{"id":112238,"date":"2026-04-30T20:34:15","date_gmt":"2026-04-30T20:34:15","guid":{"rendered":"https:\/\/christiancorner.us\/index.php\/2026\/04\/30\/what-speculators-think-apple-will-talk-about-on-its-earnings-call\/"},"modified":"2026-04-30T20:38:26","modified_gmt":"2026-04-30T20:38:26","slug":"what-speculators-think-apple-will-talk-about-on-its-earnings-call","status":"publish","type":"post","link":"https:\/\/christiancorner.us\/index.php\/2026\/04\/30\/what-speculators-think-apple-will-talk-about-on-its-earnings-call\/","title":{"rendered":"What speculators think Apple will talk about on its earnings call"},"content":{"rendered":"<p>\n<\/p>\n<div id=\"RegularArticle-ArticleBody-5\" data-module=\"ArticleBody\" data-test=\"articleBody-2\" data-analytics=\"RegularArticle-articleBody-5-2\"><span class=\"HighlightShare-hidden\" style=\"top:0;left:0\"\/><\/p>\n<div class=\"InlineImage-imageEmbed\" id=\"ArticleBody-InlineImage-108294282\" data-test=\"InlineImage\">\n<div class=\"InlineImage-wrapper\">\n<div>\n<p>Tim Cook and John Ternes at Apple Park.<\/p>\n<p>Courtesy: Apple<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\">\n<p>But <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-1\">of apple<span class=\"QuoteInBody-inlineButton\"><span class=\"AddToWatchlistButton-watchlistContainer\" id=\"-WatchlistDropdown\" data-analytics-id=\"-WatchlistDropdown\"><button class=\"AddToWatchlistButton-watchlistButton\" aria-label=\"Add To Watchlist\" data-testid=\"dropdown-btn\"><span class=\"AddToWatchlistButton-addWatchListFromTag\"\/><\/button><\/span><\/span><\/span>    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. <\/p>\n<p>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. <\/p>\n<p>Traders believe it is almost certain that the company will mention China calls and tariffs in its earnings. <a rel=\"nofollow noopener\" target=\"_blank\" href=\"https:\/\/kalshi.com\/markets\/kxearningsmentionaapl\/apple-earnings-mention\/kxearningsmentionaapl-26apr30\">probability at 98%<\/a> and 96% respectively. But there are other topics on which traders are more divided. <\/p>\n<\/div>\n<div class=\"group\">\n<p>But traders are more uncertain on other topics. <\/p>\n<p>Google&#8217;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. <\/p>\n<p>Meanwhile, traders mostly think the company won&#8217;t talk about specs, giving only a 24% chance. Apple has <a rel=\"nofollow noopener\" target=\"_blank\" href=\"https:\/\/www.bloomberg.com\/news\/newsletters\/2026-04-12\/apple-ai-smart-glasses-features-styles-colors-cameras-giannandrea-leaving-mnvtz4yg\">Allegedly<\/a> 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. <\/p>\n<p>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&#8217;s proposed foldable iPhone was being delayed. However, <a rel=\"nofollow noopener\" target=\"_blank\" href=\"https:\/\/www.bloomberg.com\/news\/articles\/2026-04-07\/apple-s-foldable-iphone-remains-on-track-for-september-debut\">A report from Bloomberg<\/a> indicates that the planned 2026 launch is still on schedule.  <\/p>\n<p><em>Disclosure: CNBC and Kalshi have a commercial relationship that includes a CNBC minority investment.<\/em><\/p>\n<\/div>\n<div class=\"ArticleBody-googlePreferredSourceContainer\" data-module=\"GooglePreferredSource\" data-id=\"RegularArticle-GooglePreferredSource-5\">Choose CNBC as your favorite source on Google and never miss a moment of the most trusted name in business news.<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>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<\/p>\n","protected":false},"author":1,"featured_media":83241,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[56],"tags":[2145,1962,814,9425,1110],"class_list":{"0":"post-112238","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-bible-news","8":"tag-apple","9":"tag-call","10":"tag-earnings","11":"tag-speculators","12":"tag-talk"},"_links":{"self":[{"href":"https:\/\/christiancorner.us\/index.php\/wp-json\/wp\/v2\/posts\/112238","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/christiancorner.us\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/christiancorner.us\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/christiancorner.us\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/christiancorner.us\/index.php\/wp-json\/wp\/v2\/comments?post=112238"}],"version-history":[{"count":1,"href":"https:\/\/christiancorner.us\/index.php\/wp-json\/wp\/v2\/posts\/112238\/revisions"}],"predecessor-version":[{"id":112243,"href":"https:\/\/christiancorner.us\/index.php\/wp-json\/wp\/v2\/posts\/112238\/revisions\/112243"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/christiancorner.us\/index.php\/wp-json\/wp\/v2\/media\/83241"}],"wp:attachment":[{"href":"https:\/\/christiancorner.us\/index.php\/wp-json\/wp\/v2\/media?parent=112238"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/christiancorner.us\/index.php\/wp-json\/wp\/v2\/categories?post=112238"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/christiancorner.us\/index.php\/wp-json\/wp\/v2\/tags?post=112238"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}