Meta's Smart Glasses Dominate Ray-Ban Stores, AI Features Still Missing
Meta's Smart Glasses Dominate Ray-Ban Stores, AI Features Still Missing
Ray-Ban and Meta Platforms Inc (NASDAQ:META) glasses have become the top-selling product in 60% of Ray-Ban stores across Europe, the Middle East, and Africa (EMEA). Companies commonly use this region to define their global market divisions.
雷朋和Meta Platforms Inc(纳斯达克股票代码:META)眼镜已成为欧洲、中东和非洲(EMEA)60%的雷朋门店中最畅销的产品。公司通常使用该区域来定义其全球市场划分。
EssilorLuxottica CFO Stefano Grassi shared the update during the company's third-quarter 2024 earnings call, Upload VR reports.
Upload VR报道,EssilorLuxottica首席财务官斯特凡诺·格拉西在该公司2024年第三季度财报电话会议上分享了最新情况。
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EssilorLuxottica, Ray-Ban's parent company, has a stronghold in the global eyewear market and owns other popular brands like Oakley.
雷朋的母公司EssilorLuxottica在全球眼镜市场占有一席之地,并拥有其他知名品牌,例如奥克利。
Grassi expressed satisfaction with the performance of Ray-Ban Meta glasses, noting their popularity in the US and across the EMEA region. The higher price point of $300 for the Meta glasses, compared to the average $150-$200 range for regular Ray-Ban products, indicates that consumers are willing to pay more for smart glasses that combine style and functionality.
格拉西对雷朋Meta眼镜的性能表示满意,指出它们在美国和整个欧洲、中东和非洲地区都很受欢迎。Meta眼镜的价格较高,为300美元,而普通雷朋产品的平均价格为150至200美元,这表明消费者愿意为兼具风格和功能的智能眼镜支付更多费用。
While Ray-Ban Meta glasses offer basic smart features, Meta has consistently added new capabilities like WhatsApp voice messages and QR code scanning. Future updates are expected to include live translation and Spotify controls.
虽然雷朋Meta眼镜提供基本的智能功能,但Meta不断增加WhatsApp语音消息和二维码扫描等新功能。未来的更新预计将包括实时翻译和Spotify控件。
Despite the absence of advanced AI features in Europe due to regulatory delays, these glasses have still outperformed traditional Ray-Ban models in these regions, driving significant sales for the company.
尽管由于监管延误,欧洲缺乏先进的人工智能功能,但这些眼镜在这些地区的表现仍然优于传统的雷朋机型,推动了该公司的可观销售。
While Meta's smart glasses offer speakers and cameras that have attracted early adopters, the AI capabilities—including live translation and Spotify controls—are not yet available in Europe.
虽然 Meta 的智能眼镜提供的扬声器和摄像头吸引了早期采用者,但包括实时翻译和 Spotify 控件在内的人工智能功能尚未在欧洲推出。
TechCrunch reports that Meta attributes this delay to ongoing uncertainty from European regulators.
TechCrunch报告称,Meta将这种延迟归因于欧洲监管机构持续的不确定性。
Despite the lack of AI integration, Ray-Ban Meta glasses have exceeded sales expectations, signaling consumers are already drawn to the current smart functionality.
尽管缺乏人工智能集成,但雷朋Meta眼镜仍超出了销售预期,这表明消费者已经被当前的智能功能所吸引。
The success of the Ray-Ban Meta glasses has likely contributed to Meta's decision to extend its partnership with EssilorLuxottica into the 2030s.
雷朋Meta眼镜的成功可能促使Meta决定将其与EssilorLuxottica的合作伙伴关系延长至2030年代。
JMP Securities' Andrew Boone flagged growing confidence in Meta's hardware and XR (extended reality) roadmap at Meta Connect. He noted Meta's strides in augmented reality (AR) hardware over the past five years and suggested that Orion could become the next major consumer computing platform.
JMP Securities的安德鲁·布恩在Meta Connect上表示,对Meta的硬件和XR(扩展现实)路线图的信心越来越强。他指出了 Meta 在过去五年中在增强现实 (AR) 硬件方面的进步,并表示 Orion 可能成为下一个主要的消费计算平台。
Boone emphasized that Meta's platform could become twice as profitable if it controlled its infrastructure, similar to Microsoft Corp (NASDAQ:MSFT) and Apple Inc (NASDAQ:AAPL).
布恩强调,如果Meta的平台控制其基础设施,其利润可能会增加一倍,类似于微软公司(纳斯达克股票代码:MSFT)和苹果公司(纳斯达克股票代码:AAPL)。
He also highlighted the potential of Meta's Llama models to capture a portion of search queries. The analyst expects Meta's continued focus on lowering hardware prices will boost consumer adoption.
他还强调了 Meta 的 Llama 模型捕获部分搜索查询的潜力。分析师预计,Meta 继续专注于降低硬件价格,这将促进消费者的采用率。
Meta Platforms stock has increased over 83% in the last 12 months. Investors can gain exposure to the stock through the iShares S&P 500 Growth ETF (NYSE:IVW) and The Communication Services Select Sector SPDR Fund (NYSE:XLC).
在过去的12个月中,Meta Platforms的股票上涨了83%以上。投资者可以通过iShares标准普尔500指数增长ETF(纽约证券交易所代码:IVW)和通信服务精选板块SPDR基金(纽约证券交易所代码:XLC)获得股票敞口。
Price Action: META stock is up 0.50% at $578.03 at last check Tuesday.
价格走势:在周二的最后一次检查中,META股价上涨0.50%,至578.03美元。
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Photo courtesy: Ray-Ban
照片由 Ray-Ban 提供