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.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Jul 2026 with 1.
Appearances
Earnings were massive, both ahead of estimates.
It's an absolute cash generating machine, $50 billion in cashflow last quarter as well.
And so I think where we think about where he took over from and where he's brought the business to today, he's got to be seen as one of the best CEOs of a generation.
And like you say, to still have him around, and as I say,
as an executive chairman, retaining that sort of policy engagement, the governance of that.
And I think we've also got to remember as well, we're in a very crucial time, not just with AI, but also with, you know, Trump administration.
And he's got a great relationship with Donald Trump as well.
So there's also something to be said on that side of it.
And I think that, you know,
The continuance of him staying in the business is really important.
So I don't think that should be underappreciated by markets.
But it also shows that investors aren't necessarily that worried.
Markets haven't reacted poorly to this at all.
They're sort of really taking it in its stride.
And I think that just goes to show the type of business that Apple is and how confident it is in its transition and sort of the people to lead.
But also really the decision it's made to take to Ernest, who's been with the business for as long as he has.
Josh, thanks for talking to Fear and Greed.
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