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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 182.19+3.5%Dec 10 3:59 PM EST
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From: sbfm9/16/2025 7:59:47 AM
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Meta Connect 2025: AI-powered smart glasses take center stage share.google

(Connect presents Meta with an opportunity to build off the unexpected success of the Ray-Ban Meta glasses, said Leo Gebbie, a CCS Insight analyst and director. EssilorLuxottica said in July, during the company’s most recent earnings report, that Ray-Ban Meta smart glasses sales more than tripled year over year.

“It really feels like a chance to break through with a really new product category,” Gebbie said.

. . .The glasses could be the right hardware form factor for AI features, Post said.

“If they get the integration right with devices, it really could be a better portal for AI than even phones,” he said. . . .

It’s unclear if Meta’s glasses will ever usurp the smartphone’s standing with consumers, but there’s enough of a threat that both Apple and Google are working on their own competitive products. Apple is reportedly working on its own glasses project, and Google in May announced a $150 million partnership with Warby Parker to build smart glasses

“The fact that everyone is now developing glasses suggests that Meta’s Reality Labs concept was well conceived, and they’re out in front at this point on glasses,” said Post. “The question for the competition is, can they leverage their mobile operating systems to get people to buy their glasses?”)
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