Josh Gilbert
speaker
337 appearances
3 recordings
1 series
first heard Apr 2026
last heard 27 Jul
Josh Gilbert’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jul 2026 with 1.
Appearances
They've lagged, as I say, behind, I think, competitors.
If we think about what Amazon, Microsoft, Google are doing in that sense, they're certainly behind for sure.
And I think Ternus has really been leading that development of those AI-focused products, whether that's smart glasses, the new AirPods.
We've had those sort of translating AirPods come through, the sort of smart devices that we're seeing at home.
But really,
The launch in terms of the AI capabilities, I think it hasn't been there yet.
We've seen delays from the capable version of Siri and the next generation is going to be leaning into sort of Gemini technology, which really isn't a great endorsement of Apple's own AI capabilities.
And I think the hardware pipeline itself, I do think suggests that Apple is really working hard towards something more substantial and they've kept their cards close to their chest.
I think investors just want a bit more.
The real test is going to be its sort of developer conference that happens early June.
And I think that's going to be the time where investors will really scrutinize this sort of the and see it as a test of Apple's AI credibility, especially under new leadership.
and he's going to have to hit the ground running.
There's no time for sort of settling in here.
He's just going to have to get started from the get-go.
Yeah, absolutely.
I think that what he's done with this business over the years is phenomenal.
We've also got to think back to its last earnings, Q1.
Beat expectations across the board is a blockbuster quarter.
iPhone demand was huge.
Revenue in the hundreds of billions.
Showing 301–320 of 337 · page 16 of 17
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