Apple Inc. is facing growing pressure to consider a leadership change in light of its struggles in artificial intelligence. Analysts are urging the company to review the role of CEO Tim Cook.
Calls for Leadership Change
Analysts at LightShed Partners have openly urged the company to replace CEO Tim Cook, warning of the risk of Apple lagging behind in a rapidly evolving tech landscape. One analyst noted that Apple should 'absolutely' consider replacing Cook with a more product-focused leader.
AI Struggles
Apple's slow adoption of generative AI has not gone unnoticed by investors and the broader tech ecosystem. While companies like Microsoft and Google have aggressively pursued AI tools and alliances, Apple has made only slight progress, which is starting to impact their market position. In 2025, Apple stock fell by 16%, contrasting with gains of AI-forward companies like Meta and Microsoft.
Tim Cook's Legacy
Under Tim Cook's leadership since 2011, Apple’s stock has risen more than 1,400%. He has adeptly navigated the company through various international crises, including COVID-19 and global supply chain issues. However, some analysts convey that Cook's legacy does not justify maintaining the current leadership, advocating for a bolder innovation strategy essential for regaining competitive edge.
Currently, calls for a leadership change have not become widespread among investors or directors, yet growing discontent regarding the company's direction in the era of rapid AI advancements raises questions about Tim Cook's future.
