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Google-Apple Partnership: Will the Next Siri Update Open an Agentic Market of More than 2 Billion Shoppers?

Publisher IDC
Published Feb 06, 2026
Length 9 Pages
SKU # IDC20844938

Description

This IDC Perspective discusses the Google–Apple partnership, which marks a pivotal shift toward agentic commerce with the potential to transform Siri into a seamless gateway to Google's expansive retail AI network. This collaboration is set to replatform digital commerce, driving frictionless, AI-mediated shopping experiences across billions of devices and compelling brands to rapidly adapt their infrastructure and strategies to remain competitive in an evolving, intent-driven marketplace.

Table of Contents

9 Pages

Executive Snapshot

Key takeaways

Recommended actions

Situation Overview

Gemini Enterprise for Customer Experience

Universal Commerce Protocol

Apple partnership

IDC's Point of View

Siri's ascent and agentic commerce integration

Frictionless consumer experience

Stage 1: Enriching the commerce experience

Stage 2: Capturing the agentic journey

Stage 3: Operationalizing responsive offer generation

Competitive implications

Monetization

The consumer data desert

Advice for the Technology Buyer

Learn More

Related research

Synopsis

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