Faizan Farooque
Tue, Jun 10, 2025, 11:47 AM 1 min read
In This Article:
Apple (AAPL, Financials) introduced a sweeping redesign to its operating systems Monday at its annual Worldwide Developers Conference but the lack of major artificial intelligence updates drew a muted reaction from Wall Street.
The company revealed a new design language called Liquid Glass, its most significant visual update since iOS 7 in 2013. The interface will roll out across iPhone, iPad, Mac, and Vision Pro devices starting later this year. Curved elements, translucent buttons, and animated interactions mark a departure from the sharp corners of older versions.
Apple said its in-house silicon now allows for richer visuals inspired by the Vision Pro interface. Apple Silicon has become dramatically more powerful, said software chief Craig Federighi.
However, the spotlight quickly shifted to what was missing. Apple did not provide a timeline for its long-awaited Siri overhaul powered by Apple Intelligence, originally teased last year but delayed in March. Federighi said only that this work needed more time to meet our high quality bar.
UBS analyst David Vogt called Apple's AI announcements incremental, noting many features are already available through competing platforms. He maintains a Hold rating on the stock.
Some new AI tools were shown like live phone call translations and ChatGPT image analysis integration but analysts said they fell short of rival offerings from OpenAI or Google.
Apple also announced a shift in software version names, moving from iOS 18 to iOS 26, matching the calendar year to simplify updates. The change applies across iPadOS, macOS, watchOS, and visionOS as well.
This article first appeared on GuruFocus.
English (US) ·