Goldman Sachs
June 3, 2026
WWDC 2026 Preview: Focus on AI Progress and Siri Details
Single Stock ReportEquitiesInformation Technology
Goldman Sachs previews Apple's WWDC 2026, highlighting the expected launch of a more capable, AI-enhanced Siri as a key driver for iPhone demand and Services revenue growth.
Key Takeaways
- 1.Apple is expected to unveil a new AI-enhanced Siri at WWDC26, featuring a chat interface and on-screen awareness.
- 2.Personalized AI Siri is projected to launch with iOS 27 in September 2026 alongside the iPhone 18 family.
- 3.Apple Intelligence may allow users to choose between various LLM model providers to power specific features.
Table of Contents
- Expected WWDC announcements
- Key risks include
- Disclosure Appendix
- GS Factor Profile
- M&A Rank
- Quantum
- Disclosures
- Company-specific regulatory disclosures
- Distribution of ratings/investment banking relationships
- Price target and rating history chart(s)
- Target price history table(s)
- Regulatory disclosures
- Additional disclosures required under the laws and regulations of jurisdictions other than the United States
- Ratings, coverage universe and related definitions
- Global product; distributing entities
- General disclosures
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Authors
Michael Ng, CFAZorayda MontemayorKatherine Murphy
Securities
AAPL
Themes
Artificial Intelligence (AI)Edge ComputingServices Revenue Growth
Regions
North AmericaUnited States