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We had all the indications that this Q4 would have been good again, like the fact that the Meta Quest companion phone app was the first on the iOS store, that 1 Million people had played Batman Arkham Shadow, or that the Quest was the most sold console of 2024 on Amazon. The fact is: we didnt consider Ray-Ban Meta into the equation.
HTC VIVE is currently providing their devices for North Dakota Classrooms, and Meta recently gave thousands of Quests to Kentucky Schools. million units in 2028, translating to a five-year CAGR of 29.2 The partnerships are displaying an increasing interest in XR learning tools for large-scale deployment.
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