Meta推迟发布"Phoenix"混合现实眼镜 Business Insider先秦啊报道及两位匿名员工透露，"凤凰"眼镜采用护目镜式设计，需外接独立计算单元。员工称其外 形类似Apple Vision Pro，而公司内部曾对计算单元设计存疑，但最终为保持设备轻量化、佩戴舒适性及防止过热保留 了所述设计。 萨巴在备忘录中提到，近期与CEO扎克伯格的会议中，Reality Labs团队收到关于2026年计划的反馈，重点在于"保业 务可持续性，并预留更充分时间以更高质量交付体验"。他补充说："基于此，Reality Labs多个团队需调整计划和时间 表。延期并非为了增加功能或承担额外工作。" 据萨巴透露，Meta计划在2026年发布新款限量版可穿戴设备，代号"Malibu 2"。奥尔和凯恩斯则在备忘录中表示，公 司已着手开发下一代Quest设备，并将聚焦沉浸式游戏体验，实现重大性能升级并显著改善单机经济效益。 --- 原文链接：https://news.nweon.com/136550 （映维网Nweon 2025年12月06日）根据Business Insider报道，Meta正在调整其元宇宙硬件路线图，并推迟 ...

Core Viewpoint - Meta's Q2 2025 earnings report exceeded expectations, showing strong revenue growth and positive guidance for Q3 2025, driven by AI-enhanced advertising performance [4][5]. Group 1: Financial Performance - In Q2 2025, Meta achieved revenue of $47.516 billion, surpassing Refinitiv consensus estimates by 6.05%, and representing a year-over-year growth of 21.6% compared to 16.1% in Q1 2025 [5]. - The company reported a net profit of $18.337 billion, exceeding consensus estimates by 22.05%, with a year-over-year growth of 36.2% [5]. - For Q3 2025, Meta's revenue guidance is set between $47.5 billion and $50.5 billion, indicating a year-over-year growth of 16.5%, with the midpoint exceeding consensus estimates by 4.4% [5]. Group 2: Advertising Revenue Growth - Meta's advertising revenue reached $46.563 billion in Q2 2025, reflecting a year-over-year increase of 21.5%, up from 16.2% in Q1 2025 [6]. - The number of daily active users across Meta's apps reached 3.48 billion, a year-over-year increase of 6.42%, while the average revenue per user (ARPPU) was $13.65, growing by 14.8% [6]. - AI initiatives have significantly improved ad conversion rates, with Instagram seeing a 5% increase, and Reels and Feed both experiencing a 4% boost due to AI-driven models [6]. Group 3: Investment and Capital Expenditure - Meta's capital expenditures in Q2 2025 totaled $17 billion, marking a 100.8% year-over-year increase [8]. - The guidance for total capital expenditures in 2025 has been raised from $64 billion to $66 billion, with a range of $66 billion to $72 billion [8]. - The company plans to significantly increase investments in AI infrastructure and talent in 2026, driven by high ROI from AI in advertising and content engagement [8]. Group 4: Reality Labs Performance - Meta is accelerating the commercialization of AI glasses in partnership with Oakley, and sales of Ray-Ban Meta AI glasses are increasing, although sales of Quest devices are declining [7]. - Reality Labs reported an operating loss of $4.53 billion in Q2 2025, which has expanded both year-over-year and quarter-over-quarter [7].