What to Expect From Apple WWDC

Product & Technology - Siri's capabilities are not meeting expectations compared to competitors [1] - Apple is introducing a new naming convention for operating system upgrades based on the year [2] - The seamless integration of Apple products is not enough to prevent analyst downgrades [3] - Apple's transition to incorporating AI, specifically Apple Intelligence, is lagging behind competitors like Google with Android [5] - Apple CarPlay's initial failure and the emergence of alternative operating systems in cars, like General Motors' system with Google, pose a challenge [6] Market & Analyst Sentiment - Analysts are questioning the reasons to buy the next set of Apple hardware [3] - The analyst community has largely fallen out of love with Apple due to upgrade cycle issues and being behind on AI [7] - Less than 60% of analysts are recommending to buy Apple stock at the moment, indicating negative sentiment [11] Challenges & Risks - Apple is facing challenges related to trade policy, including President Trump's demands for more US-based manufacturing [10] - The company faces potential regulatory issues related to monopolization in certain industries in the US [10] - The future of the App Store and potential curtailment of payment collection are concerns [8] - Supply chain headaches continue to be a challenge for Apple [9] - The potential loss of $20 billion annually from Google for maintaining Google search as the primary offering on Apple devices is a risk [8]