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The MacVoices Live! panel dives into several topics including record earnings driven by strong iPhone demand and growing services revenue and how supply constraints and shifting Wall Street sentiment affects the future. Chuck Joiner, David Ginsburg, Jeff Gamet, Jim Rea, Web Bixby, Brian Flanigan-Arthurs, Eric Bolden, Marty Jencius, Mark Fuccio, and Norbert Frassa discuss Apple’s rare security updates for Catalina and Big Sur, the transition to the new Home architecture, and the two-year milestone of Vision Pro, reflecting on its software maturity and future potential.

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Show Notes:

Chapters:

0:00 Show introduction and panel roll call
3:30 Live chat experiment and audience participation
6:45 Apple Home architecture transition reminder
11:40 Vision Pro two-year anniversary reflections
24:30 Apple security updates for Catalina and Big Sur
33:50 Earnings call overview and record profits
40:20 Services growth and device install base milestones
46:10 Supply constraints and Wall Street reaction
52:30 Shareholder meeting and financial outlook discussion

Links:

Apple Vision Pro Launched Two Years Ago Today
https://www.macrumors.com/2026/02/02/...

Apple has just released security updates for Catalina and Big Sur
https://eclecticlight.co/2026/02/02/a...

Apple's latest earnings report shocked Wall Street & tempered expectations
https://appleinsider.com/articles/26/...

Apple keeps winning today by betting on tomorrow
https://www.macworld.com/article/3042...

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