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Meta’s New AI Glasses See ‘Unprecedented Demand’—What’s Next?

Investing.com Logo Investing.com By Leo Miller
Meta’s New AI Glasses See ‘Unprecedented Demand’—What’s Next?

Meta's new Ray-Ban Display AI glasses are experiencing unprecedented demand with waitlists extending into 2026, but the company has paused international rollout due to extremely limited inventory. While the 6% market share capture in the first quarter is promising for Meta's struggling Reality Labs division, questions remain about whether supply constraints are intentional or due to manufacturing difficulties. The positive demand signals outweighed concerns, with Meta stock rising 0.3% while manufacturing partner EssilorLuxottica surged 5%.

Insights
META   positive

Unprecedented demand for new AI glasses product with 6% market share in first quarter provides validation for Reality Labs growth potential and offers hope for offsetting the segment's $18.1B operating loss. However, sentiment is tempered by supply limitations and paused international expansion.