DLB Dolby Laboratories Message Board

STOCKTALK

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 65.12

+0.2%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Cooters who wrote (205)	1/29/2020 9:11:07 PM
From: Cooters	of 324

Dolby Q1 earnings call - 1/29/2020 The general view is a nice beat on revenue and EPS in Q1, Q2 guidance that looks really good to me but is being characterized as inline, and no update to FY20 guidance. - Main metric is DV penetration and they were clear they expect it to remain on a doubling yearly trajectory, 2019 was 4K at 50% TV market share and DV 10% of 4K. 5% total, going to 10% in 2020. - Bought back 430K shares in Q1. Really good question on buyback path and philosophy from Dougherty, they were clear it is unchanged and a major part of their capital return program. - Amazon Echo now has DA. They are in discussions with a broad range of smart speakers, auto and mobile and expect DA penetration to be significant in the coming years. - Dolby Cinema - 250 screens, still less than 5% of revenue, Health issue will impact Chinese locations impacted but the total percentage of revenue is small and they did not blame any guidance on it. This was a really good report considering the Chinese situation, it will be interesting to see the take from the analysts.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next