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Ray-Ban maker EssilorLuxottica says it more than tripled Meta AI glasses sales in 2025

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The French-Italian eyewear giant sold over 7 million AI-enabled smart glasses in 2025, more than tripling its combined 2023-2024 sales of 2 million units, per its Q4 earnings report. New models under Ray-Ban and Oakley brands—including a $799 neural-controlled version launched in September—drove demand, signaling accelerating consumer adoption of wearable AI devices. The partnership with Meta, active since 2019, expanded last year with a decade-long collaboration agreement, following the 2021 debut and 2023 breakthrough of second-gen glasses. Production may double to 20 million units in 2026 to meet surging demand, according to Bloomberg reports, reflecting the glasses’ shift from niche tech to mainstream accessory. Analysts cite iconic branding and advanced features like hand-gesture controls as key drivers, positioning the devices at the forefront of the AI-wearables market.
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In this articleEssilorLuxottica's more than tripled its Meta artificial intelligence glasses sales last year, the Ray-Ban maker said on Wednesday in its fourth-quarter results. The French-Italian eyewear brand said it sold over 7 million AI glasses last year.That's up from the 2 million that the company sold in 2023 and 2024 combined, according to its quarterly report last February. The figure reported Wednesday includes smart glasses sold under the brands for Ray-Ban and Oakley, the latter of which was unveiled in June. The company's smart glasses success is the latest sign that the adoption of wearable AI devices is gaining momentum with consumers. "Our success in wearables is helping to propel the AI-glasses revolution, with our iconic brands being a powerful driver of demand," the company said in a release.EssilorLuxottica has been working on the wearable devices with the social media company since 2019, CNBC reported at the time. The two companies launched the first edition of the glasses in September 2021, but the device didn't gain widespread attention until the second-generation launch in 2023. Most recently, EssilorLuxottica and Meta introduced a new Ray-Ban iteration, controllable through hand gestures and neural technology, in September. That device retails for $799 and features a small display in one of the lenses. Meta has indicated its commitment to working with the glasses maker and extended a long-term partnership agreement to "collaborate into the next decade" in 2024.Last month, Bloomberg reported that Meta and EssilorLuxottica were discussing doubling production to at least 20 million by the end of this year to meet growing demand. WATCH: New Mexico AG Raul Torrez: Meta has created a space for predators to target and exploit childrenGot a confidential news tip? We want to hear from you.Sign up for free newsletters and get more CNBC delivered to your inboxGet this delivered to your inbox, and more info about our products and services.© 2026 Versant Media, LLC.

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