Financial firm Wedbush believes that WWDC practically demonstrates how Apple is executing its Apple Intelligence strategy, but without significant progress it may be forced into large scale AI acquisitions.

Apple Park

Apple Park
Most investment and financial firms were underwhelmed by Apple’s WWDC 2025 keynote, and that includes Wedbush. But in a note to investors seen by AppleInsider, Daniel Ives at Wedbush says that Apple did lay out its vision for AI, and it has begun to execute that with it opening up Apple Intelligence to third-party developers.
The analyst argues that Apple chose to play things safe, and even low-key, following what it and others describe as the missteps of WWDC 2024. Yet while that strategy is supportable and maybe even necessary, Ives maintains that the following 12 months are critical for Apple Intelligence.