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.
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
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?
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.
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. :-)
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.
The panels themselves are said to all be the same, although we do not know whether there are different minimum standards for defects to meet the various models. The difference is in the electronics(the processor mainly), the form factor(flat, curved, picture on glass, wallpaper), and the sound bar(E, G, & W).
The E model is picture on glass(a very cool touch imo) and has the attached sound bar at the bottom. I wasn't sure I wanted to pay a lot more for the E but the Labor Day sale that brought the 65" E down to $2599 made that decision easy.
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.