Will Tesla say “Subscription”?
Tesla said “Subscription” 5 times on its Oct 21, 2026 call (FY26 Q3), and on 5 of its last 8 calls: 0, 0, 2, 0, 2, 2, 3, 5 times. As of Oct 24, 2026, Tesla said “Subscription” at 2 of 2 occasions with a settled Kalshi or Polymarket mention market since Jul 23, 2025 (100%), most recently on Jul 22, 2026. Parrot’s p for the next listing is 82% (n=2, from settlement history blended with transcripts), not a forecast.
- Last 10
- 2/2Last 10 settled, oldest to newest: yes yes
- Streak
- said the last 2 times
- Counts
- anyone
Where it was said
quotes of at most 25 words; select an appearance
Tesla
Subscription
- Probability
- 82% · n=2
- Settled
- 2/2 (100%)
- Last calls
- said in 5 of 8
Next listing counts: anyone
Counts: company speakers + operator (not listed here; the usual rule)
3 counted (2 in prepared remarks, 1 in Q&A); 2 by speakers the rule does not count.
…75% of deliveries in North America included a sign-up for paid FSD subscription at the time of delivery, which is approximately 20% higher than Q2.…
…every car which we're delivering comes with a month of free FSD subscription. Still, people are signing up even though they have that free available.
Counts: anyone
3 counted (3 in prepared remarks, 0 in Q&A).
…we had, in North America, about 55% of our deliveries had FSD subscription at the time of delivery enabled. Overall, FSD attach rates continue to…
Counts: company speakers + operator (not listed here; the usual rule)
2 counted (1 in prepared remarks, 1 in Q&A).
…1.3 million paid customers globally. The bulk of the growth came from subscriptions, while upfront purchases only increased 7% as we removed the purchase option…
…is a reflection of the product is getting better, and obviously if subscriptions are going up, that is a good metric. The other thing also…
Every settled listing
newest first · 2 shown| Date | Listed as | Venue | Result | Our count |
|---|---|---|---|---|
| Jul 22, 2026 | Subscription |  Polymarket | Yes | 3 |
| Jul 23, 2025 | Subscription |  Kalshi | Yes | 1 |
Questions
- How many times did Tesla say “Subscription” on its last earnings call?
- Tesla said “Subscription” 5 times on its Oct 21, 2026 call (FY26 Q3), and on 5 of its last 8 calls: 0, 0, 2, 0, 2, 2, 3, 5 times.
- How often does Tesla say “Subscription”?
- As of Oct 24, 2026, Tesla said “Subscription” at 2 of 2 occasions with a settled Kalshi or Polymarket mention market since Jul 23, 2025 (100%), most recently on Jul 22, 2026.
- What is the probability Tesla says “Subscription” next time?
- 82%, from settlement history blended with transcripts (n=2). It is a base rate from history, not a forecast and not advice.
- Who has to say it for the market to count?
- Under the next market's rule: anyone.
Cite parrot.markets, “Tesla: ‘Subscription’ mention history”, as of Oct 24, 2026, https://parrot.markets/earnings/TSLA/words/subscription (CC BY 4.0)
Agents: this page as TSV at /api/v1/word?entity=tesla&word=subscription · quotes: /api/v1/quotes?entity=tesla&word=… · columnar JSON in #parrot-data · llms.txt · MCP