One paragraph further down the same summary, Counterpoint describes demand that did not soften. That part of the report is worth reading twice.
“A relatively positive trend in the otherwise lacklustre VR market is the resilient demand from the enterprise segment,” the summary says. Enterprises and governments, it continues, “are generally less price-sensitive than consumers when adopting VR’s digital twin and spatial computing capabilities to address operational challenges and enhance productivity.” Then it names a second buyer that has nothing to do with content libraries or comfort ratings. Driven by the development of the robotics industry and particularly by China, the firm expects demand for VR headsets used for data collection and remote robot control to grow this year.
Neither observation arrives with a unit figure. The public page carries OEM share percentages and category growth rates, and names its underlyinghas been published here is a direction rather than a measurement. Counterpoint puts no number on how much of the quarter’s volume enterprise buying represents. Hold it at that weight
What the resilient segment actually looks like
Held at that weight, the description still lines up with the contracts this site has reported since July. Kalitta Air put its 777 pilots in VR ahead of full simulator time. The Marine Corps paid $5.1 million for a gunnery trainer whose opposing force runs on agentic AI. An Air Force Reserve group at Little Rock reported $18.5 million in mitigated costs from a maintenance trainer built in a converted storage room. NHS Supply Chain named £40 million for immersive technology inside a £210 million medical simulation framework. Not one of those buyers was shopping on price per headset, and not one of them would register in a consumer demand curve.
The share table is the part most likely to be misread
Meta holds 54 percent of combined XR shipments in Q2 2026 by Counterpoint’s count, down from 58 percent in Q1 2026 and from 72 percent in Q2 2025. Read on its own, that looks like a collapse. The table does not establish that it is one. The denominator is AR and VR devices counted together, and AR device shipments rose 138 percent year over year and 10 percent quarter over quarter in the same period, which the firm credits to new product launches, international expansion by OEMs, and China’s 6.18 promotional campaigns. A share of a category growing that fast falls even when unit volume holds flat. Counterpoint also places Meta inside the AR half of its own denominator, noting that “beyond Meta, all other leading OEMs in this segment, including Rokid, Even Realities, Alibaba and iFLYTEK, are headquartered in China.”
