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From: Cooters10/4/2017 3:41:13 PM
   of 26
 
from 9/13/17

Dolby's annual Apple revenue could be up to $35M, says Piper JaffrayApple's (AAPL) iPhone X, iPhone 8, iPhone 8 Plus and Apple TV 4K will incorporate Dolby Vision (DLB), Piper Jaffray analyst Michael Olson tells investors in a research note. While the economics are unclear, assuming a royalty of 10c-15c per iPhone, revenue would fall between $20M-$30M annually for Dolby, Olson tells investors in a research note. Apple TV sales are likely 5M-8M units per year, potentially adding another $5M to revenue, the analyst estimates. He believes the longer term impact could be more material, however, depending on adoption of Vision on other devices. Olson upped his price target on Dolby shares to $52 from $49 and keeps a Neutral rating on the name.

Read more at:
thefly.com

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From: Cooters10/6/2017 3:47:47 PM
   of 26
 
Started the buying today at 57.61. Earnings later this month and a likely dividend boost.


Also picked up a DV dvd and plan to watch some DV streaming content this weekend.


Coot

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From: Cooters10/8/2017 11:21:47 AM
   of 26
 
I was not successful in talking one of my friends into a new OLED, but I did talk him into an LG with Dolby Vision and set him up with Netflix, so have another reviewer coming online

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To: Cooters who wrote (16)10/8/2017 11:25:24 AM
From: Robert100
   of 26
 
I'll be buying some more later this week. I would expect their earnings announcement to give some guidance of when the Apple and Amazon lines of business will start to bear meaningful fruit. I would suspect it would take a few quarters to move the needle on earnings. Dividend hike would be much appreciated to reinforce future guidance/higher expectations.

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To: Cooters who wrote (17)10/8/2017 11:26:56 AM
From: Robert100
   of 26
 
Great!

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From: Cooters10/11/2017 3:37:33 PM
   of 26
 
I don't know the economics on the content side yet, but having Apple producing content has to be a good thing for DV

Apple teams with Spielberg for streaming TV series

SAN FRANCISCO — Apple is teaming up with award-winning director Steven Spielberg for its first major push into TV programming.

The iPhone maker is bringing back Spielberg’s 30-year-old anthology series “Amazing Stories” in its attempt to build an online video subscription service to challenge the digital networks operated by Netflix, Amazon, Hulu and HBO.

“We love being at the forefront of Apple’s investment in scripted programming, and can’t think of a better property than Spielberg’s beloved ‘Amazing Stories’ franchise,” NBC Entertainment President Jennifer Salke said in a statement Tuesday. NBC Entertainment works with Spielberg’s Amblin Television on the series.

Apple declined to comment on the deal. The Wall Street Journal first reported Apple had secured the “Amazing Stories” rights.

The series aired on NBC from 1985 to 1987 and won five Emmy awards for its mixture of science fiction and horror episodes, although the series was never a big hit in the ratings.

It marked a return to TV for Spielberg, who first made a name for himself directing the ABC film, “Duel” in 1971 before moving on to the movie theaters. His films include box-office blockbusters such as “Jaws,” ”E.T.,” ”Jurassic Park,” the “Indiana Jones” franchise and critically acclaimed pictures such as “Saving Private Ryan,” ”Lincoln” and “Schindler’s List,” for which he won an Academy Award for best director.

Apple is planning to spend about $1 billion on original programming during the next year in an effort to bring in more revenue to its rapidly growing services division. The Cupertino, California, company already offers two video series through its Apple Music streaming service, “Planet of the Apps” and “Carpool Karaoke,” but neither has created much buzz.

Even though it appears to be more serious about TV programming, Apple still isn’t sending anywhere near Netflix, which is pouring $6 billion into its line-up this year as it tries to expand its current worldwide audience of more than 100 million subscribers. And Netflix is increasing the prices for its two most popular plans by a $1 to $2 per month in an effort to raise more money to spend on future programming.

Apple is expected to spend more than $50 million on 10 episodes of “Amazing Stories.” While the future plans for the series revival haven’t been revealed, the original “Amazing Stories” run attracted guest appearances from a list of stars that included Kevin Costner, Harvey Keitel, Charlie Sheen, Mark Hamill and John Lithgow, while its list of episode directors and writers included Spielberg, Martin Scorsese, Clint Eastwood, Robert Zemeckis and Brad Bird.

