DLB

Sony Group Corporation SONY reported fourth-quarter fiscal 2025 net income per share (on a GAAP basis) of ¥13.93, down from ¥37.04 in the year-ago quarter. Adjusted net income came in at ¥83.1 billion compared with ¥224.4 billion in the prior-year quarter. Quarterly total revenues rose 8% year over year to ¥3,036.4 billion. The upside reflected solid top-line momentum in Music, Pictures, Entertainment, Technology &Services (ET&S) and Imaging & Sensing Solutions (I&SS), offset by weaker sales in Game & Network Services (G&NS) and sizable losses in All Other. In the past year, the stock has declined 18.7% compared with the Audio Video Production industry’s fall of 18.4%. Image Source: Zacks Investment Research SONY’s revenue growth was supported by broad-based gains outside gaming. Music sales increased 21.1% year over year to ¥570 billion, while Pictures revenue rose 14.1% to ¥472.9 billion and I&SS climbed 28.2% to ¥524.4 billion. Sony Corporation price-consensus-eps-surprise-chart | Sony Corporation Quote Profitability was uneven. Music operating income surged to ¥132.4 billion from ¥83.6 billion, but G&NS operating income fell to ¥54.1 billion from ¥92.7 billion. All Other posted an operating loss of ¥67.6 billion, considerably wider than the ¥9.8 billion loss reported in the prior-year quarter. Sony’s G&NS segment reported a 2.7% decline in quarterly sales to ¥1,022.4 billion, reflecting weaker hardware trends. The segment’s operating income drop of 41.6% highlighted the earnings sensitivity of the platform when hardware volumes soften and one-time charges flow through. Still, user metrics underscored healthy platform activity. For the full year, Monthly Active Users reached 125 million accounts in March, a record high for a fiscal fourth quarter, and total play time increased 1% year over year. Those engagement levels remain an important indicator for recurring network services revenue. SONY’s Music segment was a clear bright spot in the quarter, combining a 21.1% revenue increase with a 58.4% jump in operating income. The results aligned with the segment’s broader full-year strength, as fiscal 2025 Music sales rose 15.1% to ¥2,120.1 billion and operating income increased 25.1% to ¥447 billion. Sony’s Music performance in fiscal 2025 was helped by higher revenues from streaming services across Recorded Music and Music Publishing, alongside stronger live...

Image source: The Motley Fool. Thursday, July 31, 2025 at 5 p.m. ET President & Chief Executive Officer — Kevin J. Yeaman Executive Vice President & Chief Financial Officer — Robert J. Park Kevin J. Yeaman: Thanks, Peter, and thanks to everyone joining us for our third quarter fiscal '25 earnings call. Results for the third quarter were generally in line with our expectations. Both licensing revenue and total revenue came in above the midpoint of the range of guidance we provided on our second quarter earnings call, and non-GAAP earnings came in just above the high end of the range. On our last earnings call, we talked about the macro environment and the related challenges to our visibility as we provided our outlook for the remainder of the year. Robert will go through the details in a moment. At a high level, the macro remains uncertain, our outlook remains unchanged, and we continue to monitor the environment while staying focused on the things that we can control. I'd like to cover some of the highlights from the quarter before I turn the call over to Robert to discuss the financials. We continue to see strong engagement with our ecosystem of content creators, distributors and device OEMs. Starting with music, over 90% of the billboard 100 artists record in Dolby Atmos. We are also seeing momentum in back catalogs being remixed and rereleased in Dolby Atmos from bands like The Rolling Stones, Phil Collins, The Grateful Dead, Fleetwood Mac and the Dube Brothers. In sports, FIFA Club World Cup soccer, the Stanley Cup Finals, the French Open, the Indian Premier League playoffs and finals and the World Test Cricket Championship Final were all available in Dolby. HBO Max, which is streaming most of its sports in Dolby Atmos and Dolby Vision, is launching its streaming service in a dozen new countries this summer as the platform approaches availability in 100 markets. In the cinema, Mission: Impossible - The Final Reckoning, How To Train Your Dragon, F1 The Movie, Jurassic World Rebirth, Superman and The Fantastic Four, just to name a few, are all in Dolby Atmos and Dolby Vision. Across music, sports and movies, it's clear that the creative community continues to embrace the value of content created with Dolby Atmos and Dolby Vision. Moving on to end markets. Let's start with automotive, where we continue to enjoy strong momentum. Last quarter, we talked about...

