Tim Cook says Apple will embed more third-party AIs into its operating systems. “Our intention is to integrate with more people over time,” Cook told CNBC. Apple has already embedded ChatGPT into Siri, with a Google Gemini integration in the works, and rumors of a partnership with Anthropic and Perplexity.
This isn’t the first time we’ve heard about third-party integrations, as Apple software SVP Craig Federighi said last year that the company “may look forward to doing integrations with different models like Google Gemini in the future.”
Cook also said Apple will release an AI-ified Siri next year and “we will integrate with more people over time.” Apple is “making good progress” on Siri, he said during an earnings call Thursday, and M&A is still on the table. “We are open to M&A if we think it will advance our roadmap,” Cook said, echoing a statement from July.
Apple just released its Q4 earnings, and the company reported record revenue of $102.5 billion over the past few months, up 8% from last year.
Even with the iPhone 17 launch last month, Apple still hasn’t delivered on its AI plans, which are supposed to bring an upgraded Siri across all its devices. A recent report from Bloomberg said Apple may partner with Google to build an AI search tool for Siri. Google CEO Sundar Pichai also confirmed last year that the company is working on Gemini support for the iPhone.
iPhone 17 sales likely only make up a small portion of Apple’s $49.03 billion in iPhone revenue. The new lineup includes the iPhone Air — Apple’s thinnest device yet — and the upgraded iPhone 17 and 17 Pro. This year, Apple brought some features previously reserved for its Pro-level iPhones to its entry-level device, including an always-on display with ProMotion for smoother scrolling.
Apple’s Mac revenue was $8.72 billion, and iPad revenue was $6.95 billion. Services revenue, which includes Apple TV, Apple Music, Apple Fitness Plus, and Apple Arcade, was $28.8 billion and includes an iPad Pro, MacBook Pro, and Vision Pro headset with M5. iPhone 17e next year?