Source item

Outside of Sept guidance, the key question is will $AAPL give investors confidence that they have the chops when it comes to AI? On the call I expect Cook to say the new iOS27 beta with Siri is going great, and I believe investors to shrug those comments off because of course they will say it's going great. I can add I've been using it for three weeks and it's a major step forward, but it's still in beta. What matters is any update on the timing of when the new Siri will come out of beta, or at least remain in beta but available to everyone as a standard update, similar to what they have done with Apple Intelligence (it still shows its in beta) and timing of when Europe and China will be added.