Via cnet.com
Traders are watching Meta's AI wearables segment closely as the company prepares to report Q2 2026 results on July 29.
Meta Platforms is set to report earnings after the market close on Wednesday, and the conversation on Wall Street isn’t about ad revenue or the metaverse. It’s about glasses.
Traders expect the company’s Q2 2026 earnings call to lean heavily into its smart glasses business, a product line that has quietly become one of Meta’s most compelling hardware stories.
The numbers behind the glasses #
Meta’s partnership with EssilorLuxottica, the company behind Ray-Ban and Oakley, has produced results that even the optimists didn’t fully anticipate. Sales of Ray-Ban Meta glasses more than tripled in 2025, surpassing 7 million units. That’s up from roughly 2 million units across 2023 and 2024 combined.
The trajectory has been steep enough that both companies are reportedly considering scaling annual production capacity to 20 million units by the end of 2026. Some projections suggest that figure could eventually exceed 30 million units.
New models are priced between $299 and $799, including prescription-compatible options. Analysts have noted that smart glasses revenue projections may have already surpassed those of Meta’s Quest VR headset line in 2025. If that holds up in the earnings report, it would mark a meaningful inflection point.
The risks worth watching #
Privacy concerns remain a persistent overhang. Smart glasses with cameras and AI processing raise questions that regular smartphones don’t. Regulators in Europe and parts of Asia have already flagged wearable cameras as a potential area for new data protection rules.
In January 2026, Meta launched AI Glasses Impact Grants, including 25 Accelerator Grants and five Catalyst Grants for organizations leveraging the wearables.
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