customerScore 45/100Research
Meta AI glasses daily users tripled year-over-year; new Ray-Ban MetaOptics launched for all-day wear with expanded portfolio roadmap and display glasses in testing
Mark Zuckerberg· Meta· AI· 2026-04-29· about Meta Platforms, EssilorLuxottica, Ray-Ban (META, ESLX)
“Our AI glasses continue to perform well with the number of people using them daily tripling year over year. We released Ray-Ban MetaOptics this quarter designed for all-day wear rather than primarily as sunglasses. We are pretty excited about the progress we have made with glasses. We see strong interest now in the Meta Ray-Ban displays with the Meta Neural band.”
Why it matters
AI glasses are becoming a material revenue driver (tripling daily users YoY) and moving from niche sunglasses to all-day wearables. Display glasses in testing signal the next generation product cycle.
Investment implication
Optical manufacturers, AR display suppliers, and battery/power management companies face increasing demand. EssilorLuxottica's partnership with Meta creates competitive moats via exclusive distribution. Display technology becomes a critical bottleneck.