Gross sales of Ray-Ban Meta glasses to this point this yr have greater than tripled in comparison with the identical time final yr, greater than 200% progress.
The statistic was given by EssilorLuxottica throughout its Q2 2025 earnings name yesterday, with CEO Francesco Milleri telling buyers that the good glasses are performing “exceptionally effectively”.
If you happen to’re unfamiliar: EssilorLuxottica is the French-Italian eyewear large that owns firms like Ray-Ban, Oakley, Oliver Peoples, and Persol, and has greater than 18,000 shops worldwide, together with Sunglass Hut. It is Meta’s {hardware} associate for the Ray-Ban Meta glasses, and the brand new Oakley Meta HSTN glasses.
Final yr Meta and EssilorLuxottica signed an settlement extending their partnership “into the subsequent decade” to develop “multi-generational good eyewear merchandise”. And earlier this month, Meta invested €3 billion in EssilorLuxottica, taking a 3% stake within the firm, and it is reportedly “contemplating” additional funding to carry this to five% over time.
Meta Invests €3 Billion In EssilorLuxottica, Taking 3% Stake
Meta has invested €3 billion in Ray-Ban and Oakley proprietor EssilorLuxottica, taking a 3% stake within the eyewear large, Bloomberg and Reuters report.
At This autumn 2024 earnings name in February, EssilorLuxottica mentioned that 2 million items of Ray-Ban Meta had been bought to this point. The corporate additionally advised buyers that annual manufacturing capability will probably be elevated to 10 million by the tip of 2026.
Throughout Meta’s Q1 2025 earnings name, Mark Zuckerberg mentioned that the good glasses have 4 instances as many month-to-month lively customers in comparison with Q1 2024.
The restricted version of the brand new Oakley Meta HSTN glasses has already began delivery, and common editions ought to go on sale a while within the subsequent few weeks.
The following product from the 2 firms will reportedly be Oakley Meta Sphaera glasses, based on Bloomberg, that includes a centered digicam higher fitted to first-person video seize.
Google Working With Light Monster & Warby Parker On Gemini Sensible Glasses
Google is working with Light Monster and Warby Parker on good glasses with Gemini AI, the corporate’s plan to immediately compete with Ray-Ban Meta.
The Meta-EssilorLuxottica alliance is by far main the good glasses market. However it should face severe competitors in coming years.
At I/O again in Could, Google introduced that it is working with Warby Parker and Light Monster, two of EssilorLuxottica’s rising rivals, to develop Gemini good glasses. It additionally plans to work with Kering Eyewear sooner or later. Final month, South Korean media reported that Google was within the remaining phases of taking a 4% stake in Light Monster.
Apple too reportedly plans to launch related good glasses. Bloomberg’s Mark Gurman stories that Apple is ready to ship in late 2026, whereas provide chain analyst Ming-Chi Kuo claims a timeline of 2027.
For now, although, Ray-Ban Meta gross sales are persevering with to quickly develop. And Meta plans to capitalize on this by launching “half a dozen” extra wearable units to deal with the competitors head-on.
What Are Ray-Ban Meta Glasses?
Ray-Ban Meta glasses are good glasses with a digicam, microphones, and audio system. They don’t have a show.
You need to use them to seize pictures and movies, hearken to music/podcasts/audiobooks, make and obtain calls, share your first-person view on WhatsApp/Messenger/Instagram video calls, translate speech, scan QR codes, and question Meta AI, the corporate’s LLM-based assistant that may see by way of the digicam if you ask about one thing in view. It’s going to additionally learn out some cellphone notifications, if you’d like.
Ray-Ban Meta glasses are available three types: Wayfarer, Headliner, and Skyler. These types are provided with 4 kinds of lenses: Clear, Solar, Polarized, and Transitions, and are available quite a lot of colours, for each the body and the lenses.
Each time the digicam is in use, be it for seize or for Meta AI, a white LED on the entrance of the glasses will pulse to make others close by conscious.
