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Interviews with Apple insiders reveal a growing consensus that John Ternus is the leading contender to become the company's next CEO. Mark Gurman has more

Bloomberg

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Apple has named hardware chief John Ternus as its next leader, with Tim Cook shifting to the role of executive chairman. Ternus will become CEO on September 1. Ed Ludlow has more

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🗣️ "Is John Ternus the man for the job?" -Dominic Waghorn 🗣️ "Apple needs an AI visionary, but at the same time, they cannot lose track of the excellent engineering that they have" - International data corporation analyst Francisco Jeronimo. Apple named John Ternus as its new CEO to replace Tim Cook, who is stepping down after 15 years of leading the technology giant. 🌍

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.Mark Gurman explains why John Ternus is the "only guy" that could become the next CEO of Apple: "All signs are turning towards Ternus." "Ternus is 50. Everyone else on the Apple executive team is late 50s through their mid 60s. Turning 66 this year, in the case of Tim Cook. You're Apple's board, you like continuity, you like an insider, you like people who know what they're doing, and who have been there for a while, they know where the bodies are buried." "At 50, he's the only one. Let's say Tim Cook hangs out for another three to five years. You're not going to appoint another CEO who's 65 or 70 years old. He's the only guy." "Apple gets the vast majority of its revenue from hardware. He's the hardware guy. Have they screwed up any hardware since he's been in charge? No. He's a steady hand who knows what he's doing. He's really the only choice." "A few months ago, he took full control of the Apple Watch engineering team that was co-run with the old COO until he retired." "When they started soft-firing the Head of AI [John Giannandrea], they took the robotic stuff away from him and gave that to Ternus. And then the real news that I broke last week is, even though on paper Tim Cook is running the Apple design teams, he's not. It's Ternus. He took that over at the end of last year."

.Mark Gurman explains why John Ternus is the "only guy" that could become the next CEO of Apple: "All signs are turning towards Ternus." "Ternus is 50. Everyone else on the Apple executive team is late 50s through their mid 60s. Turning 66 this year, in the case of Tim Cook. You're Apple's board, you like continuity, you like an insider, you like people who know what they're doing, and who have been there for a while, they know where the bodies are buried." "At 50, he's the only one. Let's say Tim Cook hangs out for another three to five years. You're not going to appoint another CEO who's 65 or 70 years old. He's the only guy." "Apple gets the vast majority of its revenue from hardware. He's the hardware guy. Have they screwed up any hardware since he's been in charge? No. He's a steady hand who knows what he's doing. He's really the only choice." "A few months ago, he took full control of the Apple Watch engineering team that was co-run with the old COO until he retired." "When they started soft-firing the Head of AI [John Giannandrea], they took the robotic stuff away from him and gave that to Ternus. And then the real news that I broke last week is, even though on paper Tim Cook is running the Apple design teams, he's not. It's Ternus. He took that over at the end of last year."

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Three months ago on TBPN, Mark Gurman explained why John Ternus is the "only guy" that could become the next CEO of Apple: "All signs are turning towards Ternus." "Ternus is 50. Everyone else on the Apple executive team is late 50s through their mid 60s. Turning 66 this year, in the case of Tim Cook. You're Apple's board, you like continuity, you like an insider, you like people who know what they're doing, and who have been there for a while, they know where the bodies are buried." "At 50, he's the only one. Let's say Tim Cook hangs out for another three to five years. You're not going to appoint another CEO who's 65 or 70 years old. He's the only guy." "Apple gets the vast majority of its revenue from hardware. He's the hardware guy. Have they screwed up any hardware since he's been in charge? No. He's a steady hand who knows what he's doing. He's really the only choice." "A few months ago, he took full control of the Apple Watch engineering team that was co-run with the old COO until he retired." "When they started soft-firing the Head of AI [John Giannandrea], they took the robotic stuff away from him and gave that to Ternus. And then the real news that I broke last week is, even though on paper Tim Cook is running the Apple design teams, he's not. It's Ternus. He took that over at the end of last year."

