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Meta Platforms (META) investor relations material
Meta Platforms Connect 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Vision for AI glasses and the metaverse
Focus on integrating AI, glasses, and virtual reality to create personal superintelligence and immersive presence through realistic holograms.
Glasses are positioned as the ideal form factor for AI, enabling real-time, context-aware assistance and seamless user interaction.
Emphasis on design: glasses must be comfortable, stylish, and lightweight, with technology that fades into the background.
AI capabilities are designed to empower users, enhancing memory, communication, and sensory experiences.
Hardware is built with future-proof sensors and updatable software to continually expand AI features.
Product launches and features
Announced next-generation Ray-Ban Meta Smart Glasses with double battery life, 3K video recording, and improved Meta AI.
Introduced Conversation Focus, a feature that amplifies voices in noisy environments, available as a software update for all Ray-Ban Meta Smart Glasses.
Oakley Meta Vanguard launched, designed for performance with extended battery, 3K camera, wide field of view, and advanced wind noise reduction.
New features include slow motion, hyperlapse, auto capture with Garmin, and Strava integration for fitness tracking.
Meta Ray-Ban Display unveiled: first AI glasses with a high-resolution display and Meta Neural Band for silent, neural-based control.
Demonstrations and user experience
Live demos showcased real-time translation, Conversation Focus, and live AI assistance for daily tasks.
Meta Neural Band enables silent messaging and control through subtle muscle movements, supporting up to 30 words per minute.
Display features include subtitles, translation, and a camera viewfinder for previewing and reviewing photos and videos.
Glasses are available in multiple styles, with water resistance and customizable lenses for various conditions.
Pricing: Ray-Ban Meta starts at $379, Oakley Meta Vanguard at $499, and Meta Ray-Ban Display set at $799, available fall 2025.
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Frequently asked questions
The Metaverse pioneer and the world's largest social network
Meta Platforms, formerly known as Facebook, is the world’s largest social media company and one of the largest digital advertising companies in the world. Meta has over three billion daily active users and almost half of the total world population as users across its different platforms such as Facebook, Instagram, and WhatsApp. Given the enormous success and incredible growth since its inception, Meta is a part of the famous FAANG cohort, which besides Meta (Facebook) consists of Apple, Amazon, Netflix, and Alphabet (Google).
The company also aims at building out the next big digital connectivity platform, often referred to as the Metaverse. This venture into augmented and virtual reality started with the acquisition of Oculus back in 2014. Other known subsidiaries are Giphy, Mapillary, Kustomer, and Jio Platforms.
Dorm room dreams
Meta, formerly known as FaceMash and later Thefacebook, was founded by Mark Zuckerberg, and was launched from his dorm room at Harvard back in 2003. It was first introduced as a “hot or not” platform for rating college girls’ faces, and limited to Ivy League college email addresses. However, it did not take long for the platform to explode into a global connectivity revolution. Two years after its launch, Thefacebook had attracted roughly 6 million users.
And just three years after its founding, the board decided to decline a $1 billion takeover bid from Yahoo!.
Their internal valuation of the company was apparently closer to $8 billion, projecting $1 billion in revenue by 2015 (Meta would later report closer to $6 billion in revenue with a 44% operating margin in 2015). If you want to know more about the origins of Meta, and if you have not seen the movie The Social Network, it is definitely worth 120 minutes of your time.
The Instagram acquisition
Instagram got over one million downloads during its first day being available on Android, and got acquired by Facebook just 6 days after its launch. The deal was closed shortly before Facebook’s IPO and was considered very expensive at the time, almost indefensible, as the price tag was $1 billion. This was ironically the same price as Yahoo! offered to acquire Facebook back in 2006.
Today, Instagram is one of the most popular apps ever in terms of both downloads and engagement. Since Meta is not disclosing Instagram’s financial figures we can not know for sure, but experts estimate that it reached around $25 billion of revenue in 2020. If that estimate is remotely close to being true, Instagram should be considered one of the best acquisitions of all time.
Betting on the Metaverse
Much like with the internet back in the 1970s, it is hard to fully grasp what the so-called Metaverse will look like in its fully adopted form, but thought leading CEOs like Meta’s Mark Zuckerberg and Microsoft’s Satya Nadella portrays it as a gigantic paradigm shift for digital connectivity. The vision is to go from 2D communication services like Zoom, to 3D interaction capabilities using technologies such as virtual and augmented reality.
Let’s take a look at an imaginary example: You want to learn how to play the guitar. Now imagine that you could lend a free trial guitar that looks exactly like you want from a virtual Metaverse music instrument’s shop, which also includes one hour of teaching from a digital AI avatar called Slash_GnR66. You could start learning instantly straight from the comfort of your own living room, using your virtual reality headset.
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