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Dolby Laboratories (DLB)
NYSE:DLB
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.34Last Year’s EPS
1.34Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a solid quarter with revenue and EPS above guidance, a raised full-year revenue range, clear momentum in strategic growth areas (mobile, automotive, Dolby Vision 2, OptiView) and strengthening partnerships (Qualcomm, Peacock, Roku, Meta). Offsetting items include mid-teens decline in Broadcast for the quarter, expected weakness in PC and CE for the year, a $10M restructuring charge, and some macro uncertainty (memory pricing) that could cause near-term variability. On balance, positive operational and commercial developments coupled with raised guidance and strong foundational technology adoption outweigh the challenges and near-term volatility.Company Guidance
Revenue and EPS Beat Guidance
Q1 revenue of $347 million came in above the high end of guidance; non-GAAP EPS was $1.06, also above the high end of guidance. A $7M favorable true-up for prior shipments contributed to the upside.
Raised Full-Year Guidance
Management raised FY'26 revenue guidance to $1.40B–$1.45B and now expects licensing revenue of $1.295B–$1.345B and non-GAAP EPS of $4.30–$4.45, with implied operating margin improvement of 50–100 bps.
Strong Mobile Growth
Mobile end market grew by over 20% year-over-year in Q1; management expects Mobile to be up mid-single digits for the full year after smoothing for deal timing.
Foundational Technologies Momentum
Dolby Atmos, Dolby Vision and imaging patents are expected to grow roughly 15% and are approaching ~50% of licensing revenue, increasing their influence on overall growth.
Automotive Momentum and OEM Expansion
Automotive partnerships expanded to over 35 OEMs from 20 a year ago (an increase of ~75%), with CES demos, Qualcomm Gen 5 Snapdragon Automotive partnership, and launches from Mahindra and Hyundai showcasing Dolby Atmos and Dolby Vision in cars.
New Distribution & Streaming Partnerships
Roku joined the video distribution patent pool (first U.S. streamer licensee), Peacock committed to Dolby Vision 2/Atmos across movies and live sports, and Meta expanded Dolby Vision support to Facebook—broadening addressable markets and content distribution.
Dolby Vision 2 and Product Pipeline
Dolby Vision 2 received positive reception at CES; first Dolby Vision 2 TVs expected by year-end, which management says increases TV revenue opportunity and opens midrange TV upgrade potential.
Strong Cash Returns and Balance Sheet
Generated approximately $55M in operating cash flow in the quarter, repurchased $70M of stock (with ~$207M remaining authorization), and ended Q1 with ~$730M in cash and investments; declared a $0.36 dividend, up 9% YoY.
High Gross Margin Outlook and Q2 Guide
Q2 guidance: revenue $375M–$405M, licensing $350M–$380M (includes a large recovery), non-GAAP gross margin ~91%, non-GAAP EPS $1.29–$1.44 and non-GAAP OpEx $195M–$205M.
OptiView and Low-Latency Wins
Dolby OptiView delivered NFL RedZone through NFL+ with record streaming quality and signed Veikkaus and SIS for subsecond latency use cases—demonstrating new product-driven monetization and engagement gains.
DLB Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DLB Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 29, 2026 | $63.03 | $64.19 | +1.84% |
Nov 18, 2025 | $64.61 | $64.65 | +0.06% |
Jul 31, 2025 | $74.59 | $69.39 | -6.97% |
May 01, 2025 | $75.10 | $73.81 | -1.72% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Dolby Laboratories (DLB) report earnings?
Dolby Laboratories (DLB) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Dolby Laboratories (DLB) earnings time?
Dolby Laboratories (DLB) earnings time is at Apr 30, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is DLB EPS forecast?
DLB EPS forecast for the fiscal quarter 2026 (Q2) is 1.34.