--- title: "Apple’s Siri AI Could Become a Paid Upgrade — CEO John Ternus Reveals Plans to Charge for More Server-Side Apple Intelligence Usage" type: "News" locale: "en" url: "https://longbridge.com/en/news/304109845.md" description: "Apple CEO John Ternus announced plans to introduce usage limits for server-side AI features like Siri and intelligent photo editing, allowing users to purchase expanded capacity. This move aims to monetize high inference costs while leveraging Apple's record services revenue of $31.6 billion. CFO Kevan Parekh noted that on-device processing remains cost-free, whereas server queries incur expenses. The strategy represents a new first-party revenue opportunity as Apple continues to grow its paid subscription base." datetime: "2026-11-03T12:00:07.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/304109845.md) - [en](https://longbridge.com/en/news/304109845.md) - [zh-HK](https://longbridge.com/zh-HK/news/304109845.md) generator: "portal-rs" --- # Apple’s Siri AI Could Become a Paid Upgrade — CEO John Ternus Reveals Plans to Charge for More Server-Side Apple Intelligence Usage **Apple Inc.** (NASDAQ:AAPL) plans to let users buy additional capacity for Siri AI and other Apple Intelligence features that rely on server-side models after usage limits are introduced, CEO **John Ternus** said during the company’s fourth-quarter earnings call. ## Apple Eyes Paid Access For Higher AI Usage Ternus disclosed the plans after Goldman Sachs analyst **Michael Ng** asked about iCloud+ and the potential monetization opportunity around Apple Intelligence. "There’s going to be some usage limits on features that rely on server-side models, which include Siri AI and intelligent photo editing, some other things like that," Ternus said. "And so anyone who needs greater capacity will be able to purchase expanded access in the future," he added. Ternus said Apple’s cloud services revenue reached an all-time high during the September quarter. He also said the company has been adding capabilities beyond storage to its iCloud tiers, including plans that bundle Apple TV and Apple Arcade in more than 100 countries and regions. Apple reported Services revenue of $31.6 billion for the quarter, up 10% year over year, according to Chief Financial Officer **Kevan Parekh**. Parekh said Apple had more than 1.5 billion paid subscriptions and more than 2.5 billion active devices. **Read Also: Apple CEO Says Memory Prices Are ‘Unprecedented’ and Could Keep Climbing — iPhone, Mac and iPad Costs Face Fresh Pressure After Recent Price Hikes** ## **Siri AI Adds Server Costs, Revenue Opportunities** Parekh said costs associated with expanding Siri AI to more users will be recognized through Services cost of sales. He said server-side Siri AI queries carry inference costs, while on-device processing has "no real cost associated with that." Parekh said Apple remains in the "very, very early stages" of determining the mix of those costs and any additional compute requirements. Parekh also said Apple sees "a wide range of ways that AI can contribute to revenue growth over time," including opportunities involving third-party apps, partnerships and first-party offerings. He specifically pointed to Ternus’ disclosure about expanded access to server-side Siri AI and Apple Intelligence features as one of those first-party opportunities. Ternus separately said Siri currently receives more than 2.5 billion requests per day and described Siri AI as primarily request-based today, with an architecture designed to expand its capabilities over time. ## **How Has AAPL Performed in 2026?** The stock was higher by 25.13% over the last year, up 24.45% year-to-date, and higher by 1.39% over the last month. It closed 1.83% lower at $338.32 per share on Monday; the stock was down 4.44% in premarket trading on Tuesday. **Benzinga’s Edge Stock Rankings** indicate that AAPL maintains a positive price trend in the long and medium terms but a negative trend in the short term, with a good quality score. **Read Also: Tom Lee Says 'We Are at the Bottom' as Tech Sell-Off Rocks Markets — But He Still Sees S&P 500 Above 8,200 By Year-End** ***Disclaimer:*** *This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.* Photo Courtesy: Piotr Swat on Shutterstock ### Related Stocks - [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md) - [AAPB.US](https://longbridge.com/en/quote/AAPB.US.md) - [AAPD.US](https://longbridge.com/en/quote/AAPD.US.md) - [AAPE.US](https://longbridge.com/en/quote/AAPE.US.md) - [AAPU.US](https://longbridge.com/en/quote/AAPU.US.md) - [AAPW.US](https://longbridge.com/en/quote/AAPW.US.md) - [AAPX.US](https://longbridge.com/en/quote/AAPX.US.md) - [AAPY.US](https://longbridge.com/en/quote/AAPY.US.md) - [APLY.US](https://longbridge.com/en/quote/APLY.US.md) - [IOSX.US](https://longbridge.com/en/quote/IOSX.US.md) - [GS.US](https://longbridge.com/en/quote/GS.US.md) ## Related News & Research - [Apple CEO John Ternus Says ‘I Really Like Where We're At’ in AI Race: Won't ‘Ship AI for AI's Sake’](https://longbridge.com/en/news/303853624.md) - [BUZZ-Street View: Apple leans on hardware as margin pressures build](https://longbridge.com/en/news/304085467.md) - [Apple shares slide as higher memory costs fuel margin concerns](https://longbridge.com/en/news/304104805.md) - [Apple may try to increase revenue by doing…something with third-party AI apps](https://longbridge.com/en/news/304036183.md) - [PREVIEW-Apple's new CEO Ternus to face first earnings test as memory costs surge](https://longbridge.com/en/news/303899871.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**