Wearable Devices Wraps Up Successful 2025: Fueling the Smart Glasses Multi-Billion Dollar Market with Intuitive, Touch-Free Control Solutions

Rhea-AI Summary

Wearable Devices (Nasdaq: WLDS) highlighted 2025 traction as smart glasses adoption accelerates, citing IDC forecasts of 10.6M XR glasses in 2025 and 105.7M devices from 2025–2029 with a 29.3% CAGR. The company promotes its Mudra Band and Mudra Link touch-free controllers, new smart-glasses integrations, and ongoing AI work (Large MUAP Model, “Vibe Coding”) to advance on-wrist intent processing and developer tools.

Key Figures

XR glasses 2025 shipments: 10.6 million units XR shipments 2025–2029: 105.7 million devices XR CAGR: 29.3% +5 more

8 metrics

XR glasses 2025 shipments 10.6 million units IDC forecast for 2025

XR shipments 2025–2029 105.7 million devices IDC forecast 2025–2029 total

XR CAGR 29.3% IDC forecast compound annual growth rate to 2029

Registered resale shares 3,322,000 shares Form F-3 New Warrants resale registration

Warrant proceeds $5.7 million Maximum cash to WLDS if New Warrants fully exercised

New Warrant exercise price $1.71 per share Exercise price under Form F-3 New Warrants

Shares outstanding 5,889,873 shares As of October 24, 2025 (Form F-3)

Post-exercise shares 9,211,873 shares If all New Warrants exercised for cash

Market Reality Check

Price: $0.9500 Vol: Volume 281,439 is 0.74x t...

normal vol

$0.9500 Last Close

Volume Volume 281,439 is 0.74x the 20-day average of 377,927, indicating subdued trading ahead of this growth-focused update. normal

Technical Shares at $0.95 are trading below the 200-day MA of $2.08 and sit 91.67% under the 52-week high, only 7.95% above the 52-week low.

Peers on Argus

WLDS was up 1.45% pre-news, while close peers showed mixed moves: names like AXI...

1 Down

WLDS was up 1.45% pre-news, while close peers showed mixed moves: names like AXIL, BOXL, MSN, and RIME were positive, but the momentum scanner only flagged WTO moving -5.08% with no news. Overall, data points to stock-specific rather than a clear sector-wide move.

Historical Context

5 past events · Latest: Jan 07 (Positive)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 07	AI partnership update	Positive	-11.6%	Announced Rokid collaboration enabling Mudra Link control and CES 2026 joint demos.
Jan 06	Product expansion	Positive	+0.7%	Mudra Link Android app launch bringing full neural gesture control to Android.
Jan 05	Trade show demos	Positive	+8.7%	CES 2026 neural-input demos for smart glasses and large screens in Las Vegas.
Dec 24	AI glasses tie-up	Positive	-5.1%	Rokid partnership to bundle Mudra Link with AI and AR glasses targeting Q2 2026.
Dec 22	App feature updates	Positive	+6.3%	Mudra Link updates with customized presets and on-device smart-glasses compatibility.

Pattern Detected

Recent product and partnership announcements have generally been positive but produced mixed price reactions, with some CES- and AI-related updates sold off despite constructive narratives.

Recent Company History

Over the past weeks, WLDS has focused on expanding Mudra-based neural input across platforms and partners. Events included smart-glasses demos at CES 2026, Android app expansion, and multiple collaborations with Rokid targeting Q2 2026 bundles. Price reactions were mixed: several product updates saw gains of 6–9%, while AI and partnership headlines sometimes coincided with 5–12% declines. Today’s broad 2025 wrap-up and smart-glasses growth narrative fits this ongoing strategy of positioning Mudra as a core control layer for XR devices.

Regulatory & Risk Context

Active S-3 Shelf · $5.7 million

Shelf Active

Active S-3 Shelf Registration 2025-10-27

$5.7 million registered capacity

WLDS has an effective Form F-3 allowing resale of up to 3,322,000 shares issuable from New Warrants. The company receives no proceeds from resales but could receive up to $5.7 million if all New Warrants are exercised for cash at $1.71 per share, which would increase shares outstanding from 5,889,873 to 9,211,873 and create dilution for existing holders.

