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From: Cooters9/15/2017 3:44:53 PM
   of 30
 
CFRA is the old S&P or S&P Capital IQ

September 13, 2017

02:51 pm ET ... CFRA REDUCES VIEW ON SHARES OF DOLBY LABORATORIES TO
HOLD FROM BUY (DLB 58.88***):We raise our 12-month target price by $3 to $63,
21.8X our FY 18 (Sep.) EPS estimate, in line with relative peers, but above its
historical average, around 18X.We keep our EPS estimates for FY 17 at $2.57 but
increase our FY 18 EPS to $2.90 from $2.86, taking into account incremental
royalties from the inclusion of Dolby Vision (High Dynamic Range) in the iPhone X,
iPhone 8 and Apple TV 4K. Although we remain encouraged by DLB's momentum
establishing a larger presence in mobile (vision and audio), we note variability in
timing of payments may clout visibility near term. /D. Holt


--

This is basically a downgrade on the price rise, on valuation. I think that is exactly where we are at with DLB at the moment. Future bright and getting a little brighter, stock price reflects it

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From: Cooters9/16/2017 10:14:04 AM
   of 30
 
nice history for us newbies

Why Apple Finally Embraced Dolby Vision

fool.com

Thanks to Apple ( NASDAQ:AAPL), it's been a great week for Dolby Laboratories ( NYSE:DLB) investors. Dolby shares are up more than 15% over the past four days, including a nearly 10% pop on Wednesday alone after the folks in Cupertino confirmed that several of their newest products would feature Dolby Vision technology. More specifically, Dolby Vision will be incorporated into Apple's new iPhone 8 and 8 Plus, the higher-end iPhone X, and the new 4K Apple TV set-top box.

According to B. Riley analyst Eric Wold, who reiterated his buy rating on Dolby shares after the announcement, Apple's embrace "clearly boosts the importance of Dolby Vision technology so soon after its launch."

Why now? Dolby Vision isn't exactly "new" -- the company first introduced its cutting-edge visual-enhancement technology in early 2014. And Dolby Vision has wowed its reviewers by enabling more vivid colors, brightness, and contrast to more closely mimic how our eyes see the world.

But why wouldn't original equipment manufacturers (OEMs) simply rush out and adopt Dolby Vision right away? From Apple's perspective, there was likely one big problem preventing the move until now: namely, a lack of content mastered and color-graded in Dolby Vision to merit Apple shelling out tens of millions of dollars for the right to include the technology in its massively popular product lines.

Gaining momentum The first TV sets to incorporate Dolby Vision only started to trickle into stores a little over a year after its initial launch. But it wasn't until early 2015 that Dolby Vision truly started to gain momentum with content providers.

Starting in January 2015, Dolby announced a collaboration with Warner Bros. Home Entertainment to develop a "steady pipeline" of films mastered in Dolby Vision throughout the year. Shortly thereafter, Netflix announced it would begin streaming Dolby Vision content later that fall. Then, a few months later in April 2015, both AMC Entertainment and Disney followed suit -- the former through a commitment for Dolby Vision-enabled laser projectors at hundreds of new AMC movie theaters built through 2024, and the latter with a promise to bring the first Dolby Vision titles to theaters around the globe starting that summer.

Dolby Vision only continued to pile on new customer wins in the months that followed, including commitments from both MGM Studios and Universal Pictures in 2016 to bring their own slates of Dolby Vision content to home entertainment-distribution platforms. Then, Lionsgate, Universal, and Warner Bros. followed in early 2017 with renewed promises for Dolby Vision content in their respective Ultra HD Blu-ray catalogs.

All the while, this accelerating momentum gave leading hardware manufacturers from LG to Sony, Vizio, and Philips the motivation they needed to develop their own Dolby Vision-enabled electronics. LG, for its part, became the first company to incorporate Dolby Vision into a smartphone with the launch of its G6 device earlier this summer.

Enter Apple Curiously, Apple archrival Samsung has opted not to use Dolby Vision in its own TVs or mobile devices, instead favoring the competing, royalty-free HDR10+ open standard.