Image source: The Motley Fool. Thursday, April 30, 2026 at 5 p.m. ET Chief Executive Officer — Kevin Yeaman Chief Financial Officer — Robert Park Need a quote from a Motley Fool analyst? Email [email protected] Kevin Yeaman: Thanks, Peter, and thanks to everyone joining us on the call today. Revenue and non-GAAP earnings for the quarter came in consistent with the expectations we provided on the call last quarter, and we are maintaining our full year guidance. Robert will share more details on the financials in a few minutes. Dolby occupies a unique position across the creator content platform device ecosystem. We continue to strengthen our position, creating growth opportunities across existing and new business areas. Over the last few quarters, we have made great progress, bringing more Dolby content to more content platforms. Top-tier social media companies are increasingly recognizing the value of streaming content in Dolby Vision. Meta has adopted Dolby Vision for content streamed on iOS for both Instagram and Facebook, and Douyin in China has enabled Dolby Vision for content on both iOS and Android. In music, over 90% of the artists featured on Billboard's Year-End Top 100 artists for the last 3 years are creating music in Dolby Atmos. At the Grammys, Dolby Atmos was well represented in all major categories, including all nominees for best new artists. In sports, more and more content is available in Dolby. Just this quarter, the Super Bowl and the Winter Olympics were available in Dolby Vision and Dolby Atmos. The T20 Cricket World Cup in India and the 2026 Formula 1 season streaming on Apple are available in Dolby Vision. HBO Max is streaming a wide variety of sports content in Dolby Atmos and Dolby Vision. And while not exactly sports, they also stream NASA's Artemis II mission in Dolby Vision. And Peacock is also streaming sports in Dolby Atmos with plans to begin streaming in Dolby Vision. We also continue to expand further into mass market TV. Amazon recently announced that it has added support for Dolby Vision to its ad-supported tier. And TV Azteca, the second largest mass media company in Mexico, announced that it will bring Dolby Atmos to free-to-air broadcast. And finally, in the cinema, all of the top 30 grossing films domestically for calendar 2025 were in Dolby Atmos and Dolby Vision. And all major category winners at the Academy Awards in Marc...

SAN FRANCISCO (AP) — SAN FRANCISCO (AP) — Dolby Laboratories Inc. (DLB) on Thursday reported fiscal second-quarter net income of $94.9 million. The San Francisco-based company said it had profit of 99 cents per share. Earnings, adjusted for stock option expense and amortization costs, came to $1.37 per share. The results surpassed Wall Street expectations. The average estimate of three analysts surveyed by Zacks Investment Research was for earnings of $1.31 per share. The creator and licensor of audio, video and voice technologies posted revenue of $395.6 million in the period, also surpassing Street forecasts. Three analysts surveyed by Zacks expected $379.7 million. For the current quarter ending in June, Dolby Laboratories expects its per-share earnings to range from 56 cents to 71 cents. The company expects full-year earnings in the range of $4.30 to $4.45 per share. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on DLB at https://www.zacks.com/ap/DLB

