Qualcomm Moderated Thread - please read rules before posting Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 163.32

+2.3%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

From: Bill Wolf	9/26/2025 7:43:07 AM
	4 Recommendations Recommended By Dr. John John Hayman manning18 sbfm of 196722

Why Meta Thinks It Can Challenge Apple in Consumer AI Devices Meta’s investments in smartglasses and artificial intelligence make the company a contender in new device age By Dan Gallagher Sept. 26, 2025 5:30 am ET There’s a popular saying in Silicon Valley that hardware is hard. In the case of Meta Platforms, it’s also superexpensive. The parent company of Facebook and Instagram has generated a cumulative operating loss of a little more than $68 billion over the past four years in the segment that it calls Reality Labs, and that is just the amount investors know about. Meta didn’t start disclosing financial results for its hardware-focused business until 2021—seven years after it spent $2 billion to acquire virtual reality device maker Oculus. That business has produced a few modest hits, but not enough to stem the red ink. Meta has shipped about 2.8 million units of its Ray-Ban smartglasses over the past four quarters, according to IDC. That is a decent number, but still only about 1% of what the market-research firm estimates for Apple’s highly profitable iPhone shipments over the same period. And the new smartglasses that Meta unveiled last week aren’t expected to change that course either; analysts project nearly $20 billion in operating losses for the Reality Labs segment this year. But Meta is playing a long game with a very ambitious target. The company apparently believes that Apple’s dominance of consumer devices is vulnerable in the AI age. Chief Executive Mark Zuckerberg sees smartglasses as crucial to his vision for an amped-up version of artificial intelligence called “superintelligence,” defined as AI that surpasses human intelligence. wsj.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next