Snap targets enterprise demand with $2,195 Specs AR glasses and AI partnerships

  • Snap expanded Specs workplace integrations with Salesforce, Amazon Web Services and Nvidia.
  • Snap shares rose 2.97% to $5.89 in Thursday premarket trading.
  • Analysts forecast 4 cents per share on $1.73 billion for Nov. 4, 2026.

Snap is expanding its $2,195 Specs augmented-reality glasses into workplace applications through integrations with Salesforce, Amazon Web Services and Nvidia, as it seeks revenue sources beyond advertising. Salesforce's Agentforce AI can help workers identify objects, create cases, retrieve information and update workflows, while AWS is bringing its Amazon Quick workplace assistant to Specs and Nvidia's XR technology supports real-time guidance. Snap did not disclose financial terms, pilot customers or enterprise pricing. Shares rose 2.97% to $5.89 in Thursday premarket trading after gaining more than 4% after hours on Wednesday, aided by the partnerships and a broader risk-on market. The advertising business also faces potential pressure from proposed European rules that would restrict independent social-media access for children under 15. Snap's next estimated earnings report is scheduled for Nov. 4, 2026, with analysts forecasting earnings of 4 cents a share on $1.73 billion in revenue.

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