Observed Signal · Feb 11, 2026 · Earnings Report · Source: CNBC Technology · Impact: 4/5 · Sentiment: Positive
EssilorLuxottica's Meta Glasses Sales Surge Over 300%!
EssilorLuxottica reported that it sold more than 7 million AI-equipped smart glasses in 2025, more than tripling sales versus the combined total for 2023 and 2024. The figure, disclosed in the company’s fourth-quarter results, includes smart glasses sold under the Ray-Ban and Oakley brands; Oakley’s smart glasses were unveiled in June 2025. The companies have collaborated since 2019, and Meta extended a long-term partnership with EssilorLuxottica in 2024. Recent product iterations include a Ray-Ban Display model with hand-gesture control and neural technology, retailing at $799. Meta reported strong U.S. demand that delayed the international launch of Ray-Ban Display glasses, and Bloomberg reported Meta and EssilorLuxottica have discussed increasing production to at least 20 million units to meet demand.
Strong consumer adoption of wearable AI devices signals growth in a new hardware ecosystem tied to Meta, could create new in-device advertising/display opportunities and requires significant supply scaling.
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Key Takeaways & Evidence Grounding
- EssilorLuxottica said it sold over 7 million AI smart glasses in 2025.
- That 7 million figure is up from 2 million sold across 2023 and 2024 combined (per prior February report).
- The 2025 sales figure includes smart glasses sold under Ray-Ban and Oakley brands; Oakley smart glasses were unveiled in June 2025.
- A Ray-Ban Display iteration released in September 2025 supports hand-gesture control and neural technology, retails for $799, and includes a small in-lens display.
- Meta and EssilorLuxottica have discussed doubling production to at least 20 million units to meet growing demand; Meta extended a long-term partnership with EssilorLuxottica in 2024.
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Meta’s Ray‑Ban AI Glasses Top Sales at National Vision
Ray‑Ban Meta smart glasses, produced by EssilorLuxottica in partnership with Meta, are among the fastest‑selling frames at National Vision — the parent company of America’s Best and Eyeglass World — according to CEO Alex Wilkes. National Vision has roughly 1,270 stores across 40 states and allows customers to apply insurance benefits and buy prescription lenses for the frames. Smart glasses shoppers are not exclusively tech power users, and buyers tend to choose premium lens upgrades. Industry data show rapid category growth (Circana: revenue up 233% to $436 million year‑over‑year through May). EssilorLuxottica reportedly sold over 7 million AI glasses in 2025. Retailers including Best Buy have opened in‑store experiential spaces for Meta’s glasses, while Samsung, Snap and other tech firms have announced competing products, suggesting broader retail and consumer electronics momentum for smart glasses.
Meta unveils $299 Meta Glasses
Meta announced a new line of smart eyewear called Meta Glasses, starting at $299, on June 23, 2026. The glasses — produced in partnership with Ray-Ban parent EssilorLuxottica but sold without Ray-Ban or Oakley branding — come in three designs and include a camera, personal speakers and voice-driven AI features for translation, scene description and photo/video capture. Meta positions the lower-priced models as consumer-friendly steps toward more advanced AR headsets with in-lens displays; the company previously released the $799 Ray‑Ban Display glasses. Industry observers note Meta and EssilorLuxottica control a dominant share of the current smart-glasses market, while competition is rising: Google is building computerized eyewear with Warby Parker using its Gemini model, and Snap recently unveiled high-end Specs. Meta’s move reflects a broader push to own hardware platforms that integrate AI capabilities.
Meta launches Meta Glasses starting at $299
Meta launched a new line of smart glasses called Meta Glasses on 2026-06-23, starting at $299 and built in partnership with EssilorLuxottica but sold without Ray‑Ban or Oakley branding. The display-less frames include a camera, personal speakers and a customizable hardware button that by default summons Meta’s AI assistant. Meta claims battery life of over eight hours with an on-the-go charging case providing up to 40 additional hours. Initial models include the Meta Adventurer, Meta Fury and a Kylie Jenner collaboration. Software features announced include upcoming pedestrian navigation and support for 14 new languages in live translation. The launch positions Meta against competitors such as Snap, which recently released higher‑priced AR glasses.
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