The news: Meta purchased a $3.51 billion stake in eyewear maker EssilorLuxottica, signaling its long-term commitment to AI-powered smart glasses. It now holds about a 3% share but is considering a larger investment that would increase its share to 5%, per Bloomberg. EssilorLuxottica’s stock rose about 6% Wednesday after the announcement. Our take: Marketers should view smart glasses as more than a casual consumer device. Start developing internal tools such as training and simulation applications and user-facing offerings like personalized experiences and voice-activated product walkthroughs.

The news: The AR and VR headset market is rebounding, led by Meta’s success. Global headset shipments grew 18.1% YoY in Q1 2025, per the International Data Corporation’s (IDC) Augmented and Virtual Reality Headset Tracker. Meta held a 50.8% market share, up from 36.2% in Q1 2024, cementing its role as an industry leader but indicating the market could be reliant on a single player. Our take: Brands should make content that’s adaptable to both headsets and smart glasses to accommodate changing consumer interests. Investing in glasses-centric content can target consumers, while MR activations could be ideal for enterprise use cases such as training employees.