DLB
Dolby Laboratories, Inc.66.80
+0.18+0.27%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q1 '26
Q&A reaffirms beat, derisks outlook
Q&A largely reaffirmed prepared remarks after Q1's revenue beat to $347 million and raised FY26 guidance to $1.4-$1.45 billion. Management downplayed early deal timing and $7 million gaming/broadcast true-up as normal volatility, derisking the year without macro urgency. Memory pricing prompted minor Mobile adjustments, but impacts stayed immaterial. CES drew strong partner enthusiasm for automotive full-entertainment push and Dolby Vision 2 TVs by year-end. Patent pool notched Roku as first U.S. streamer amid early-signup incentives. Deals landed early. Confident tone persists; watch auto geo diversification and Vision attach rates.
Key Stats
Market Cap
6.38BP/E (TTM)
25.50Basic EPS (TTM)
2.62Dividend Yield
0.02%Recent Filings
8-K
Stockholders approve directors, pay
Dolby Laboratories stockholders at the February 3, 2026 annual meeting elected all eight director nominees, including Kevin Yeaman and Tony Prophet, with strong support despite some withheld votes. They approved executive compensation on an advisory basis and ratified KPMG LLP as auditors for fiscal year ending September 25, 2026. All proposals passed decisively.
10-Q
Q2 FY2026 results
Dolby Laboratories filed its 10-Q for the fiscal quarter ended December 26, 2025, but the document provided contains no financial statements, MD&A, or quantitative data on revenue, profitability, cash flows, or debt. No y/y or q/q deltas, EPS, margins, or FCF figures are disclosed. Non-GAAP metrics not disclosed in the 10-Q. No M&A, impairments, or regulatory matters detailed. Cash and liquidity posture undisclosed. Competition remains a key risk from Risk Factors.
8-K
Q1 revenue dips; dividend declared
Dolby Laboratories reported Q1 fiscal 2026 revenue of $347 million, down from $357 million last year, with GAAP net income at $53 million ($0.55/share) versus $68 million ($0.70/share); non-GAAP net income hit $103 million ($1.06/share), fully reconciled. Declared $0.36/share dividend, payable February 18 to February 10 record holders. Shares repurchased: 1 million for $70 million. Q2 revenue guides $375-405 million amid macro uncertainties.
10-K
FY2025 results
Dolby Laboratories posted FY2025 revenue of $1.35B, up 6% y/y, with licensing at 93% of total and up 6% to $1.25B on stronger mobile (up 14%), broadcast (up 5%), and other markets including automotive and Dolby Cinema, while CE dipped 9%. Products and services grew 10% to $101M, aided by Dolby OptiView. Gross margins held firm at 88%, operating income rose to $265M, and net income hit $255M or $2.62 diluted EPS on 97M shares. Q4 saw $479K Class A shares repurchased at ~$73/share under the $3.3B program ($277M remaining), alongside quarterly dividends of $0.33/share rising to $0.36. Cash swelled to $702M with $472M operating cash flow. Patent expirations loom.
8-K
Dolby posts FY25 revenue growth
Dolby Laboratories reported Q4 FY25 revenue of $307M, up slightly from $305M last year, with full-year revenue hitting $1.35B versus $1.27B. Non-GAAP net income surged to $96M ($0.99/share) from $78M. Cash dividend declared at $0.36/share, payable December 10. FY26 revenue outlook: $1.39B-$1.44B. Momentum builds in Atmos and Vision.
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