NEWS
John Ternus Starts as Apple CEO With a Hardware Bet
John Ternus opened as Apple CEO with a short staff note, Vision Pro cuts already on the books, and an iPhone launch eight days later.
John Ternus emailed every Apple employee on September 1, his first morning as CEO after Tim Cook. The note thanked Cook, promised a huge launch next week, and stopped there.
The hard choices were already on the table. Vision Pro teams had been cut, a retired hardware deputy was coming back, and Apple had put a career engineer in the chair Cook held for 15 years.
The First Memo Leaves Hard Choices Off the Page
Ternus kept the staff note short on purpose. He thanked people for the warm wishes, then turned to Cook, who remains inside the company as executive chairman.
We’re so lucky to have had a CEO who led with his values and with such decency and humanity. We are all better for it, and I’m so grateful he’ll be our executive chairman.
John Ternus, Apple CEO, first-day staff memo
He called Apple the greatest company in the world and said he was excited about what it has in store. “We have a huge launch next week that’s going to be phenomenal. Thanks for everything you’ve all done to make it possible,” he wrote. He added that he was just as excited about products already in the works “and the ones we haven’t even imagined yet,” then signed off with “More to come.”
The same day he posted a single word from his new public account.
hello
— John Ternus (@johnternus) September 1, 2026
Elon Musk replied “Congrats!” The rest of the thread treated him as a product boss on day one, jumping to old device grudges instead of asking for a five-year plan. That is the job Apple just handed him. A hardware chief is expected to fix the thing in your hand, and Ternus did not pretend the first public act was a strategy paper.
How a Mechanical Engineer Became Apple CEO
Apple’s April filing listed Ternus as 50. He holds a bachelor’s degree in mechanical engineering from the University of Pennsylvania and, before Cupertino, worked as a mechanical engineer at Virtual Research Systems, a small firm that built virtual-reality headsets. He has said he was lucky to have worked under Steve Jobs and to have had Cook as a mentor.
Mike Slade, a former adviser to Jobs, backed the pick when it was announced. “Apple’s the last company left where there are people that know how to build computers, in the U.S., at least,” Slade said. “If you know that, you have an unfair, intuitive ability to know what’s possible. That’s how crazy things like the iPod and the iPhone came to be.”
JOHN TERNUS AT APPLE
- 2001: Joins Apple’s product design team from Virtual Research Systems.
- 2013: Becomes vice president of Hardware Engineering.
- 2021: Joins the executive team as senior vice president of Hardware Engineering after Dan Riccio steps aside.
- April 17, 2026: Apple’s board names him chief executive and a director, effective September 1.
- April 20, 2026: The company announces the succession in public.
- September 1, 2026: He takes over as CEO; Cook becomes executive chairman.
- September 9, 2026: He hosts his first product event as chief executive.
In an 8-K, Apple said the board appointed John Ternus three days before the public announcement, after a unanimous vote. Cook said then that Ternus has “the mind of an engineer, the soul of an innovator, and the heart to lead with integrity and with honor.” Arthur Levinson, non-executive chairman for 15 years, becomes lead independent director. Ternus joins the board on the same day he becomes CEO.
Apple says he was central to iPad and AirPods, and to many generations of iPhone, Mac, and Apple Watch. His Mac work, the company says, helped that line become more powerful and more popular than at any point in its 40-year history, including MacBook Neo. Last fall his group shipped iPhone 17 Pro and Pro Max, the thin iPhone Air, and iPhone 17. Reliability, recycled aluminum, 3-D printed titanium in Apple Watch Ultra 3, and easier repairs sit in that same hardware file.
Cook Leaves Behind a $4 Trillion Company
Cook joined Apple in 1998 and became CEO in 2011. The company he handed over is a different scale of machine from the one he inherited, and Ternus now has to run it without breaking the parts Cook spent a decade and a half building.
THE COOK YEARS IN FIGURES
| Measure | When Cook became CEO | Latest Apple figure |
|---|---|---|
| Market value | About $350 billion | $4 trillion |
| Yearly revenue | $108 billion (fiscal 2011) | More than $416 billion (fiscal 2025) |
| Active devices | Not stated for 2011 | More than 2.5 billion |
Apple puts that market-value rise at more than 1,000 percent. Yearly revenue nearly quadrupled. The company now sells in more than 200 countries and territories, runs over 500 retail stores, and added more than 100,000 team members on Cook’s watch. Apple Services grew into a more than $100 billion business. Wearables, Apple-designed silicon, a carbon footprint more than 60 percent below 2015 levels, and a privacy stance Cook treated as a human right are the rest of the inheritance.
In the April Cook will become executive chairman release, Levinson said Cook had transformed Apple into “the world’s best company.” The same statement is the bet on Ternus: Levinson said his “deep technical knowledge, and relentless focus on creating great products will help lead Apple to an extraordinary future.” Cook built the stores, the services stack, and the supply chain. The board just asked an engineer to sit on top of that and still invent.
