Meta Accelerates AI-Powered Wearables Push with AI Pendant and Four New Smart Glasses Models in 2026
Key Takeaways
- ▸Meta is launching an AI pendant (building on its 2025 Limitless acquisition) and up to four new smart glasses models throughout 2026, with the first model ('Modelo') debuting as soon as June
- ▸The company is targeting 10 million wearable unit sales by the end of H2 2026 and plans to launch 'Wearables for Work,' a new business subscription service to drive recurring revenue
- ▸All new wearables will feature Meta's AI models and the unreleased Hatch AI agent, designed to lock users into Meta's ecosystem and drive paid subscriptions
Summary
Meta is developing an AI pendant and planning to release up to four new smart glasses models before the end of 2026, according to reporting by The Information. This aggressive expansion of its wearables lineup comes as the company attempts to recover from massive losses in Reality Labs—which lost $19 billion in 2025—and to establish new revenue streams through hardware subscriptions. The new devices will be powered by Meta's AI models and the forthcoming Hatch AI agent, with specific models codenamed "Modelo" (launching June), "Luna" and "RBM2 Refresh" (fall), and "Mojito VIP" (December). Meta has set an ambitious target to sell 10 million wearables in the second half of 2026 and plans to launch "Wearables for Work," a business-focused subscription service aimed at enterprises, with goals to sign at least 10 companies for commercial deployments.
- Meta is expanding its smart glasses portfolio beyond Ray-Ban and Oakley collaborations, launching devices under its own brands and codenames
Editorial Opinion
Meta's aggressive wearables pivot represents a critical bet-the-company moment for Reality Labs, which has become a multi-billion-dollar cash drain. By bundling AI-enabled hardware with the unreleased Hatch agent and subscription services, the company is attempting to create a sticky, revenue-generating consumer product category—but the execution risk is enormous. If Meta succeeds in shipping four glasses models and selling 10 million units by year-end 2026, it could validate the wearables-first strategy; if it fails, the losses will continue to mount unsustainably.
