Goldman And UBS Preview Apple's WWDC: AI Siri Takes Center Stage
Apple's annual Worldwide Developers Conference (WWDC) begins this afternoon at 1 p.m. EST at Apple Park in Cupertino, Calif.
Ahead of WWDC, Goldman analysts led by Michael Ng provided clients with a preview of what to expect, including the unveiling of a long-delayed AI-enhanced Siri and operating system version "27" across iOS, macOS, watchOS, tvOS, and visionOS.
The new AI-enhanced Siri will include many delayed features from WWDC24, such as on-screen awareness, personal context, and deeper integration across apps, including Messages, Calendar, Photos, and Notes.
"We view these new features as key demand drivers for the iPhone and other products, which should help extend the strong revenue momentum realized to date (e.g., iPhone revenue +23% YoY in F1H26)," Ng wrote in the note.
Expected WWDC announcements:
AI-enhanced Siri launch timing & feature details. After announcing AI-enhanced Siri at WWDC in 2024 and seeing subsequent delays, we expect Apple to share updated details on AI Siri's launch timeline and capabilities.
Launch timing: During Apple's F2Q26 earnings call, the company stated it expects to launch personalized Siri this year (C2026). We expect Apple to confirm ...
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