More Apple Devices Coming, But What Will Make March 4 a 'Special Experience'?

Last week, we touched on the latest delay for Apple’s (AAPL) long-awaited, revamped, AI-enabled Siri powered by Google (GOOGL) . We continue to think Apple potentially delighting consumers with that upgraded experience will be essential to fostering an accelerated iPhone upgrade cycle, a key Apple revenue driver.

We’ve just downloaded the latest iteration of Apple beta software across our Apple devices, and in iOS, iPadOS, and Mac OS 26.4 beta 1, there is no consumer-facing update for Siri, which means we will have to wait a bit longer. Could Apple unveil that beta software at its newly announced March 4 event? Quite possible, especially given the company’s choice of words.

Apple describes the event as a “special Apple experience.” While the company is expected to unveil some of its newest hardware refreshes, including some Macs and perhaps some iPads or the new entry-level iPhone 17e, those hardly qualify as an “experience.” Between now and then, we’ll examine the next round or three of beta software releases from Apple, and report back any findings on the revamped Siri.

And sticking with Apple, reports out Tuesday point to the company “accelerating development” for three new wearable products all built around the Siri digital assistant and linked to an iPhone:

-- Smart glasses, which would compete with Meta’s (META) smart glasses and those from others

-- A pendant that can be pinned to a shirt or worn as a necklace as the “eyes and ears” for the iPhone

-- Camera-equipped AirPods with expanded AI capabilities

The combination of these reports is lifting AAPL shares, which have been trading between $250-$275 for the last several months, but that could be more excitement about what Apple could do than what it is likely to do. While we love our Apple products, and we have many of them, we also realize the first iteration of new products is not always a "wow" out of the gate. We can easily say that about the Vision Pro, and remember it wasn’t until the Apple Watch had built-in cellular service with the third iteration that it started to really take off.

When these products take off will hinge not only on when Apple brings these new devices to market, but also their price points and the user experience. Apple arguably flubbed that with the Vision Pro, but perhaps that lesson was learned.

As we think about these new devices, and for them to work well and delight consumers, that brings us back to Apple having to nail AI-enabled Siri. So far, that is still to be determined, but we’ll be scouring upcoming beta software releases and report back our findings.

More Pro Portfolio:

At the time of publication, TheStreet Pro Portfolio was long AAPL, GOOGL and META.