EssilorLuxottica Sold More Than 7 Million AI Glasses in 2025

EssilorLuxottica reported on February 11 that it sold more than 7 million AI glasses in 2025 across its Meta-partnered portfolio, including Ray-Ban Meta and Oakley Meta. The figure marks a sharp scale-up from the 2 million Ray-Ban Meta units sold since the late-2023 launch, though active use and per-model revenue were not disclosed. The company also reported 11.2% revenue growth at constant exchange rates for 2025 and a 16.0% adjusted operating margin at constant exchange rates.

EssilorLuxottica Sold More Than 7 Million AI Glasses in 2025 EssilorLuxottica said in its February 11 full-year results that it sold more than 7 million AI glasses in 2025 across its Meta-partnered portfolio. The result marks a sharp scale-up from the 2 million Ray-Ban Meta units the company had previously disclosed since the product's 2023 launch, while leaving active use and per-model revenue undisclosed. EssilorLuxottica reported on February 11 that it sold more than 7 million AI glasses during 2025. The figure covers the company's Meta-partnered portfolio, including Ray-Ban Meta and Oakley Meta products, and was disclosed in its audited full-year results rather than in an August product launch. The company said AI glasses contributed across regions and brands. Its release names Ray-Ban Meta, launched in September 2023, and Oakley Meta, launched in June 2025, as the main lines behind the full-year volume. EssilorLuxottica also reported 11.2% revenue growth at constant exchange rates for 2025 and a 16.0% adjusted operating margin at constant exchange rates, with AI-glasses investment among the factors weighing on margin. From early product to scaled category Independent coverage from Road to VR and Heise placed the new total against EssilorLuxottica's earlier disclosure of 2 million Ray-Ban Meta units sold since the late-2023 launch. The comparison shows a large increase in annual unit volume, although it is not a clean year-over-year comparison because the earlier figure was cumulative across more than one year and covered a narrower product set. The 2025 portfolio expanded beyond the original Ray-Ban line. Road to VR lists a refreshed Ray-Ban Meta range, Oakley Meta HSTN and Vanguard models, and the Meta Ray-Ban Display. Product breadth likely helped the category reach more use cases and price points, but the earnings release does not break the 7 million total down by brand, model, region, or price. What the sales figure proves The disclosure is strong evidence that camera-and-audio AI wearables reached meaningful consumer scale in 2025. It does not establish how often buyers use the AI assistant, how many devices remain active, the revenue split between Meta and EssilorLuxottica, or whether display-equipped models will match the volume of audio-first glasses. For product and data teams, that distinction is important. Unit sales measure distribution, not engagement. The next useful signals will be active-device rates, repeat use of AI features, retention by product generation, and the economics of adding displays and other higher-cost components. Until those metrics are disclosed, the 7 million figure is best read as a hardware adoption milestone rather than proof of a mature AI-wearables platform. Key Points - 1EssilorLuxottica's February 11 results say the company sold more than 7 million AI glasses in 2025 across its Meta-partnered brands. - 2The prior 2 million-unit disclosure covered Ray-Ban Meta sales since late 2023, so it is useful context but not a like-for-like annual comparison. - 3The results do not disclose active use, per-model volume, regional mix, AI-feature engagement, or the revenue split between the partners. Scoring Rationale The verified seven-million-unit disclosure is a meaningful consumer-AI hardware adoption signal, but limited product, engagement, revenue, and profitability detail constrains what can be concluded about long-term platform economics. Sources Primary source and supporting public references used for this report. Practice with real Ad Tech data 90 SQL & Python problems · 15 industry datasets Active Search Campaigns by BudgetEasy /problems/sql/active-search-campaigns-by-budget High CPC Clicks & Poor Landing PagesMedium /problems/sql/high-cpc-clicks-poor-landing-page Campaign ROAS by Attribution ModelHard /problems/sql/campaign-roas-by-attribution-model 250 free problems · No credit card See all Ad Tech problems /problems/datasets/adtech