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The Latest Breaking News from Reality Labs

Meta Preps Major Metaverse Cuts, Analysts Predict Earnings Pop

Wall Street analysts rerated Meta Platforms Inc (NASDAQ:META) after the company said that it is considering cutting up to 30% of its 2026 Metaverse budget, primarily targeting the Quest virtual reality unit and Horizon Worlds, which account for the bulk of metaverse-related investment.

Benzinga

Mark Zuckerberg rebranded Facebook for the metaverse. Four years and $70 billion in losses later, he’s moving on

Zuckerberg once framed the metaverse as the “successor to the mobile internet.”

Fortune

Meta Platforms Has Lost $73 Billion on Reality labs. Are Its Spending Cuts Enough for META Stock?

Meta cuts Reality Labs spending by 30%, focusing on profitable AI and core app projects while maintaining ad growth.

Barchart

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Zuckerberg Axes Metaverse: Meta Slashes Budget By £52 Billion As VR Dream Implodes

Meta is preparing to slash up to £52 billion from its Metaverse budget as Mark Zuckerberg shifts Facebook's parent company toward artificial intelligence, signalling significant possible job cuts.

International Business Times UK

Alan Dye Leaving Apple — What Meta's New Design Chief Means for Future AI Glasses

Former Apple design chief Alan Dye has moved to Meta to lead design for its Reality Labs, a major Silicon Valley talent shift.

International Business Times UK

Gene Munster Says It Won't Be A 'Wearables Holiday' For Meta, Analyst Says Company's AI On Display Glasses Crushed By ChatGPT In Side-By-Side Test

On Wednesday, Deepwater Asset Management's Gene Munster said he still believes in Meta Platforms Inc.'s (NASDAQ:META) massive investment in Reality Labs, but a head-to-head test left him convinced the company's newest AI tools lag far behind ChatGPT.

Benzinga

Meta’s Pain May Be Your Gain: Is This a Rare Buying Window?

Shares of Meta Platforms have plummeted. However, the stock's potential to recover looks set up in favor of long-term investors.

MarketBeat

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Meta Platforms Stock Falls Despite Strong Growth—Here’s Why

Meta Platforms just delivered the strongest growth since Q1 2024. See why shares fell sharply despite this and gain an updated perspective on the stock.

MarketBeat

Reality Labs, taxes hit Meta hard in Q3 2025 earnings as Zuckerberg explains when AI glasses will become 'profitable'

Meta earned $51.2 billion in revenue but was hit by a one-time $15.9 billion tax and $4.4 billion in Reality Labs losses, while Zuckerberg focused on AI.

Android Central

Dear Meta Platforms Stock Fans, Mark Your Calendars for October 29

Meta’s Oct. 29 earnings could set the tone for tech. Strong ad growth and AI momentum fuel optimism, but rising costs remain watchpoints.

Barchart

From Social Media to Courtrooms: Will Legal Challenges Weigh Down META Stock?

Meta faces global legal pressure, raising concerns about the future of its social media business.

Barchart

Meta Debuts Next-Gen AI Glasses—A Turning Point for Reality Labs?

Meta's new display-enabled AI glasses aren't just a big technological leap; they could shift investor opinion on its underperforming Reality Labs segment.

MarketBeat

Meta's New Smart Glasses Set Up For Strong Holiday Sales As Reality Labs Push Deepens

Meta Platforms, Inc. (NASDAQ:META) shares are trading slightly higher on Thursday.

Benzinga

Gene Munster Says Meta's $65 Billion AR/VR Bet Shows Hardware, Software, AI Integration Is 'Really Hard,' Giving Apple More Time On AI

On Wednesday, Gene Munster said Meta Platforms Inc.'s (NASDAQ:META) Connect 2025 keynote underscored the challenges of combining hardware, software and AI — and that Apple Inc. (NASDAQ:AAPL) has more breathing room than investors think.

Benzinga

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International Business Times

Meta Expands AI Glasses Line In A Bet On The Future

Meta showed off new smart glasses on Wednesday as it continued to bank on a lifestyle shift toward blending reality and virtual space despite the efforts inflicting heavy financial losses.

Benzinga

Meta Connect Preview: How To Watch Mark Zuckerberg Speech, What's Next For AI, Smart Glasses & Metaverse

Technology giant Meta Platforms (NASDAQ:META) will lay out new products and plans for its ambitions in artificial intelligence, smart glasses and the metaverse during the company's Meta Connect 2025 event.

Barchart

Can Mark Zuckerberg ‘Connect’ to More Upside for META Stock After the Hypernova Glasses Release?

Meta Platforms is set to begin its “Meta Connect 2025” event today, where it is widely expected to unveil the Hypernova glasses. AI products could be a key driver for Meta in the coming years, which makes these glasses crucial for the company.

Barchart

Fed Decison, Meta Conference and Other Key Things to Watch this Week

Markets face their most pivotal week in months as the Federal Reserve's September 17-18 meeting arrives Wednesday afternoon, with Chair Jerome Powell's 2:30pm press conference potentially reshaping the investment landscape.

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Barchart

Will Meta’s Huge Bet on the Metaverse Pay Off?

The metaverse is the long-shot that could transform Meta, but there are concerns for META stock investors here.

Benzinga

Meta To Launch First Consumer Smart Glasses With Display, Gesture-Control Wristband At Connect Conference: Report

Meta Platforms Inc. (NASDAQ:META) is set to unveil its first consumer-ready smart glasses featuring display technology at next month’s Connect conference. The announcement represents a significant milestone for the company’s augmented reality ambitions and Reality Labs division.

MarketBeat

AI Glasses to Replace Smartphones? Meta Is Taking Aim at Apple

Is Meta's Reality Labs segment looking to make iPhones obsolete? Its AI glasses business may be gunning for the $400 billion smartphone market.

Benzinga

Mark Zuckerberg's Costly Metaverse Gamble, AI Spending Spree Could Deal 'Lethal' Blow To Meta, Warns Lawrence McDonald

Lawrence McDonald, founder of the Bear Traps Report, issued a stark warning on Monday about Meta Platforms Inc. (NASDAQ:META), writing on X: “Imagine (Zuck) losing billions on a metaverse bet, and then going all in AI capex? Testosterone can be lethal.”

PC Gamer

Meta shows off two next-gen VR headsets: One with so many pixels it demands DLSS 3 upscaling, the other with a horizontal FOV twice that of the Quest 3

Gimme. Gimme now.

Android Central

Meta's Tiramisu and Boba prototype headsets deliver hyperrealistic VR that the Quest 4 can't match

With Meta Connect arriving soon, Reality Labs will showcase some impressive VR prototypes, laying the path for the Quest 4 (or Quest 5) to replace your TV.

Android Central

Smart glasses are eating VR's lunch, and Meta's 2025 earnings are the proof

Meta's Reality Labs division posted another quarter of higher-than-expected Ray-Ban sales, and it's clear Meta has a winning formula on hand.

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