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Earnings Call Summary | Dolby Laboratories(DLB.US) Q3 2024 Earnings Conference

Earnings Call Summary | Dolby Laboratories(DLB.US) Q3 2024 Earnings Conference

業績會總結 | 杜比實驗室(DLb.US)2024 Q3 業績會
富途資訊 ·  08/08 08:02  · 電話會議

The following is a summary of the Dolby Laboratories, Inc. (DLB) Q3 2024 Earnings Call Transcript:

以下是杜比實驗室DLB 2024年第三季度業績會議通話記錄摘要:

Financial Performance:

金融業績:

  • Dolby Laboratories reported a Q3 revenue of $289 million, down 3% year-over-year but above the midpoint of guidance.

  • The company expects full-year revenue to decline by approximately 1% to 2% and has maintained the non-GAAP EPS guidance for the year.

  • Non-GAAP EPS for Q3 was $0.71 per diluted share, above the high end of the guidance.

  • 杜比實驗室報告Q3營業收入爲2.89億美元,同比下降3%,但高於指導中點。

  • 公司預計全年收入將下降約1%至2%,並維持全年非GAAP每股收益指引。

  • Q3非GAAP每股收益爲0.71美元,每股攤薄,高於指引的高端。

Business Progress:

業務進展:

  • Dolby continues to expand its Dolby Atmos and Dolby Vision ecosystems, with significant content growth across movies, TV shows, and live sports driving higher device attach rates.

  • New automotive partnerships have been announced, including vehicles from GM, Rivian, and Hyundai's Genesis brand, which now features Dolby Atmos across five models in Korea.

  • The company cited notable progress in mobile, with Transsion launching a Dolby-enabled low-cost phone in Malaysia and expanding in emerging markets.

  • Dolby is set to acquire GE licensing, boosting its patent offerings, especially in video codec technologies, and has also acquired THEO Technologies to enhance Dolby.io offerings.

  • 杜比繼續擴大Dolby Atmos和Dolby Vision生態系統,在電影、電視節目和現場體育方面的顯着內容增長推動設備附着率提高。

  • 包括通用汽車、Rivian和現代的創世品牌在內的新汽車合作伙伴已經宣佈,現在在韓國的五款車型中都引入了Dolby Atmos。

  • 公司提到在移動領域取得的顯着進展,特別是靠Transsion在馬來西亞推出了具有Dolby功能的低成本手機,並在新興市場擴展。

  • 杜比即將收購GE許可證,增加其專利供應,尤其在視頻編解碼技術方面,並已收購THEO Technologies以增強Dolby.io的產品。

Opportunities:

機會:

  • Continued expansion in Dolby Atmos and Dolby Vision content and growing engagement from ecosystem partners presents opportunities for revenue growth in various consumer electronics and automotive sectors.

  • 在各種消費電子和汽車行業中,Dolby Atmos和Dolby Vision內容的持續擴展和生態系統合作伙伴的不斷增長提供了收入增長的機會。

Risks:

風險:

  • The current softness in global device sales, particularly in set-top boxes and gaming consoles, coupled with sluggish cinema box office results, poses risks to projected revenues.

  • 全球設備銷售目前疲軟,尤其是在機頂盒和遊戲機中,加上電影票房結果不佳,給預計的收入帶來風險。

More details: Dolby Laboratories IR

更多細節:杜比實驗室IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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