Apple’s first layoffs under John Ternus send a careful signal

John Ternus and Tim Cook walking at Apple Park
John Ternus became Apple CEO on September 1, 2026. Image: Apple

Apple’s reported cuts at Fitness+ are the first layoffs to emerge since John Ternus became chief executive on September 1. That timing makes them symbolically important, but the known scale is too small to call the move a company-wide restructuring.

Bloomberg’s Mark Gurman reports that Apple cut a handful of Fitness+ employees, including people tied to Time to Walk and Time to Run audio content. The report says workers expect more cost pressure and changes around the service. Apple has not announced a wider layoff program.

Fitness+ is a logical place for close review because it needs a continuous supply of trainers, production work, music licensing, and new sessions. At the same time, subscription services give Apple recurring revenue and strengthen the value of Apple Watch. Cutting selected roles can mean narrowing a format rather than retreating from fitness altogether.

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A new CEO is judged quickly, but these jobs may have been reviewed before Ternus took over. Tim Cook remains executive chairman, and Apple’s services and health leaders still manage the day-to-day Fitness+ organization. The current evidence does not show that Ternus personally selected the affected positions.

Ternus entered the role with a hardware background and a large product slate. MacObserver explained how he received Apple’s biggest launch immediately, while an SEC filing set out his CEO compensation. Fitness+ now provides an early test of how his Apple balances product ambition with operating costs.

The cuts are a signal to watch, not proof of a new corporate doctrine. The stronger evidence will be what Apple removes, funds, or launches over the next several quarters.

Apple has used targeted layoffs before while continuing to hire elsewhere. Headcount moves are better read alongside product cancellations, new leadership assignments, and budget changes. None of those broader steps has been confirmed for Fitness+.

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