Warby Parker's Strategic Partnership with Google Signals Promising Long-Term GrowthWe estimate, early days, maybe Google AI glasses can get to $20 million in annual sales (roughly 2% of 2025 revenue estimates), at a $5 million earnings contribution (1% gross income), but certainly not in 2026. In the last two weeks, we have caught wind of some relatively aggressive assumptions on what the Google (GOOG $316.26; Outperform) partnership with AI-enabled glasses could contribute from a revenue and margin standpoint. In this report, we lay out what we know (and more what we do not know) and how that informs reasonable revenue or earnings expectations.