Any thoughts on the AAPL earnings call on April 30, 2026?
Tim Cook steps down Sept 1, 2026 to be replaced by John Ternus a hardware engineering head.
Under Tim Cook:
- AAPL grew from $350B valuation to $4T.
- Maintained supply chain
- Increased margins
- Monetized services
But also under Tim Cook:
- Apple Intelligence is a joke
- No innovation, only cash cow optimization
Will John Ternus:
- Keep the cash cow optimization?
- Innovate in the flavor of Steve Jobs? (very unlikely, Jobs was 1 of 1)
- Get on board with long-term AI strategy? (Apple is very late to the AI party)
4% up after earnings or 4% down after earnings call?
Personally, I hate to say it, I'm looking for an AI roadmap from Apple. Are they going to invest, partner, integrate with AI?
AAPL 12 consecutive quarters of beating earnings reports
byu/california_explorer instocks
Posted by california_explorer
1 Comment
Been investing in AAPL since the iPod days. My guess is they crush earnings but announce conservative guidance. Stock has had a pretty decent run up so my guess is it dumps.