Meta CEO Mark ZuckerbergSecond Quarter Financial Report Conference for Fiscal Year 2025He further elaborated on his views on the future development of AI, believing that smart glasses with artificial intelligence functions will become the mainstream form of interaction, and even bluntly stated that people who do not wear AI glasses in the future will be at a clear cognitive disadvantage.
And Mark Zuckerberg is also inArticles focusing on "superintelligence"It is pointed out that glasses will be an ideal vehicle for AI because they allow AI to see what the user sees and hears and interact in real time.
If display functions can be added to such glasses, Mark Zuckerberg believes that whether it is like Meta's nextOrion augmented reality glassesWhether it is a holographic field of view or a micro-display design that is more suitable for daily wear, it can greatly expand the practicality and value of glasses.
Meta has been actively promoting the development of related products in recent years, including the Ray-Ban Meta smart glasses in cooperation with Ray-Ban, and the recentNew styles created in collaboration with OakleyNot only can users listen to music, take photos and videos, but they can also use voice to ask Meta AI questions about what they are seeing. According to data provided by EssilorLuxottica, the owner of the Ray-Ban brand, Ray-Ban Meta sales have more than tripled compared to the same period last year, demonstrating strong market interest in this type of product.
However, Meta is not satisfied with its current achievements. Mark Zuckerberg emphasized that future smart glasses will require more complete display module integration to truly achieve a seamless fusion of the digital and real worlds.
As for Meta's second-quarter financial report for fiscal year 2025, revenue reached US$475.2 billion and net profit reached US$183.4 billion. Advertising business is still its main source of revenue, accounting for approximately US$465.6 billion, while revenue for the third-quarter financial report is expected to be between US$475 billion and US$505 billion.
However, in the fields of AI, data centers and Reality Labs,High-intensity investment, resulting in Meta's full-year cost expenditure being revised upwards to between $660 billion and $720 billion. At the same time, the total expenditure forecast for 2025 was also adjusted to $1140 billion to $1180 billion, which means that Meta's subsequent technology expansion and infrastructure investmentWill continue to increase.
In terms of service growth, the Meta family of apps (including Facebook, Instagram, Messenger, and WhatsApp) reached 34.8 billion daily active users, a slight increase from 34.3 billion in the previous quarter. While the Reality Labs division continued to lose money in the second quarter, with an operating loss of $45.3 billion and revenue of only $3.7 million, Mark Zuckerberg emphasized that the integration of Reality Labs and the AI division will be key to driving future platform transformation.
