Quinn Nelson had an interesting observation about the MacBook Neo launch: it was in-person for media and tech influencers - and it was done by John Ternus. Of course, he's the current SVP of hardware engineering so it makes sense - but it was also basically a mini keynote. He's also been the one doing the press tour for the Neo.
This might be Apple finally soft-launching him as Cook's successor. The timeline as I see it is that Cook does one final WWDC in June, summer is vacay time (and lots of *OS 27 beta gnashing of teeth in the Ach) and then Ternus replaces Cook in August, to launch the new iPhones in september. It would also be a bit symbolic: it would be 15 years after Cook took over from Jobs as CEO, who Apple had courted and lured back 15 years earlier, in 1996, to save them (he became CEO again in September 1997, but the NeXT deal was finalized in late 1996). It kind of feels like something Tim would do.
And then Ternus announces the next AppleTV as his first One More Thing.