{"id":3561,"date":"2026-04-30T17:58:18","date_gmt":"2026-04-30T17:58:18","guid":{"rendered":"https:\/\/finzexpert.com\/blog\/what-bettors-think-apple-will-talk-about-on-its-earnings-call\/"},"modified":"2026-04-30T17:58:18","modified_gmt":"2026-04-30T17:58:18","slug":"what-bettors-think-apple-will-talk-about-on-its-earnings-call","status":"publish","type":"post","link":"https:\/\/finzexpert.com\/blog\/what-bettors-think-apple-will-talk-about-on-its-earnings-call\/","title":{"rendered":"What bettors think Apple will talk about on its earnings call"},"content":{"rendered":"\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 Ternus at Apple Park.<\/p>\n<p>Courtesy: Apple<\/p>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"group\">\n<p>On <span class=\"QuoteInBody-quoteNameContainer\" data-test=\"QuoteInBody\" id=\"RegularArticle-QuoteInBody-1\">Apple&#8217;s<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> first earnings call since the company announced its planned C-suite changes, traders on Kalshi think the company may discuss its creator studio, streaming platform and a fellow megacap tech company&#8217;s artificial intelligence model.\u00a0<\/p>\n<p>Apple is set to report earnings after the bell on Thursday, just over a week since the company announced that longtime CEO Tim Cook will be leaving in September and replaced by senior vice president of hardware engineering John Ternus.\u00a0<\/p>\n<p>Traders think it&#8217;s almost certain that the company will mention on its earnings call China and tariffs, placing odds at 98% and 96%, respectively. But there are other topics that traders are more divided on.\u00a0<\/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 to get mentioned. Apple has a deal with Google to implement the model into its Apple Intelligence features, but Apple is also widely viewed by Wall Street as the biggest tech laggard on AI development. <\/p>\n<p>Meanwhile, traders mostly think the company won&#8217;t chat about glasses, assigning only a 24% chance. Apple has reportedly been working on designing an AI-supported smart glasses product as a new wearable technology for quite some time, but has yet to make a formal announcement of the development. <\/p>\n<p>Traders also give just a 9% chance the company says fold, folding or foldable. That&#8217;s after a report this month that the timeline for the development Apple&#8217;s proposed foldable iPhone is delayed.\u00a0However, a Bloomberg report indicates a planned fall 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 preferred source on Google and never miss a moment from the most trusted name in business news.<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Tim Cook and John Ternus at Apple Park. Courtesy: Apple On Apple&#8217;s first earnings call since the company announced its planned C-suite changes, traders on Kalshi think the company may discuss its creator studio, streaming platform and a fellow megacap tech company&#8217;s artificial intelligence model.\u00a0 Apple is set to report earnings after the bell on [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":3562,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[2071,3216,416,855,889],"class_list":["post-3561","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-loan","tag-apple","tag-bettors","tag-call","tag-earnings","tag-talk"],"_links":{"self":[{"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/posts\/3561","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/comments?post=3561"}],"version-history":[{"count":0,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/posts\/3561\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/media\/3562"}],"wp:attachment":[{"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/media?parent=3561"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/categories?post=3561"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/finzexpert.com\/blog\/wp-json\/wp\/v2\/tags?post=3561"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}