Apple Siri upgrade delay rattled investors after testing setbacks reportedly surfaced in recent weeks, including incorrect query handling and slow response times. The shift pushed expectations away from a single near-term software drop and toward a phased rollout across multiple iOS cycles.
Apple had initially aimed to land the feature set in the March iOS 26.4 window, but plans now point to distribution across later releases. Some Siri capabilities are expected to move to iOS 26.5 in May, while additional elements could slide to iOS 27 in September, with a timeline described as fluid.
The delayed package is described as centered on more personalized behavior, on-screen awareness and expanded in-app and cross-app actions. In testing, reliability and accuracy were reportedly still inconsistent, highlighting execution risk at the integration layer where assistant features must work smoothly across system and app contexts.
Markets reacted quickly, with Apple shares falling about 5% in one session tied to concern over the delay, wiping roughly $200 billion from the company’s market value.