That said, according to Piper Jaffray analyst Michael Olson, Apple's business alone could add as much as $35 million per year to Dolby's top line. But considering so many leading content providers and OEMs have already given their seals of approval to Dolby Vision, that's a small price to pay for Apple to differentiate its latest products with such a well-known name and widely adopted visual technology.




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From: JimKelly9/19/2017 9:37:17 AM
1 Recommendation   of 30
 
New Amazon Fire HD 10 has Dolby Atmos stereo audio, and I wonder if Dolby vision is next. Reference to Atmos is called out in press release.
amazon.com

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From: Robert1009/20/2017 9:06:00 AM
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Any thoughts on how the slow summer box office will affect this quarter's earnings for DLB, considering they receive fees for theaters using Dolby Cinema and Dolby Atmos? Could there be a miss because of it? I am not sure what portion of their revenues come from this business line.

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To: Robert100 who wrote (7)9/20/2017 3:53:04 PM
From: Cooters
1 Recommendation   of 30
 
My first order of business in this research project is to try to understand how revenue is broken up/down, ideally to have it by product but at least to have it by sector or segment. The way things are bundled might make this difficult and how much they break things down for us will also be a factor.

If I had that information, I would consider weakness in existing or legacy business as maybe an opportunity to get the stock cheaper ahead of Dolby Vision(for example).

Cooters - My DV enabled TV is scheduled for delivery Monday, I am looking forward to testing this out live

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From: JimKelly9/28/2017 11:35:18 AM
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Amazon seems to be sticking with HDR10 and I wonder if and when Google Play will offer Dolby Vision HDR? I would surmise given that so many Dolby Vision HDR TVs out there that Google will want to be able to offer streaming movie sales with Dolby Vision. I don't think Google wants the disadvantage of having people buy an Apple TV streaming box to watch a movie in Dolby Vision. Plus I think Google doesn't want to take sides on a video format war but offer both to give people a choice. Any thoughts on this?

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From: Cooters9/29/2017 3:25:21 PM
3 Recommendations   of 30
 
Initial reactions -

For recap, my setup is an LG OLED 65E7P(4K,HDR10, Dolby Vision, Dolby Atmos) and an LG UP970 UHD DVD player will the same features, except Dolby Vision is not yet available, it is a software upgrade said to be available soon.

I am experiencing all of these features for the first time, 4K - HDR10 - Dolby Vision - Dolby Atmos, so this is a little overwhelming at the moment. Turning on Dolby Atmos is a significant improvement, turning on HDR is an amazing experience. I've watched Planet Earth 2 with HDR10 off and then on...WOW! I can only access Dolby Vision via Netflix, my first experience was a crashing ferris wheel scene that I had to look away from cause I thought I was going down lol

What I really want to compare is HDR10 to Dolby Vision and that may take awhile, my first comparison isn't fair as Planet Earth is designed to wow you with nature scenes while I was watching a Netflix series in DV.

More later. Coot

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From: Cooters10/3/2017 4:22:41 PM
   of 30
 
I haven't done the necessary fundamental work, but technically this stock is under accumulation short term and long term,

Five year - That is about as strong a long term accumulation line as you are going to see

stockcharts.com

Six month - no drop off at all after the pop up.

stockcharts.com

I don't like to buy on a chart(alone) but this is tempting. Cooters

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To: Cooters who wrote (11)10/3/2017 9:25:09 PM
From: Robert100
1 Recommendation   of 30
 
I have accumulated some shares at 52.00 and some at 58.00. I plan on accumulating some more if the chart looks like there is support to maintain the current levels without backfilling from the pop three weeks ago. However, accumulation amounts are in the 100's not 1,000's. :-)

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To: Cooters who wrote (10)10/3/2017 9:27:19 PM
From: Robert100
   of 30
 
I have looked at the LG OLED "B" and "C" Series (2017 models). Is there a significant difference with the "E" Series? I also own UDC (Symbol: OLED), so my preference, regardless, would be an OLED TV - not interested at all with Samsung's QLED.

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