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This includes Oculus hardware. Even without any metaverse nonsense, VR sales are presumably still somewhat strong. That would be only 339k sales of the Quest Pro, or 848k sales of the Quest 2. Not an insane amount.

Ah I see, thanks.

The Meta Quest has an install base of 10,000,000+ users, along with surprisingly high-profile software releases (I think Resident Evil 4's VR remake was this year).

It's not a blockbuster industry quite yet, but something's happening. If nothing else, releasing a bunch of digital VR content isn't untenable for a FAANG business.

It’s at about 20 million now. I’ve seen estimates that about 1/3 are MAU.

There’s a reason why Sony and Microsoft still have a console

And a reason why Sony didn't leave PSVR stranded on PS4.

The Quest headsets are pretty popular. Not a billion dollar market yet though.

Didn't they keep the Oculus brand on most VR equipment till last year?

I assume it's Quest sales. Devices and apps.

Real estate sales of unused office space?

I kid, I kid.