Meta Platforms Inc. (META) is hitting the pause button on its next big hardware bet. CEO Mark Zuckerberg has pushed back the launch of the company's "Phoenix" mixed reality glasses from the second half of 2026 to the first half of 2027, and the reason is straightforward: they need more time to get it right.
Why The Delay Actually Makes Sense
According to internal memos reviewed by Business Insider, this wasn't a last-minute scramble. Maher Saba, vice president of Reality Labs Foundation, explained that recent conversations with Zuckerberg "focused on making the business sustainable and taking extra time to deliver our experiences with higher quality."
Translation: Meta would rather ship something polished than repeat past mistakes with rushed hardware launches. Given the company's mixed track record in this space, that's probably smart.
In another memo, metaverse leaders Gabriel Aul and Ryan Cairns told teams the extended timeline would give them "a lot more breathing room to get the details right." They made it clear this isn't permission to pile on new features, emphasizing "we won't compromise on landing a fully polished and reliable experience."
What We Know About Phoenix So Far
Employees who've seen the device describe a design that borrows from both Google (GOOGL) and Apple Inc. (AAPL), with a look similar to Apple's Vision Pro. To keep the headset lightweight and prevent it from turning your forehead into a griddle, Phoenix connects to an external power puck that handles the heavy lifting.
Meta's Smart Glasses: Promise And Reality
Meta's current smart glasses have generated buzz but also revealed real-world limitations. Last month, investor Ross Gerber praised the technology, saying it gave him "hope" he could eventually ditch his smartphone altogether.
The company launched two new models in September 2025: the $499 Oakley Meta Vanguard and the $799 Ray-Ban Meta Display, which features a built-in AR screen.
But Gene Munster's hands-on review painted a more nuanced picture. While the glasses made a strong first impression, everyday usefulness fell short. Notifications worked smoothly, but voice dictation was unreliable, photo quality couldn't match smartphones, and the AI struggled with basic object recognition. Style and practicality remain hurdles before these devices go mainstream.
The Long Game: AI As The Killer App
In October, Zuckerberg laid out his vision for wearables becoming "an extremely profitable business." The real money, he argued, won't come from hardware margins but from AI and services built on top of the glasses.
He noted that progress on Ray-Ban Meta and Oakley Meta has been strong, and predicted AI would eventually become the primary reason people use these devices. That makes Phoenix even more critical—it needs to be the platform that proves the concept can actually work at scale.
For now, Meta is betting that taking an extra six months is worth avoiding another hardware stumble. In an industry where first impressions can make or break a product category, that's probably the right call.