Ray-Ban Meta AI glasses
Meta's main Reality Labs hardware bet, sold with EssilorLuxottica. Partner reported AI glasses revenue almost doubled in Q2 2026. No unit sales disclosed.
The numbers
What it is
Camera and audio glasses made with EssilorLuxottica under the Ray-Ban and Oakley brands, with Meta AI built in. Meta does not report unit sales, so trader signals come from Reality Labs revenue, EssilorLuxottica's results and management commentary.
Why it matters to the stock. Glasses are where Meta is putting most of its Reality Labs spending, so they are the main test of whether that unit can grow revenue faster than its losses.
News
Meta donates 1,000 Ray-Ban Meta AI glasses to Singapore disability groups
Meta said on October 7, 2026 that it will donate 1,000 Ray-Ban Meta AI glasses to four Singapore organizations serving people with disabilities, plus a US$30,000 training grant.
Meta Connect 2026: Muse comes to AI glasses, plus VR glasses and new Ray-Ban models
At Meta Connect, Meta said Muse will come to its AI glasses in the coming months and unveiled a lightweight VR glasses device.
Ray-Ban Meta Audio launches at $349 and Gen 3 starts at $449
Meta opened pre-orders for Ray-Ban Meta Audio at $349, with shipments set for October 13, and made the Ray-Ban Meta Gen 3 available from $449.
Meta Superintelligence Labs launches Muse Spark, its first closed model
Meta released Muse Spark, the first model from Meta Superintelligence Labs, as a closed model that replaces the open-weight Llama line for its own products.
Meta delays Ray-Ban Display glasses international launch on limited inventory
Meta postponed the planned early-2026 rollout of its Ray-Ban Display glasses to the UK, France, Italy and Canada, saying inventory was extremely limited and US demand was strong.