Meta Platforms reports Q2 2026 results after Wednesday's close, and traders expect the call to center on smart glasses rather than advertising or the metaverse. Ray-Ban Meta sales more than tripled in 2025 to more than 7 million units, and analysts say the line's revenue projections may already have passed Meta's Quest VR headsets.
Meta Platforms reports earnings after the market close on Wednesday. The conversation on Wall Street is not about ad revenue or the metaverse — it is about glasses.
Traders expect the Q2 2026 earnings call to lean heavily into the smart glasses business, a product line that has quietly become one of the company's most compelling hardware stories.
Meta's partnership with EssilorLuxottica, the company behind Ray-Ban and Oakley, produced results that even the optimists did not fully anticipate. Sales of Ray-Ban Meta glasses more than tripled in 2025, surpassing 7 million units — up from roughly 2 million units across 2023 and 2024 combined.
That 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 the 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.
Privacy concerns remain a persistent overhang, because glasses carrying cameras and AI processing raise questions that regular smartphones do not. Regulators in Europe and parts of Asia have already flagged wearable cameras as a potential area for new data protection rules.
Meanwhile, Meta has put money behind outside use of the wearables. In January 2026, the company launched AI Glasses Impact Grants, including 25 Accelerator Grants and five Catalyst Grants for organizations leveraging the wearables.
Source: Crypto Briefing
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