Snap CEO sidesteps Specs preorder questions on Q2 earnings call

Snap CEO Evan Spiegel did not directly answer questions about Specs preorder demand during the company’s Q2 earnings call. Asked about product-market fit, he said mass-market adoption of consumer AR glasses likely will not arrive until the end of the decade.

The comments suggest Snap is positioning Specs as a long-term AR bet rather than a near-term consumer hardware hit. Investor focus may shift from preorder traction to whether Snap can sustain developer interest and hardware investment until the market matures.