FSD subscriptions hit 1.74M, up 67% YoY, as Musk says people buy FSD with a car attached
elonmusk · x · 2026-10-22
Tesla's Q3 earnings: revenue of $28.05B slightly missed the $28.3B estimate; non-GAAP EPS of $0.48 beat estimates; adjusted EBITDA came in at $3.90B, GAAP net income at $787M, and free cash flow at $1.53B, with $45.45B in cash and securities.
The standout metric is FSD: 1.74M active subscriptions, up 67% YoY from 1.04M. Musk quipped while sharing the results that "people are buying FSD with a car attached, not the other way around," framing the software subscription as the real product.
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