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From: Cooters10/11/2017 4:46:50 PM
   of 26
 
Here's an interesting take, he is turning on a feature of Apple 4K TV that essentially up-scales non-DV content to DV..........

avsforum.com

Hey guys: I finally placed a Apple TV 4K on the W7 (this applies to the G7 and E7) and I can't recommend enough for owners that would be interested in this: Apple TV 4K forces an "always on" Dolby Vision.

I've been using a previous generation Apple TV for viewing TV with my Direct TV Now subscription. I have a FIOS line connected to the W7 as well, but I prefer the streaming PQ for TV on the ATV codecs rather than FIOS.

Well, here is one of those unintended wow moments.. I'm watching Direct TV Now using the new ATV 4K set to the always on Dolby Vision and I can't express how next level in PQ this looks. Yes, its not native DV but the ATV 4K is forcing the TV to work at its highest processing mode.. the DV image processing algorithm in the LG OLEDs operates differently than the algorithm for non-DV content. From a cursory review of some commercials on CNN that display a large white background where ABL would noticeably kick in, I have yet to notice this yet on the DV enabled ATV.

ATV 4K with this always on Dolby Vision is excellent.

I've expressed with my Sony OLED admiration of the always-on dynamic HDR processing, which is something you can't turn off... well with this ATV 4K with Dolby Vision always on, this is the Dolby Vision counterpart that adds the dynamic processing when Dynamic Contrast is set to LOW. This is doing what the Sony does, but with the official Dolby Vision calculations... Looks like a totally different TV.

(Karate Kid on AMC, Direct TV Now app, iPhone camera, image fidelity and black levels are much better in person)

Note: Couple the ATV 4K with Dolby Vision always on 60Hz, up Brightness to 58 for black level details, with TruMotion User - De-Judder 2 - De-Blur 2 is flawless.

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From: Cooters10/13/2017 12:08:08 PM
   of 26
 
Dolby Laboratories Announces Conference Call and Webcast for Q4 Fiscal 2017 Financial Results

finance.yahoo.com

SAN FRANCISCO--(BUSINESS WIRE)--

Dolby Laboratories, Inc. ( DLB) will release financial results for the fourth quarter (Q4) of fiscal 2017 after the close of regular trading on Wednesday, October 25, 2017.

Members of Dolby management will lead a conference call open to all interested parties to discuss Q4 fiscal 2017 financial results for Dolby Laboratories at 2:00 p.m. PT (5:00 p.m. ET) on Wednesday, October 25, 2017.

Access to the teleconference will be available over the Internet from http://investor.dolby.com/events.cfm or by dialing 1-888-395-3186. International callers can access the conference call at 1-719-325-2168.

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To: Cooters who wrote (22)10/13/2017 12:10:18 PM
From: Cooters
   of 26
 
Continued buying yesterday and this morning, the stock is set to close at a new high today and the Accumulation line is also hitting new highs.

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To: Cooters who wrote (23)10/13/2017 2:29:54 PM
From: Cooters
1 Recommendation   of 26
 
Some general thoughts at this early stage of digging into this opportunity:

- There is already a solid ecosystem building for Dolby Vision, from studios producing the content to equipment adopting the standard. Apple was a big addition, from Apply 4K TV to the iPhone to expectations for their entire product line and now the production of content. Samsung would be the biggest(IMO) shoe as it would solidify DV at the smartphone level and the TV level. The move on the Apple announcement, and more importantly the follow-through, signals to me a potential Samsung announcement would be a watershed event.

- Hard to forecast numbers at this stage, still trying to understand the metrics. What I can readily see is DLB is a pure IP play with approx. 90% margins, has a brand name that screams quality - with a long history in audio, trades at less than 20X forward estimates, and hasn't been much of a tech darling....yet.

Beyond the financial metrics, which are of course paramount, I'd like to understand how the next iteration of HDR10 fits into this puzzle and whether DLB has IP beyond their specific standard.

Cooters

PS - Dolby Cinema and Dolby Atmos are also pieces of this puzzle, would appreciate any input on them as well. Or I can tell my staff to pick up the pace. :)

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