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Technology Stocks DLB Dolby Laboratories

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From: Cooters	11/21/2024 1:17:30 PM
	of 323

November 20, 2024 09:37 am ET. CFRA Maintains Hold Rating on Shares of Dolby Laboratories, Inc. (DLB 78.34***) We raise our price target by $6 to $82, 20x our FY 25 (Sep.) EPS view, below DLB’s five-year average (~23x) on soft consumer device volumes and uncertainty about new tariffs. We raise our FY 25 EPS view by $0.30 to $4.10 and initiate FY 26’s at $4.30. DLB posted near-consensus Sep-Q sales of $305M (+5% Y/Y) and above-consensus EPS of $0.81 (+25%). We expect FY 25 to look similar to FY 24, with momentum for Dolby Atmos and Dolby Vision (+15% organic growth projected) offset by a modest decline in foundational technologies (~60% of FY 24 licensing revenue). DLB sees foundational tech stabilizing, but we see downside risk from increased trade restrictions under Trump, and we hesitate to get bullish on device sales until more details around tariffs emerge. Momentum keeps growing with auto OEMs; DLB added two partners during FQ4 to now total over 20. Both OEMs are associated with China, which we take as an encouraging sign given many U.S. peers’ worsening issues with local Chinese competition in recent periods

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From: Cooters	1/7/2025 9:22:09 AM
	of 323

Dolby Revs Up In-Car Entertainment Innovations at CES 2025 Dolby Revs Up In-Car Entertainment Innovations at CES 2025 snip And leading into CES, Samsung Display, a leading manufacturer of display solutions for auto manufacturers, announced that it has formed a strategic partnership with Dolby that will help bring Dolby Vision to more cars around the globe. Through this collaborative effort, Samsung Display's cutting-edge OLED displays will be pre-tuned to deliver Dolby Vision, combining best-in-class imaging experiences into a new streamlined evaluation and implementation process that is now available to automotive manufacturers.

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To: Cooters who wrote (316)	1/7/2025 9:24:54 AM
From: Cooters	of 323

Samsung Display's cutting-edge OLED displays will be pre-tuned to deliver Dolby Vision I don't know if this suggests Samsung will adopt DV for their TV and handset lineups, but it would be HUGE if it does. I've been waiting for Samsung to get on board since Apple in 2017. Cooters

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From: Cooters	1/14/2025 12:56:52 PM
	of 323

4 reasons to buy an LG TV over a Samsung TV 4 reasons to buy an LG TV over a Samsung TV snip LG embraces a true cinematic experience Bring the theater feel to your home Notably, most LG TVs include a Dolby Atmos and Dolby Vision, proprietary technologies that elevate the viewing experience by making colors brighter, blacks deeper, and sounds more spatial. The latter in particular is a major edge over Samsung, which refuses to pay Dolby for the service, instead opting for HDR10+ as its video format. Though both are dynamic, adapting frame-by-frame to what's on-screen, Dolby Vision offers a bigger color palette and higher brightness. Pair Filmmaker Mode with LG's OLED panels, and you've got the best chance to embrace the cinema at home. With many of the top streaming services offering compatibility with Dolby, including Disney+, Apple TV +, and Netflix, I'm inclined to take advantage of the feature in order to watch the best version of quality content.

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From: Cooters	1/30/2025 9:38:40 AM
	of 323

It was a nice beat but they didn't update yearly guidance. I expected flat to down open but the market likes something. Coot

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From: Cooters	2/5/2025 3:39:43 PM
	of 323

Comcast and Dolby to Deliver First-Ever Super Bowl in Both Dolby Vision and Dolby Atmos Comcast and Dolby to Deliver First-Ever Super Bowl in Both Dolby Vision and Dolby Atmos \| Business Wire

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From: Cooters	3/10/2025 9:25:40 AM
	of 323

Dolby and General Motors Bring Dolby Atmos to Cadillac's Entire 2026 EV Lineup Dolby and General Motors Bring Dolby Atmos to Cadillac's Entire 2026 EV Lineup

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From: Cooters	3/31/2025 11:01:44 AM
	of 323

Dolby and AMC Entertainment announce major expansion of Dolby Cinema at AMC in the US, with 40 additional auditoriums to be added by the end of 2027 Dolby and AMC Entertainment announce major expansion of Dolby Cinema at AMC in the US, with 40 additional auditoriums to be added by the end of 2027

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To: Cooters who wrote (322)	3/31/2025 11:03:03 AM
From: Cooters	of 323

Hopefully we get commentary on the next call about whether this will result in DC exceeding 10% of revenue and being broken out of the Other category. Coot

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