Market Pulse Summary

This announcement highlights WLDS’s positioning in a fast-growing XR glasses market projected at 105...

Analysis

This announcement highlights WLDS’s positioning in a fast-growing XR glasses market projected at 105.7 million shipments and a 29.3% CAGR, while emphasizing Mudra Band and Mudra Link as neural control interfaces. Recent history shows multiple CES demos, Android expansion, and Rokid partnerships building the same theme. On the regulatory side, an effective F-3 covering 3,322,000 warrant shares and potential dilution to 9,211,873 shares outstanding remains an important structural consideration.

Key Terms

augmented reality, extended reality, edge AI, Form F-3, +3 more

7 terms

augmented reality technical

"driven by advancements in augmented reality (“AR”), health monitoring, and seamless"

Augmented reality is technology that layers computer-generated images, information or sounds onto your view of the real world through devices like phones, tablets or smart glasses — like seeing navigation arrows or product labels projected onto what you’re looking at. It matters to investors because it creates new ways to sell hardware, software, services and ads, can change customer engagement and recurring revenue models, and carries adoption and privacy risks that affect company value.

extended reality technical

"forecasts global extended reality (“XR”) glasses shipments to grow approximately"

Extended reality (XR) is the umbrella term for technologies that blend, layer, or replace the physical world with computer-generated visuals and sounds — including virtual reality, augmented reality, and mixed reality. For investors, XR matters because it can create new products, services, and revenue streams across gaming, shopping, training and remote work; like adding a digital layer to everyday life, it changes how customers interact with brands and can drive hardware, software and content sales while also bringing adoption and regulation risks.

edge AI technical

"advancing its proprietary Large MUAP Model (LMM) and edge AI capabilities with"

Edge AI refers to artificial intelligence systems that process data directly on local devices or nearby servers rather than sending information to distant data centers. This allows for faster decision-making and real-time responses, similar to how a home security camera can instantly detect motion without needing to connect to a remote server. For investors, edge AI represents a growing trend toward more efficient, responsive technology that can create new opportunities across various industries.

Form F-3 regulatory

"filed a post-effective amendment to its Form F-3 registration statement to deregister"

Form F-3 is a U.S. securities filing that lets eligible foreign companies pre-register and then quickly sell shares or other securities to raise money, because they already meet ongoing reporting and size tests. For investors it signals that the company is up-to-date with regulatory disclosure and has an efficient way to issue new securities — similar to a pre-approved credit line — which can mean faster capital raises but also potential dilution of existing holdings.

Form F-1 regulatory

"two prior Form F-1 resale registrations tied to warrant financings completed in"

A Form F-1 is the document a non-U.S. company files with U.S. regulators when it wants to sell stock or other securities to U.S. investors. It lays out the company’s business, finances, risks and how the offering will work, acting like a product manual and ingredient list so investors can judge what they’re buying. For investors, it’s a key source of verified information used to compare opportunities and assess potential reward and risk.

Rule 144 regulatory

"sold all the warrant shares or can sell them under Rule 144. Wearable Devices has"

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

RSU financial

"plus new RSU grants for the CEO, Chief Scientific Officer/President, and non‑executive"

Restricted stock units (RSUs) are a form of company shares given to employees as part of their compensation, usually with certain restrictions or conditions, such as remaining with the company for a set period. When these restrictions lift, employees receive actual shares that they can sell or hold. For investors, RSUs can impact a company's stock supply and reflect the company's commitment to attracting and retaining talent.

AI-generated analysis. Not financial advice.

The company is gaining traction in the smart glasses sector, with the category projected to reach 105.7 million device shipments between 2025 and 2029

Yokneam Illit, Israel, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Wearable Devices Ltd. (Nasdaq: WLDS, WLDSW) (“Wearable Devices” or the “Company”), a technology growth company specializing in artificial intelligence (“AI”)-powered touchless sensing wearables, reflects on the transformative year of 2025 for the wearable devices industry, particularly in the rapidly evolving smart glasses market. With consumer adoption of smart glasses surging, driven by advancements in augmented reality (“AR”), health monitoring, and seamless integration into daily life, the demand for intuitive, touch-free control solutions has never been higher. Wearable Devices’s consumer-focused products, the Mudra Band and Mudra Link, have positioned the Company at the forefront of this shift, enabling users to interact with their devices in smarter and more natural ways.

