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   Technology StocksDLB Dolby Laboratories

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To: Cooters who wrote (223)5/11/2020 3:27:26 PM
From: A.J. Mullen
   of 281
I see, so a little less than 10% for sales to cinemas, less than 5% royalty from Dolby cinema, and then Dolby audio, whatever % that is. Thanks. It's clear I don't understand the company.

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From: Cooters5/20/2020 2:53:22 PM
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Dolby at JPM notes - 5-12-20

CFO Lewis Chew in a fireside chat format

- Opened with a general discussion of how attractive DA and DV are in streaming. Something I harp on constantly. Dolby is a streaming play and will some day be rewarded as such.

- General discussion of how DA has been prevalent in video(audio within video), but has seen a recent expansion in music. This was highlighted by the Amazon Echo Studio at CES. Music is being mastered in DA, which helps DA become more relevant in handsets across all price points and not just at the high end.

- PC's got a boost from the work from home trend. In the last year or two, DA and DV have proliferated in the PC/laptop market, going beyond basic Dolby Digital. PC is now a growth opp due to proliferation within a stagnant market. PCs are currently in the low teens of total revenue, down from a peak above 30%

- Broadcast is the largest segment at 40-45% of total licensing. TV and set top boxes. They have a very high penetration in audio, about 50%, primarily the legacy digital Dolby offerings. As stated previously, DV is in 10% of the 4K market, which is about 50% of the total TV market. This has grown at 100% per year in the last 2 years and they expect it to grow significantly in 2020 despite Covid-19. They did not re-iterate their forecast of another 100% growth, just said grow significantly.

- Set top boxes have virtually no DV penetration, so adoption represents a growth opp even within a flat to declining set top market. Chew believes live sports in DV is a future opp.

- Discussed HDR10+ threat, standard promoted by Samsung. Lewis believes the creative community is firmly in the DV camp. Streamers and all non-Samsung TVs are moving in the DV direction. He said he hopes there comes a time where Samsung adopts DV, for now it is a co-existence.

- Highlighted the new Apple iPhone SE at the lower price point has adopted DV. The Apple iOS has adopted DA and DV, Samsung Galaxy has adopted DA. The rest of the industry has some penetration, They are hoping for proliferation there.

- DC has 250 screens, more than 1/2 in US. They don't expect any revenue from DC in Q3 and very little equipment revenue. No real insight how these businesses will unfold beyond that.

- Gaming - Surge in gaming demand in this environment. The console space is their primary focus, they want to get DA and DV adopted across the triopoly - Xbox, PS, and the Nintendo series. They are hoping to penetrate this market further in the upcoming upgrade cycle. PC is also used for a lot of gaming. They highlighted Call of Duty, with 50M users just went out. (appears it uses DA and DV)

- Autos - mainly just back seat DVD players currently, hoping push into music with DA will result in DA being adopted in car audio.

- Question about price increases in royalty contracts. Typically their contracts are at stable pricing, new technology is where pricing upgrades can occur.

- Question on anything new coming. Highlighted Dolby io, which allows developers to imbed Dolby technology in their apps.

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From: Cooters5/22/2020 3:25:58 PM
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Google Play Movies reportedly adds Dolby Vision support before HRD10+

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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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From: Cooters6/6/2020 2:25:29 PM
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Dolby Vision is winning the war against HDR10 +, it requires a single standard

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To: Cooters who wrote (228)6/6/2020 2:32:19 PM
From: Cooters
   of 281
I've started to take a more aggressive stance on DLB, adding September options. Samsung appears to be standing alone with HDR10+ and I think some form of capitulation is inevitable. I also think DLB is getting closer to being labeled a streaming play. Cooters

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From: Cooters6/7/2020 11:30:07 AM
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Samsung and Sony watch out! Hisense unveils affordable new 4K TVs with Dolby Vision


Below the U7QF series in the range are the A7500F and AE7400F, which ship in more humble sizes. Starting from £449 for a 43-inch A7500F, and rising to £899 for a 55-inch. These come with Dolby Vision support and HDR10+ too, so you'll still be able to experience higher levels of contrast between light and dark areas of the screen – so you won't lose any detail in a movie scene when someone is in a darkened room, looking out of a small window to the brightly lit outdoors.

With its latest range of TVs, Hisense looks set on preserving its reputation as offering solid value TVs with the sort of specs and features other TV brands often offer at twice the price, like Dolby Vision HDR and even OLED panels.

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From: Cooters6/10/2020 1:02:26 PM
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Dolby at William Blair - 6/10/2020

Remote fireside chat with CEO Kevin Y. Pretty generalized information with a few new bits of info.

- Confirmed expectation of a return to double digit revenue growth.

- Explained DV IQ, LG and Panasonic announced they would adopt IQ at CES, LG has introduced models, Panasonic is pending. They have seen interest from additional customers.

- Since the earnings calls, SONOS has announced their first DA sound bar

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From: Cooters6/10/2020 1:14:37 PM
   of 281
Everything we know about Google's upcoming Android TV dongle, code-named 'Sabrina'

Right now, we know very little about the hardware inside Google's upcoming Android TV dongle. It should use an AMLogic chipset, but we don't know which one. We also know that it should support Dolby Vision HDR, though. But right now, that's about all we know.

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From: Cooters10/17/2020 12:33:35 PM
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Apple’s Surprise iPhone 12 Pro Upgrade Suddenly Changes The Game

Apple’s new iPhone 12 Pro has a game-changing feature which no other device in the world can offer.

Speaking at the company’s October 13 “Hi, Speed” event, Greg Joswiak, Apple SVP, Worldwide Marketing, introduced several new ‘Pro’ camera features coming exclusively to the iPhone 12 range. Perhaps the most exciting among these is the news that Apple’s new flagships will be able to shoot, edit and share video in Dolby Vision HDR.

This is an incredible achievement for Apple as, according to Joswiak, the iPhone 12 models are the only devices in the world that can do this.

Compared to the standard dynamic range recordings achievable with most cameras, Dolby Vision allows for the display of a far wider range of bright and dark shades simultaneously, enabling recorded content to use the full quality of a Dolby Vision enabled display such as a high-end TV.

Adding this capability to the iPhone 12 increases Apple’s significant lead over the competition when it comes to mobile video capture, allowing consumers to create content in Dolby Vision for the first time, but also cementing the iPhone’s positioning as a viable professional video capture tool. To emphasise this point, the keynote also featured a short film by The Revenant cinematographer, Emmanuel Lubezki, which was shot on iPhone 12.

The impact of HDR video, especially on smartphone-sized displays, can be far more significant than stepping up to 4K or even 8K resolution as its improved dynamics and color are immediately noticeable at any distance from the screen. This will give content creators using the iPhone 12 a significant advantage when it comes to making their content stand out from the crowd.

However one problem still remains, while the iPhone 12 is happy to display Dolby Vision content, the rest of the world has yet to catch up. YouTube can host HDR content, but the vast majority of apps currently cannot, limiting the potential audience for Dolby Vision video. It’s quite telling that even Apple’s keynote wasn’t streamed in HDR.

Full Dolby Vision support has been made possible only thanks to Apple’s home-grown A14 chipset which is significantly faster than anything available to Android devices. And, with this one feature, Apple has put itself in a truly dominant position which the competition is currently unable to challenge. Qualcomm’s forthcoming Snapdragon 875 chipset, set to power the next generation of Android flagships, enables HDR video capture, but has no support for Dolby Vision and can’t match Apple’s editing capabilities.

For now at least, If you want to shoot, edit and view Dolby Vision video, you have no choice but to buy an iPhone 12.

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