Meta is delaying its ultralight headset with a tethered puck to the first half of 2027, and, separately, starting work on a gaming-focused Quest 4, leaked memos reveal.

The two internal memos were sent earlier this week. They were first reported by Business Insider a few hours ago, and UploadVR can independently confirm their authenticity.

One was sent by VP of Reality Labs Maher Saba to staff, and mentions delaying the ultralight open-periphery headset with a tethered compute puck running Horizon OS that multiple reports, including our own, have suggested that Meta recently hoped to release next year. Various codenames have leaked for candidates for the product, including Puffin, Phoenix, and Loma.

Saba tells staff that the new goal is to release the ultralight device in the first half of 2027.

The headset will be focused on virtual screens and other seated use cases. Names that Meta has internally floated for the product have included "Quest Air", but it's far from certain what it will decide.

His memo also mentions the release of a new "limited edition" wearable device codenamed Malibu 2 in 2026. It's unclear what this will be, but it might be the rumored Prada Meta Glasses.

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The other memo comes from the heads of the Metaverse and Horizon OS groups within Reality Labs, Gabriel Aul and Ryan Cairns.

They suggest that the ultralight headset delay will give staff "a lot more breathing room to get the details right".

"There's a lot coming in hot with tight bring-up schedules and big changes to our core UX, and we won't compromise on landing a fully polished and reliable experience", they say.

Aul and Cairns also mention starting work on a next-generation mainline headset, which UploadVR understands would likely carry the name Quest 4.

This headset will focus on immersive gaming, bring a "large upgrade" over Quest 3, and "significantly improve unit economics". That strongly suggests an end to the strategy of subsidizing low-cost devices. Meta wants to slowly transition Reality Labs into a profitable division, and this will be a key part of that plan.

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Meta is prioritizing shipping an ultralight Horizon OS headset with a tethered compute puck in 2026, and might not ship a new traditional form factor Quest until 2027.

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Work on a Quest 4 comes around six months after the cancellation of the previous candidates for a 2026 Quest 4 and Quest 4S line, a decision Meta made alongside prioritizing the release of the ultralight headset.

The new plans suggest the ultralight headset should land in the first half of 2027, with a traditional Quest 4 following at a later date, perhaps in the second half or in 2028.

The leaked memos come shortly after Meta officially confirmed "shifting some of our investment from Metaverse toward AI glasses and Wearables". And to be clear, within Meta, Wearables does not include Quest.

That doesn't seem to be stopping the company working on new headsets, but Saba's memo does mention needing to be "focused on making the business sustainable", and not subsidizing Quest 4 seems to be the result of that budget pressure.

He also mentions that teams should not use the ultralight headset delay to "add more features or take on additional work", and instead focus on polishing what they already plan.

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Keep in mind that Meta's hardware roadmap is constantly shifting, and the company frequently spins up and cancels headsets before they ship. When a specific product gets close to shipping, we'll bring you any reliable rumors of its imminent arrival. Until then, be ready for anything planned to get canceled or delayed.

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