|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 Dolby.io, 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.