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Apple: Report provides new scenarios for CEO succession

by Milan
December 5, 2025
Apple CEO Tony Fadell

Image: Shutterstock / iwonder TV

The discussion about Apple's future is gaining momentum again. Several leadership changes in recent months have caused unrest and fueled speculation about when Tim Cook might step down as CEO. A recent report now adds new impetus to the topic, mentioning not only well-known candidates but also a name that seems surprising: Tony Fadell, one of the inventors of the iPod and a former Apple executive.

Apple is currently experiencing an unusual period in its top management. Several long-serving executives have announced their departures, including John Giannandrea, Alan Dye, Lisa Jackson, and Katherine Adams. These changes intensify questions about the company's long-term direction and increase interest in who might succeed Tim Cook. The Information's new report outlines the options currently under discussion and provides insights that both confirm familiar patterns and fuel new speculation.

Overview of possible successors

The report is based on conversations with people close to Apple or who previously worked for the company. John Ternus remains the most prominent internal favorite. He is frequently mentioned in public as the logical successor because he has been responsible for key hardware developments for years. However, according to some sources close to Apple, Ternus is not yet ready to take on such a central role. This makes a short-term announcement rather unlikely.

The surprise: Tony Fadell as a possible candidate

The mention of Tony Fadell is particularly noteworthy. He was once a key figure in Apple's hardware teams and instrumental in the development of the iPod. According to the report, Fadell has mentioned in conversations with various people that he would be open to replacing Tim Cook as CEO. His return would be unusual, as he left Apple in 2010 and was considered a polarizing figure during his time there.

Nevertheless, the idea has garnered support from some former Apple executives. They see potential in a CEO who is strongly product-oriented and brings entrepreneurial experience. After leaving Apple, Fadell founded the smart home company Nest. Google later acquired Nest for $3.2 billion, which strengthened Fadell's reputation as a founder and made him a well-known figure in the tech sector.

What the report cannot provide

While the report offers interesting perspectives, it provides little concrete evidence from Apple's current core team. No source within active management currently considers Fadell a realistic candidate. The speculation stems primarily from Fadell himself and former executives who could envision a candidate with his mindset. From this perspective, the idea remains possible, but not particularly likely.

Known speculations remain.

Aside from Fadell, the report largely reiterates previously known information. John Ternus remains the most frequently mentioned name, even though doubts persist about his willingness to take on the role. At the same time, the leadership changes of recent months have further intensified the succession debate. The situation paints a picture of transition and uncertainty, without Apple itself communicating any concrete steps.

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Apple: Between rumors and reality

The current speculation surrounding Apple's successor demonstrates the intense external scrutiny surrounding the company and the high level of interest in its future. The departure of several executives has intensified the discussion and opened the door to new names, even if they seem surprising. The mention of Tony Fadell sounds intriguing, but without support from current Apple management, it remains more of a side note than a genuine option. While the report adds new dimensions to the debate, it provides no indication that Apple is on the verge of a major decision. The future after Tim Cook remains open, and Apple continues to keep its plans under wraps. (Image: Shutterstock / iwonder TV)

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