(Bloomberg) -- Apple Inc. reports quarterly earnings after the close on Thursday, but investors will be largely looking past the numbers and seeking clues to incoming Chief Executive Officer John Ternus’ strategic plans. Most Read from Bloomberg US Seeks to Deploy Hypersonic Missile for the First Time Against Iran North Korea Confirms Suicide Rule for Soldiers Ukraine Captures Two NJ Malls Separated by Just Four Miles — and Very Different Fates Junior Bankers Sick of Grunt Work Build $2 Billion AI Tool to Do the Job Meta Shares Plunge on Rising Concern About AI Spending Spree The iPhone maker announced last week that Ternus, its current head of hardware infrastructure, will take over for CEO Tim Cook on Sept. 1. That makes Apple’s fiscal second-quarter earnings report, outlook and conference call the first significant opportunity for Wall Street to get a reading on the new leader’s priorities. It isn’t clear if Ternus will appear on the call, and a company spokesperson declined to comment. “It isn’t really about the numbers,” said Anthony Saglimbene, chief market strategist at Ameriprise. “We want to know what the CEO transition looks like.” Ternus is taking over at a complex time for one of the world’s biggest companies, which is expected to debut a number of major products in upcoming months — notably a foldable iPhone. But while growth trends are improving, Apple has been grappling with skyrocketing costs for key components like memory chips and a volatile macro backdrop driven by the war in Iran and advances in AI that have minted stock market winners and losers. “Investors have reason to be excited about Ternus since he was an overseer of some of Apple’s most successful recent products, but his strategy will be a long-term story,” said David Wagner, portfolio manager at Aptus Capital Advisors, which has about $14 billion in assets and holds Apple in a variety of portfolios. “In the short term, the impact of component costs will be the focal point.” Apple shares are up less than 1% this year after a relatively disappointing 8.6% gain in 2025. By contrast, the technology-heavy Nasdaq 100 Index is up 8.3% in 2026 and the S&P 500 Index has gained 4.9%. Apple’s stock was up 1.2% on Thursday afternoon. While the company is accelerating development of AI-powered hardware devices and features, it has also seen a number of delays with its own artificial intellig...

This article first appeared on GuruFocus. Revenue: $396 million for the quarter. Non-GAAP Earnings Per Share: $1.37. Licensing Revenue: $372 million. Products and Services Revenue: $23 million. Operating Cash Flow: Approximately $93 million. Stock Repurchase: $65 million of common stock repurchased. Dividend: $0.36, up 9% from a year ago. Cash and Investments: Approximately $675 million. GAAP Operating Expenses: Include a $2 million restructuring charge. Broadcast Revenue Growth: Up 26% year over year. Mobile Revenue Growth: Down 6% year over year. Full-Year Revenue Guidance: $1.4 billion to $1.45 billion. Full-Year Licensing Revenue Guidance: $1.295 billion to $1.345 billion. Non-GAAP Operating Expenses Guidance: $780 million to $800 million. Operating Margin Improvement: 50 to 100 basis points on a non-GAAP basis. Full-Year Non-GAAP EPS Guidance: $4.30 to $4.45. Q3 Revenue Guidance: $295 million to $325 million. Q3 Licensing Revenue Guidance: $270 million to $300 million. Q3 Gross Margin: Approximately 88% on a non-GAAP basis. Q3 Non-GAAP Expenses: $200 million to $210 million. Q3 Non-GAAP EPS Guidance: $0.56 to $0.71. Warning! GuruFocus has detected 3 Warning Sign with DLB. Is DLB fairly valued? Test your thesis with our free DCF calculator. Release Date: April 30, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Revenue and non-GAAP earnings for the quarter met expectations, and full-year guidance is maintained. Dolby Vision and Dolby Atmos are increasingly adopted by top-tier social media companies like Meta and Douyin. Over 90% of Billboard's top 100 artists are creating music in Dolby Atmos, indicating strong adoption in the music industry. Significant progress in the automotive sector with brands like BMW, BYD, and Lexus adopting Dolby Atmos. Expansion into mass market TV with Amazon and TV Azteca adopting Dolby Vision and Dolby Atmos. Mobile revenue was down 6% year over year due to timing of deals. Memory pricing volatility and macroeconomic factors like inflation and geopolitical instability pose risks. PC market is expected to decline primarily due to lower unit sales. Foundational revenue is expected to be down slightly for the full year. Gaming sector is experiencing lower growth, partially offsetting gains in other areas. Q: Can you discuss the expected growth of consumption-based revenu...

