Apple used its fiscal Q1 2026 earnings call to explain how Gemini fits into the next version of Siri and how Private Cloud Compute keeps user data protected. The discussion stayed focused on privacy, performance, and how Apple plans to run advanced AI features across iPhone, iPad, and Mac. Executives described the Gemini deal as a way to expand what Siri can do without giving up control over how and where data gets processed.
Tim Cook and Kevan Parekh spoke about the deal during the earnings call and addressed questions about how the collaboration works in practice. They did not share financial terms, but they did explain where Gemini models run and how Apple protects user data.
Cook said, “We believe that we can unlock a lot of experiences and innovate in a key way due to the collaboration. We’ll continue to run on the device and run in Private Cloud Compute, and maintain our industry-leading privacy standards in doing so.” This means Apple still handles most processing locally or on its own secure servers, even when Gemini supports Siri in the background.
Apple keeps control while working with Google
Cook also made it clear that Apple will keep building its own AI features while working with Google. He said Apple will “obviously independently continue to do some of its own stuff,” but added that “the personalized version of Siri is a collaboration with Google.” That statement confirms Gemini plays a direct role in how the new Siri works, even as Apple keeps developing its own tools.
When asked how Apple plans to make money from Apple Intelligence, Cook stayed focused on user value instead of revenue. He said, “We’re bringing intelligence to more of what people love and we’re integrating it across the operating system in a personal and private way.” He also added that Apple feels “very happy with the collaboration with Google as well.”
Analysts also asked how many iPhone users already have access to Apple Intelligence features and whether that drives upgrades. Cook and Parekh declined to give numbers. Even so, Apple made one thing clear. With Private Cloud Compute and Gemini working together, the company plans to deliver smarter Siri features without giving up its tight control over privacy and user data.
