Core Insights - The company is planning to cut about 10% of its workforce as part of budget considerations for 2026, with a focus on reallocating resources towards AI initiatives [1] - Significant cuts, approximately 30%, will be directed towards the Reality Labs division, which is involved in augmented and virtual reality projects, indicating a shift in focus due to underwhelming adoption of virtual reality [2][3] - The company is rebranding its focus towards a metaverse that integrates AI and augmented reality, rather than solely virtual reality, reflecting current market realities [3] Company Developments - The departure of Alan Dye from Apple to the company is seen as a major gain, as he was instrumental in the design of key Apple products, suggesting a potential enhancement in the company's design capabilities [5] - The company is experiencing a talent drain from Apple, which has been losing key design personnel since Johnny Ive's departure in 2019, indicating a broader shift in executive talent within the tech industry [6][7] - The company is facing challenges in its large language model department, with morale issues stemming from the loss of key personnel and a potential shift towards outsourcing AI development to Google [8][9] Market Positioning - The company is prioritizing AI in its product offerings, particularly with the success of its Ray-Ban smart glasses, which have generated significant revenue and positive reception from marketers [12] - The integration of generative AI into its advertising strategies has improved content targeting, enhancing user engagement and satisfaction [12] - Concerns from the EU regarding competition in messaging services like WhatsApp highlight the regulatory challenges the company faces in maintaining its market position [13]

Core Insights - zSpace, Inc. has enhanced the Dental Assistant Program at the Greater Altoona Career & Technology Center (GACTC) through its AR/VR technology, improving students' understanding of dental anatomy and clinical readiness [1][11] The Challenge - Dental Assisting students at GACTC required a more effective method to comprehend complex dental anatomy beyond what traditional typodonts and textbooks could offer [2] - Traditional tools failed to reveal internal structures such as roots and layers, limiting students' understanding [2] The Solution: zSpace AR/VR for Dental Assisting - GACTC implemented the zSpace Inspire 2, a headset-free AR/VR laptop, enabling students to explore realistic 3D dental models and examine structures not accessible through physical tools [4] A New Level of Understanding - Students reported that zSpace significantly improved their comprehension of dental anatomy, allowing them to visualize and interact with structures like roots that typodonts could not provide [5][6] Support for All Learners - zSpace technology supports diverse learners by allowing them to practice at their own pace, repeat exercises as needed, and build confidence before entering clinical settings [7] Stronger Engagement and Skill Readiness - The use of zSpace has led to increased student engagement and interest, with students eager to explore content more deeply than traditional methods allowed [9][11] - The technology has improved retention and confidence, enabling students to practice skills independently and efficiently [10][11] Results - GACTC students are gaining a clearer understanding of dental structures, practicing skills more independently, and entering clinical environments with increased confidence due to the immersive technology [11]

Core Insights - The article highlights the value of Meta Quest headsets, particularly the Meta Quest 3S, as a top choice for virtual reality gaming, especially during Black Friday sales [1][2][3] Pricing and Discounts - The entry-level Meta Quest 3S is currently available for $249.99, reflecting a $50 discount, with an additional $50 credit offered through Amazon [2][4] - The 128GB model of the Quest 3S is discounted by 17%, while the 256GB model sees an 18% discount, both including around $50 of Amazon credit with purchase [4][9] Product Features - The Meta Quest 3S shares the same chipset and gaming performance as the higher-priced Quest 3 but has a lower display resolution, making it a budget-friendly option for casual users [7][12] - The specifications for the Meta Quest 3 and 3S include similar graphics cards (Snapdragon XR2 Gen 2), but differ in storage capacity and display resolution [12][13] Accessories and Additional Offers - Accessories for the Meta Quest, such as the Quest 3 Elite Strap, are also on sale, with the strap currently discounted by 21% [9][11] - Purchases of the Quest 3S include a code for three months of Meta Quest+, providing access to a variety of games [9] Market Context - Meta Quest is noted as the most popular VR headset brand, although other brands like Valve and Sony also offer competitive products [14][18]

Core Insights - Loft Dynamics has partnered with Trifork to develop LoftHOME, a virtual reality pilot training kit for Apple Vision Pro, aimed at making high-quality pilot training more accessible and scalable [1][4] - The traditional pilot training model, reliant on full-motion simulators, is costly and limited in availability, which LoftHOME seeks to address by providing flexible, immersive training options [2][3] - LoftHOME offers a comprehensive training experience that integrates at-home learning with in-simulator instruction, allowing for remote participation and a seamless learning journey [3][4] Company Overview - Loft Dynamics is a leader in virtual reality flight training, with simulators qualified by both FAA and EASA, serving various sectors within the aviation ecosystem [7][8] - Trifork is a global technology company specializing in advanced software solutions across multiple industries, including aviation, and is focused on reshaping enterprise training through spatial computing [8] Future Developments - Loft Dynamics and Trifork plan to launch pilot programs for LoftHOME with select airlines and training centers, with future expansions to include various training scenarios [6]

We are both engineers at Valve working on the new Steam Frame headset that's going to be released early next year. This headset has a bunch of cool things. Uh first and foremost, it's very small. It's lightweight and it has a modular design.So, this is the front part. We call it the core module. This is an entire VR computer that plays your uh full catalog via streaming and then also on device.It can can play some of those as well. This is the head strap that has a battery in the rear for comfort as well as ...

