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What to Expect From Apple's Earnings Report This Week Following Vision Pro Launch

FLOP goggles. Idiots should of focused on flip and foldable phone.. too late I already bought a z fold 3 & 4.
 
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Velli said:
Anyone mentioning Craig as an option for CEO has no idea how corporations work, and should be disregarded as a source.

Jeff Williams has future CEO written all over him. There’s a reason the COO is usually the second in command in any company, and it’s no coincidence Tim came from the COO position. The only other real option is to bring in an outsider, which would be a disaster, and a very non-Apple thing to do.
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Not looking to argue with you but his hairness is on a few suggested lists including Bloomberg and Fast Company. Would he make a good CEO? Not sure, but, like you, I agree it will/should be someone internal. Cook has stated this also.
 
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Surf Monkey said:
Of course there’s no expectation that Apple will break out Vision sales as a separate line item. They’ll place it under “wearables” to package it with Apple Watch and the various AirPods. All the better to minimize the impact of a product that appears to have failed spectacularly.
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LOl - “It will revolutionize computing” but also “it’s the same as an AirPod”
 
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Rinse, repeat and spin

Tim:
We remain laser focused
Our sat scores are are through the roof.
We have many new products in the pipeline
We‘re committed and heavily invested in AI and machine learning
 
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Hopefully they stick to basics, sales figures, subscriptions, solidifying a boring yet popular line up, and maybe fleshing out some sort of plan with the AVP.
 
There’s a huge cottage industry in predicting the death of AAPL. Always has been.

I was a fool to turn my back on the “experts” and buy at a pre-splits price of 74 cents.

😎
 
spinedoc77 said:
Hopefully they stick to basics, sales figures, subscriptions, solidifying a boring yet popular line up, and maybe fleshing out some sort of plan with the AVP.
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I expect to hear AI so much it hurts. AI powered this. AI that. Investors expect a bad quarter. All they want to hear is AI at this point. Forcing or convincing consumers to upgrade to this AI nonsense is key.
 
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Velli said:
Anyone mentioning Craig as an option for CEO has no idea how corporations work, and should be disregarded as a source.

Jeff Williams has future CEO written all over him. There’s a reason the COO is usually the second in command in any company, and it’s no coincidence Tim came from the COO position. The only other real option is to bring in an outsider, which would be a disaster, and a very non-Apple thing to do.
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What are you talking about? Apple's first CEO Michael Scott had previously worked at Intel so definitely external. He was followed by Steve Jobs who was then ousted by the board and replaced by John Sculley who was brought in from Pepsi so also external. Apple had two more internal CEO's but neither lasted long before they brought back Steve Jobs. Since Steve was running his own company at that time and hadn't been involved with Apple for a number of years I'd argue that he was also external at that point. Its not like they promoted someone on the Apple payroll when they bought Next Computers and asked Jobs to come back. Statistically speaking bringing in an outsider would be an Apple thing to do.

Here's how this will go down. If Apple is doing well when Tim decides to retire then I'd wager an internal candidate is the most likely successor. However, if Apple is struggling with growth when Tim decides to retire or worse, if he is pushed out then I'd bet on an external candidate being brought in.
 
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mike2q said:
What are you talking about? Apple's first CEO Michael Scott had previously worked at Intel so definitely external. He was followed by Steve Jobs who was then ousted by the board and replaced by John Sculley who was brought in from Pepsi so also external. Apple had two more internal CEO's but neither lasted long before they brought back Steve Jobs. Since Steve was running his own company at that time and hadn't been involved with Apple for a number of years I'd argue that he was also external at that point. Its not like they promoted someone on the Apple payroll when they bought Next Computers and asked Jobs to come back. Statistically speaking bringing in an outsider would be an Apple thing to do.

Here's how this will go down. If Apple is doing well when Tim decides to retire then I'd wager an internal candidate is the most likely successor. However, if Apple is struggling with growth when Tim decides to retire or worse, if he is pushed out then I'd bet on an external candidate being brought in.
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Agree. But this iteration of Apple is a lot more likely to try and hire internally this time in my opinion. Apple isn’t the same company it was 20 or even 10 years ago.
 
mike2q said:
What are you talking about? Apple's first CEO Michael Scott had previously worked at Intel so definitely external. He was followed by Steve Jobs who was then ousted by the board and replaced by John Sculley who was brought in from Pepsi so also external. Apple had two more internal CEO's but neither lasted long before they brought back Steve Jobs. Since Steve was running his own company at that time and hadn't been involved with Apple for a number of years I'd argue that he was also external at that point. Its not like they promoted someone on the Apple payroll when they bought Next Computers and asked Jobs to come back. Statistically speaking bringing in an outsider would be an Apple thing to do.
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What am I talking about? I am talking about Apple in 2024, not Apple in 1983.

I do agree that if Apple falls off a cliff, which I don’t see any reason they should, an outsider makes more sense, which is why I even mentioned it as “the only other option”. I still believe it would be just as much of a disaster as last time they did it (please, don’t try to argue Jobs was an “outsider”…).

But the main part of my argument is that Craig, however competent he is in his current role, and however much we like him as a person, is not CEO material.
 
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vipergts2207 said:
Their comment is a joke making fun of folks like Kuo who estimated that Apple could sell up to 800k AVPs this year. However the joke only works if you believe Apple could only make 400k of them this year, which itself requires not understanding that production of parts needed for the AVP would almost certainly have started last year. I think perhaps you don’t understand their post.
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I don't see how the joke only works by not understanding the timeline of production. It seems that the post was poking fun of Apple not meeting what some analysts think was the expected demand. It seems to imply that perhaps Apple planned for far less production than that. Which of course they would have planned a while back. What am I missing?
 
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