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Snap has partnered with Nvidia, Amazon Web Services, and Salesforce to enter the enterprise market with its Specs AR glasses. The social media company, which revealed the glasses in June, aims to make it easier for businesses to benefit from AI platforms through these partnerships. Snap is also planning to launch Specs Intelligence, a consumer-focused AI service that acts as a digital assistant across its AR glasses, iPhones, and Mac computers. The company reported solid second-quarter results, with revenue growing 19% year-over-year to $1.6 billion. Monthly active users reached 971 million, whilst daily active users hit 493 million. Adjusted EBITDA rose sharply by 505% to $249.62 million, and quarterly free cash flow increased 407% year-over-year to $120.54 million. Wall Street analysts have given SNAP stock a consensus "Moderate Buy" rating.

Microsoft, Meta lost billions on VR headsets - but Snap thinks its $2,195 AR glasses will change the game as it teams up with Nvidia, Salesforce and AWS to crack the enterprise market. * Snap is taking its AR glasses directly into the enterprise market * Nvidia, Salesforce, and AWS are joining Snap's push into workplace computing * Snap wants Specs to become a computer rather than another camera accessory Snap is taking its augmented reality glasses into the enterprise market through partnerships with Nvidia, Salesforce and Amazon Web Services. The company is looking beyond its established consumer business for workplace applications that could generate demand for its new hardware. Snap's CEO Evan Spiegel wants businesses to view Specs as a computing platform rather than another pair of glasses designed primarily for taking pictures. Latest Videos FromTechRadar Snap looks beyond its consumer business. Snap's Specs glasses cost $2,195, putting the device into a category where business customers will need clear reasons to purchase it. The company says the glasses can support field technicians by displaying digital instructions while workers inspect or repair equipment. They can also allow employees to interact with colleagues while accessing information through the glasses during workplace tasks. Microsoft and Meta spent years developing augmented and virtual reality hardware without producing products that became widely adopted consumer devices. Microsoft's HoloLens and Meta's Quest line have faced challenges turning immersive computing into a mainstream hardware business. The company believes that the physical size of previous devices was an important problem for users, arguing that Specs is better suited to workplace use. Snap is approaching Specs through practical workplace applications while attempting to expand beyond the consumer market that has driven its business. The company has not disclosed how many enterprise customers are committed to using Specs or how much revenue its business partnerships could generate. Nvidia, Salesforce and AWS join the enterprise push. Snap is collaborating with Nvidia for access to an open-source extended reality AI platform that businesses can use when developing applications for immersive devices. Salesforce is also part of the initiative, while Amazon Web Services provides another major technology relationship for Snap's enterprise effort. "They've got an open-source XR AI platform that a number of businesses are already building on top of," Spiegel said. "The goal with both Salesforce and Nvidia is to make it really easy for businesses to get the benefits of those agentic platforms." These partnerships are intended to connect Specs with software and AI services that businesses already use. Snap is also developing Specs Intelligence, an AI service designed to operate across the glasses, iPhones and Mac computers. Spiegel said the company has not finalized pricing, although the service is expected to have free access alongside other usage-based options. The system is intended to let users complete tasks through an AI assistant while moving between the glasses and other Apple devices. These efforts may give Snap a route toward making Specs useful for work beyond the consumer applications that have defined its business. Follow TechRadar on Google News and add Wilson’s Media LLC as a preferred source to get its expert news, reviews, and opinion in your feeds. Snap is taking its AR glasses directly into the enterprise market Nvidia, Salesforce, and AWS are joining Snap's push into workplace computing Snap wants Specs to become a computer rather than another camera accessory Snap is taking its augmented reality glasses into the enterprise market through partnerships with Nvidia, Salesforce...

