Apple(US:AAPL) 智通财经网·2025-12-10 07:25Core Viewpoint - Despite recent executive changes at Apple Inc. (AAPL.US), Evercore advises investors to "stay calm," indicating that these departures do not signify a crisis for the tech giant [1]. Group 1: Executive Changes - Evercore ISI analyst Amit Daryanani suggests that the recent announcements of executive departures appear to be a controlled generational transition and strategic adjustment rather than a crisis [1]. - Notable departures include Alan Dye, who left for Meta (META.US), which Daryanani believes could be a "net positive" for Apple as the company is in the process of "restarting" its artificial intelligence strategy [1]. - Senior Vice President of Hardware Technologies, Johny Srouji, addressed rumors about his potential departure, confirming his commitment to Apple and his pride in the technologies developed by his team [2]. Group 2: Upcoming Leadership Changes - Kate Adams, who has served as General Counsel since 2017, will be succeeded by Jennifer Newstead on March 1 [2]. - Lisa Jackson, Vice President responsible for Environmental, Policy, and Social Initiatives, is set to retire at the end of January 2026 [2]. - John Giannandrea, Senior Vice President of Machine Learning and AI Strategy, will step down and serve as a consultant until his retirement in spring 2026, with Amar Subramanya from Microsoft taking over his position [2]. Group 3: Recent Retirements - Jeff Williams, Chief Operating Officer, retired in July, with long-time executive Sabih Khan taking over his role [3]. - Luca Maestri is expected to resign as Chief Financial Officer in 2024 but will remain with the company to lead the enterprise services team [3].