I'm beginning to feel like that, AirPods Studio are just a rumour. I have been looking forward to these for the better sound than AirPods Pro and spatial audio, Sony XM4's here I come or do we just wait another month to see if they exist.
At some point Apple will have to update their Beats over-ears anyway. Modern beats are way different from their older counterparts and pretty well engineered with a decent frequency response curve and low distortion across the board :
www.rtings.com
So whether it comes with a Beats or Apple logo on it, it's quite likely that Apple will have a new pair of over-ear headphones on the market at some point.
My feeling is that if it's a simple competitor to the Sony, Bose or Sennheiser alternatives, ie no break-through features other than the ones associated with the H1 chip or its descendant, it could be a Beats product.
But if it comes with fancier tech, such as detection of your ear shape (with something for example akin to Face ID but for your ears, but there may be much simpler approaches, IDK) and application of an algorithm to produce a personalised profile so that the frequency response reaches a specific custom target tailored to your own HRTF, I could see that as an Apple product.