Snap has secured enterprise partnerships with Nvidia, Amazon Web Services, and Salesforce to integrate its Specs AR glasses into retail, manufacturing, and field operations. Salesforce will deploy its Agentforce AI platform, allowing staff to manage records hands-free. AWS will connect the glasses to its Amazon Quick AI assistant, while Nvidia will provide AI agents from its XR software stack to assist workers with complex tasks.
The company launched its Specs hardware in June at a price of $2,195, with a cellular-enabled bundle available for $2,395. Despite these efforts, the stock has declined by approximately 30% this year. Advertising remains the primary revenue driver for Snap, accounting for $5.19 billion of its $5.93 billion total revenue in 2025. The firm reported a loss of $311 million for the year ending in June.
Wall Street analysts remain cautious, maintaining a hold rating on the stock with an average price target of $7.38. While the glasses are scheduled to ship in the US, UK, and France this fall, the company has not disclosed specific pilot customers or enterprise pricing details. Investors are currently monitoring AI-related spending across the technology sector, awaiting further evidence of commercial scale.
