Imali engenayo yekota ye-Meta's Reality Labs ikhule ngo-30% unyaka nonyaka ku-Q1 2024.
I-Reality Labs iyingxenye ye-Meta ngemuva kwamahedisethi e-Quest, izibuko ezihlakaniphile ze-Ray-Ban Meta, kanye nocwaningo nokuthuthuka maqondana Izibuko ze-AR kanye nabo i-neural wristband okokufaka.
Ocingweni lwayo lwezinzuzo ze-Q1 2024 namuhla i-Meta ibike imali engu-$440 million ye-Reality Labs yekota, engu-30% ephakeme kune-Q1 2023. U-Meta CFO uSusan Li utshele abatshalizimali ukuthi le mali engenayo yerekhodi "iqhutshwa ukuthengiswa kwama-headset e-Quest". Kodwa-ke, futhi iphansi ngo-36% kune-Q1 2022 futhi iphansi ngo-18% kune-Q1 2021.
Lokhu kuphakamisa ukuthi i-Quest 3 iyaqhubeka nokuthengisa kahle ngemuva kwekota yayo yokwethulwa, ebone iReality Labs '. imali engenayo ephezulu kakhulu yekota, nokho ingawugcini umfutho wokuthengisa wangemva kokwethulwa njengoba kwenza i-Quest 2 (yize inawo ukugcinwa okuphezulu).
Cishe lokho kungenxa yokuthi i-Quest 3 yethulwe ngentengo yokungena ephezulu engu-$200. Ngisho nokulungiselwa ukwehla kwamandla emali, lokho kusephezulu ngo-$150, okukubeka esigabeni sentengo esihlukile kune-Quest 2.
Imephu yomgwaqo eputshuziwe ye-Meta hardware yangonyaka odlule nemibiko evela ku-Wall Street Journal, e-Bloomberg, kanye nomhlaziyi waseShayina obethembekile esikhathini esidlule basikisela ukuthi i-Meta ihlela ukwethula inguqulo eshibhile ye-Quest 3 ukuze ithathele indawo ngokuqondile i-Quest 2, okuthiwa ebizwa nge-“Quest 3S” noma “Quest 3 Lite”. Izenzo zakamuva ze-Meta iphakamisa ukuthi izama ukusula isitoko se-Quest 2 kanye nezinsiza zayo ezisemthethweni ukuze yenze indlela yale headset entsha enenani eliphansi.
Le nguqulo eshibhile ye-Quest 3 izobaluleka emathembeni e-Reality Labs okuzuza ukukhula kwaminyaka yonke.
I-Reality Labs ibike izindleko ezingu-$4.29 billion ku-Q1 2024, ukwehla okuncane ngo-1% uma kuqhathaniswa ne-Q1 2023.
Lokho kusho ukuthi I-Reality Labs yenze “ukulahlekelwa” kwekota ka-$3.85 ngekota ngo-Q1 2024. Kodwa nakuba ukuchaza lokhu njengokulahlekelwa kulungile ngokobuchwepheshe ngomqondo wezezimali, empeleni kunembe kakhulu ukuchaza okuningi kwakho njengokutshalwa kwezimali kwesikhathi eside. Amahedisethi e-XR afana ne-Quest asewubuchwepheshe obungaphambi kwesikhathi, kude nokuvuthwa, futhi i-Meta ayikaqali ngisho nezibuko zayo zokuqala ze-AR. Ngaphezu kwe-50% kwe-Reality Labs ukuchitha imali ocwaningweni nasekuthuthukisweni kwezibuko ze-AR.
Futhi, i-Meta ikwazile ukwehlisa izindleko zekota ngo-1% kuyilapho inyusa imali engenayo ngo-30%, lokhu kuphakamisa ukuthi iReality Labs ithuthuka kancane endleleni eya ekwenzeni inzuzo. Ingase futhi iphakamise ukuthi i-Quest 3 ixhaswe kancane kune-Quest 2.
Njengasemikhakheni eyedlule, uSusan Li utshele abatshalizimali ukuthi ulindele ukuthi lokhu kulahlekelwa kuqhubeke nokukhula ngokubonakalayo onyakeni olandelayo ngenxa “yemizamo eqhubekayo yokuthuthukisa umkhiqizo kanye nokutshalwa kwezimali kwethu ukuze kuthuthukiswe i-ecosystem yethu”.
UMark Zuckerberg esikhathini esidlule utshele abatshalizimali ukuthi akalindele ukuthi i-Reality Labs ibe nenzuzo kuze kube ngama-2030s, ekubona njengokutshalwa kwezimali kwesikhathi eside esikhathini esizayo sekhompiyutha.
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- Source: https://www.uploadvr.com/meta-reality-labs-quarterly-revenue-growth-q1-2024/
