The company is betting on new search technologies
Cue noted that users are increasingly choosing artificial intelligence (AI) over traditional search. For example, in April, the number of Google searches on Apple devices decreased for the first time. The company plans to rebuild the Safari browser by integrating AI services such as ChatGPT, Claude, and Perplexity. These platforms could become alternatives to Google, although for now Google remains a preferred partner. Apple also cooperates with other search engines, but their contribution to the company’s revenue is smaller.
The Google deal brings in a significant chunk of Apple’s services revenue, which hit a record $26.6 billion in March. But if a court finds the Google deal anticompetitive, Apple risks losing that revenue. Cue acknowledged that such an outcome worries him, but stressed that new AI technologies offer opportunities. Apple, for example, already uses ChatGPT in Siri and plans to add Google Gemini.