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Technology Stocks DLB Dolby Laboratories

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From: Cooters	1/29/2021 12:20:45 PM
	of 321

Analyst Actions: B. Riley Adjusts Dolby Laboratories' Price Target to $89 From $79, Keeps Neutral Rating BY MT Newswires — 7:29 AM ET 01/29/2021

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From: Carkey	1/30/2021 8:35:31 PM
	1 Recommendation of 321

Here is video which demonstrates what Dolby IO's spatial audio can do for a online conference. Dolby.io Interactivity APIs Demo \| Featuring Spatial Audio & Noise Suppression - Bing video I have to attend 3 - 4 video calls a day and this would be significantly different than what I experience using the current tool my company provides. This demonstration showed how you would hear different voices as if they were coming from different parts of a conference room while both were talking. AND multiple voices did not keep you from hearing the person you wanted to listen to. IMHO - Spatial audio would make my calls more life like which would likely make the calls more productive.

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To: Carkey who wrote (251)	1/30/2021 9:39:32 PM
From: A.J. Mullen	of 321

If it works as well as the demonstration, I'd be excited if Zoom adopted it. If Teams adopted it first, I'd lobby for my peer-group to switch to them.

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From: Cooters	2/1/2021 12:56:59 PM
	of 321

CFRA MAINTAINS HOLD OPINION ON SHARES OF DOLBY LABORATORIES, INC. 6:06 pm ET January 29, 2021 We keep our 12-month price target of $84, 25x our FY 21 (Sep.) EPS estimate, and squarely in line with the DLB's five-year historical trading band. We keep our FY 21 EPS estimate of $3.36 and lift FY 22's EPS by $0.15 to $3.73. DLB prints Dec-Q adj-EPS of $1.48 vs. $0.64, easily surpassing consensus by $0.44 on upside in sales and cost controls. Quarterly revenues rose 33.6% to $390M, beating consensus by $44.5M. Primary drivers to the top-line beat were a $20M true-up and a $15M-$20M pull-forward in licensing recoveries from mobile customers. DLB also revised its Jan-Q sequential outlook above consensus expectations for revenues ($280M to $310M vs. $290M) and adj-EPS ($0.57 to $0.72 vs. $0.62), aided by higher shipment volumes for select devices (TVs and PCs). For the stock to move materially higher from here, we think an expedited timeline around a recovery in Dolby Cinemas and higher adoption of other technologies (Atmos and Vision) would need to emerge in the second half of FY 2021.

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To: Cooters who wrote (253)	2/1/2021 12:59:37 PM
From: Cooters	of 321

For the stock to move materially higher from here, we think an expedited timeline around a recovery in Dolby Cinemas and higher adoption of other technologies (Atmos and Vision) would need to emerge in the second half of FY 2021. Couldn't agree more, and since I expect those things to happen, I expect it to go materially higher when they do. Coot

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To: Cooters who wrote (254)	2/1/2021 2:33:52 PM
From: A.J. Mullen	of 321

Cinemas are mostly closed. A fear is that when they reopen, people's habits will have adjusted, they might feel content to watch at home. A hope is that Cinemas would entice them back with a better experience. I imagine installation takes a theater out of commission and is time-consuming. Now would be a good time to do it if the money is available, a big if. Was there any mention in the conference call of chains investing at this time?

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To: A.J. Mullen who wrote (255)	2/1/2021 2:39:35 PM
From: Cooters	of 321

Yes they provided 2 encouraging items for DC in Asia/China. 12 new DC screens including first 1 in Taiwan. As IMAX also reported, DC is gaining market share in China vs vanilla tickets.

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To: Cooters who wrote (256)	2/1/2021 3:47:15 PM
From: A.J. Mullen	of 321

Thanks. I believe theaters in Taiwan and China are open for the most part. It would be good to hear of new installations in Europe and the US. I couldn't find a breakdown of earnings by region. Ashley

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From: Cooters	2/3/2021 9:51:58 AM
	of 321

Form SC 13G Dolby Laboratories, Inc. Filed by: BlackRock Inc. (null) (fast-edgar.com) They make these so difficult, but it looks like Blackrock increased their stake to 5.7%, adding 200K+ shares

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From: Cooters	3/4/2021 5:33:00 PM
	of 321

Really good Q&A format presentation at MS this afternoon. Lewis did a great job explaining some of the new products, particularly dolby.io. Only 30 minutes, highly suggest listening. Notes up tomorrow, time for a drink. Cooters

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