Snap Adds Nvidia, Amazon, Salesforce and Verizon Deals for Specs AR Glasses

Product / TechM&A · Partnership
โดย GuruFocus·US·Read original
Summary · why it matters

Snap expanded the reach of its Specs augmented-reality glasses through a group of technology and telecom partnerships, sending SNAP stock up 2% early Thursday. The initiative brings together Nvidia, Amazon Web Services, Salesforce, Trifork and Hololight as Snap looks to broaden adoption of its wearable computing platform among business customers. In the U.S., Snap said it is working with Verizon to provide connectivity plans, financing options and in-store demonstrations, with the Specs Connected Case package priced at $2,395 and installment plans stretching up to 36 months for qualified buyers. Monthly wearable data plans start at $10 for Verizon subscribers and $20 for other users. Separately, Snap introduced Specs Intelligence, an AI-powered service for iPhone, Mac and Specs devices, with invitation-only early access now available on Mac and a preview version accessible through the Specs iOS application in the United States. Snap expects shipments of the glasses to begin later this fall in the U.S., the UK and France, and financial details of the partnerships were not disclosed.

Impact on stocks 5

Artificial Intelligence▲ · 3 stocks
Amazon.com Inc
AMZN
▲ PositiveDemandrelevance

AWS named as a technology partner for Snap's Specs AR glasses platform, broadening its enterprise cloud/AI reach.

Salesforce.com Inc
CRM
▲ PositiveDemandrelevance

Salesforce named as a partner for Snap's Specs AR glasses, extending its enterprise software onto the wearable platform.

NVIDIA Corporation
NVDA
▲ PositiveDemandrelevance

Nvidia named as a technology partner for Snap's Specs AR glasses initiative.

Spatial Computing / AR/VR▲ · 1 stocks
Snap Inc
SNAP
▲ PositiveDemandTechnologyrelevance

Snap added Nvidia, AWS, Salesforce, Verizon and others as partners to broaden adoption of its Specs AR glasses among business customers.

Cloud & Digital Infrastructure▲ · 1 stocks
Verizon Communications Inc
VZ
▲ PositiveDemandrelevance

Verizon will provide connectivity plans, financing and in-store demos for Snap's Specs glasses, adding a new device/data revenue stream.

Theme Impact 4

Off-coverage companies 1

HololightPrivate± Mixed
relevance

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