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#john-ternus · How AI Is Reshaping Work

Tracking how AI is reshaping roles, departments, and industries — updated daily.

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Archive:

Apple Just Printed $111B and a Services Record on Tim Cook's Last Earnings Call. The One Sentence Every Other Megacap Used This Quarter Was Conspicuously Missing.

Apple's Q2 FY26 print on April 30 — Cook's farewell call — beat consensus by every meaningful line. What it did not contain was the 'headcount to decrease year over year' sentence that Microsoft, Amazon, Meta, and Snap have all put on the wire in the past two weeks.

May 1, 2026 —

#apple#q2-fy26#tim-cook