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Why the timing of Apple’s CEO transition issues

On September 1st, 2026, John Ternus will formally turn into Apple’s CEO. Right here’s why that timing maters for each Ternus and Apple.

Apple’s annual September occasion

At the beginning, John Ternus will formally begin as CEO lower than two weeks earlier than Apple will doubtless maintain their annual September occasion. Whereas this occasion is all the time a serious one for Apple, this yr’s is about to be notably important, because it ought to lastly introduce Apple’s first foldable iPhone.

Foldable iPhone

As beforehand talked about, this fall Apple is predicted to lastly announce their first-ever foldable iPhone. Whereas that is definitely a major launch for Apple, it’s much more important for John Ternus specifically. In keeping with right this moment’s Energy On e-newsletter from Mark Gurman, “Ternus oversaw the engineering and product growth of the machine”, so it is smart that he could be the face of the brand new product. Equally, final yr, he was the one to introduce the iPhone Air.

Whereas at Apple, Ternus has spent a lot of his time engaged on the iPad to enhance efficiency, battery, and reliability. This has definitely been on show with current iPad fashions, notably the newest iPad Professional fashions. In truth, Gurman studies that “the concept that Ternus drove this entire course of will probably be put entrance and heart through the launch interval”. Since final yr, Ternus has had an more and more massive presence in interviews, together with ones relating to the launch of the iPhone 17 lineup. All issues thought of, Ternus will doubtless have a fair bigger presence on this yr’s iPhone launch.

Going into the vacation quarter

Taking on on September 1st signifies that Ternus will turn into CEO just some weeks earlier than Apple’s vacation quarter begins in late September. This quarter is all the time Apple’s largest, contemplating it covers the yearly iPhone launch and the vacation season. And this yr must be no completely different, with Apple anticipated to beat earlier vacation quarter information, with almost $150 billion in income. This may give Ternus a robust and constructive begin to his tenure.

A robust product lineup

In his Energy On e-newsletter right this moment, Gurman notes that when Tim Cook dinner took over as CEO in 2011, Apple had a robust product lineup each on the time and within the pipeline. The iPad 2 had not too long ago launched, the iPhone 4S with Siri launched shortly after, and the following yr introduced many nice merchandise similar to iPhone 5, iPad mini, and the MacBook Professional with Retina show. John Ternus is in an identical place: the newest iPhone lineup is clearly their strongest but, each MacBook was simply refreshed with unbelievable new chips, and MacBook Neo helps Mac attain extra folks and shatter information. And down the road, Apple is anticipated to enter a number of new product classes with thrilling new merchandise.

Wrap up

That is an thrilling time for Apple. A brand new CEO, a number of new merchandise and even product traces are coming, MacBook Neo is shattering the PC trade, and extra. What are you wanting ahead to essentially the most? Tell us down within the feedback!


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