Apple analyst’s focus is increasingly shifting to the high bar set for the new Siri, expected around April of next year. Anticipation of that release should move shares higher, but “even if the next Siri is a miss, Apple still has time to figure out AI,” longtime Apple analyst Gene Munster believes.
Gene Munster for GeneMunster.com:
There’s a lot riding on the new Siri… I anticipate that, in the months ahead, excitement will build around Apple finally getting Siri right, and that should lead to multiple expansion.
As for timing, on the September earnings call, [Apple CEO Tim] Cook stuck to the script, saying we should expect the new Siri “next year.” Mark Gurman from Bloomberg has pegged a late March release, though I believe it will be closer to late April. Either way, we should see something by the latest at WWDC in June. That gives investors more than five months to dream about how good it will be…
Given how challenging Apple’s AI journey has been, it’s worth framing the case in which they miss the mark again.
That mark is a Siri that can contextualize our personal data, a digital assistant that’s smart about the user and just works. It’s a high hurdle and would represent Apple’s biggest product leap forward since the iPhone.
With expectations that high, it’s fair to ask: what happens if the new Siri is a flop? The answer is that shares of AAPL would likely sell off materially, and then begin to rebuild. The reason is simple: no other company has yet made meaningful progress in personalized AI on devices.
OpenAI is waiting in the wings, expected to show something next year and ship a product in 2027 that could sit alongside the iPhone and Mac. But what Apple has built, a tightly integrated ecosystem of hardware, software, and services — is the ideal platform for AI. And since no other company combines those elements the way Apple does, it means Apple has more time. potentially a couple of years, to figure AI out.
MacDailyNews Take: Not to further amp up expectations, but we do not expect the new Siri* to flop. Quite the contrary:
A little birdie sings us very positive songs regarding Apple’s all-new next-gen Siri. – MacDailyNews, September 26, 2025
*or whatever Apple calls it, if they smartly rebrand it
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