Apple CEO Tim Cook will host the Worldwide Developers Conference on Monday, an event widely seen as his last major keynote before stepping down. The company is expected to unveil an AI-enhanced version of Siri, powered by Google's Gemini models, marking a strategic reboot after falling behind competitorrs like OpenAI and Google. According to the report, the new Siri will feature multi-step task execution and email drafting capabilities, and analysts see potential revenue from a subscription model and app store fees.

Why WWDC 2025 marks Tim Cook's final keynote

The source reports that Monday's WWDC is expected to be Cook's last major event as CEO, signaling a leadership transition at a pivotal moment for Apple's AI ambitions. While no successor has been named, the event sets the stage for his successor to inherit a strategy that analysts say needs a strong showing to reverse years of criticism. Cook's tenure has seen record revenues, but the AI lag has been a growing concern.

The delayed Siri reboot running on Google's Gemini

Apple's AI-infused Siri, according to the report, has been delayed and faced criticism for falling behind rivals. The new version will run on Google's Gemini AI models and enable multi-step requests, allowing users to ask for several tasks in a single query, as well as draft emails. This shift to a competitor's platform underscores how far Apple has had to pivot to catch up in the AI race.

Analysts eye an 'iCloud-style AI subscription' as a revenue stream

The report highlights that analysts believe Apple could benefit from its improved AI push through an “iCloud-style AI subscription” and App Store fees for third-party AI apps. This model borrows from Apple's existing services playbook, which generates tens of billions annually. However, the source does not detail pricing or a timeline, leaving the financial specifics as a key unknown.

What remains unknown about third-party AI app fees

A central open question, as the report notes, is whether Apple will impose its standard 30% App Store fee on third-party AI apps integrated with the new Siri. the source does not address Apple's commission policy for AI services, which could spark developer pushback similar to the Epic Games dispute.. Additionally, the specific capabilities of the AI subscription tiers and the timeline for a public rollout are not confirmed.

An echo of past strategic pivots under Cook

Apple's AI reboot at WWDC mirrors earlier moments when the company was seen as catching up in a new category — such as the 2014 introduction of larger iPhones after years of dismissing the trend. While the new Siri represents a technical leap, the source makes clear that the company still faces a trust deficit with developers and users who have been waiting for meaningful AI integration.. The success of this pivot will depend on execution and adoption, not just the announcement.