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Technology Stocks : DLB Dolby Laboratories

DLB 81.93

+2.4%

Mar 14 3:59 PM EDT

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From: Cooters	8/21/2024 3:39:33 PM
	of 321

DLB @ Rosenblatt - 8/20/24 Fireside chat with the CFO. This is the first time I've listened to Robert at length and he was very impressive. I expect the C Suite execs to be sharp and he was! - DC is at 280 now with 100 in the US at AMC. Over 8,000 screens worldwide have DA. Very interesting offering coming in 2025, a DA/DV install that does not require the capex or re-design to the level of DC. This will be a % of box office model too. - Interesting discussion on buybacks, Robert pushed back that they are only offsetting stock options, and specifically mentioned how they've taken advantage of share price weakness to reduce the share count. - Two really funny quotes. He said their name is Dolby Labs not Dolby Save Money, highlighting they are an innovation company. But they have focused on expenses and have taken small restructurings in 6 of the last 10 quarters. The point was they take action when they see opportunities and don't wait for larger restructurings. He also said they have a team that still does basic research with PhD's with more degrees than a thermometer. - Highlighted two instances where ultra-low latency is essential. One is while attending a live event with not great seats or a view, if you want to see a different view on your phone, it has to appear "live" since your surroundings are reacting in realtime. The other is in game betting, where a prop bet can be the next pitch or some other near term action. Cooters

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