Technology

Apple Set to Cash In on AI: What to Expect at WWDC 2025

2025-06-09

Author: Liam

Apple's AI Monetization Era Begins!

Apple is gearing up to launch its AI monetization era at WWDC 2025! According to Wedbush analyst Daniel Ives, today’s keynote will unveil a transformative lineup of 26 updates for macOS, iOS, and iPadOS, all supercharged by Apple Intelligence. This ambitious rollout aims to counter any skepticism about a sluggish AI introduction.

Game-Changing Updates on the Horizon!

Ives asserts that today marks not just a feature showcase but the pivotal moment when Apple starts generating revenue from its AI functionalities. Expect enhancements in Siri's integration with tech giants like Google’s Gemini and OpenAI's ChatGPT, reshaping the way Apple embeds AI within its native applications. The outcome? Increased user engagement leading to device upgrades, especially with the iPhone 17 anticipated next year.

AI in China: A New Frontier!

With over 100 million iPhones in China ready for an upgrade, Ives is also on the lookout for announcements regarding Apple's collaboration with Alibaba to roll out localized AI services. This strategic alliance could prove vital for capturing growth in the world's largest smartphone market.

Investors Take Note!

Wedbush maintains an 'Outperform' rating and has raised its 12-month price target for Apple to $270. Ives highlights that Apple's strength lies not in creating cutting-edge large language models, but in monetizing its extensive hardware ecosystem.

Unlocking New Revenue Streams!

With its unparalleled ecosystem, Apple ensures that any third-party AI application must pass through its hands, allowing the company to tap into new service revenues while maintaining its product strategy.

What to Watch For!

Today’s AI announcements at WWDC have the potential to shift Wall Street's perception of Apple, reinforcing its long-term AI vision and boosting expectations for software revenue beyond traditional hardware sales. Investors are eagerly awaiting specific details on AI pricing, Siri's integration with Gemini, and the crucial Alibaba partnership as the keynote and subsequent developer sessions unfold.