Meta's Orion Headsets Can Be Big, But Won't Be Impactful For Some Time
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Meta Platforms is experiencing strong growth due to Meta AI and AR eyewear, with a growing user base and increased ad revenue. Reality Labs reports 29% YoY growth, driven by demand for Ray-Ban Meta AI glasses. Orion AR glasses are expected to be significant by eFY26.
December 10, 2024 | 12:30 pm
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Meta Platforms is seeing strong growth from Meta AI and AR eyewear, with a growing user base and increased ad revenue. Reality Labs reports 29% YoY growth, driven by demand for Ray-Ban Meta AI glasses. Orion AR glasses are expected to be significant by eFY26.
Meta Platforms is benefiting from strong growth catalysts in Meta AI and AR eyewear, which are enhancing ad revenue and user engagement. Reality Labs' 29% YoY growth indicates high demand for their products, and the anticipated impact of Orion AR glasses by eFY26 suggests continued growth potential.
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