Evidence100%Authoritative
FactIn ProgressFinancial·October 23, 2025
FSD Deferred Revenue Grows to $3.83B
Deferred revenue related to FSD (Supervised) features, internet connectivity, free Supercharging programs, and over-the-air software updates grew to $3.83B as of September 30, 2025, up from $3.60B at year-end 2024, indicating continued customer uptake of FSD.
Evidence Strength
Evidence100%Authoritative
Backed by sec filing
Single publisher source
Includes official or primary source
Insights
First tracked
April 24, 2024
Last updated
October 23, 2025
Sources
6 sources
Related Developments
NHTSA Probes Tesla FSD Performance in Glare and Low Visibility ConditionsTesla Sues California DMV Over Autopilot/FSD Naming RestrictionsCybertruck Owner Files Lawsuit Alleging FSD Negligence and Musk Leadership FailuresNvidia and Uber Announce Global Robotaxi Network Launching in 2027, Directly Competing with TeslaCleanTechnica: Tesla Nearly a Decade Behind on Robotaxi Plans
Sources (6)
Source Timeline
- 10-Q — 2025-10-23 (TSLA)SEC EDGAR·Oct 23, 2025
- 10-Q — 2025-07-24 (TSLA)SEC EDGAR·Jul 24, 2025
- 10-Q — 2025-04-23 (TSLA)SEC EDGAR·Apr 23, 2025
- 10-Q — 2024-10-24 (TSLA)SEC EDGAR·Oct 24, 2024
- 10-Q — 2024-07-24 (TSLA)SEC EDGAR·Jul 24, 2024
- 10-Q — 2024-04-24 (TSLA)SEC EDGAR·Apr 24, 2024
Evidence Strength
Evidence100%Authoritative
Backed by sec filing
Single publisher source
Includes official or primary source
Insights
First tracked
April 24, 2024
Last updated
October 23, 2025
Sources
6 sources
Related Developments
NHTSA Probes Tesla FSD Performance in Glare and Low Visibility ConditionsTesla Sues California DMV Over Autopilot/FSD Naming RestrictionsCybertruck Owner Files Lawsuit Alleging FSD Negligence and Musk Leadership FailuresNvidia and Uber Announce Global Robotaxi Network Launching in 2027, Directly Competing with TeslaCleanTechnica: Tesla Nearly a Decade Behind on Robotaxi Plans