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Snap highlighted strong growth in augmented reality activity during Q2 2025, according to its recent earnings report. According to the company, over 350 million people interact with AR every day, and Lenses in the Snapchat camera are used 8 billion times per day.
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Perfect Corp generated $16.3 million in Q2 2025 revenue, a 17.6% increase from the prior year. Its AI- and AR-powered subscriptions—including virtual try-ons and editing tools—accounted for $14.9 million, up 15.6% year-over-year.
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WeRide reported a 60.8% year-over-year increase in total revenue for Q2 2025, reaching $17.8 million, according to its earnings report. Robotaxi revenue alone surged nearly ninefold to $6.4 million
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EssilorLuxottica saw big gains in smart eyewear, with Ray-Ban Meta sales climbing over 200% in the first half of 2025. The company pointed to the growth as a highlight in its latest earnings update.