Overview
- An internal memo from Reality Labs leaders Gabriel Aul and Ryan Cairns outlines plans to make devices premium in price, extend replacement cycles, and ship new hardware less frequently while prioritizing higher-quality software.
- The lightweight mixed‑reality project codenamed Phoenix is reportedly moving from the second half of 2026 to the first half of 2027, according to guidance attributed to Reality Labs VP Maher Saba.
- Leaked documents describe a next‑generation Quest 4 as a large upgrade focused on immersive gaming with better unit economics, with reporting noting multiple prototypes under evaluation.
- Coverage citing earlier reports points to budget reductions of up to about 30% at Reality Labs, prompting program consolidation and a reallocation of resources toward AI‑enabled wearables.
- Recent data and company comments indicate active VR engagement, including at least 120,000 Quest units sold through Amazon in November and teenagers now being the most active cohort on Meta’s platform.