"I was very impressed with myself to have the head of Apple calling to 'kiss my ass.'”
"Apple incoming CEO faces a defining challenge: Fixing the company’s Services dependence."
"Do what Steve Jobs once said and go out and make a dent in the universe."
Read More Apple's John Ternus gave Penn Engineering's 2024 commencement address
"Timing played a major role in making Cook arguably the greatest non-founder CEO of all time."
Read More Ben Thompson: Thoughts on Tim Cook's tenure as Apple CEO
Ming-Chi Kuo is bullish on Apple's new boss
9 hours ago
9 hours ago"Moving the Mac to Apple Silicon was a system- and platform-level transition, essentially a brain transplant. Within Apple, no one has more experience managing a shift at this scale than John Ternus."
Premarket: Apple is red
10 hours ago
10 hours agoFrom Barron's' "Markets Rebounding as Wall Street Hopes for Iran Peace Talks. Stock Futures Rise." posted early Tuesday.
"At 28x next year GAAP EPS – roughly the midpoint of Apple's historical 24-34x valuation range – valuation is neither cheap nor taxing." — Analyst Erik Woodring
Read More Morgan Stanley: The March quarter results may reset the Apple narrative
From the notes I've seen. More as they come in.
Apple: Cook up, Ternus in
22 hours ago
22 hours ago“I am profoundly grateful for this opportunity to carry Apple’s mission forward." — John Ternus
"We believe concerns for Apple are overly pessimistic given its much stronger relative position." — Analyst Michael Ng
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