Emerging Channels
Spatial computing is real but small in 2026. The honest assessment of where AR and VR investment pays — and where it's still hype.
Apple Vision Pro shipped in 2024. Meta Quest 3 and 3S have meaningful install bases. Snapchat Spectacles and TikTok AR continue to evolve. The question for marketers isn't whether to invest — it's where to invest, given honest data about user adoption.
As of 2026, spatial computing is real but small. Apple Vision Pro has shipped under 1 million units. Meta Quest 3/3S has shipped roughly 20M lifetime units. AR via mobile camera (Snapchat, TikTok, Instagram filters) reaches billions but with shallow engagement.
Mass-market VR shopping. Despite years of promises, very few users buy products in VR. The Vision Pro browser is a better surface than a custom VR mall.
Metaverse advertising. Decentraland, Sandbox, Roblox brand activations have generated press but limited measurable ROI for most brands.
NFT-gated brand experiences. The Web3 brand wave (2021-2022) is largely dormant in 2026.
Treat AR and VR marketing as experimental top-of-funnel for most brands today. The right budget is single-digit percentages of total marketing spend, focused on platforms with verifiable reach (Snapchat, Instagram, TikTok AR) and try-before-buy use cases where AR demonstrably lifts conversion.
Vision Pro and Quest experiences should be reserved for brands with strong cultural relevance, deep production budgets, and a willingness to operate at the experimental edge.
Standard digital attribution mostly fails in spatial computing. Brand lift studies, time-spent metrics, and incrementality tests are the better measurement framework. Engagement depth matters more than impression counts.