Definition platforms today
As of 08/15/2025 04:00 pm
- 52 weeks
- 479.80 dollars
▼
796.25 dollars
- Profit
- 0.27 %
- P/E ratio.
- 28.43
- The target price
- 822.41 dollars
In Q2, Meta Platform’s Nasdak: Definition The market advertising showed everything you want to see. However, the Meta Laboratory Sector is still eyes. Despite the loss More than 18 billion dollars Over the past 12 months, Mark Zuckerberg sees upside down in this part of the work.
Below, we will be subjected to diving in what the amazing seven company may see as the ultimate goal of reality laboratories: artificial intelligence glasses replace smartphones. We will check the potential size of this opportunity and how Apple Nasdak: Aapl The relative lack of research and development can help in this project.
Zuckerberg is making bold data on the future of Glasses, which is driven by Amnesty International
In Meta’s Q2 profit call, Youssef Squali analyst from Trueist Securities asked a point -free question to Zuckerberg, saying: “Do you think that glasses (AI) replace smartphones in the end?”
Zuckerberg did not say “yes”, but implicitly, this is an important part of the Listract Labs goal. Zuckerberg said, “I still think the glasses will be in the first place The ideal form factor for Amnesty International“
He went on to extract the measurement between future artificial intelligence glasses and contact lenses. Zuckerberg said he would “in a cognitive position that passes through the world if he does not have a vision corrected using contact lenses.” “They may be in a very large cognitive situation compared to other people,” he said in the future.
In short, Zuckerberg believes that glasses will be the best way to interact with artificial intelligence, which means that smartphones will not do so. In addition, it is believed that a person who gives up the use of artificial intelligence glasses and uses a smartphone instead will be in a non -favorable position.
In general, these comments indicate Zuckerberg’s belief that artificial intelligence glasses will be necessary in the future. Smartphones still have their place, but it will be an optional tool, while AI glasses will be required.
Artificial intelligence glasses can target a market worth $ 400 billion
Although the idea that smartphones are a “required” tool today may be discussed, its massive adoption cannot be denied. PEW research is estimated in 2019 76 % of people in advanced economies have a smartphone.
This major penetration makes the global smartphone market a useful reference point when assessing the potential opportunity for artificial intelligence glasses.
Global smartphone sales in More than $ 100 billion in Q2 2025 It means an annual operating rate of $ 400 billion. This is about 2.2x more than the amount of revenues that META has achieved over the past 12 months. In general, it is very difficult to say that Meta can get all these revenues or most of them.
However, it highlights how the company can expand its long -term sales if artificial intelligence glasses become necessary as Zuckerberg believes. This can be created The changing ascension of the game in the stocks. However, this is a very theoretical scenario at this stage.
The late IPHONE creates a Lamita opening
In some respects, it is not completely unrealistic that artificial intelligence glasses can replace smartphones. Apple has been routinely criticized over the past years for the release of new iPhone devices that provide minimal improvements on their predecessors.
Meta platforms today
822.41 dollars
4.73 % upModerate purchase
Based on 46 analyst classification
| The current price | 785.23 dollars |
|---|---|
| High expectations | 980.00 dollars |
| Average expectations | 822.41 dollars |
| Low expectations | $ 600.00 |
Meta platforms for stock expectations
It is part of the reason for the slowdown in the company’s iPhone’s growth growth to the snail pace. Growth -2.4 % was in 2023 and was barely positive in 2024. However, to give Apple its flowers, IPHONE records recorded in the last quarter, helping iPhone sales at more than 13 %.
However, the general trend holds; IPhone revenue increased by a complex annual growth rate (CAGR) by slightly less than 3 % than 2015 to 2024.
This flagrantly contrasts with a 51 % annual growth rate that was achieved from 2009 to 2014, when the iPhone was revolutionary in its time. This shows the relative lack of innovation on the iPhone in the recent past, which makes consumers feel less than the need to upgrade.
During, Meta invests tens of billions of dollars A year to create innovative technologies such as artificial intelligence glasses that can provide benefits that are not simply unimaginable phones. Over the past three years, the average spending and development in Meta has been equal to more than 27 % of its revenues.
For Apple, this number is only 7.7 %. This shows how a dead person gives priority to innovation to a greater extent. Although this relative lack of spending on research and development may not soon affect the company, it can one day be installed Apple.
Overall, whether artificial intelligence glasses will reach the adoption of the mass remains a severe speculation. However, if they do that, Meta can continue to provide great returns for years. By assembling the company’s advertising business, Litive Labs can be an additional strong growth driver.
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