| From: Cooters | 1/10/2024 1:08:36 PM | | | | | | Dolby Showcases the Growing Reach of Dolby Vision and Dolby Atmos at CES 2024
Dolby Showcases the Growing Reach of Dolby Vision and Dolby Atmos at CES 2024 (yahoo.com)
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Two of the world's leading PC gaming monitor manufacturers will support Dolby Vision
Alienware and ASUS announced their first gaming PC monitors to support Dolby Vision. Dolby Vision will be included on the Alienware 32 4K QD-OLED Gaming Monitor (AW3225QF) and ASUS' ROG Swift OLED PG32UCDM.
This marks a first for Dolby Vision with two of the world's leading PC manufacturers now integrating Dolby Vision into upcoming gaming monitors. With Dolby Vision, customers will unlock incredible picture quality across a wide range of entertainment. This includes gaming in Dolby Vision, which delivers an astonishing and more realistic image filled with incredible brightness, wider contrast, more vivid colors, and crisper detail when enjoying compatible games.
Dell also announced its latest XPS laptops will offer the combined Dolby Vision and Dolby Atmos experience. |
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| From: Cooters | 1/31/2024 9:10:36 AM | | | | | | Rosenblatt Reiterates Buy on Dolby Laboratories, Maintains $98 Price Target
BENZINGA - 7:47 AM ET 1/31/2024 |
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| From: Cooters | 2/2/2024 8:45:21 AM | | | | | | CFRA Reiterates Hold Rating On Shares Of Dolby Laboratories, Inc.
We raise our target price by $2 to $89, utilizing a P/E of 23.5x our FY 24 (Sep.) EPS view, near peers and DLB's 3-year historical average (~23x). We increase our FY 24 EPS estimate by $0.09 to $3.77 and lower our FY 25 estimate by $0.05 to $3.95. DLB prints Dec-Q sales of $316M (-6% Y/Y) and EPS of $1.01 (-9%), both above consensus. We expect a continued soft environment for both Licensing (sales down 5% Y/Y) and Products & Services (-19%), driven by weak consumer device sales amid continued macro uncertainty. DLB reiterated its mid-term target for a 15-25% revenue CAGR for its imaging patents and Dolby Atmos/Dolby Vision products despite expectations of just high-single-digit growth in FY 24. We think this can be achieved given encouraging anecdotal data around Atmos/Vision availability from content providers (with increasing momentum in sporting events) and a growing pipeline of automotive OEM design-wins (13 total, up from 10 exiting FY 23), but we skew our outlook towards the lower end of the range. |
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| From: Cooters | 5/3/2024 7:36:00 AM | | | | | | CFRA Maintains Hold Rating On Shares Of Dolby Laboratories, Inc.
We lower our price target by $6 to $83, 22.5x our '24 EPS estimate, near DLB's 5-year average (~22.5x). We lower our '24 EPS view by $0.07 to $3.70 and raise our '25 estimate by $0.08 to $4.03. DLB reports Mar-Q sales of $365M (-3% Y/Y) and EPS of $1.27 (+1%), near consensus, while leaving its full-year guide unchanged. Dolby Atmos (DA) and Dolby Vision (DV) are gaining momentum in mobile, with the company announcing their adoption across an impressive number of new phones, including new releases by Xiaomi, Transsion, and Oppo. We also positively view the continued rollout of content supporting DA/DV, primarily in sports, with Max becoming the first streamer to adopt DA/DV across all of its live sports offerings, which we think will become more popular as consumers increasingly move away from cable. Still, more material growth numbers are unlikely until overall device sales rebound, which we do not expect this year, with unit volumes in automotive, mobile, and TV all projected to be relatively flat in CY 24. |
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| From: Cooters | 5/22/2024 11:48:30 AM | | | | | | DLB @ JPM - 5/21/24
Fireside chat with Kevin. Great overall info but not a lot new. I did manage to get a question in about DV at Samsung, He didn't really offer anything new or encouraging.
- DA/DV/Imaging Patents now represent 1/3 of licensing revenue.
- DA now on 15 Mercedes models.
- 300 DC screens now. They've been adding 20-25/yr since the pandemic, down from 50-60/yr prior. They hope to get back to that 50-60 level.
Coot |
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