From: Cooters | 10/7/2021 12:49:02 PM | | | | Sky Glass release date, price, specs and Dolby Atmos
Sky Glass release date, price, specs and Dolby Atmos | TechRadar
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Sky Glass TVs also feature 4K quantum dot technology, 10-bit Dolby Vision HDR and even a Dolby Atmos soundbar built in. Even better, Sky's engineers will set up the TV for you upon delivery, making this a complete home cinema in a box. With just one wire, it promises to be one of the easiest TVs to set up, with the soundbar and Sky Q box built into the set.
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From: Cooters | 10/19/2021 3:34:43 PM | | | | Comcast Introduces XClass TV: Extending the Company’s Global Technology Platform to Smart TVs Nationwide
Comcast Introduces XClass TV: Extending the Company’s Global Technology Platform to Smart TVs Nationwide | Business Wire
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Hisense XClass TVs are available in affordably priced 43” and 50” 4K Ultra HD models. The televisions include more features and value than other smart TVs in this price category, including a voice remote powered by Comcast’s Emmy-award winning voice technology. Alongside the simple and intuitive user experience, Hisense XClass TVs support leading technologies including Dolby Vision® HDR, which delivers a more vivid, lifelike image. Hisense XClass TVs also support HDR10 and can enable the pass-through of Dolby Atmos® from compatible content sources when the TV is connected to a compatible audio device. |
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From: Cooters | 11/18/2021 12:21:29 PM | | | | November 17, 2021 08:44 AM ET...
CFRA Maintains Hold Opinion on Shares of Dolby Laboratories, Inc. (DLB 89.00***):
We lower our 12-month target price to $94 from $100, on a P/E of 24x, aligned with its three-year historical average, using our FY 22 (Sep.) EPS estimate. We start our FY 23 EPS estimate at $4.40, and raise FY 22 to $3.92 from $3.91. DLB posted Q4 revenue of $285M, below expectations of $300M, and non-GAAP EPS of $0.58, a beat of $0.02. Revenue was weaker than anticipated due to timing in the payment of a contract, and lower broadcast sales. Looking ahead, we see reasons for optimism from accelerating growth of Dolby Atmos and Vision, as well as improved performance in Dolby Cinema from more people returning to movie theaters. This is offset by supply chain issues which would impact consumer electronics, in turn casting uncertainty in DLB’s foundational audio revenues, potentially a large drag on sales. After a strong year of growth on improving business conditions, we expect DLB’s business to post modest gains in FY 22, and profitability to normalize on returning travel and hiring expenses |
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From: Cooters | 1/7/2022 9:31:26 AM | | | | Collier out with a report and a price target of 110(not sure what it was), but don't see any details |
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From: Cooters | 2/3/2022 5:37:53 PM | | | | Dolby Q1 2022 earnings call notes - 2/3/22
The revenue and EPS numbers were within the range but closer to the low end, There was a negative $6M trueup in the quarter that would have made up most of it. They started the call 30 minutes earlier than normal. resulting in only 2 analysts joining Q&A. There also was a new guy named Robert that did the CFO part.
- A few really big and important customer additions recently. Dell and ASUS will be supporting DA and DV in their PCs. Samsung will be adding DA in their TV lineup. More on that later. Mercedes Benz and NIO will be including DA in some car models.
- Added 250M to their buyback auth. bringing it to 506M. They bought back 400K shares in Q1 and ended the Q with 1.26B in cash. In the Q&A they said there will be a meaningful step-up in buybacks in the next few quarters.
- They acquired privately held Millicast to enhance their dolby.io offering, and later said we may see more of that. Millicast customers include NBC, NFL, and Disney, I think in the sports area.
- Though only 2 guys called in, they both asked about DA at Samsung TVs for the first time. Samsung does use DA already in sound bars and phones. They feel this is a natural progression of Samsung adopting Dolby products. The watershed event would be Samsung adopting DV
- DC revenue continues to grow but they didn't provide any metrics, probably cause they weren't asked.
Cooters |
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From: Cooters | 2/4/2022 8:43:06 AM | | | | No comments yet, but Barrington maintains Outperform and 115 target, Colliers maintains Buy but looks like target to 100 from 110. |
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From: Cooters | 2/7/2022 3:41:03 PM | | | | CFRA MAINTAINS HOLD OPINION ON SHARES OF DOLBY LABORATORIES INC. 12:05 am ET February 7, 2022 We trim our 12-month target price to $90 from $94, on a P/E of 24x, below its peer average on a less positive outlook, using our FY 22 (Sep.) EPS estimate. We lower our '22 EPS forecast to $3.76 from $3.92 and our '23 EPS view to $4.30 from $4.40. DLB posted sales of $352M, a miss of $10.6M, while non-GAAP EPS was $1.01, below consensus of $1.06. Revenue fell 10% Y/Y from lower licensing fees and shipment volumes for its foundational audio technologies in the gaming and consumer electronic markets (negative $6M true-up). Supply chain issues are casting significant uncertainty for the industry, and we expect DLB's licensing performance to be at risk in the short term. This is offset partially by DLB making in-roads in expanding partnerships with major brands to incorporate Dolby Vision and Atmos in more electronic products, and benefitting from higher adoption of these technologies. Guidance for Q2 signals conservative expectations, and DLB is likely to see pressures on both its top and bottom line in FY 22. |
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