Demand for Meta's smart Ray-Ban glasses has been explosive, surpassing Apple Vision Pro in late 2024. New app download data from the fourth quarter of 2024 suggests Meta's mass-market appeal is primarily driven by price affordability.

Goldman's Jack McFerran showed Sensor Tower data that revealed a massive 200% year-over-year increase in the "Meta View" app downloads in 4Q24, suggesting that these glasses, priced at around $300, were a hit with consumers during the Christmas holiday shopping season.