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Technology Stocks : DLB Dolby Laboratories
DLB 76.00+3.6%4:00 PM EDT

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From: Cooters6/3/2020 2:42:01 PM
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Dolby at Baird notes - 6/2/20

Fireside format with CFO Lewis Chew. Not a lot, but some interesting angles highlighted.

- Introduced a Key Partners slide, which just highlighted how they partner with all the major studios, streamers, theaters, handset makers, and TV/PC.

- Continued to highlight, their new platform for user developed content. Gave examples of Youtube videos and music recordings.

Q&A - Two really interesting statements:

- "We don't have a ton of obvious competitors". I would say other than Samsung with HDR10+, there really aren't competitors in the traditional sense. Companies adopt Dolby tech or they don't, they don't often choose a competitor.

- While discussing the handset market and highlighting they have Apple on board for DA/DV and Samsung for DA at the high end, he highlighted a different way to look at the handset market as Apple vs. Android. He then mentioned how Google could someday mandate DA and/or DV for Android. Never heard something like that mentioned before.

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