Apple Eyes Google Cloud for Siri, Projects 13–16% Q2 Sales Growth
Apple is exploring Google Cloud infrastructure for its next-generation Siri assistant while enforcing strict privacy controls. Apple forecasts March-quarter net sales growth of 13–16% and 48–49% gross margin, supported by over 1 billion services subscribers and 2.5 billion active devices.
1. Google Cloud Partnership for Siri
Apple is evaluating use of Google Cloud infrastructure to power its next-generation Siri assistant, with Google setting up servers in its data centers to support AI workloads and agreeing to comply with Apple’s strict privacy requirements. This extends the existing collaboration on storage and internal AI model training.
2. March Quarter Sales Forecast
Apple projects net sales growth between 13% and 16% year-over-year in the March quarter, with gross margins of 48% to 49% despite constrained iPhone supply. The outlook underscores confidence in services and emerging market momentum to drive revenue.
3. Subscriber Base and Device Footprint
Apple now has over 1 billion paid services subscribers and 2.5 billion active devices globally, providing a stable recurring revenue stream and supporting its guidance. Growth in regions like India and Greater China has fueled first-quarter performance and underpins the March-quarter outlook.