<\/p>\n
Apple has been one of the few companies to remain largely unaffected by the round of layoffs at Big Tech.<\/p>\n
But marking another targeted workforce reduction at a company that has largely avoided the sweeping layoffs seen across Big Tech, Apple is cutting more than 200 jobs across teams.<\/p>\n
These teams include employees working on Siri, artificial intelligence, and Vision Pro. <\/p>\n
The cuts affect about 100 positions in Apple’s Vision Pro organization and roughly another 100 across Siri and software teams, Bloomberg reported. <\/p>\n
A newly filed California WARN notice, reviewed by TheStreet, now provides a more detailed look at part of the reduction.<\/p>\n
Apple said it will permanently eliminate 147 positions across three Bay Area locations: <\/p>\n
79 jobs at One Apple Park Way in Cupertino<\/p>\n
28 at 599 N. Mathilda Avenue in Sunnyvale<\/p>\n
40 at 605 W. Maude Avenue in Sunnyvale<\/p>\n
The separations are expected to occur on Oct. 19 and Oct. 20, 2026. The affected employees are not represented by a union and do not have contractual bumping rights.<\/p>\n
The filing shows the cuts include software development engineers, machine-learning and AI\/ML roles, computer-vision engineers, engineering program managers, and AR\/VR software developers. <\/p>\n
The two Sunnyvale sites alone account for more than 30 AR\/VR software-development positions.<\/p>\n
The cuts come only months after another Apple workforce reduction previously reported by TheStreet.<\/p>\n
Apple planned to close its Towson Town Center store in Maryland in June, affecting 78 employees. <\/p>\n
The closure drew an unfair labor practice complaint from the union representing workers, which accused Apple of denying them transfer opportunities given to employees at other closing stores.<\/p>\n
Apple disputed those allegations and said the Towson closure was tied to conditions at the mall. <\/p>\n
Apple’s previous known reductions were in November 2025, when the company eliminated some sales positions, and in 2024, when more than 600 workers were affected after Apple ended its electric-car project.<\/p>\n
These new cuts land inside two businesses Apple has spent years positioning as part of its future: artificial intelligence and spatial computing.<\/p>\n
Apple is rebuilding Siri<\/p>\n
The Siri reductions arrive less than three months after Apple introduced an entirely rebuilt version of its digital assistant at the Worldwide Developers Conference.<\/p>\n
TheStreet reported in June that Apple’s AI strategy was facing a crucial test at WWDC after years of investor concern that the company had fallen behind rivals in generative AI. <\/p>\n
More Layoffs:<\/p>\n
Samsung cuts jobs as it shifts U.S. headquarters<\/p>\n
Another popular soda giant closes warehouse operation, cuts 184 jobs<\/p>\n
Meta layoffs take disturbing turn in new lawsuit<\/p>\n
Bank of America had identified a more capable Siri, agentic AI, on-device models, and Private Cloud Compute as key developments investors needed to see.<\/p>\n
Apple’s answer was Siri AI.<\/p>\n
The company described it as an entirely new version of Siri, built on a new architecture and capable of using personal context, understanding what is on a user’s screen, searching across apps, and drawing on information from the web.<\/p>\n
TheStreet subsequently reported that Bank of America saw the overhaul as important to Apple’s broader AI investment case, particularly whether a more capable Siri could give customers another reason to upgrade their devices.<\/p>\n
Goldman Sachs made a similar argument after WWDC: Apple does not simply need to prove that it can build AI. <\/p>\n
It needs AI to make its devices more useful, encourage upgrades, and eventually create more opportunities for its Services business.<\/p>\n
The latest restructuring now shows the workforce consequences of that transition. Bloomberg reported that the Siri cuts are tied to the assistant’s new technical architecture, which requires different expertise. <\/p>\n
Apple is eliminating some existing roles, reallocating resources, and creating new positions supporting the updated system.<\/p>\n
That makes the Siri cuts less a retreat from AI than a change in who and what Apple needs to build its next version.<\/p>\n
Apple cuts roles in Vision Pro and Siri.<\/p>\n
Anatoly Kireev \/ Getty Images<\/p>\n
Apple’s spending points to AI research<\/p>\n
Apple’s latest financial results reflect that the company is spending substantially more on research and development, even as it eliminates some existing technology roles.<\/p>\n
Apple spent about $11.7 billion on R&D in its fiscal third quarter, compared with roughly $8.9 billion a year earlier, an increase of about 32%.<\/p>\n
For the first nine months of fiscal 2026, R&D expenses reached roughly $34 billion, up from about $25.7 billion in the prior-year period.<\/p>\n
Apple said the increase was primarily driven by higher infrastructure costs, including investments in artificial intelligence, as well as higher headcount-related expenses.<\/p>\n
Apple’s challenge is increasingly not whether it will spend on AI, but whether those billions translate into features compelling enough to strengthen iPhone upgrades, Services growth, and its broader ecosystem.<\/p>\n
Vision Pro faces a different problem<\/p>\n
The Vision Pro cuts point to a more difficult strategic adjustment.<\/p>\n
AppleInsider first reported that Apple had laid off at least 60 workers tied to its Vision Products Group and related virtual-reality work. <\/p>\n
The publication said an entire VR-focused group had been affected as Apple shifts more attention toward smart glasses and Siri AI.<\/p>\n
Apple is not abandoning Vision Pro. It continues to develop VisionOS, and its newest Siri AI features are also being extended to Vision Pro. <\/p>\n
The company has told employees that the headset and operating system are not going away, but the economics of the current product remain difficult.<\/p>\n
AppleInsider noted that Vision Pro’s high price and heavy design have limited its appeal, while consumers have increasingly shown interest in lighter smart-glasses products.<\/p>\n
Apple is therefore scaling back parts of the organization around its current headset while continuing to work on what could come after it.<\/p>\n
That distinction matters.<\/p>\n
The Vision Pro launched as Apple’s first major new hardware category in years and as the foundation for what the company calls spatial computing.<\/p>\n
The latest layoffs suggest Apple still believes in wearable computing, but may no longer believe today’s version of Vision Pro warrants the same level of resources.<\/p>\n
None of this is happening because Apple’s overall business is collapsing.<\/p>\n
Apple reported $109.4 billion in fiscal third-quarter revenue, up 16% from a year earlier and the company’s strongest June quarter on record. Diluted earnings per share increased 29% to $2.02, while iPhone, Mac, and Services each set June-quarter revenue records.<\/p>\n
That makes the most recent layoffs more about resource allocation than about broad cost reduction.<\/p>\n
Related: Oil prices tumble as Oman and Iran make an unexpected move<\/p>\n
#Apple #cuts #jobs #major #future #bets #shift<\/p>\n","protected":false},"excerpt":{"rendered":"
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