[IfOnlyYouKnew]

It's beating the estimate by less than $20 million, or about 7 %, at a level where it's a rounding error anyway.

Google says Apple AirPods are responsible for $23 billion in revenue, or 23x Reality Labs. It's running laps around Meta, in reality.

[ceeplusplus]

Headphones are a well established market with pretty much no growth upside. Apple captures share from incumbents. RL is building out an entirely new market.