Big Tech

Apple Should Consider Replacing Tim Cook as CEO, LightShed Says

Apple Inc. CEO Tim Cook at the Allen & Co. Media and Technology Conference in Sun Valley, Idaho, on July 8. — Apple Inc. CEO Tim Cook at the Allen & Co. Media and Technology Conference in Sun Valley, Idaho, on July 8.
Photographer: David Paul Morris/Bloomberg

Provide news feedback or report an error

Confidential tip?

Send a tip to our reporters

Site feedback:

Take our Survey

By Jeran Wittenstein

July 9, 2025 at 6:20 PM UTC

Apple Inc. should consider replacing longtime chief executive officer Tim Cook as the iPhone maker’s struggles with artificial intelligence raise significant risks for the company, according to analysts at LightShed Partners.

“Apple now needs a product-focused CEO, not one centered on logistics,” analysts Walter Piecyk and Joe Galone wrote in a note to clients, referring to Cook’s background managing supply chains before he took over as CEO in 2011.