Apple has announced that CEO Tim Cook will step down as the company transitions to a new leadership structure. Cook has served as the company's CEO since 2012.
Apple CEO Tim Cook to Step Down as Company Transitions to New Leadership; AI Strategy and Reducing China Dependency Remain Key Challenges
This article is a translation. Read the Japanese original
The company currently faces an urgent need to secure competitiveness in the field of AI. Zacks Investment Management has pointed out that Apple needs to enhance its AI capabilities through the iPhone and Siri.
Market attention has shifted toward the company's AI strategy and its response to the Chinese market. iPhone sales in China have been on a downward trend, and it has been reported that sales decreased by $112 billion in the fourth quarter of 2025 compared to the same period the previous year.
Regarding financial performance, revenue for fiscal year 2025 is projected to reach $416 billion, with net income reaching $108 billion. Meanwhile, Synovus Securities mentioned the possibility that investments in AI and trends in the Chinese market could influence future stock prices.
Source: 時価総額720兆円のApple、クックCEO退任で新体制へ AI遅れと中国依存を脱せるか (ITmedia AI+, 2026-09-04)