Dolby Laboratories (DLB)
NYSE:DLB
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.67Last Year’s EPS
0.78Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong execution and secular momentum across content, devices and automotive, with revenue and EPS in line with guidance, healthy cash generation, and multiple growth initiatives (Dolby Vision 2, video distribution program, Dolby OptiView). Key growth drivers (Dolby Atmos/Vision and imaging patents) are expected to grow ~15% and constitute a large portion of licensing revenue. Near-term challenges include a 6% decline in mobile for the quarter, expected PC declines, reliance on licensing, quarter-to-quarter volatility from recoveries/MVCs, and macro/memory-price risks. Overall, the positives (broad ecosystem adoption, financial strength, product and program traction) outweigh the localized/short-term headwinds.Company Guidance
Top-line and EPS in Line with Guidance
Revenue of $396 million for the quarter and non-GAAP EPS of $1.37, both within the guidance provided last quarter; company is maintaining full-year guidance of $1.40B–$1.45B total revenue and non-GAAP EPS of $4.30–$4.45.
Strong Licensing Revenue and High Gross Margins
Licensing revenue of $372 million (≈94% of quarter revenue) with expected non-GAAP gross margin of approximately 88% and targeted non-GAAP operating margin expansion of 50–100 basis points for the full year.
Solid Cash Generation and Capital Returns
Generated ~$93 million in operating cash flow, repurchased $65 million of common stock (≈$142 million remaining authorization), ended the quarter with ~$675 million in cash and investments and declared a $0.36 dividend, up 9% year-over-year.
Content and Platform Momentum — Widespread Adoption
Major content and platform wins: Meta (Instagram & Facebook) adopted Dolby Vision on iOS; Douyin rolled out Dolby Vision on iOS and Android; Super Bowl and Winter Olympics available in Dolby Vision/Atmos; HBO Max, Peacock, Apple streaming sports and NASA Artemis II in Dolby Vision; all top 30 domestic films in 2025 were in Dolby Atmos & Dolby Vision.
Automotive Expansion
Notable automotive wins and rollouts including BMW (7 Series globally, iX3 in China), BYD (Denza in Europe), Lexus first Dolby Atmos cars, NIO expansion (Firefly), and Hyundai IONIQ launched in China with a 4-channel/8-speaker Dolby Atmos implementation — signaling progress from premium into broader lineups.
Mobile Device and Capture Momentum
Dolby Vision capture/playback and Dolby Atmos included across Apple's lineup (including new iPhone 17E), Xiaomi Redmi Note 15 Pro series, Vivo X300 Ultra and iQOO 15 Ultra; Douyin Android support expected to accelerate Dolby Vision adoption into mid-range Android devices.
New Product and Program Traction (Dolby Vision 2, Video Distribution & OptiView)
First Dolby Vision 2 TVs expected by year-end from Hisense, TCL and Philips with Peacock and Canal+ committed; video distribution patent pool added Sharp and SK Planet bringing total licensors to 40; Dolby OptiView secured wins including Genius Sports and William Hill and showed strong industry interest at NAB.
Patents and High-Value Licensing Growth
Dolby Atmos, Dolby Vision and imaging patents expected to grow roughly 15% for the full year and to represent nearly half of total licensing revenue; licensing pipeline described as strong.
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 |
|---|---|---|---|
Apr 30, 2026 | $63.74 | $57.10 | -10.42% |
Jan 29, 2026 | $62.30 | $63.44 | +1.84% |
Nov 18, 2025 | $63.86 | $63.90 | +0.06% |
Jul 31, 2025 | $73.72 | $68.59 | -6.97% |
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 Aug 11, 2026, After Close (Confirmed).
What is Dolby Laboratories (DLB) earnings time?
Dolby Laboratories (DLB) earnings time is at Aug 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is DLB EPS forecast?
DLB EPS forecast for the fiscal quarter 2026 (Q3) is 0.67.