One thing clear from Meta’s quarterly earnings throughout 2025 is that AR is outpacing VR in consumer markets. But the resulting hot take in the tech press is that VR is dead… which is misguided. We examine the evidence.
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XR Lessons: VR < AR… But It Isn’t Dead
Spatial Beats: Ray-Ban Metas Go Big, T-Mobile Launches AI Translation
Ray Ban Metas become the hardware success story of the year and T-Mobile launches network-level AI translation. We have these and other items from XR and AI realms through the lens of Charlie Fink.
This post appeared first on AR Insider.
AR Insider & Charlie Fink
Survey: What are the Most Popular AR Access Points?
Industry rhetoric about AR’s world-changing status sometimes outweighs evidence that it’s captivating consumers today. Though we see some signals, such as engagement figures from mobile…
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XR Lessons: Communications is the Killer App
Communications, like messaging, is sticky, high-frequency, and multi-user, which accelerates adoption via network effect. But most of all, it’s established, understood, and it exists today. It’s the anti-metaverse.
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What’s the Device Sales Outlook for VR?
Because hardware is a primary component of VR revenues – and the foundation for software revenue – device unit sales are a key factor for VR industry health. We dive into the latest estimates from our research arm, ARtillery Intelligence.
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Spatial Beats: A Week of Big-Money Moves
This week has seen nearly a dozen big, big funding announcements, not to mention big-tech earnings and the final figures on Google’s enormous year. We follow the money in this week’s roundup with XR and AI happenings through the lens of Charlie Fink.
… AR Insider & Charlie Fink
AR Highlights from Snap’s Q4 Earnings Call
Snap announced Q4 earnings late yesterday, including 10 percent year-over-year revenue growth to $1.7 billion. Net income was $45 million, and adjusted EBITDA was $358…
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Th… AR Insider & Mike Boland
XR Lessons: AR’s Future is Intelligent & Utilitarian
As we roll into 2025, it’s time for our annual ritual of synthesizing the lessons from the past twelve months and formulating the outlook for…
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This post appe… AR Insider & Mike Boland
XR Lessons: AR’s Future is Intelligent & Utilitarian
As we roll into 2025, it’s time for our annual ritual of synthesizing the lessons from the past twelve months and formulating the outlook for…
Continue reading → XR Lessons: AR’s Future is Intelligent & Utilitarian
This post appe… AR Insider & Mike Boland
How Many XR Devices Did Meta Sell in Q4?
Meta announced Q4 earnings last week, including $59.9 billion in revenue, up 24 percent year-over-year. Revenue performance continues to be driven by AI-fueled ad targeting.…
Continue reading → How Many XR Devices Did Meta Sell in Q4?
This… AR Insider & Mike Boland