Apple Hits Record Close Ahead of November 2 Report: What Paid Siri AI Means for Shares
Yahoo Finance ·
Apple closed at a record $343.46 on October 16. During its September event, the company revealed that heavy users would soon face usage limits and extra fees for cloud-backed Siri AI features, which currently handle over 2.5 billion daily requests. While pricing remains unannounced, enhanced access is tied to the 2027 software releases and could provide an additional revenue stream for the Services division. Apple's Services segment grew 13.5% to $109.2 billion in fiscal 2025. Ahead of its November 2 earnings report, analysts project December-quarter revenue of roughly $154 billion, representing about 7% growth. Wall Street currently tracks estimates with revenue climbing from $416.2 billion in fiscal 2025 to around $572 billion by fiscal 2028, alongside normalized EPS expanding from $7.46 to $10.84.
AI 시장 분석
Apple reached an all-time high of $343.46 on October 16 and plans to introduce an additional monetization model for over 2.5 billion daily Siri AI requests. Services revenue, which grew by 13.5% in fiscal 2025, is expected to gain further momentum through future AI subscription models. However, risk factors such as reduced iPhone component orders and service restrictions in the EU region remain, requiring a cautious approach from investors.
상승 영향
- AI — The introduction of a paid model for over 2.5 billion daily Siri AI requests can accelerate revenue growth in the Services segment.
하락 영향
- Semiconductors — Component orders for models like the iPhone 18 Pro have been cut by at least 15%, placing pressure on the earnings of related supply chains and semiconductor component suppliers.
DYAX 전담 분석
Apple's plan to charge extra for Siri AI is expected to alleviate server cost burdens and drive revenue growth in the high-margin Services segment, acting positively on the stock price. Services revenue reached $109.2 billion in fiscal 2025.
In the bullish scenario, specific AI pricing alongside software launches in 2027 will sustain double-digit growth, while in the bearish scenario, absorbing excessive server costs could cause net profit margins to fall below the 2025 level of 26.9%, making future guidance and the November 2 earnings release key events to watch.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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