A recent report by International Data Corporation (“IDC”), titled “Global XR Shipments Rebound Behind Glasses-First Momentum, IDC Reports“, published on December 11, 2025, forecasts global extended reality (“XR”) glasses shipments to grow approximately 320% in 2025, reaching 10.6 million units, according to IDC. Worldwide, the growing mainstream acceptance of XR glasses and continued enthusiasm from gamers for mixed reality and big-screen experiences have propelled the market forward. The XR glasses category is expected to ship approximately 105.7 million devices from  2025 through 2029, totaling approximately 29.7 million units in 2029, with an expected compound annual growth rate (CAGR) of 29.3%.

This widespread adoption has created a growing need for advanced control mechanisms that go beyond traditional voice commands or physical buttons. Consumers are increasingly seeking solutions that allow for comfortable and familiar inputs to control digital devices without disrupting their activities, especially in scenarios such as driving, exercising or multitasking in dynamic environments.

The Mudra Technology delivers groundbreaking non-contact interaction capabilities for this ecosystem, with its Mudra Band and Mudra Link products.

The Mudra Band is an award-winning aftermarket Apple Watch wrist neural interface. It uses proprietary sEMG (surface electromyography) sensors and adaptive-AI to detect subtle finger and wrist movements, enabling Apple users to seamlessly control their Apple devices through the customized Mudra Band watch face, and easily hop and switch control between devices.

 The Mudra Link, a cross-platform universal neural gesture-control wristband (Android, macOS, Windows and other platforms), provides personalized, low-latency touch-free interaction, supporting multiple control schemes in mouse or keyboard modes. During 2025, the Company introduced customized presets and native Mudra Link app compatibility on select smart glasses (including Xreal, Rokid, RayNeo and Virtue), enabling full onboarding, gesture mapping and control directly on supported glasses for better immersion and accessibility in the growing smart-glasses ecosystem.

“2025 has been a pivotal year for smart glasses, as consumers start embracing these devices as essential extensions of their digital lives,” said Asher Dahan, Chief Executive Officer of Wearable Devices. “We’re thrilled to see the rising demand for our Mudra Band and Mudra Link, which address the core challenge of hands-free control in an innovative and user-centric way. As adoption grows, so does the opportunity to make wearable technology more intuitive and inclusive.”

Mudra’s 2025 milestones were defined by a blend of strategic market expansion and technical advancement, highlighted by new collaborations with leading smart glasses manufacturers to integrate Mudra’s technology into their devices for improved market penetration and consumer satisfaction. Alongside these partnerships, the Company drove innovation through significant feature updates that delivered enhanced, inclusive gesture recognition capabilities for a diverse range of users. Looking ahead to 2026, Mudra technology is poised to build on this momentum, with upcoming enhancements to the Mudra Link that promise even more seamless integration with next-gen smart glasses and AI wearables.

Looking ahead to 2026, the Company intends to build on this momentum and redefine the boundaries of human-machine interaction through its emerging AI initiatives. Beyond gesture recognition, the Company is advancing its proprietary Large MUAP Model (LMM) and edge AI capabilities with the goal of supporting a new neural standard for the AI era. The Company’s technology is designed to embrace the latest AI innovations, introducing ”Vibe Coding” tools accessible to developers, alongside autonomous agent-based workflows utilized by the Company to accelerate further development. By processing intent directly on the wrist, the Company aims to ensure that as digital systems become smarter, user control remains seamless and intuitive.

About Wearable Devices

Wearable Devices Ltd. (Nasdaq: WLDS, WLDSW) is a growth company pioneering human-computer interaction through its AI-powered neural input touchless technology. Leveraging proprietary sensors, software, and advanced AI algorithms, the Company’s consumer products - the Mudra Band and Mudra Link - are defining the neural input category both for wrist-worn devices and for brain-computer interfaces. These products enable touch-free, intuitive control of digital devices using gestures across multiple operating systems.

