Dolby at William Blair - 6/5/19
The CEO presented, pretty good overview of the process of creating and distributing content in DA and DV, not too many bits of new information
- Dolby Cinema is a box office revenue share model. There are 230+ titles released in DC, including the top 15 in 2018. Currently 135+ DC screens in US, 20+ in EMEA, 55+ in APA, mostly China.
- They increase the contrast to 1M/1 with DV in the cinema from the usual 2K-4K/1. He gave a "rain" analogy for DA in the cinema. He said in 3D rain sounds like actual rain. In DA you look for an umbrella.
- Mastering for home distribution of DV is different than mastering for the cinema.
- 14 of top 15 TV makers support DV on at least some models. Vizio announced they will have DV on all 2019 holiday models, bringing the price point down below $260 retail.
- In UK, BT and Sky use DA across all their Premier League offerings.
- New product initiatives growth question -Clarified they do not include DA in this category, this is DV, DC, and Dolby Voice. $100M in 18', up 65%. At least another 65% this year.
- They talked about an announcement from Monday that Apple is supporting DA in iOS and MacOS, but I've not seen that.
- CEO said he was confident they would get to and sustain double digit revenue growth. |
