Meta confirms lower Quest sales, says new VR headsets need "major breakthroughs"

Reality Labs revenue fell 6% year over year to $443 million in Q3 due to lower Quest headset sales, partly offset by strong growth in AI glasses revenue. Zuckerberg said Meta will ship new VR devices only when it has "major breakthroughs," with the $1,300 Meta VR Glasses due in spring 2027.

• Reality Labs Q3 revenue was $443M, down 6% year over year
• Lower Quest sales were partly offset by AI glasses growth
• New VR headsets will ship only on "major breakthroughs"
• Meta VR Glasses at $1,300 are due in spring 2027