Operating through a dual-channel model of direct-to-consumer sales and enterprise licensing and collaborations, Wearable Devices empowers consumers with stylish, functional wearables for enhanced experiences in gaming, productivity, and XR. In the business sector, the Company provides enterprise partners with advanced input solutions for immersive and interactive environments, from AR/virtual reality/XR to smart environments. By setting the standard for neural input in the XR ecosystem, Wearable Devices is shaping the future of seamless, natural user experiences across some of the world’s fastest-growing tech markets. Wearable Devices’ ordinary shares and warrants trade on the Nasdaq Capital Market under the symbols “WLDS” and “WLDSW,” respectively.

Forward-Looking Statements Disclaimer

This press release contains “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, that are intended to be covered by the “safe harbor” created by those sections. Forward-looking statements, which are based on certain assumptions and describe our future plans, strategies and expectations, can generally be identified by the use of forward-looking terms such as “believe,” “expect,” “may,” “should,” “could,” “seek,” “intend,” “plan,” “goal,” “estimate,” “anticipate” or other comparable terms. For example, we are using forward-looking statements when we discuss the expected market trends, the potential benefits of our technology and products, and our plans to broaden adoption of neural gesture control across mobile, desktop and XR use cases. All statements other than statements of historical facts included in this press release regarding our strategies, prospects, financial condition, operations, costs, plans and objectives are forward-looking statements. Forward-looking statements are neither historical facts nor assurances of future performance. Instead, they are based only on our current beliefs, expectations and assumptions regarding the future of our business, future plans and strategies, projections, anticipated events and trends, the economy and other future conditions. Because forward-looking statements relate to the future, they are subject to inherent uncertainties, risks and changes in circumstances that are difficult to predict and many of which are outside of our control. Our actual results and financial condition may differ materially from those indicated in the forward-looking statements. Therefore, you should not rely on any of these forward-looking statements. Important factors that could cause our actual results and financial condition to differ materially from those indicated in the forward-looking statements include, among others, the following: the trading of our ordinary shares or warrants and the development of a liquid trading market; our ability to successfully market our products and services; the acceptance of our products and services by customers; our continued ability to pay operating costs and ability to meet demand for our products and services; the amount and nature of competition from other security and telecom products and services; the effects of changes in the cybersecurity and telecom markets; our ability to successfully develop new products and services; our success establishing and maintaining collaborative, strategic alliance agreements, licensing and supplier arrangements; our ability to comply with applicable regulations; and the other risks and uncertainties described in our annual report on Form 20-F for the year ended December 31, 2024, filed on March 20, 2025 and our other filings with the Securities and Exchange Commission. We undertake no obligation to publicly update any forward-looking statement, whether written or oral, that may be made from time to time, whether as a result of new information, future developments or otherwise.


Investor Relations Contact:


Michal Efraty
IR@wearabledevices.co.il

FAQ

What market growth did IDC forecast for XR glasses cited by WLDS on Feb 3, 2026?

IDC forecasts 10.6 million XR glasses shipments in 2025, and 105.7 million devices from 2025–2029. According to the company, IDC projects a 29.3% CAGR for the category across that 2025–2029 period.

How do WLDS Mudra Band and Mudra Link enable touch-free control for smart glasses?

The Mudra Band uses sEMG sensors and adaptive AI to detect subtle finger movements; Mudra Link provides cross-platform neural gesture control. According to the company, both enable low-latency, personalized touch-free interactions and device switching for immersive glasses use.

Which smart-glasses makers did WLDS say added native Mudra Link compatibility in 2025?

WLDS reported native Mudra Link compatibility on select smart glasses including Xreal, Rokid, RayNeo, and Virtue. According to the company, these integrations support onboard gesture mapping, control, and improved accessibility for users.

What AI developments did WLDS announce to advance its on-wrist control technology for WLDS?

The company is developing a proprietary Large MUAP Model (LMM) and edge AI features, plus “Vibe Coding” developer tools. According to the company, these aim to process intent on the wrist and speed integration with next-gen AI wearables.

What should investors expect from WLDS in 2026 based on the Feb 3, 2026 announcement?

WLDS plans enhancements to Mudra Link, broader smart-glasses integration, and continued AI initiatives in 2026. According to the company, these efforts target deeper immersion, improved gesture recognition, and tools for developers to adopt on-wrist interaction standards.