SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : DLB Dolby Laboratories
DLB 65.55-0.4%Nov 14 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Cooters who wrote (96)1/24/2018 10:48:46 PM
From: Robert100  Read Replies (1) of 324
 
Hey Cooters,

I listened to the call as well and had similar take always. They did sound disappointed about the slow down in product sales but seemed upbeat on future “affordable” sound are. The Recoverables is also something I don’t quite understand and seem to think it will be a reoccurring variable because it may be rooted in one or two large customers that are not consistent in payments. I would hope they would learn from the past and avoid these issues but the may not be in a position to antagonize these potentially large customers. You did mention the Accounts Receivables increasing substantially and I hope they have realistic expectations of true payments. I don’t know if Recoveries start as late pay Accounts Receivables???

Anyway I am hoping too this is the start of something sustainable but think the Receivables issues will temper outright excitement. Lastly, correct me if I am wrong, but didn’t Dolby say part of the revenue beat was because of the timing of a large Receivable?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext