Tim Cook and John Ternes at Apple Park.
Courtesy: Apple
But of apple In the first earnings call after the company announced its planned C-suite changes, Kalshi traders expect the company to discuss its creator studio, streaming platform and artificial intelligence model from a fellow megacap tech company.
Apple is set to report earnings after the bell on Thursday, just a week after the company announced that longtime CEO Tim Cook would leave in September and be replaced by John Ternes, senior vice president of hardware engineering.
Traders believe it is almost certain that the company will mention China calls and tariffs in its earnings. probability at 98% and 96% respectively. But there are other topics on which traders are more divided.
But traders are more uncertain on other topics.
Google’s artificial intelligence model Gemini has a 27% chance of being mentioned. Apple has struck a deal with Google to implement the model in its Apple Intelligence features, but Apple is also viewed by Wall Street as the biggest technological laggard in AI development.
Meanwhile, traders mostly think the company won’t talk about specs, giving only a 24% chance. Apple has Allegedly It has been working on designing an AI-supported smart glasses product as a new wearable technology for quite some time, but the development has not been formally announced yet.
Traders also only give a 9% chance of what the company calls fold, folding or foldable. This follows a report this month that the development timeline for Apple’s proposed foldable iPhone was being delayed. However, A report from Bloomberg indicates that the planned 2026 launch is still on schedule.
Disclosure: CNBC and Kalshi have a commercial relationship that includes a CNBC minority investment.
