$Apple(AAPL)$ Wall Street analysts are projecting that a revamped, agentic Siri could bring in an estimated $20 to $30 billion in incremental revenue by 2030, with a bull case pushing up to $65 billion. In the near term, Apple's AI ecosystem already generates over $1 billion annually in App Store fees from third-party AI apps.
The projected financial impact breaks down into a few core streams.
Analysts predict 50 million to 75 million users may subscribe to an advanced, premium AI tier at $15 to $20 per month, generating roughly $9 billion to $14 billion in new services revenue.
By allowing Siri to book rides, order food, and make purchases natively across apps, Apple could collect 1% to 2% take rates on $200 billion to $300 billion in consumer spending.
A highly capable, personalized Siri cements the iPhone as the ultimate computing gateway. This is expected to drive hardware upgrade cycles and increase user time spent within the Apple ecosystem, boosting App Store, iCloud, and Apple Music usage.
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