Look at Microsoft. When Gates left, Ballmer took over, and did great things for the company financials. Profits and revenue were consistently up year after year. But the company stagnated product-wise and lost favor among enthusiasts and investors. He left the stock 10% worse than when he got there, despite the profits and revenue.
But since Ballmer left, Nadella has done an amazing job continuing the profit and revenue story while also winning back the hearts and minds of developers and investors with some great new products and product vision.
Apple needs a Nadella -- a long time insider who has a strong product vision.