Warby Parker Says Its Google-Backed Smart Glasses Open for Pre-Orders on November 12
The eyewear brand gave the date in its third-quarter results ahead of any word from Google, and expects to deliver the Gemini-equipped glasses in the holiday season.
By Nakoda News Desk
·2 min read
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Warby Parker will start taking pre-orders for its first Intelligent Eyewear collection, the smart glasses it developed with Google, on November 12, the company said on Thursday in its third-quarter earnings release.
"One week from today, on November 12, we'll begin accepting pre-orders for our first Intelligent Eyewear collection," co-founder and co-CEO Dave Gilboa said in the release, adding that the company expects to deliver orders during the holiday season. Google has not announced a date itself, so the release gives the first firm schedule for consumer glasses on its Android XR platform.
The glasses are Google's second attempt at consumer eyewear, more than a decade after Google Glass, and a direct challenge to Meta's Ray-Ban smart glasses. Google said in 2025 that it was working with Samsung, Warby Parker and Gentle Monster on the glasses and showed the launch designs at this year's Google I/O. According to Engadget, the frames run an audio-focused version of Android XR, include cameras and give quick access to Google's Gemini assistant. Gentle Monster will also sell the glasses but has only pointed to a fall launch.
Warby Parker did not give a price or product details. Customers can already book in-store demonstrations, Engadget reported. The release mentions Google only once, in its forward-looking statements, which list the company's ability to benefit from partnerships "including with Google and Samsung" as a risk.
The product is already showing up in Warby Parker's numbers. Net revenue rose 10.4% to $244.7 million in the quarter to September 30, and net income was $5.6 million, slightly down from a year earlier. Adjusted EBITDA rose to $28.6 million. Free cash flow was negative $2.0 million, which the company attributed to investments in launching Intelligent Eyewear. Warby Parker ended the quarter with 364 stores and 2.74 million active customers.
Warby Parker narrowed its 2026 revenue forecast to $966 million to $976 million and kept its adjusted EBITDA forecast of $117 million to $119 million. It said the guidance includes a "modest contribution" from Intelligent Eyewear, along with launch and operating costs. Co-CEO Neil Blumenthal named the collection's launch as one of the company's current priorities.
Engadget said it had asked Google whether Gentle Monster's designs will also go on sale on November 12. Google had not answered by the time of publication.
Sources
- Warby Parker (SEC filing) · Warby Parker Inc. Form 8-K, third quarter 2026 earnings release
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