Kemble Widmer on Premarket: Apple was green, turned red - 'Tim has been an incredible leader wading through numerous headwinds to arrive at a bottom line of 1000% revenue growth over 15 years. May we all be so lucky in the next 15 years. My guess is they wanted to make the move now with healthy near term performance locked in, and very very happy to see him remain as chairman. Apple being Apple and executing a transition plan like they execute near all else.'
on Ternus as Apple CEO: What the analysts are saying - 'Ives said it generally about AI but I will say specifically that Apple must be pretty confident that Siri is fixed in order to do the transition at this time.'
on Ternus as Apple CEO: What the analysts are saying - 'Not seeing a lot of real “insight” from the analysts, but I’m optimistic about the change. Like said in today’s other post, this just feels like a well-managed, thoughtful transition under no duress. I think Apple will nail this.'
on Apple: Cook up, Ternus in - 'I’ll tackle #2 regarding Ternus: 1. Go back to live major product presentations, make them spontaneous, alive, and enthusiastic. Bring a bit of Jobs back to the shows. 2. Unify and integrate iPad/Mac OS and give both the best of both worlds operating systems. 3. Unify and integrate iPadOS and iOS, there really shouldn’t be any difference with swipe gestures and maneuvering in iPads just because they are bigger. IMO, using an iPad should be just as easy as using an iPhone. 4. iPads – Having eliminated the home button in Gen10, besides TouchID add a Home Icon / Siri command. Keep the headphone jack, move to OLEDS. And make keyboards smaller so that users don’t have to crane fingers across large expanses to type. 5. Wearables – intro a new round format Watch, bring back specific on device Oxygen sensor and readout functionality. Don’t care how they deal with, settle or address Massimo, just do it. Create Blood Pressure band that interacts with Watch or iPhone. Eventually Blood Sugar monitoring. Push for more options for Ultra spec Watches. 6) expand satellite services worldwide as able, being that life saving tech to more regions and people, assuming emergency services are available and can / will coordinate.'
on Apple: Cook up, Ternus in - 'Apple announced this before next weeks quarterly report so obviously they wanted to let people know with enough time to formulate some good questions. You have much more confidence in Apple ANALysts on that call than I have!'
on Goldman Sachs is bullish on Apple's March quarter - 'I never realized how much until you listed them out, Bart. And of course all the lower ranking folks that have left or retired. Including me, the lowest (LOL) that retired Feb.7th from (but LOL not because of this date). Mr.Ternus has quite a slate to build.'
on Apple: Cook up, Ternus in - 'When it comes time for new product introductions I hope Ternus finds a new speech writer with a broader vocabulary. That, to me, was a big TC failure. He could make almost anything boring!'
on Apple: Cook up, Ternus in - 'Having survived the disastrous transitions (Scully to Spindler to Amelio), I think Cook was exactly the man to succeed Jobs. Ternus is an Apple man. By that I mean he is a product man and excels at everything he’s been asked to do, earning the respect of those that worked with and for him. He is not a flamboyant “look at what I did”. He is happy to give credit to others as long as the mission is achieved. As far as product innovation goes, I think that road map is already set for the next 10 years. Ternus’ job will be to execute on that plan, and to shepherd new ideas through Apple’s vetting process. I have no doubt, having worked under both Jobs and Cook (what an education that must have been), he is fully ingrained with the Apple ethos. I’d like to know who is going to replace Ternus as Senior VP of Hardware engineering.'
on Apple: Cook up, Ternus in - 'What is the most significant thing Tim Cook did in his tenure? For me, Tim made Apple the best run business in the world. What is the most significant thing John Ternus will do in his tenure? He will not screw it up.'
on Apple: Cook up, Ternus in - 'If you look at the timing of this and the usual schedule of events and product releases Apple has upcoming I think what we are seeing is a smoothly running operation. Ternus would become CEO just in time for the announcement of new iPhones etc in the fall. Rumors of a new product line (glasses) are also gaining steam. Apple announced this before next weeks quarterly report so obviously they wanted to let people know with enough time to formulate some good questions. So how much will they raise the buyback and dividend next week? Getting these personnel changes out of the way before the report.'
on Apple: Cook up, Ternus in - 'How nice to have a transition like this not be under duress and setting up the successor for success.'
on Premarket: Apple was green, turned red - 'Tim Cook has been a great leader. I hope Ternus can do as well.'
on Goldman Sachs is bullish on Apple's March quarter - 'I see they have kept Tim in charge of groveling before Trump.'
