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Meta Just U-Turned on the Best VR Announcement It Ever Made — and Might Have Handed the Win to Android XR

Meta halted third-party Horizon OS sharing to prioritize first-party VR hardware amid budget cuts and a strategic shift toward AI glasses and wearables.

  • This month, Meta paused its program to share Meta Horizon OS with third-party device makers, saying it will focus on building world-class first-party hardware and software.
  • Earlier this month, Bloomberg reported Reality Labs faced potential budget cuts as high as 30% and Meta is shifting investment toward AI glasses and wearables next year.
  • The partner program initially aimed to license Horizon OS to hardware partners including ASUS, Microsoft's Xbox and Lenovo, but partners have issued few updates and headsets may never launch.
  • Consumers may see fewer device options as pausing Meta's metaverse program reduces prospects for a broader hardware ecosystem and creates uncertainty for developers building for Horizon OS and third‑party headset makers.
  • Meta recently delayed mixed reality glasses codenamed Phoenix to early 2027 and says it will revisit third‑party partnerships as the category evolves.
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Road to VR broke the news in on Wednesday, December 17, 2025.
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