The small public companies behind smart glasses, waveguides, microdisplays and extended-reality training. IDC expects optical see-through AR glasses to grow from 3.0 million units in 2026 to 12.2 million in 2030 (IDC, 15 Jun 2026). Vuzix is featured for November and December.
Each row: what the company sells, its latest quarter as it reported it (with the source), a dated market value, its next results date (confirmed or estimated), its latest SEC filing and its First Look Score where one is published. Star a company to add it to your watchlist.
Enterprise smart glasses, waveguide optics for other device makers, defense displays and, since August, optical interconnects for AI data centers.
MicroLED and OLED microdisplays and optics for AR, defense and industrial headsets.
AI event software (Map D, Eventdex); formerly NexTech AR Solutions.
Related party: AIEDGE Holdings, Inc., under common control with First Look Equities, is preparing an application to become an authorized Vuzix reseller and software partner. First Look Equities has received nothing from Vuzix.
Smart glasses and AR: who actually makes money in the small-cap layer: the 18-minute report on Kopin, Vuzix, MicroVision, Himax and WiMi, the private challengers, the platforms and the supply chain, with 44 sources. Free for verified readers.
On our lists: Vuzix (Nasdaq: VUZI), smart glasses and waveguides; Kopin (Nasdaq: KOPN), microdisplays for AR and defense headsets; MicroVision (Nasdaq: MVIS), now lidar and perception software, with roots in display technology; VirTra (Nasdaq: VTSI), extended-reality training; and Nextech3D.ai (CSE: NTAR), formerly NexTech AR Solutions. Our AR landscape report also covers Himax Technologies and the large platforms.
No. Vuzix reported a net loss of $32.3 million for 2025, and for the second quarter of 2026 (April to June) a net loss of $7.63 million on revenue of $1.11 million. Its coverage page links each figure to the filing.
Vuzix reports third-quarter 2026 results on Thursday 12 November 2026, with a conference call at 4:30 PM ET (set by Vuzix on 29 October 2026).
IDC expects shipments of optical see-through AR glasses to grow from 3.0 million units in 2026 to 12.2 million in 2030 (IDC, 15 June 2026). Most smart glasses sold today have no display.
No. It is research of general circulation with sources. First Look Equities makes no recommendation to buy, sell or hold any security and publishes no ratings or price targets.
The First Look Weekly reads the filings and results of the AR makers and says what changed, starting with Vuzix's call on 12 November. Tell us who you are, confirm your email once.
First Look Equities publishes impersonal research of general and regular circulation. It is not a broker-dealer or a registered investment adviser, and nothing here is an offer, a solicitation or a recommendation to buy, sell or hold any security. No company on this list pays for coverage or for its score. Positions: none, as stated on every report. Quotes are delayed and for information only. Data sources