2026 update and related coverage identified about 1.28 million active FSD (Supervised) subscriptions at quarter‑end. (assets-ir.tesla.com) Tesla’s investor slide deck and press materials refer to adoption and penetration metrics for FSD (Supervised) but do not break out a single universally framed “subscribers” line in a standard press release; analysts and outlets have used Tesla’s deck and commentary to derive the active‑user figure. (coincentral.com) ### How fast has the subscriber base grown? Tesla’s materials show an increase from about 850,000 FSD subscribers in Q1 2025 to roughly 1.28–1.3 million in Q1 2026, implying year‑over‑year growth of roughly 50%. (assets-ir.tesla.com) Market coverage from TechCrunch and other outlets echoed that pace, reporting the 1.28 million figure and noting steady quarterly additions as Tesla moves more customers to subscription plans. (assets-ir.tesla.com) ### What do analysts and market commentators say about China’s role? CoinCentral and several market notes identified CEO Elon Musk’s trip to China and outreach to regulators as a potential catalyst that could materially expand the FSD user base if authorities approve supervised or unsupervised use. (assets-ir.tesla.com) Piper Sandler and other sell‑side coverage cited in market writeups has factored possible China approvals into bullish models and price targets for Tesla, according to recent commentary replicated across trade outlets. (assets-ir.tesla.com) ### What has Tesla said publicly about FSD and approvals? Tesla’s Q1 deck notes the company “received approval for FSD (Supervised) in Netherlands in April” and describes ongoing rollouts of robotaxi and supervised features in select U.S. cities. (techcrunch.com) Elon Musk and Tesla executives discussed FSD progress and product rollout on the company’s April earnings webcast and subsequent investor materials; those remarks form the basis for the subscriber totals referenced by analysts. (coincentral.com) ### What comes next on the calendar for investors and regulators? Market calendars show Tesla is expected to report second‑quarter results in late July 2026 — commonly listed as July 22, 2026 on several earnings trackers — when the company will publish another set of subscriber and revenue figures for FSD if it follows its usual reporting cadence. (coincentral.com) Chinese regulatory engagement and any formal approval timelines remain in the hands of local authorities; Tesla’s public investor materials and media coverage indicate company executives are pursuing those approvals this month, a development market writers say could expand the addressable FSD subscriber pool. (assets-ir.tesla.com) (coincentral.com) (benzinga.com) (news.alphastreet.com)