Apple’s AI Ambitions and Market Performance: A 2025 Outlook
Apple's third-quarter 2025 earnings report showcased robust growth, with revenue climbing 9.6% year-over-year to $94 billion and diluted EPS rising 12.1%. Despite outperforming Wall Street expectations, the stock has languished—down 15% year-to-date and flat over the past 12 months, starkly underperforming the broader market's 22% gain.
The company's delayed AI rollout continues to weigh on sentiment. While rivals charge ahead, Apple's much-anticipated AI-powered Siri upgrade faces a 2026 launch. CEO Tim Cook's bullish rhetoric—"AI as one of our lifetime's most profound technologies"—contrasts with execution delays, leaving investors questioning whether Apple can reclaim its innovation mantle.