Tech

EssilorLuxottica: Meta AI Glasses Sales Jump to 7M in 2025

EssilorLuxottica's Q4 2025 results show Meta AI glasses sales more than tripled year over year to over 7 million in 2025, signaling stronger consumer traction for wearable AI. The milestone underscores a deeper push into premium AR wearables, anchored by Ray-Ban and Oakley partnerships.

📅 February 11, 2026
⏱️ 2 min read
EssilorLuxottica: Meta AI Glasses Sales Jump to 7M in 2025

Key Takeaways

  • EssilorLuxottica's Q4 2025 results show Meta AI glasses sales more than tripled year over year to over 7 million in 2025.
  • The 2025 figure reportedly climbs from 2 million sold in 2023-2024 combined, per CNBC's coverage citing the company release.
  • Gen 2 Meta Ray-Ban glasses retail at $799 and are claimed to feature hand-gesture and neural control with a small display in the lens (confirmation pending).
  • The collaboration between EssilorLuxottica and Meta was extended into the next decade, announced in 2024.
  • Bloomberg previously reported potential doubling production to at least 20 million by end-2026.

People Involved

  • No specific individuals mentioned

Entities Involved

  • EssilorLuxotticaParent company of Ray-Ban and Oakley
  • Meta Platforms, Inc.Developer of Meta AI glasses
  • Ray-BanEyewear brand under EssilorLuxottica used in the Meta glasses
  • OakleyEyewear brand under EssilorLuxottica used in the Meta glasses

MarketMoodz Analysis

Investors should view the 7-million milestone as a data point signaling growing consumer adoption of wearables that combine luxury branding with AI features. The hardware revenue channel could gain tempo if premium pricing and brand halo translate into sustained demand and higher margins, though verification remains essential.

Historically, Meta's hardware journey has been uneven—from the original Ray-Ban Stories in 2021 to the Gen 2 upgrade, with Quest VR cycles serving as a contrasting growth vector. If production scales toward the Bloomberg-suggested 20 million-unit level by 2026, the supply chain, partner economics, and AR/AI ecosystem could meaningfully influence Meta's hardware economics and mix.

What to watch next: await primary-source confirmation of sales figures and features, monitor any updates to the 2024-extended collaboration terms, and track 2026 production guidance and gross margins on hardware.

Source: Original Article

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