Overview

• Apple’s WWDC 2025 introduced modest enhancements to Apple Intelligence that keep processing on-device to safeguard user data privacy.
• Key updates include real-time voicemail transcription, enhanced Spotlight search and improved call screening, but no major cloud-based innovations.
• Shares slid 1.2% following expert criticism that Apple’s AI moves are “too little, too late” compared with aggressive generative AI efforts by competitors.
• On-device models remain smaller and less customizable, raising concerns about their suitability for complex enterprise applications requiring deep contextual reasoning.
• The launch of the Foundation AI Models Framework opens Apple’s AI infrastructure to third-party developers in a bid to expand its ecosystem and unlock new use cases.