Apple’s earnings call in July is being closely watched as investors seek signs of a turnaround amid declining stock prices. The company’s struggles have been fueled by the impact of President Donald Trump’s tariffs on its Asia supply chain, as well as concerns that it has fallen behind in the rapidly advancing AI field.
Since the start of the year, Apple’s stock has declined by 16%, and some analysts are calling for a change in leadership. Research firm LightShed Partners suggested that Apple needs a “product-focused CEO” to address its struggles with AI, which they believe could fundamentally alter the company’s trajectory if it misses the mark.
However, others argue that this call is premature given Tim Cook’s historically strong track record of elevating the stock price by nearly 1500% over his tenure. The upcoming earnings call provides an opportunity for Apple to demonstrate a turnaround, particularly in its growing services business.
Services revenue, which includes iCloud, App Store purchases, and advertising, has shown significant growth, with double-digit year-over-year gains in Q2. Analysts project continued growth, and some believe that if Apple can outpace expectations in this area, it may see additional positive sentiment boost the stock price.
With the July earnings call approaching, investors are eager to see how Apple will address its challenges and demonstrate a turnaround strategy.
Source: https://fortune.com/2025/07/16/apple-tim-cook-leadership-shakeup-ai-analyst-note