"Industry projections show category sales rising from 6 million units in 2025 to 20 million units in 2026, and Apple's flagship smart glasses do not ship until 2Q 2027, with full-display XR glasses pushed to 2H 2028."
"Meta is funding the future at industrial scale. Reality Labs lost $4.03 billion in Q1 2026, and 2026 capex guidance was raised to $125 to $145 billion. Ray-Ban Meta is the category. Luxottica is doubling production targets to 20 million pairs by end of 2026, and Ray-Ban Meta sales tripled in 2025."
"Google is running the Android playbook on glasses. Android XR launches in 2026 with Project Aura (Xreal), Warby Parker, Gentle Monster, and Samsung's Galaxy XR. The Warby Parker tie-up matters because 69% of the global population needs corrective lenses."
"Apple just printed $111.184 billion in Q2 FY26 revenue, up 16.6% year over year, with EPS of $2.01 versus a $1.94 estimate. Tim Cook framed the quarter around iPhone, Mac, and iPad. Glasses were not mentioned."
Smart glasses are expected to reach a major adoption phase in 2026, with projected unit sales rising from 6 million in 2025 to 20 million in 2026. Meta and Google are positioned as key drivers of the category’s inflection. Apple’s flagship smart glasses are not expected to ship until 2Q 2027, and full-display XR glasses are pushed to 2H 2028. Apple’s recent financial results focused on iPhone, Mac, and iPad, with no mention of glasses. Meta is scaling production through Ray-Ban Meta, while Reality Labs continues to invest heavily. Google is preparing an Android XR launch in 2026 supported by multiple hardware and retail partners.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]