That shift-paired with reports of Meta delaying its Phoenix glasses to 2027-makes 2025 a decisive year for AR bets. Why One Analyst Quote Has Investors Rethinking Meta’s 2025 move• Meta announced Reality Labs budget cuts on December 4, 2025, trimming up to 30%. • Executives said savings will shift toward AR glasses development, accelerating hardware bets. • Reports say Meta pushed Phoenix mixed-reality glasses release to 2027, delaying product rollout. Could Meta’s 2025 AR Pivot Reshape What You Buy Next Year?

Source: New York Times January 01, 2026 16:34 UTC