Where Apple Is Headed

Today's Above Avalon Daily update includes the following story: 

• Where Apple Is Headed

Hello everyone. This is shaping up to a busy week.

Apple reports FY2Q26 earnings on Thursday. We will utilize tomorrow’s update to begin going over my expectations heading into earnings. Each Apple earnings report has its unique characteristics and tone. This week’s earnings release has the potential of being quite unusual.

For today’s update, we will wrap up the initial wave of analysis regarding Apple’s next leadership era. Given last week’s Apple CEO transition news, much attention is being placed on where the company is headed from a product perspective.

To recap the past few updates:

• Tuesday (April 21st): Apple’s next leadership era (what Apple announced, Tim Cook’s new role, announcement timing)

• Thursday (April 23rd): What Apple may look like with John Ternus as CEO.

• Today: Where Apple is headed (from a product perspective).

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