Wedoany.com Report-Dec.10, EssilorLuxottica reported that its Ray-Ban Meta smart glasses, developed in partnership with Meta Platforms, have generated meaningful revenue growth in 2025, marking the first significant commercial success for AI-powered eyewear. The frames, launched in 2021, integrate cameras, audio capabilities, and an artificial intelligence assistant, enabling users to capture photos and videos, stream content, and interact hands-free.

The product has contributed more than four percentage points to the company's nine-month sales growth, helping EssilorLuxottica shares rise 28% this year and reach record levels. Analysts attribute the strong performance to the successful combination of Ray-Ban's iconic design with Meta's advanced technology, giving the frames an estimated 60% share of the global smart glasses market.

Privacy considerations remain a key focus for users and regulators. The glasses feature a visible LED indicator that activates during recording, and the companies have enhanced its design to improve transparency for bystanders. EssilorLuxottica stated that it works closely with relevant authorities to advance innovation while respecting privacy standards and establishing responsible industry practices.

In Europe, smart glasses fall under existing data protection regulations. A European Commission spokesperson noted: "Any recording of individuals must be clearly communicated and must have a legal basis to record individuals," except in purely personal contexts.

Competition in the AI eyewear segment is intensifying. Alibaba launched its Quark smart glasses in China in November. Google announced on Monday that it is collaborating with Warby Parker and luxury group Kering on its own smart glasses, targeting a 2026 release. Apple is reportedly preparing its own model for 2027, while Amazon and Xiaomi are also developing similar products.

EssilorLuxottica benefits from an extensive global retail network of over 18,000 stores and a portfolio of prestigious brands including Prada, Armani, Chanel, and Oakley. Industry observers highlight the company’s strong distribution capabilities and brand equity as important advantages in bringing smart eyewear to mainstream consumers.

"One of the key differentiating elements for them is not just their ability to produce, but also their ability to distribute, and their ability to leverage a portfolio of brands," said Bassel Choughari, Paris-based portfolio manager at Comgest, an EssilorLuxottica shareholder. "That is an element that shouldn't be underestimated."

Under CEO Francesco Milleri, the company continues to position itself at the intersection of fashion, technology, and vision care. The success of Ray-Ban Meta glasses represents a milestone in this strategy, demonstrating growing consumer acceptance of wearable AI devices that blend style with practical functionality. As the category evolves, EssilorLuxottica remains focused on expanding adoption while addressing privacy expectations and preparing for increased competition in the years ahead.