With the start of the Worldwide Developer Conference 2025 (Apple's annual event), we are seeing a markdown in the shares of the iPhone manufacturer. The company's announcements so far do not indicate sufficient innovation that investors were hoping for.
Start investing today or test a free demo
Create account Try a demo Download mobile app Download mobile appApple's stock is down almost 2% after the start of the WWDC 2025 conference, falling to the vicinity of the lower boundary of consolidation since early June, set at $200. Source: xStation
Among the announced changes, Apple, among others, pointed to a new software update, introducing version 26 on all devices. As part of the new update, the company is introducing Liquid Glass, the biggest visual interface change since iOS 7. The new look is intended to be more intuitive and modern.
The company also announces significant progress in translation capabilities. The service will be available for use in both messages and live conversations, including the addition of real-time translation subtitles during phone calls. New updates are also intended to make it easier for users to control notifications, and the use of AI elements is to help with writing on devices and searching for key information related to elements viewed on the device screen.
Although the announcements indicate a series of changes improving the comfort of using the new software, the conference lacks the expected breakthrough changes. Additionally, the company's valuations are burdened by a UBS report indicating the lowest number of people planning to buy a new iPhone in the next 12 months in 5 years. Apple increasingly needs to prove to investors and consumers that it is able to keep up with changes in the smartphone market and adapt to new consumer preferences.
The content of this report has been created by XTB S.A., with its registered office in Warsaw, at Prosta 67, 00-838 Warsaw, Poland, (KRS number 0000217580) and supervised by Polish Supervision Authority ( No. DDM-M-4021-57-1/2005). This material is a marketing communication within the meaning of Art. 24 (3) of Directive 2014/65/EU of the European Parliament and of the Council of 15 May 2014 on markets in financial instruments and amending Directive 2002/92/EC and Directive 2011/61/EU (MiFID II). Marketing communication is not an investment recommendation or information recommending or suggesting an investment strategy within the meaning of Regulation (EU) No 596/2014 of the European Parliament and of the Council of 16 April 2014 on market abuse (market abuse regulation) and repealing Directive 2003/6/EC of the European Parliament and of the Council and Commission Directives 2003/124/EC, 2003/125/EC and 2004/72/EC and Commission Delegated Regulation (EU) 2016/958 of 9 March 2016 supplementing Regulation (EU) No 596/2014 of the European Parliament and of the Council with regard to regulatory technical standards for the technical arrangements for objective presentation of investment recommendations or other information recommending or suggesting an investment strategy and for disclosure of particular interests or indications of conflicts of interest or any other advice, including in the area of investment advisory, within the meaning of the Trading in Financial Instruments Act of 29 July 2005 (i.e. Journal of Laws 2019, item 875, as amended). The marketing communication is prepared with the highest diligence, objectivity, presents the facts known to the author on the date of preparation and is devoid of any evaluation elements. The marketing communication is prepared without considering the client’s needs, his individual financial situation and does not present any investment strategy in any way. The marketing communication does not constitute an offer of sale, offering, subscription, invitation to purchase, advertisement or promotion of any financial instruments. XTB S.A. is not liable for any client’s actions or omissions, in particular for the acquisition or disposal of financial instruments, undertaken on the basis of the information contained in this marketing communication. In the event that the marketing communication contains any information about any results regarding the financial instruments indicated therein, these do not constitute any guarantee or forecast regarding the future results.