Three months ago on TBPN, Mark Gurman explained why John Ternus is the "only guy" that could become the next CEO of Apple: "All signs are turning towards Ternus." "Ternus is 50. Everyone else on the Apple executive team is late 50s through their mid 60s. Turning 66 this year, in the case of Tim Cook. You're Apple's board, you like continuity, you like an insider, you like people who know what they're doing, and who have been there for a while, they know where the bodies are buried." "At 50, he's the only one. Let's say Tim Cook hangs out for another three to five years. You're not going to appoint another CEO who's 65 or 70 years old. He's the only guy." "Apple gets the vast majority of its revenue from hardware. He's the hardware guy. Have they screwed up any hardware since he's been in charge? No. He's a steady hand who knows what he's doing. He's really the only choice." "A few months ago, he took full control of the Apple Watch engineering team that was co-run with the old COO until he retired." "When they started soft-firing the Head of AI [John Giannandrea], they took the robotic stuff away from him and gave that to Ternus. And then the real news that I broke last week is, even though on paper Tim Cook is running the Apple design teams, he's not. It's Ternus. He took that over at the end of last year."

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JUST IN: Apple CEO Tim Cook to step down as CEO, will be replaced by John Ternus. Ternus, senior vice president of Hardware Engineering, will become Apple’s CEO effective on September 1, 2026, according to Apple. "It has been the greatest privilege of my life to be the CEO of Apple and to have been trusted to lead such an extraordinary company," Cook said. "I love Apple with all of my being, and I am so grateful to have had the opportunity to work with a team of such ingenious, innovative, creative, and deeply caring people who have been unwavering in their dedication to enriching the lives of our customers and creating the best products and services in the world." "John Ternus has the mind of an engineer, the soul of an innovator, and the heart to lead with integrity and with honor. He is a visionary whose contributions to Apple over 25 years are already too numerous to count, and he is without question the right person to lead Apple into the future." "I could not be more confident in his abilities and his character, and I look forward to working closely with him on this transition and in my new role as executive chairman."

JUST IN: Apple CEO Tim Cook to step down as CEO, will be replaced by John Ternus. Ternus, senior vice president of Hardware Engineering, will become Apple’s CEO effective on September 1, 2026, according to Apple. "It has been the greatest privilege of my life to be the CEO of Apple and to have been trusted to lead such an extraordinary company," Cook said. "I love Apple with all of my being, and I am so grateful to have had the opportunity to work with a team of such ingenious, innovative, creative, and deeply caring people who have been unwavering in their dedication to enriching the lives of our customers and creating the best products and services in the world." "John Ternus has the mind of an engineer, the soul of an innovator, and the heart to lead with integrity and with honor. He is a visionary whose contributions to Apple over 25 years are already too numerous to count, and he is without question the right person to lead Apple into the future." "I could not be more confident in his abilities and his character, and I look forward to working closely with him on this transition and in my new role as executive chairman."

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Bloomberg's Mark Gurman, who got the scoop on John Ternus's new gig as Apple CEO, explains why he thinks Ternus will do "a hell of a job" in his new role: "He has product sensibilities that Tim Cook simply doesn't have. He has product decision-making ability that Tim Cook certainly has, but wouldn't utilize because he himself knows that product-based decisions are not where he could have the most impact." "Just like Tim Cook really oversaw the operations part of Apple as CEO and left product development to other members of the executive team, my expectation is that John Ternus will be intimately involved with the product side of the organization as he was in his prior role to CEO. And will leave the operational side to people like Sabih Khan and Priya Balasubramaniam — the people who run the operations division at Apple." "He's going to pick his spots, and his spots are hardware and product development. There's a reason that when he chose his successor for the hardware engineering organization, he chose Tom Marieb. He's not an innovator, but he's an incredible execution guy when it comes to hardware engineering and product quality. Ternus did that because his belief is that he will still be intimately involved and still be that product visionary for Apple in this new chief executive position."

Bloomberg's Mark Gurman, who got the scoop on John Ternus's new gig as Apple CEO, explains why he thinks Ternus will do "a hell of a job" in his new role: "He has product sensibilities that Tim Cook simply doesn't have. He has product decision-making ability that Tim Cook certainly has, but wouldn't utilize because he himself knows that product-based decisions are not where he could have the most impact." "Just like Tim Cook really oversaw the operations part of Apple as CEO and left product development to other members of the executive team, my expectation is that John Ternus will be intimately involved with the product side of the organization as he was in his prior role to CEO. And will leave the operational side to people like Sabih Khan and Priya Balasubramaniam — the people who run the operations division at Apple." "He's going to pick his spots, and his spots are hardware and product development. There's a reason that when he chose his successor for the hardware engineering organization, he chose Tom Marieb. He's not an innovator, but he's an incredible execution guy when it comes to hardware engineering and product quality. Ternus did that because his belief is that he will still be intimately involved and still be that product visionary for Apple in this new chief executive position."

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