Former Apple CEO Sculley 'Excited' About iPhone Duo

Watch on YouTube ↗  |  September 09, 2026 at 20:16  |  9:57  |  Bloomberg Markets
Speakers
John Sculley — Zeta Global Vice Chairman Emeritus and former Apple CEO

Summary

John Sculley discusses Apple's iPhone Duo foldable launch and the start of a new product era under a product-focused CEO. He argues the $2,000 price will not hurt demand because Apple is a premium brand, and he expects the foldable iPhone to be very successful. Sculley also addresses OpenAI and Jony Ive as competitive pressure, saying Apple can compete well in AI, and sees no major conflict from Tim Cook staying as chairman.

  • Sculley is excited about Apple's broad product lineup and foldable iPhone.
  • He sees the foldable iPhone as likely very successful despite the near-$2,000 starting price.
  • He argues Apple's premium brand and experience focus support premium pricing.
  • He says OpenAI's Jony Ive project adds competitive pressure but Apple can compete.
  • He downplays CEO transition friction with Tim Cook remaining chairman.
  • He notes Samsung and Google already proved foldable demand.
Ideas
John Sculley Zeta Global Vice Chairman Emeritus and former Apple CEO 0:42
Apple foldable iPhone will succeed despite price.
Sculley believes Apple is entering a great period with a broad product lineup and a product-focused new CEO. He specifically argues the new $2,000 foldable iPhone will be very successful and will not be hurt by its high price because Apple has always been a premium product company that delivers premium value, similar to high-end fashion. He also argues Apple can compete well in the AI era because AI is about experience and Apple's product design and experience strength matters.
AAPL HIGH
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This Bloomberg Markets video, published September 09, 2026, features John Sculley discussing AAPL. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: John Sculley  · Tickers: AAPL