The cake was a lie, but this standalone VR headset is as real as it gets. #steamframe #steamVR #vrheadset #unboxing #hopium Read more: https://www.cnet.com/news/i-tried-valves-steam-frame-machine-and-controller-coming-in-2026-steam-os-is-coming-for-your-face-and-tv/ ...

Core Viewpoint - Meta Platforms Inc experienced a 14% drop in share price due to rising costs and cautious guidance despite reporting strong revenue growth [1] Financial Performance - Revenue increased by 26% year-on-year to US$51.2 billion, surpassing the previous quarter's US$47.5 billion [2] - Advertising revenue growth was driven by a 14% rise in ad impressions and a 10% increase in ad pricing [2] - Total expenses rose by 32% to US$30.7 billion, with capital expenditure more than doubling to US$19.4 billion from US$9.2 billion a year earlier [3] Earnings and Guidance - A significant one-off tax charge of US$15.9 billion impacted reported earnings per share, which fell to US$1.05, below expectations of around US$6.70 [3] - Adjusted EPS, excluding the tax charge, would have been US$7.25, exceeding expectations [3] - Management projected fourth-quarter revenue of US$56 billion to US$59 billion, indicating a slowdown in growth to about 19% [6] Capital Expenditure and Future Outlook - Capital expenditure outlook for 2025 was raised to US$70 billion–US$72 billion, up from a prior range of US$66 billion–US$72 billion [4] - Most of the increased spending will fund AI infrastructure as part of a long-term vision for "personal superintelligence" [4] - CFO Susan Li warned that expenses in 2026 will rise significantly faster than in 2025 due to AI infrastructure and cloud costs [8] Business Segments - Reality Labs, focused on virtual and augmented reality, generated only US$470 million in quarterly revenue but incurred an operating loss of US$4.4 billion [7] - Revenue from Reality Labs is expected to decline year-over-year in the fourth quarter due to product timing issues [7] Financial Position - Meta generated US$10.6 billion in free cash flow last quarter and had US$44.5 billion in cash and marketable securities as of September [12] - The company is positioned to continue investing in AI while also returning capital to shareholders through buybacks and dividends [12] Market Sentiment and Investment Considerations - The recent sell-off is perceived as more about spending optics than fundamental issues, with advertising revenue remaining resilient [13] - Despite the high level of investment and execution risks, the long-term potential of Meta is acknowledged, though a more cautious approach to entry points is suggested [14]

Group 1: Virtual Reality Stocks Overview - Seven Virtual Reality stocks to watch include Meta Platforms, zSpace, DIH Holding US, and The Glimpse Group, identified by MarketBeat's stock screener tool [2] - Virtual reality stocks are shares of companies involved in developing, manufacturing, or supporting VR hardware, software, and content, with performance driven by adoption rates and technological advances [2] Group 2: Meta Platforms (META) - Meta Platforms, Inc. develops products for connecting people through mobile devices, PCs, VR headsets, and wearables, operating in two segments: Family of Apps and Reality Labs [3] - The Family of Apps segment includes Facebook, Instagram, Messenger, and WhatsApp, facilitating sharing, messaging, and community engagement [3] Group 3: zSpace (ZSPC) - zSpace Technologies, Inc. provides augmented and virtual reality technology primarily for the education market, offering hardware and software for K-12 STEM applications and career education [4] Group 4: DIH Holding US (DHAI) - DIH Holding US, Inc. operates as a robotics and VR technology provider in the rehabilitation industry across multiple regions, offering products like ArmeoPower and ArmeoSpring for arm and hand therapy [5][8] Group 5: The Glimpse Group (VRAR) - The Glimpse Group, Inc. is a VR and AR platform company providing enterprise-focused software and solutions, including QReal for 3D interactive models and Immersive Health Group for healthcare solutions [6]

Financial Performance - Total revenue for Q3 2025 reached $51242 million, compared to $40589 million in Q3 2024[11] - Advertising revenue in Q3 2025 was $50082 million, up from $39885 million in Q3 2024[11] - Family of Apps (FoA) revenue increased to $50772 million in Q3 2025 from $40319 million in Q3 2024[11] - Reality Labs (RL) revenue increased to $470 million in Q3 2025 from $270 million in Q3 2024[11] - Income from operations reached $20535 million in Q3 2025, compared to $17350 million in Q3 2024[11] - Net income for Q3 2025 was $2709 million, which includes a one-time, non-cash income tax charge of $15930 million[21, 22] - Excluding the one-time tax charge, Q3 2025 net income would have been $18640 million[22] User Metrics - Family Daily Active People (DAP) reached 343 billion in Q3 2025, compared to 329 billion in Q1 2025[35] - Family Average Revenue per Person (ARPP) was $1425 in Q3 2025[40] Advertising Metrics - Ad impressions delivered worldwide increased by 11% year-over-year in Q3 2025[46] - The average price per ad worldwide increased by 10% year-over-year in Q3 2025[50]

Core Insights - The partnership between NVIDIA and Nokia aims to leverage AI to enhance wireless communication efficiency and build a new network infrastructure for future technologies like augmented and virtual reality [2][3][4] Group 1: Partnership Objectives - The collaboration is focused on integrating AI into radio networks to improve the efficiency of wireless communications [3][4] - Nokia's extensive presence in global base stations is crucial for NVIDIA to deploy its AI technologies effectively [3] Group 2: Technological Innovations - The partnership will enable the development of AI services on top of existing telecommunications networks, facilitating advancements in robotics and autonomous vehicles [4] - A new network leveraging AI for AI services is being constructed to support the anticipated growth in device connectivity and technological demands [2]