Snap taps Nvidia, AWS, Salesforce to push $2,000 Specs AR glasses into enterprise

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

Snap is partnering with Nvidia, Amazon Web Services and Salesforce to bring its $2,000 Specs augmented-reality glasses to the enterprise market, as competition in the category grows and Meta remains a dominant player. In the United States, Snap is partnering with Verizon to offer custom data plans, flexible financing, digital setup and hands-on experiences at select Verizon stores, the Evan Spiegel-led company said in a statement. The SPECS Connected Case bundle will be available for $2,395, and Verizon will offer eligible customers financing options including a 36-month payment plan, with connected wearable data plans available from $10 per month for Verizon customers and from $20 per month for non-Verizon customers. Snap did not disclose the financial terms of the partnerships, which also include software company Trifork and augmented-reality software firm Hololight. Snap, which also unveiled the SPECS Intelligence AI service on Wednesday, has previously said shipping for the glasses is expected to begin later this fall in the U.S., UK and France, and said the waitlist for SPECS Intelligence is now open for invitation-only early access on Mac, with a preview available in the SPECS iOS app in the U.S. When Snap revealed the Specs AR glasses in June, with a $2,195 price tag and $200 refundable deposit, the company pitched the device as catering to the public instead of developers.

Impact on stocks 7

Artificial Intelligence▲ · 4 stocks
Spatial Computing / AR/VR▲ · 2 stocks
Snap Inc
SNAP
▲ PositiveDemandrelevance

Snap is partnering with Nvidia, AWS, Salesforce, Verizon and others to push its $2,000 Specs AR glasses into the enterprise market, expanding its addressable customer base.

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

Verizon will offer custom data plans, financing and in-store experiences for Snap's Specs AR glasses, adding a new connected-wearable product to sell.

Theme Impact 3

Off-coverage companies 2

HololightPrivate▲ Positive
Demandrelevance

Named as an augmented-reality software partner for Snap's Specs enterprise glasses.

Trifork Group AGPrivate▲ Positive
Demandrelevance

Named as a software partner in Snap's Specs enterprise AR push, implying a role in the partnership ecosystem.

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