Ray-Ban Meta smart glasses revenue triples in 2025 driven by EssilorLuxottica collaboration

Ray-Ban Meta smart glasses revenue surged more than threefold year-on-year in the first half of 2025, marking a pivotal milestone for EssilorLuxottica, the eyewear giant collaborating with Meta on the AI-powered device. The partnership, which merges Meta’s technological prowess with EssilorLuxottica’s design expertise, has driven unprecedented growth in the wearable technology sector. Sales of the smart glasses, which integrate features like augmented reality navigation, voice assistants, and live video calling, have exceeded $200 million in the 2025 period compared to the prior year [2]. This leap in revenue aligns with broader market shifts toward hybrid devices that blend fashion with functionality, positioning the product as a bridge between traditional eyewear and next-generation computing platforms.

The collaboration has reshaped EssilorLuxottica’s strategic direction, with CEO Francesco Milleri emphasizing the transformation of glasses into a “next computing platform” where artificial intelligence, sensory technology, and healthcare infrastructure converge [4]. The company’s reported revenue growth surpassed analyst expectations, with quarterly sales rising 7.3%—a figure that reflects strong execution of its wearable technology roadmap. By leveraging retail partnerships and direct-to-consumer channels, the firm has balanced premium pricing with mass-market accessibility, a key driver of rapid adoption.

Analysts note that the smart glasses’ success mirrors early trends in the Apple Watch ecosystem but with a sharper growth trajectory. The threefold increase in revenue underscores consumer demand for seamless integration of digital tools into daily life [2]. Unlike prior wearable launches, this product’s performance highlights the potential of cross-industry collaborations to redefine markets. However, challenges remain. Sustaining momentum will depend on software updates, ecosystem integration, and competition from emerging players in the smart glasses space.

The strategic implications extend beyond immediate financial gains. By securing a foothold in the wearable AI segment, EssilorLuxottica and Meta are positioning themselves to capture a growing share of the hybrid computing market. Future iterations of the glasses could evolve into multifunctional devices, such as real-time language translators or contextual AR interfaces, broadening their appeal. For now, the tripling of revenue in 2025 validates the product’s market potential and the effectiveness of the companies’ collaborative approach.

Sources: [1] [title1 Ray-Ban Meta smart glasses sales triple as EssilorLuxottica doubles down on wearables] [url1 https://9to5mac.com/2025/07/28/ray-ban-meta-smart-glasses-sales-triple-as-essilorluxottica-doubles-down-on-wearables/] [2] [title2 Ray-Ban Meta Sales Triple] [url2 https://www.pymnts.com/news/wearables/2025/ray-ban-meta-sales-triple-as-glasses-become-next-computing-platform/] [4] [title4 Ray-Ban Maker EssilorLuxottica Posts Sales Growth Amid ...] [url4 https://www.wsj.com/business/earnings/ray-ban-maker-essilorluxottica-posts-sales-growth-amid-ai-push-035396ae]