Apple's new CEO John Ternus is cutting program managers, with Siri and Vision Pro teams in the crosshairs, to break the rigid annual product cycle. $AAPL still runs a 33% operating margin on $467B in revenue. Seeking Alpha Quant Rating: Hold. Elite Profitability is offset by weak Growth and Valuation. The real signal is operational. Ditching the annual cycle is a high-stakes bet on out-innovating rivals. Does it work? ▻
published
Apple's new CEO John Ternus is cutting program managers, with Siri and Vision Pro teams in the crosshairs, to break the rigid annual product cycle. $AAPL still runs a 33% operating margin on $467B in revenue. Seeking Alpha Quant Rating: Hold. Elite Profitabili
$AAPL
Open the original public source →
Latest documented BWB result
$NCPL · $GCDT · $SUNE market result
Here is my September recap 💥 Entry top percentage of move For sure i didn’t hold the full move on all of them, and for sure i got hit with a lot of losses, but i always manage to have a plan, stick to it, minimize losse…
Historical results are not a promise of future performance. Trading involves substantial risk.This public post is a timestamped information archive, not personalized financial advice. Alerts can change as markets move. Join Billy's private group for the complete daily stream and follow-through.
