Fashion-forward partnership with Ray: Ban keeps the device socially acceptable, sustaining 3Ă— year-over-year sales growth.
AI-first value proposition: users feel immediate utility (translation, object ID, voice control) without waiting for a screen.
Creator-centric friction removal: single tap or “Hey Meta, stream” lets creators stay in-moment.
Audio hardware leap :custom speakers and 5-mic array deliver high-clarity calls and spatial video sound even in wind.
Aligns with Meta’s habit-building roadmap (audio first, then glanceable text).
Strengthens hardware differentiation before Apple enters the space in 2026-27.
Message pillars: Hands-free, Seamless AI, Privacy-aware. Early access for creators to seed UGC, co-marketing with Ray-Ban retail.
Weekly active glasses users (WAU)
Percentage of sessions that invoke Meta AI or translation
Average UGC shares per wearer per week
Retention at 30 / 90 / 180 days post-purchase
Display SKU attachment rate vs base model