2026-11-09
Bloomberg
31 related
Sources: John Ternus wants more urgency in Apple's AI efforts, pushing Craig Federighi to move beyond Siri AI tweaks to agentic and other advanced capabilities
The company wants to turn Siri into a true AI agent. … Apple's new CEO is pressing software chief Craig Federighi …
2026-11-08
Bloomberg
27 related
Sources: John Ternus wants more urgency in Apple's AI efforts, pushing Craig Federighi to move beyond Siri AI tweaks to agentic and other advanced capabilities
The company wants to turn Siri into a true AI agent. … Apple's new CEO is pressing software chief Craig Federighi …
2026-11-04
2026-11-03
Bloomberg
19 related
John Ternus' first earnings call was a timid, scripted affair, as Apple faces a challenging Christmas quarter and a difficult 2027; AAPL falls 3%+
Dave Lee /Bloomberg:
Financial Times
63 related
Apple expects Q1 revenue to rise 7%-10% YoY, above 6% est., and gross margins of 45%-46%, below 47% est., as John Ternus says memory pricing “is unprecedented”
Hardware giant predicts robust sales in the holiday season but services outlook disappoints
The Information
19 related
Sources: Apple is developing a tabletop robot with a 9" screen and a swiveling arm, set for release in 2027 or 2028 for ~$1,000, as John Ternus pushes robotics
Apple's new CEO John Ternus wants the company to get serious about robots, but judging by Apple's plodding progress …
TechCrunch
22 related
John Ternus says Apple expects “even higher memory costs” in Q1 and to keep increasing after; Apple's inventory grew 31.1% QoQ and 154.3% YoY to $14.54B in Q4
Sarah Perez /TechCrunch:
Apple
146 related
Apple reports Q4 revenue up 12% YoY to $114.48B, above $113.39B est., China revenue up 21% to $17.5B, below $18.9B est., in John Ternus' first earnings report
September quarter records for total company revenue, iPhone revenue, and EPS Services revenue reaches new all-time high CUPERTINO …
2026-11-02
Apple
42 related
Apple reports Q4 revenue up 12% YoY to $114.48B, vs. $113.39B est., China revenue up 21% to $17.5B, vs. $18.9B est., in John Ternus' first earnings report
September quarter records for total company revenue, iPhone revenue, and EPS Services revenue reaches new all-time high CUPERTINO …
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