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Technology Stocks : DLB Dolby Laboratories

DLB 65.12

+0.2%

Nov 7 9:30 AM EST

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From: Cooters	5/10/2020 1:07:49 PM
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I'll try to post ecosystem gains as we work through the pandemic, they may not show up in current numbers but they will be central to what revenues look like on the other side of this. To recap the DV opportunity specifically for the TV market, they said 4K was 50% of the approx. 220M TV market last year and DV had a 10% market share of 4K(or 5% of total market), up 100% with an initial forecast of another doubling this year. They said it grew in the latest quarter but did not speak to the doubling. Either way, using the $3/set number in the previous article, last year would have been 11M x $3 = $33M, with an addressable market of $660M. This is just one license(DV) in one market(TV). I continue to believe DLB represents an under the radar play on 4K streaming, and will one day explode when it is on the radar. Till then, patience.

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