AR Insider Estimates 1.47 Million Meta Smart Glasses Sold in Q3 as VR Units Decline

AR Insider estimates that Meta Reality Labs sold approximately 1.76 million XR devices in Q3, comprising 1.47 million smart glasses and 286,000 VR headsets. The analysis reverse-engineers these figures from Meta’s $443 million Reality Labs revenue, which fell 5.7% year-over-year despite a 20% growth in Ray-Ban Meta Smartglasses sales reported by EssilorLuxottica. Key estimates include 1.05 million Ray-Ban Meta Smartglasses units, 165,000 Oakley HSTN units, and 162,000 Quest 3s units. The report notes that while smart glasses drive volume, higher-priced VR headset fluctuations significantly impact revenue. Meta Reality Labs recorded $4.13 billion in losses for the quarter, though this narrowed from Q2.