Although Apple continues as the most valuable company in the world, the data of this 2025 are not good, at least if we compare them with their competitors. That together with Failure of artificial intelligenceand the false promises of novelties that never arrive, makes many analysts as well as the Lightshed Partners research firm, suggest that the end of Tim Cook could be the solution.
This could change during the last semester of 2025, but everything indicates that the same line will follow, because we only wait for the Output of the iPhone 17and not relevant changes in AI or advances that exceed other competitors, who could even get improvements that increase this advantage.
Apple in 2025: Tim Cook's failure and resignation?
According to analysts, Apple has lost strength this year compared to other great technological ones. His actions have fallen 16 % so far from 2025, while Goal has risen 25% and Microsoft 19%. For the Lightshed firm, this difference is a clear sign that the company is losing rhythm, just when the career for artificial intelligence is in full.
One of the main reproaches of the report has to do with Apple's slowness in the development of AI. Although they presented “Apple Intelligence” at the WWDC of 2024, the truth is that the New version of Siriwhich promised to be much smarter, has not yet arrived, which makes them lose advantage in front of rivals that are already taking firm steps in this field.
Therefore, analysts Walter Piecyk and Joe Galone (those responsible for this Lightshed report) believe that Apple needs a change of course, someone in front with more product vision and less focused on the logistics part. In his opinion, Tim Cook was the ideal person for years (Apple grew more than 1,400 % since 2011, compared to +430 % of the S&P 500, for example), but now the company requires a more innovative and less conservative leadership, trying to turn this year nefarious in numbers for them.
Who could be Tim Cook's substitute?
With the departure of Jeff Williams, so far considered the natural relay of Tim Cook, the debate about who Apple could lead in the coming years is reopened. Williams, who had a long time number two of cook, has always followed a very similar style: discreet, focused on logistics and that everything works without failures. But with his march, Apple stays without a clear successor. The position of Coo will now occupy Sabih Khan, someone with a lot of internal experience, especially in issues of operations, but with very little public exposure and without a profile that inspires product leadership.
Therefore, many now look towards John TernusResponsible for Apple hardware, as one of the possible candidates. Ternus has been in charge of the development of key devices such as the iPhone or the iPad, and its approach is more linked to design, user experience and innovation. It would not be uncommon for Apple to position it as the visible face of a new stage, especially at a time when a more creative leadership is claimed and focused on the product, and not so much on logistics or operational control, as it has been with Cook.