Snap advances 4% as Specs glasses add Salesforce and NVIDIA enterprise tools; Meta holds steady. Snap just strapped Salesforce, NVIDIA, and Amazon onto its AR glasses and called it an enterprise play, but one critical question separates a clever demo from a real business. Snap (NYSE:SNAP | SNAP Price Prediction) is catching a bid Thursday morning after the company used a Los Angeles event to layer workplace software into its Specs augmented reality (AR) glasses. Snap stock is up 4% to $5.95, extending a modest bounce off recent lows for a name that has struggled to hold rallies in 2026. The move sits inside a firm broad-tech session, with the Invesco QQQ Trust (NASDAQ:QQQ) up 1.38% to $714.45. Meta Platforms (NASDAQ:META), the incumbent in consumer AR through Ray-Ban Meta and Reality Labs, is holding steady. META shares are up 0.4% to $675.88, so that stock doesn't appear to be reacting to Snap's announcement. Snap has quietly repositioned Specs from a consumer curiosity into a piece of workplace hardware, and the partner list is the tell. That's a different pitch to a different buyer, at a price point that looks very different depending on who is signing the invoice. Enterprise partners reframe the Specs pitch. Snap disclosed on Wednesday that Salesforce (NYSE:CRM) is embedding its Agentforce agent platform into Specs, letting workers reach company data and automate tasks through the glasses. That places Snap's hardware inside a workflow layer many large employers already run, which shortens the distance between a demo and a deployment. NVIDIA (NASDAQ:NVDA) supplies the artificial intelligence that lets Specs interpret what a worker is looking at and pull up the relevant company data. Amazon (NASDAQ:AMZN) is contributing its cloud unit's assistant so employees can use voice commands for tasks such as checking product availability on a warehouse floor or in the field. Snap also unveiled a Specs Intelligence service, with a separately sold charging case carrying cellular connectivity through carrier partners including Verizon Communications (NYSE:VZ) in the U.S. Snap didn't disclose financial terms for any of the tie-ups, so today's action prices a positioning change rather than a booked business one. That distinction matters, because Specs has to convert enterprise interest into actual purchase orders to move Snap's revenue line. Meta holds the incumbent ground. Meta Platforms remains the reference point in head-worn devices for consumers, and its restrained move today suggests investors see Snap's enterprise angle as adjacent to, rather than directly competing with, the Ray-Ban lineup. Meta is still the far larger balance sheet in this category and the one with mainstream retail distribution, and its own AR roadmap continues to advance in parallel. Free Report, Just Released Why Didn't NVDA Make The Top 10 List? 24/7 Wall St has helped investors make money for over two decades, and our top analysts just finished ranking the definitive Top 10 Stocks To Buy Now. Not the ten biggest companies. Not the ten everyone is arguing about. The ten best stocks to buy right now. And NVDA didn't make the cut! The report is free, and you can see why we think each stock is a top investment today. Specs carries a premium price tag. The device was unveiled in June at $2,195, a figure that lands very differently on a corporate purchase order than on a household budget, according to Snap. Changing who the buyer is, from a consumer weighing a discretionary splurge to a company outfitting a factory floor or field-service crew, is the crux of the Snap bull case. Sector read and peer reaction. The Global X Social Media ETF (NASDAQ:SOCL) is a natural sector proxy and carries Meta Platforms and Snap as sizable weights, yet the day's action is Snap-specific rather than a group revaluation. Salesforce, NVIDIA, Amazon, and Verizon are each contributing pieces of the stack without any disclosed dollar impact of their own. Zooming out, Snap stock is still down 28% year to date (YTD) even after this bounce, and Meta Platforms stock is up only modestly on the year. Today's gain doesn't reset either of those trends on its own, and it doesn't answer the volume question that ultimately decides whether Specs becomes a real business rather than a well-received demo. What to watch. Snap has said shipping begins later this fall in the U.S., the U.K., and France, with a Los Angeles shopping-mall try-on experience starting in October. Traders can watch for early enterprise order commentary once units are in the field, since nothing announced this week confirms whether companies will buy Specs in meaningful quantity. Investors sizing new exposure to Snap may want to keep their positions modest given the stock's volatility, the unproven revenue contribution from Specs, and the larger competitive shadow cast by Meta Platforms. A staged approach lets them scale into evidence, if enterprise adoption shows up, rather than paying today for a pitch that hasn't yet turned into bookings. The next real test for Snap comes when shipping starts and enterprise buyers begin to weigh in with orders rather than headlines. Got $1,000? Before you buy NVDA, read this. If you have cash sitting in your account right now, give this two minutes. After more than two decades of helping investors beat the market, our top analysts at 24/7 Wall St. put together a definitive report on the Top 10 Stocks To Buy Today. And NVDA wasn't one of them. They combed the entire market. It's not 10 ideas, not 10 stocks everyone is talking about, it's what their research points to as the 10 best stocks to buy right now, and it's free. Read more here and see which stocks made the list ->> David Moadel David Moadel is financial writer specializing in stocks, ETFs, options, precious metals, and Bitcoin. David has written well over 1,000 articles for leading online publications, helping investors understand markets, income strategies, and risk.His work has appeared in The Motley Fool, InvestorPlace, U.S. News & World Report, TipRanks, ValueWalk, Benzinga, Market Realist, TalkMarkets, Finmasters, 24/7 Wall St., and others.With a master's degree in education, David has taught at the elementary, high school, and college levels. That teaching background shapes his writing style: clear, educational, and practical. David has also built a loyal social-media audience by providing trustworthy financial content on YouTube, X/Twitter, and StockTwits.