MHh
04-26 19:21
I think with AI, innovation becomes more imperative. Consumers will be less patient and will demand products that are relevant, with the latest technology and high performance.


Ternus is the guy behind all the products which shows that he has an eye and a pulse on what is going to be the future trend and what consumers want. Over the years, the products have helped Apple dominate. Without products, Apple is irrelevant to consumers. Operations and global expansion can only come on the foundation of a good product that consumers like and are willing to pay the price for.


In the past years, he has played complementary role to Cook. I am not sure if he has strengths on operations and global expansion but within such a big company, I’m sure he can find someone to be the lead in this area to help Apple propel forward while he focus on providing his leadership on creating new products and trendsetting.
Apple Drops After Ternus Debut: Can Earnings Stabilize the Stock?
$AAPL$ slipped -0.87% to near $271 as incoming CEO John Ternus prepares to deliver his first public scorecard with Q2 FY26 results due this week, with markets scrutinizing strategic continuity and AI direction. Core variables: whether Services revenue growth holds above 20% to offset iPhone hardware pressure, and the first quantified disclosure of Apple Intelligence user penetration rates. If AI feature monetization underwhelms in Ternus's debut quarter, can the succession premium hold?
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