Vision Pro Teams Were Cut Before Day One
The most visible move around the handoff was not the memo. It was headcount. In August Apple cut more than 200 jobs across Vision Pro, Siri, and software groups, and a spokesperson said the company was changing teams “to evolve our business to deliver the best experiences for our users.”
THE VISION PRO CUTS
- Vision group: About 100 roles left the Vision Products Group, including a gaming team that was largely shut down and a smaller immersive-video unit.
- Siri and software: About 100 more roles came out of Siri and related software, including Intelligent Systems Experience, the group that puts some AI features on devices.
- Wider reach: On Ternus’s first day the cuts were described as also hitting device security, audio engineering, Siri integration, testing, and visionOS staff across the company.
- The product: Vision Pro launched in early 2024 at $3,499 and never became a mass-market hit.
- The exit: Paul Meade, who ran Vision Pro and smart glasses work, left in June for OpenAI.
People who have discussed the headset with Ternus say he was wary of it from the start, seeing it as too bulky and too costly for a wide audience. In April, still incoming, he struck a warmer public note. “I think we’re still very much in the early innings of spatial computing,” he said. “The Vision Pro is an extraordinary product.” He pointed to enterprise and medicine and called the whole effort the beginning of a journey. Those two pictures can both be true: keep the software, shrink the bulky headset bet, and put weight on lighter glasses instead. He is still described as backing a smart glasses project aimed at next year, with a willingness to walk away from head-worn devices if buyers never come.
The staff memo’s line about products “we haven’t even imagined yet” sits next to that cull. Dreaming is the public language. The org chart already moved.
Laura Legros Returns to Work Beside the New CEO
Ternus did not wait for the title to shape the room around him. In early August he brought back Laura Legros, a former vice president of hardware engineering who retired in 2022 and had been one of his closest deputies. She reports to him and will work across groups as a vice president, a rare return from retirement at Apple.
Legros’s old job was the unglamorous middle of hardware: product delivery, development schedules, and keeping engineering teams aligned. She appeared on stage in 2018 to introduce a MacBook Air and in 2020 to unveil the current iPad Air design. Putting her next to the CEO, rather than parking her back inside a single hardware silo, is a tell. Ternus wants someone who already knows how his groups actually ship.
Johny Srouji, the longtime silicon chief who led Apple’s custom chips and the Mac’s move off Intel, became chief hardware officer as part of the same transition. He now runs both hardware technologies and the hardware engineering organization Ternus used to lead. On Ternus’s first day, Apple also told Mac developers that macOS 27 will be the last release to run Intel-only apps through Rosetta, a quiet end to the translation era Srouji and Ternus spent years making possible.
Hardware now has a CEO who came up inside it, a chip chief with a wider brief, and a recalled deputy who used to keep the trains on time. Software quality and Siri still sit with other names. That split is the open risk in the wager.
What the September 9 Event Has to Prove
Eight days after the memo, Ternus hosts his first launch as CEO. Apple has billed a special Apple Event on 9/9 at 10 a.m. PT, under the line “Surprise and shine,” streamed at apple.com and in the Apple TV app. He has walked that stage as a hardware presenter. He has not walked it as the person who owns the whole company.
The phones expected in that window are the iPhone 18 Pro lineup. Cook’s last fall already reset the iPhone family with Pro models, iPhone Air, and iPhone 17. Ternus now has to show the next cycle without looking like a caretaker of Cook’s last roadmap. A foldable iPhone has been widely previewed around the same event; Apple has not named that product on the events page, and the only commitment in the staff note is that the launch will be huge and “phenomenal.”
This is a hardware engineer judged first on hardware. If the devices land, the bet looks obvious. If they look like last year’s parts in a new shell, the same people who cheered “hello” will ask what 25 years in the building was for. AI still hangs over the week. Rivals spent the Cook years pouring money into models; Apple’s own Siri overhaul has been messy enough to cost jobs. Slade’s view is that Apple’s edge is the hardware those models run on, not a race to build the models themselves. Ternus is the test of that claim.
Cook Remains as Executive Chairman and Policy Voice
Cook’s last day as CEO was August 31. He is not gone. As executive chairman he will still handle pieces of the company, including work with policymakers around the world, a brief that covers governments such as the United States and China. That is the part of the job Ternus has never done in public.
I will miss leading you and being with you for every step, even as I take enormous comfort in handing the helm to someone as brilliant and wonderful and capable as John. Few people understand what it takes to build products that change the world the way John does and I could not be more excited for his leadership.
Tim Cook, outgoing Apple CEO, final staff memo
Cook also wrote that he was completely at peace with the decision and that he is not leaving Apple. On his last day he told the wider Apple community his title would change and his regard for that community would not. The succession Apple designed is a split screen: an engineer as CEO, and the operations chief who built the $4 trillion company still in the building for governments, the board, and the long handoff.
Ternus’s first week ends on a stage he already knows. On September 9, at 10 a.m. PT, the job title on that stage will be new.
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