… Morgan Stanley also pointed to the company& 039;s history of evolving through leadership transitions without resetting its approach. The view reinforces a more grounded interpretation of the change, with Morgan Stanley treating the transition as evolutionary rather than transformational. …
… The transition will take place over the summer. …
… Before Jennifer's transition at the end of October, we will announce our succession plan, and Jennifer will continue to be available to support the transition in an advisory role. …
… They do show that Apple isn't using the transition to promise an immediate strategic reset. …
… Revenue is projected to rise about 10% to 12% year over year, while gross margins step down slightly in line with typical seasonal patterns. iPhone 17 and iPhone 16 A leadership transition adds another factor to watch. …
… A glacial transition So many Apple fans seem to live under the fantasy that Apple can change its mind and course overnight. …
… Apple does have a significant battle ahead of it, and it is in the form of aging leadership. As I& 039;ve said before, Apple& 039;s leadership page is set to be completely different within the next five years. …
… "Tim& 039;s unprecedented and outstanding leadership has transformed Apple into the world& 039;s best company," said Levinson. …
… Contact your hosts: @WGallagher on Twitter William& 039;s 58keys on YouTube William Gallagher on email Wes on Bluesky Wes Hilliard on emaill Wes& 039;s blog Hillitech Sponsored by: MasterClass: Get 15% off annual memberships at MasterClass.com Claude by Anthropic: Check out Claude and Claude Pro at… …
… But at this moment of transition, I wanted to take the opportunity to say thank you. …