No. of Recommendations: 1
Good story in today's WSJ on one immediate challenge facing Ternus: retaining top executive talent. Apple has a lot of terrific managers, and many have been waiting a while to move up. Like Greg Abel at BRK, Ternus is going to have to build his own team to take AAPL forward. Not everyone is going to stay.
"As Ternus assesses his management team, there’s a broader concern. Another wave of longstanding executives could retire around the same time, and he’ll have to find new ones.
“Ternus’ most significant challenge will be the same one faced by Cook: the transition beyond the generation of executives originally assembled by Steve Jobs,” Blevins said. “Ternus will face the formidable task of rebuilding and reshaping Apple’s executive bench at a time when expectations for performance, innovation and continuity remain exceptionally high.”
https://www.bloomberg.com/news/articles/2026-04-21...Everyone agrees that changes are needed at AAPL, but they don't agree on what those changes should be. It will be interesting to see how it all shakes out. I am optimistic.
abromber