Dolby Laboratories, Inc. DLB reported second-quarter fiscal 2026 non-GAAP earnings of $1.37 per share, which jumped 2.2% year over year and topped the Zacks Consensus Estimate of $1.31, delivering a 4.58% surprise. Revenues of $396 million increased 7% from the year-ago quarter and beat the consensus mark of $380 million by 4.21%. The upside was driven by solid licensing performance, which remained the dominant revenue contributor. Strength across broadcast and continued adoption of Dolby technologies supported growth despite some timing-related softness in mobile. In the past year, shares have lost 15.8% compared with the Zacks Audio Video Production industry’s decline of 21%. Image Source: Zacks Investment Research Dolby generated total revenues of $396 million, up from $370 million in the prior-year quarter. Licensing revenues accounted for $372 million, reflecting the company’s continued reliance on royalty-based income streams. Products and services revenues were $23 million, remaining relatively stable year over year. Licensing continues to be the key growth engine, supported by broader adoption of Dolby Atmos and Dolby Vision across multiple end markets. Management highlighted that expansion across content platforms, devices and automotive is strengthening its ecosystem. Increasing availability of content in Dolby formats is also encouraging adoption among partners and consumers. Dolby Laboratories price-consensus-eps-surprise-chart | Dolby Laboratories Quote Performance across end markets was uneven during the quarter. Broadcast revenues increased 26% year over year, benefiting from a large recovery previously highlighted by management. In contrast, mobile revenues declined 6% year over year due to deal timing. Despite this quarterly volatility, the company expects both broadcast and mobile segments to deliver mid-single-digit growth for the full year. Dolby continues to diversify across markets, including automotive and streaming platforms. The company noted increasing traction in automotive, where entertainment features are becoming a key differentiator, supporting long-term licensing opportunities. Dolby continues to expand its presence across content platforms and consumer devices. The company emphasized growing adoption of Dolby Vision and Dolby Atmos in social media, music and sports content. High-profile events such as the Super Bowl, Winter O...

Q2 results:** Dolby posted revenue of $396 million and non‑GAAP EPS of $1.37, generated about $93 million in operating cash flow, repurchased $65 million of stock, declared a $0.36 dividend (up 9%), and maintained full‑year guidance. Platform and device momentum: Management highlighted broad adoption of Dolby Vision and Dolby Atmos across streaming and social platforms (e.g., Meta, Douyin, HBO Max), mobile and upcoming Dolby Vision 2 TVs from major brands, plus significant automotive wins with BMW, BYD, Lexus, NIO and Hyundai. New revenue streams and outlook: Dolby is monetizing patents and services via its Video Distribution Program (now 40 licensors) and Dolby OptiView (wins like Genius Sports/William Hill), and expects Dolby Atmos, Dolby Vision and imaging patents to grow ~15% and make up nearly half of licensing revenue. Interested in Dolby Laboratories? Here are five stocks we like better. Big Screen Stock Soars on Blockbuster Q2 Earnings Dolby Laboratories (NYSE:DLB) reported fiscal second-quarter 2026 results that management said were consistent with prior expectations, while highlighting continued traction for Dolby Vision and Dolby Atmos across streaming platforms, devices, and automotive. The company also maintained its full-year outlook. Revenue for the quarter was $396 million, which CFO Robert Park said was within the guidance provided last quarter. On a non-GAAP basis, earnings were $1.37 per share, also within the guided range. → Corning Beats Q1 Estimates but Drops 9% on Guidance Miss Park said licensing revenue totaled $372 million, while products and services revenue was $23 million. The company generated approximately $93 million in operating cash flow during the quarter and repurchased $65 million of common stock. Park said Dolby ended the quarter with about $675 million in cash and investments and had approximately $142 million remaining under its share repurchase authorization. Dolby declared a $0.36 dividend, which Park said was up 9% from a year earlier. He added that GAAP operating expenses included a $2 million restructuring charge tied to actions initiated last year. → Meta Posted Its Best Sales Growth Since 2021—So Why Did Shares Fall? CEO Kevin Yeaman emphasized Dolby’s position across “the creator content platform device ecosystem,” describing progress in bringing more Dolby content to more platforms. In social media, Yeaman sai...

