During Facebook’s Q4 2020 earnings call today, CEO Mark Zuckerberg said that Quest 2 is “on track to be the first mainstream virtual reality headset,” noting that the device drove a 156% increase in the company’s non-advertising revenue.

In past earning calls, Zuckerberg has generally downplayed the company’s XR business as a forward-looking investment that isn’t expected to pay off for years. His tune has shifted notably in the company’s latest earnings call, where he told investors that Facebook’s XR business was “one of the areas that I’m most excited about our progress heading into 2021.”

Although Facebook hasn’t confirmed how many Quest 2 units have been sold so far, Zuckerberg was upbeat about the headset’s sales performance,…

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