Maintaining a fleet of android devices sucks hard, especially when they are on devices that are not really designed to be remotely controlled (any kind of tablet is really not that well designed to be managed remotely (ie has batteries, only works on wifi, not onboard TPM thats useful))
Plus they are posted in every room where sensitive conversations are going on, not only that there is a list of who's going to be in those meetings. Not only that, they have access to video conferencing in each room as well.
Combine that with the portal offering, I can see the compelling value add.
as for "not a hardware company" their datacentres are almost entirely custom.
But I think saying they are not a hardware company is a bit unfair. Oculus by itself is a tremendously hard and complex hardware business. Portal less so, but it’s still a meaningful device with a lot of complexity.
Also Facebook infrastructure must have hundreds of proprietary hardware elements that are built specifically for their own use cases.
But I get what you’re saying. From all the tech behemoths, FB is the by far the least experienced in hardware. But I think it’s pretty clear that FB sees hardware as a column of their long term vision. That alone is enough reason to invest on developing your own hardware.