Did Qualcomm Just Reveal One of Meta's Biggest Secrets?

Meta Platforms (NASDAQ: FB), the tech giant formerly known as Facebook, has never revealed any exact shipment figures for its Oculus virtual reality (VR) headsets. This August, Meta's AR and VR chief Andrew Bosworth said he was "convinced" it would hit that threshold earlier than it "had initially expected." Meta didn't say anything else about hitting that target during last quarter's conference call, but it attributed the 195% year-over-year growth of its "others" segment to "strong Quest 2 sales."