Dolby Laboratories (DLB) reported Thursday Q2 adjusted earnings of $1.37 per diluted share, up from

Performance was driven by the increasing recognition of high-quality content as a competitive differentiator for streaming platforms and device manufacturers. Strategic adoption of Dolby Vision by Meta (Instagram/Facebook) and Douyin (Android/iOS) is strengthening the value proposition for mobile OEMs to include Dolby capture and playback. The automotive sector is shifting toward high-quality in-vehicle entertainment, allowing Dolby to penetrate premium lines and begin moving into mass-market configurations. Management attributes growth in the living room segment to the momentum of live sports content, which serves as a primary catalyst for new TV sales and deeper technology adoption. The company is successfully diversifying revenue streams by transitioning from a device-only focus to generating licensing revenue directly from content platforms. Operational progress in the video distribution program is validated by the addition of 40 licensors, creating a strong pipeline for future licensee growth. Full-year guidance assumes Dolby Atmos, Dolby Vision, and imaging patents will grow approximately 15%, representing nearly half of total licensing revenue. The launch of Dolby Vision 2 by the end of the fiscal year is expected to increase ASPs and drive deeper adoption across global TV lineups. Management is making progress with consumption-based revenue streams, specifically Dolby OptiView and the video distribution program, which are intended to drive growth beyond traditional device licensing. Guidance methodology incorporates a diverse end-market mix to offset potential headwinds from memory pricing volatility and macroeconomic sensitivity in the PC and mobile sectors. Operating margin is targeted to improve by 50 to 100 basis points on a non-GAAP basis through disciplined expense management and organic revenue growth. Broadcast revenue saw a 26% year-over-year increase this quarter, primarily due to a large recovery event previously identified by management. Mobile revenue declined 6% year-over-year, which management characterized as a timing-related fluctuation rather than a structural trend. A $2 million restructuring charge was recorded in the second quarter related to organizational actions initiated in the prior year. The company maintains a strong capital allocation strategy, repurchasing $65 million in stock and increasing the dividend by 9% year-over-...

Dolby Laboratories (DLB) came out with quarterly earnings of $1.37 per share, beating the Zacks Consensus Estimate of $1.31 per share. This compares to earnings of $1.34 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +4.84%. A quarter ago, it was expected that this creator and licensor of audio, video and voice technologies would post earnings of $0.9 per share when it actually produced earnings of $1.06, delivering a surprise of +17.78%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Dolby Laboratories, which belongs to the Zacks Audio Video Production industry, posted revenues of $395.63 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 4.21%. This compares to year-ago revenues of $369.56 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Dolby Laboratories shares have lost about 1.5% since the beginning of the year versus the S&P 500's gain of 4.2%. While Dolby Laboratories has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Dolby Laboratories was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in...

Dolby Laboratories (DLB) reported $395.63 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 7.1%. EPS of $1.37 for the same period compares to $1.34 a year ago. The reported revenue represents a surprise of +4.21% over the Zacks Consensus Estimate of $379.65 million. With the consensus EPS estimate being $1.31, the EPS surprise was +4.84%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance. Here is how Dolby Laboratories performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Revenue- Licensing: $372.25 million versus the three-analyst average estimate of $356.49 million. The reported number represents a year-over-year change of +7.6%. Revenue- Products and services: $23.39 million versus $23.16 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -0.7% change. Revenue- Licensing- Market- PC: $59.46 million compared to the $48.67 million average estimate based on two analysts. The reported number represents a change of +1.8% year over year. Revenue- Licensing- Market- Other: $58.39 million compared to the $64.72 million average estimate based on two analysts. The reported number represents a change of +6% year over year. Revenue- Licensing- Market- CE: $40.95 million versus $39.46 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +7.4% change. Revenue- Licensing- Market- Broadcast: $119.2 million versus $114.57 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +26.5% change. Revenue- Licensing- Market- Mobile: $94.24 million versus $91.47 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -5.9% change. Gross Margin- Licensing: $348.2 million versus the three-analyst average estimate of $3...